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iShares Interest Rate Hedged High Yield Bond ETF

40 hedge funds and large institutions have $79.3M invested in iShares Interest Rate Hedged High Yield Bond ETF in 2023 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 10 increasing their positions, 14 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
40
Holders Change
Holders Change %
0%
% of All Funds
0.64%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
9
Increased
10
Reduced
14
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Jane Street
1
Jane Street
New York
$14.1M +$13.5M +163,288 +2,192%
Bank of America
2
Bank of America
North Carolina
$7.87M +$2.63M +31,786 +50%
MWM
3
MinichMacGregor Wealth Management
New York
$7.44M -$60.3K -728 -0.8%
CW
4
Connectus Wealth
Ohio
$7.32M +$174K +2,101 +2%
LPL Financial
5
LPL Financial
California
$5.15M +$191K +2,304 +4%
TC
6
TownSquare Capital
Utah
$4.44M +$4.44M +53,682 New
DI
7
DFPG Investments
Utah
$4.33M +$4.33M +52,264 New
KWM
8
KFG Wealth Management
Indiana
$4.23M +$206K +2,504 +5%
RSWM
9
Robertson Stephens Wealth Management
California
$4.17M +$4.17M +50,358 New
SIS
10
Sound Income Strategies
Florida
$3.89M +$242K +2,924 +7%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$2.65M +$1.65M +19,987 +166%
FFN
12
Focus Financial Network
Minnesota
$1.85M +$1.85M +22,393 New
DAS
13
Dynamic Advisor Solutions
Arizona
$1.74M -$964K -11,648 -36%
BAM
14
BOS Asset Management
Illinois
$1.61M -$304K -3,674 -16%
Osaic Holdings
15
Osaic Holdings
Arizona
$1.45M -$3.88M -46,915 -73%
UBS Group
16
UBS Group
Switzerland
$981K +$159K +1,925 +19%
FTUS
17
Flow Traders U.S.
New York
$951K -$836K -10,100 -47%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$786K -$3.36M -40,586 -81%
CAN
19
Cetera Advisor Networks
California
$728K +$267K +3,225 +58%
PA
20
PFG Advisors
Arizona
$659K -$106K -1,280 -14%
VIM
21
Vista Investment Management
Pennsylvania
$554K -$63.1K -762 -10%
MML Investors Services
22
MML Investors Services
Massachusetts
$489K -$17.7K -214 -3%
AA
23
AlphaQ Advisors
Florida
$456K +$456K +5,511 New
BlackRock
24
BlackRock
New York
$365K +$365K +4,406 New
Wells Fargo
25
Wells Fargo
California
$223K -$19K -229 -8%