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iShares Interest Rate Hedged High Yield Bond ETF
HYGH

Overview Fund Activity

56 hedge funds and large institutions have $84.4M invested in iShares Interest Rate Hedged High Yield Bond ETF in 2024 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 18 increasing their positions, 14 reducing their positions, and 5 closing their positions.

Holders
56
Holders Change
+9
Holders Change %
+19.15%
% of All Funds
0.81%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
15
Increased
18
Reduced
14
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$3.54M
2
AWS
2
Atria Wealth Solutions
New York
$3.07M
3
CCMG
3
Clark Capital Management Group
Pennsylvania
$2.76M
4
GVAG
4
Great Valley Advisor Group
Delaware
$1.92M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$2.66M

Top Sellers

1
TI
1
Tidal Investments
Wisconsin
$0
2
Jane Street
2
Jane Street
New York
$0
3
ES
3
Eagle Strategies
New York
$0
4
BAM
4
BOS Asset Management
Illinois
$317K
5
NA
5
NewEdge Advisors
Louisiana
$304K
Name Market Value Shares Shares
Change 		Shares
Change %
MWM
1
MinichMacGregor Wealth Management
New York
$6.9M 80,557 +926 +1%
TC
2
TownSquare Capital
Utah
$6.75M 78,690 +15,718 +25%
DAS
3
Diversify Advisory Services
Utah
$6.63M 77,368 +77,368 New
Bank of America
4
Bank of America
North Carolina
$6.58M 76,742 +10,115 +15%
LPL Financial
5
LPL Financial
California
$5.35M 62,376 +16,235 +35%
SIS
6
Sound Income Strategies
Florida
$5.2M 60,607 +5,345 +10%
KWM
7
KFG Wealth Management
Indiana
$4.93M 57,504 -511 -0.9%
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$4.4M 51,345 +5,195 +11%
EF
9
Empowered Funds
Pennsylvania
$3.83M 44,700 – –
UBS Group
10
UBS Group
Switzerland
$3.54M 41,271 +35,053 +564%
AWS
11
Atria Wealth Solutions
New York
$3.07M 35,823 +33,250 +1,292%
CCMG
12
Clark Capital Management Group
Pennsylvania
$2.76M 32,219 +32,219 New
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$2.66M 31,002 +19,670 +174%
Osaic Holdings
14
Osaic Holdings
Arizona
$2.62M 30,580 +1,053 +4%
FFN
15
Focus Financial Network
Minnesota
$1.98M 23,359 +731 +3%
GVAG
16
Great Valley Advisor Group
Delaware
$1.92M 22,365 +22,365 New
Deutsche Bank
17
Deutsche Bank
Germany
$1.79M 20,885 – –
SHJ
18
Sharkey, Howes & Javer
Colorado
$1.46M 17,004 – –
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
$1.17M 13,681 +13,681 New
EH
20
Equitable Holdings
New York
$1.05M 12,278 +12,278 New
AWM
21
Axxcess Wealth Management
California
$948K 11,053 -447 -4%
CAAS
22
Capital Asset Advisory Services
Michigan
$922K 10,859 -641 -6%
FPAS
23
Focus Partners Advisor Solutions
Missouri
$899K 10,489 +1,099 +12%
IA
24
IFP Advisors
Florida
$687K 8,014 – –
MML Investors Services
25
MML Investors Services
Massachusetts
$619K 7,220 +973 +16%
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