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iShares Interest Rate Hedged High Yield Bond ETF

97 hedge funds and large institutions have $172M invested in iShares Interest Rate Hedged High Yield Bond ETF in 2025 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 43 increasing their positions, 27 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 27

0.34% more ownership

Funds ownership: 38.8%39.14% (+0.34%)

0% more capital invested

Capital invested by funds: $172M → $172M (+$446K)

8% less funds holding

Funds holding: 10697 (-9)

28% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 18

Holders
97
Holders Change
-9
Holders Change %
-8.49%
% of All Funds
1.18%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
43
Reduced
27
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NS
76
NBC Securities
Alabama
$26.7K +$603 +7 +2%
HWP
77
Highline Wealth Partners
California
$26.3K
PTC
78
Private Trust Company
Ohio
$21.7K +$603 +7 +3%
Carson Wealth (CWM LLC)
79
Carson Wealth (CWM LLC)
Nebraska
$20K +$18.9K +219 +1,369%
PGAM
80
Princeton Global Asset Management
New Jersey
$19.4K
BSB
81
Bangor Savings Bank
Maine
$17.2K
SPIA
82
Steward Partners Investment Advisory
New York
$15.2K +$15.2K +176 New
AWM
83
AE Wealth Management
Kansas
$14.3K +$11K +128 +337%
Wells Fargo
84
Wells Fargo
California
$12.9K -$98.3K -1,142 -88%
FDCDDQ
85
Federation des caisses Desjardins du Quebec
Quebec, Canada
$11.2K
Fidelity Investments
86
Fidelity Investments
Massachusetts
$9.74K
Fifth Third Bancorp
87
Fifth Third Bancorp
Ohio
$9.57K +$9.56K +111 New
AG
88
AmeriFlex Group
Nevada
$8.62K -$8.61K -100 -50%
KCM
89
Key Capital Management
Tennessee
$7.33K +$7.32K +85 New
CAL
90
Capital Analysts LLC
Pennsylvania
$5K
MCM
91
MAI Capital Management
Ohio
$4.74K
CIAS
92
Capital Investment Advisory Services
North Carolina
$2.41K
AssetMark Inc
93
AssetMark Inc
California
$1.38K
SEP
94
Signature Equity Partners
Ohio
$1.14K +$1.12K +13 New
CPG
95
Cornerstone Planning Group
New Jersey
$956
HNB
96
Huntington National Bank
Ohio
$603
GWM
97
Geneos Wealth Management
Colorado
$603 +$603 +7 New
PSFG
98
Park Square Financial Group
Georgia
$259
PAS
99
Park Avenue Securities
New York
-$1.3M -14,967 Closed
Thrivent Financial for Lutherans
100
Thrivent Financial for Lutherans
Minnesota
-$922K -10,613 Closed