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iShares Interest Rate Hedged High Yield Bond ETF
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Overview Fund Activity

89 hedge funds and large institutions have $162M invested in iShares Interest Rate Hedged High Yield Bond ETF in 2025 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 43 increasing their positions, 18 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
89
Holders Change
+6
Holders Change %
+7.23%
% of All Funds
1.21%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
15
Increased
43
Reduced
18
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
+$8.01M
2
AC
Apella Capital
Connecticut
+$2.99M
3
Jane Street
Jane Street
New York
+$2.82M
4
AF
Advisornet Financial
Minnesota
+$2.44M
5
IA
Integrity Alliance
Iowa
+$2.05M

Top Sellers

1
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$4.13M
2
APM
a16z Perennial Management
California
-$1.89M
3
AI
AXS Investments
New York
-$1.51M
4
SPC
Sigma Planning Corp
Michigan
-$1.47M
5
CAGAS
Capital Advisory Group Advisory Services
Minnesota
-$1.05M
Name Holding Trade Value Shares
Change 		Shares
Change %
BlackRock
51
BlackRock
New York
$422K +$422K +4,953 New
TNBTD
52
Trustmark National Bank Trust Department
Mississippi
$397K +$119K +1,395 +43%
RIA
53
Regal Investment Advisors
Michigan
$351K -$63.2K -742 -15%
WI
54
Westbourne Investments
Virginia
$347K – – –
BCM
55
Brookstone Capital Management
Illinois
$339K +$9.12K +107 +3%
MWM
56
Mascagni Wealth Management
Mississippi
$338K – – –
HAS
57
HBW Advisory Services
California
$321K +$321K +3,769 New
NA
58
NewEdge Advisors
Louisiana
$302K – – –
TFM
59
Trademark Financial Management
Minnesota
$302K -$544K -6,388 -64%
PS
60
Principal Securities
Iowa
$294K – – –
OP
61
ORG Partners
Indiana
$273K +$273K +3,200 New
MWM
62
Meridian Wealth Management
Kentucky
$218K +$1.62K +19 +0.7%
ASN
63
Advisory Services Network
Georgia
$218K -$394K -4,625 -64%
AFG
64
Atomi Financial Group
New York
$211K +$10.6K +124 +5%
AA
65
Advisory Alpha
Michigan
$206K -$15.6K -183 -7%
GJIA
66
Glass Jacobson Investment Advisors
Maryland
$174K – – –
ACM
67
Anfield Capital Management
California
$116K +$32.6K +383 +39%
Morgan Stanley
68
Morgan Stanley
New York
$102K +$31.1K +365 +44%
US Bancorp
69
US Bancorp
Minnesota
$95.9K – – –
CIBC Private Wealth Group
70
CIBC Private Wealth Group
Georgia
$78.8K +$2.43K +30 +3%
HWP
71
Highline Wealth Partners
California
$41.1K +$171 +2 +0.4%
HI
72
Harbour Investments
Wisconsin
$32.1K +$16.6K +195 +107%
NS
73
NBC Securities
Alabama
$24K +$24K +292 New
PGAM
74
Princeton Global Asset Management
New Jersey
$19.2K – – –
SS
75
Sunbelt Securities
Texas
$15.8K -$4.51K -53 -22%
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