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iShares Interest Rate Hedged High Yield Bond ETF

31 hedge funds and large institutions have $35.7M invested in iShares Interest Rate Hedged High Yield Bond ETF in 2021 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 9 increasing their positions, 7 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
31
Holders Change
+1
Holders Change %
+3.33%
% of All Funds
0.55%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
9
Reduced
7
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
NAM
1
NorthCoast Asset Management
Connecticut
$19.4M +$3.97M +45,162 +26%
LPL Financial
2
LPL Financial
California
$2.56M +$1.84M +20,941 +255%
DADC
3
D.A. Davidson & Co
Montana
$2.27M -$179K -2,038 -7%
BlackRock
4
BlackRock
New York
$2.2M +$2.2M +25,000 New
FTUS
5
Flow Traders U.S.
New York
$1.81M +$123K +1,401 +7%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$1.24M +$994K +11,311 +407%
DAS
7
Dynamic Advisor Solutions
Arizona
$1.01M +$233K +2,648 +30%
Wells Fargo
8
Wells Fargo
California
$904K -$12.1K -138 -1%
LTI
9
Laffer Tengler Investments
Tennessee
$835K +$835K +9,503 New
Osaic Holdings
10
Osaic Holdings
Arizona
$654K +$480K +5,463 +277%
CFGS
11
Concourse Financial Group Securities
Alabama
$583K +$583K +6,641 New
UBS Group
12
UBS Group
Switzerland
$481K -$76.6K -871 -14%
SFS
13
Sowell Financial Services
Arkansas
$340K +$88 +1 +0%
HWMA
14
Heritage Wealth Management (Arizona)
Arizona
$285K +$285K +3,242 New
CW
15
CreativeOne Wealth
Kansas
$246K +$35K +399 +17%
GCA
16
Guardian Capital Advisors
Ontario, Canada
$239K +$239K +2,723 New
Bank of America
17
Bank of America
North Carolina
$166K -$9.6K -109 -5%
APWA
18
Atlas Private Wealth Advisors
New Jersey
$114K
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$66K +$66K +755 New
FFA
20
Founders Financial Alliance
North Carolina
$50K
NFG
21
Next Financial Group
Texas
$46K +$4.2K +48 +10%
Morgan Stanley
22
Morgan Stanley
New York
$37K -$2.27K -26 -6%
IA
23
IFP Advisors
Florida
$28K -$414K -5,418 -94%
Citigroup
24
Citigroup
New York
$26K
PGAM
25
Princeton Global Asset Management
New Jersey
$26K