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iShares Interest Rate Hedged High Yield Bond ETF

47 hedge funds and large institutions have $69M invested in iShares Interest Rate Hedged High Yield Bond ETF in 2023 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 12 increasing their positions, 16 reducing their positions, and 8 closing their positions.

Holders
47
Holders Change
+4
Holders Change %
+9.3%
% of All Funds
0.69%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
12
Reduced
16
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
MWM
1
MinichMacGregor Wealth Management
New York
$6.69M 79,631 -11,927 -13%
TI
2
Tidal Investments
Wisconsin
$5.87M 69,791 +69,791 New
Bank of America
3
Bank of America
North Carolina
$5.6M 66,627 +3,984 +6%
TC
4
TownSquare Capital
Utah
$5.29M 62,972 +4,363 +7%
DI
5
DFPG Investments
Utah
$5.17M 61,690 +1,963 +3%
KWM
6
KFG Wealth Management
Indiana
$4.88M 58,015 +5,588 +11%
SIS
7
Sound Income Strategies
Florida
$4.64M 55,262 +2,417 +5%
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$3.88M 46,150 +13,572 +42%
LPL Financial
9
LPL Financial
California
$3.88M 46,141 -6,680 -13%
EF
10
Empowered Funds
Pennsylvania
$3.76M 44,700 +44,700 New
Osaic Holdings
11
Osaic Holdings
Arizona
$2.48M 29,527 -21,825 -43%
Jane Street
12
Jane Street
New York
$2.26M 26,841 -120,024 -82%
FFN
13
Focus Financial Network
Minnesota
$1.9M 22,628 -325 -1%
Deutsche Bank
14
Deutsche Bank
Germany
$1.76M 20,885 +20,885 New
SHJ
15
Sharkey, Howes & Javer
Colorado
$1.43M 17,004 +17,004 New
CAAS
16
Capital Asset Advisory Services
Michigan
$967K 11,500 +11,500 New
AWM
17
Axxcess Wealth Management
California
$967K 11,500 +11,500 New
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$952K 11,332 +1,247 +12%
FPAS
19
Focus Partners Advisor Solutions
Missouri
$789K 9,390 +1,024 +12%
IA
20
IFP Advisors
Florida
$674K 8,014
PA
21
PFG Advisors
Arizona
$584K 6,947 -153 -2%
MML Investors Services
22
MML Investors Services
Massachusetts
$525K 6,247 -79 -1%
UBS Group
23
UBS Group
Switzerland
$523K 6,218 +1,347 +28%
CAN
24
Cetera Advisor Networks
California
$506K 6,019 -2,462 -29%
BAM
25
BOS Asset Management
Illinois
$504K 5,992 -1,797 -23%