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iShares Interest Rate Hedged High Yield Bond ETF
HYGH

Overview Fund Activity

68 hedge funds and large institutions have $103M invested in iShares Interest Rate Hedged High Yield Bond ETF in 2024 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 33 increasing their positions, 15 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
68
Holders Change
+2
Holders Change %
+3.03%
% of All Funds
0.98%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
12
Increased
33
Reduced
15
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HOWA
Heritage Oak Wealth Advisors
Florida
$4.25M
2
RJFSA
Raymond James Financial Services Advisors
Florida
$4.44M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$2.01M
4
Jane Street
Jane Street
New York
$2.46M
5
LPL Financial
LPL Financial
California
$8.83M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$2.42M
2
TC
TownSquare Capital
Utah
$321K
3
KWM
KFG Wealth Management
Indiana
$0
4
CCMG
Clark Capital Management Group
Pennsylvania
$0
5
GVAG
Great Valley Advisor Group
Delaware
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MWM
1
MinichMacGregor Wealth Management
New York
$13.4M +$683K +7,923 +5%
LPL Financial
2
LPL Financial
California
$8.83M +$1.62M +18,801 +22%
UBS Group
3
UBS Group
Switzerland
$7.3M +$538K +6,236 +8%
SIS
4
Sound Income Strategies
Florida
$5.8M +$278K +3,226 +5%
AWS
5
Atria Wealth Solutions
New York
$4.69M +$376K +4,356 +9%
FIA
6
Foundations Investment Advisors
Arizona
$4.64M +$603K +6,994 +15%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$4.44M +$2.11M +24,425 +90%
NWWA
8
New Wave Wealth Advisors
Arkansas
$4.25M +$117K +1,357 +3%
HOWA
9
Heritage Oak Wealth Advisors
Florida
$4.25M +$4.25M +49,251 New
DFCM
10
Dark Forest Capital Management
Puerto Rico
$4.17M +$174K +2,017 +4%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$4.01M +$132K +1,532 +3%
EH
12
Equitable Holdings
New York
$3.1M +$510K +5,911 +20%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$2.74M -$1.08M -12,545 -28%
Osaic Holdings
14
Osaic Holdings
Arizona
$2.56M +$212K +2,461 +9%
Jane Street
15
Jane Street
New York
$2.46M +$1.9M +22,085 +345%
Bank of America
16
Bank of America
North Carolina
$2.42M -$6.59M -76,364 -73%
FFN
17
Focus Financial Network
Minnesota
$2.09M +$33.6K +390 +2%
MML Investors Services
18
MML Investors Services
Massachusetts
$2.01M +$372K +4,315 +23%
Thrivent Financial for Lutherans
19
Thrivent Financial for Lutherans
Minnesota
$2.01M +$2.01M +23,293 New
APM
20
a16z Perennial Management
California
$1.89M +$256K +2,967 +16%
AI
21
AXS Investments
New York
$1.59M -$402K -4,658 -20%
SSWM
22
Strait & Sound Wealth Management
California
$1.17M +$771K +8,942 +195%
AWM
23
Axxcess Wealth Management
California
$979K -$862 -10 -0.1%
CAAS
24
Capital Asset Advisory Services
Michigan
$976K -$859 -10 -0.1%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$953K +$719K +8,330 +307%
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