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iShares Interest Rate Hedged High Yield Bond ETF

40 hedge funds and large institutions have $315M invested in iShares Interest Rate Hedged High Yield Bond ETF in 2018 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 12 increasing their positions, 11 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
40
Holders Change
Holders Change %
0%
% of All Funds
0.92%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
12
Reduced
11
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$146M +$19.6M +211,945 +15%
BlackRock
2
BlackRock
New York
$77.8M +$1.09M +11,832 +1%
RBA
3
Richard Bernstein Advisors
New York
$40.6M +$5.42M +58,681 +15%
Allianz Asset Management
4
Allianz Asset Management
Germany
$13M +$13M +140,574 New
NAM
5
NorthCoast Asset Management
Connecticut
$9.24M +$9.24M +100,079 New
UBS Group
6
UBS Group
Switzerland
$3.79M +$972K +10,527 +34%
PAG
7
Private Advisor Group
New Jersey
$3.52M +$2.93M +31,726 +499%
LPL Financial
8
LPL Financial
California
$3.31M +$1.29M +13,973 +64%
CS
9
Comerica Securities
Michigan
$2.21M -$33.6K -364 -1%
DBRC
10
D.B. Root & Company
Pennsylvania
$1.54M -$522K -5,657 -25%
VWM
11
Venturi Wealth Management
Texas
$1.52M -$7.79K -84 -0.5%
AssetMark Inc
12
AssetMark Inc
California
$1.43M +$1.43M +15,459 +32,206%
WP
13
WealthSource Partners
California
$1.35M +$1.35M +14,599 New
AFP
14
Ausdal Financial Partners
Iowa
$1.33M +$475K +5,150 +56%
CA
15
Cetera Advisors
Colorado
$1.15M +$1.15M +12,494 New
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$1.04M +$671K +7,272 +183%
TC
17
Telemus Capital
Michigan
$937K +$937K +10,145 New
Stifel Financial
18
Stifel Financial
Missouri
$894K -$298K -3,216 -25%
PMAM
19
Picton Mahoney Asset Management
Ontario, Canada
$883K +$54.4K +590 +7%
FTUS
20
Flow Traders U.S.
New York
$811K +$811K +8,781 New
SWP
21
Stratos Wealth Partners
Ohio
$616K +$616K +6,674 New
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$521K -$4.28M -46,357 -89%
AG
23
Advisor Group
Arizona
$441K +$129K +1,399 +41%
LTFS
24
Ladenburg Thalmann Financial Services
Florida
$422K +$361K +3,910 +593%
PCM
25
Price Capital Management
Louisiana
$277K +$277K +3,000 New