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iShares Interest Rate Hedged High Yield Bond ETF
HYGH

Overview Fund Activity

83 hedge funds and large institutions have $146M invested in iShares Interest Rate Hedged High Yield Bond ETF in 2024 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 36 increasing their positions, 14 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
83
Holders Change
+15
Holders Change %
+22.06%
% of All Funds
1.11%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
24
Increased
36
Reduced
14
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KA
Kovack Advisors
Florida
$10.9M
2
RWA
Rooted Wealth Advisors
Illinois
$8.09M
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$7.74M
4
AWS
Atria Wealth Solutions
New York
$8.02M
5
CCMG
Clark Capital Management Group
Pennsylvania
$2.17M

Top Sellers

1
HOWA
Heritage Oak Wealth Advisors
Florida
$0
2
EH
Equitable Holdings
New York
$462K
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$431K
4
Jane Street
Jane Street
New York
$982K
5
DFCM
Dark Forest Capital Management
Puerto Rico
$2.71M
Name Holding Trade Value Shares
Change 		Shares
Change %
MWM
51
Mascagni Wealth Management
Mississippi
$338K +$338K +3,965 New
BCM
52
Brookstone Capital Management
Illinois
$334K +$118K +1,372 +55%
NA
53
NewEdge Advisors
Louisiana
$307K – – –
PS
54
Principal Securities
Iowa
$294K +$87.6K +1,014 +42%
TNBTD
55
Trustmark National Bank Trust Department
Mississippi
$282K -$5.27K -61 -2%
HCA
56
Heck Capital Advisors
Wisconsin
$272K +$272K +3,155 New
SMC
57
Smith, Moore & Co
Missouri
$240K +$240K +2,777 New
AA
58
Advisory Alpha
Michigan
$224K +$1.64K +19 +0.7%
MWM
59
Meridian Wealth Management
Kentucky
$219K +$219K +2,536 New
AFG
60
Atomi Financial Group
New York
$203K +$203K +2,355 New
GJIA
61
Glass Jacobson Investment Advisors
Maryland
$174K +$126K +1,456 +259%
SAM
62
Synergy Asset Management
Washington
$122K +$122K +1,410 New
US Bancorp
63
US Bancorp
Minnesota
$97.1K – – –
ACM
64
Anfield Capital Management
California
$84.9K – – –
CIBC Private Wealth Group
65
CIBC Private Wealth Group
Georgia
$81.7K -$173 -2 -0.2%
Morgan Stanley
66
Morgan Stanley
New York
$71.6K -$86 -1 -0.1%
Bank of Montreal
67
Bank of Montreal
Ontario, Canada
$54.7K +$4.23K +49 +8%
GRP
68
Global Retirement Partners
California
$49.6K +$29.9K +346 +152%
HWP
69
Highline Wealth Partners
California
$41.5K +$346 +4 +0.8%
AWM
70
AE Wealth Management
Kansas
$25K +$25K +290 New
SS
71
Sunbelt Securities
Texas
$20.6K -$4.66K -54 -18%
PGAM
72
Princeton Global Asset Management
New Jersey
$19.4K – – –
HI
73
Harbour Investments
Wisconsin
$15.7K – – –
TCPG
74
Trivant Custom Portfolio Group
California
$11.7K +$11.7K +136 New
CFD
75
Creative Financial Designs
Indiana
$11.2K +$259 +3 +2%
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