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iShares Interest Rate Hedged High Yield Bond ETF

34 hedge funds and large institutions have $76.5M invested in iShares Interest Rate Hedged High Yield Bond ETF in 2021 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 16 increasing their positions, 3 reducing their positions, and 4 closing their positions.

Holders
34
Holders Change
+3
Holders Change %
+9.68%
% of All Funds
0.59%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
7
Increased
16
Reduced
3
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
NAM
1
NorthCoast Asset Management
Connecticut
$43.2M 489,413 +268,505 +122%
Jane Street
2
Jane Street
New York
$6.19M 70,203 +70,203 New
UBS Group
3
UBS Group
Switzerland
$5.91M 67,053 +61,581 +1,125%
LPL Financial
4
LPL Financial
California
$3.16M 35,791 +6,635 +23%
ATPW
5
Ashton Thomas Private Wealth
Arizona
$2.78M 31,479 +31,479 New
Citadel Advisors
6
Citadel Advisors
Florida
$2.74M 31,060 +31,060 New
DADC
7
D.A. Davidson & Co
Montana
$2.12M 24,057 -1,804 -7%
Wells Fargo
8
Wells Fargo
California
$1.84M 20,851 +10,566 +103%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$1.56M 17,743 +3,651 +26%
Stifel Financial
10
Stifel Financial
Missouri
$1.32M 14,997 +14,997 New
DAS
11
Dynamic Advisor Solutions
Arizona
$1.21M 13,756 +2,281 +20%
LTI
12
Laffer Tengler Investments
Tennessee
$1.02M 11,585 +2,082 +22%
Osaic Holdings
13
Osaic Holdings
Arizona
$913K 10,362 +2,925 +39%
CFGS
14
Concourse Financial Group Securities
Alabama
$631K 7,160 +519 +8%
HWMA
15
Heritage Wealth Management (Arizona)
Arizona
$352K 3,992 +750 +23%
GCA
16
Guardian Capital Advisors
Ontario, Canada
$290K 3,293 +570 +21%
CW
17
CreativeOne Wealth
Kansas
$280K 3,180 +376 +13%
IA
18
IFP Advisors
Florida
$264K 3,013 +2,647 +723%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$176K 2,005 +1,250 +166%
FFG
20
Ford Financial Group
California
$165K 1,878 +1,878 New
SB
21
Strategic Blueprint
Georgia
$96K 1,084 +1,084 New
Morgan Stanley
22
Morgan Stanley
New York
$77K 873 +450 +106%
NFG
23
Next Financial Group
Texas
$65K 742 +216 +41%
FFA
24
Founders Financial Alliance
North Carolina
$51K 575
APWA
25
Atlas Private Wealth Advisors
New Jersey
$26K 300 -1,000 -77%