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iShares Interest Rate Hedged High Yield Bond ETF
HYGH

Overview Fund Activity

83 hedge funds and large institutions have $146M invested in iShares Interest Rate Hedged High Yield Bond ETF in 2024 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 36 increasing their positions, 14 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
83
Holders Change
+15
Holders Change %
+22.06%
% of All Funds
1.11%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
24
Increased
36
Reduced
14
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KA
Kovack Advisors
Florida
$10.9M
2
RWA
Rooted Wealth Advisors
Illinois
$8.09M
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$7.74M
4
AWS
Atria Wealth Solutions
New York
$8.02M
5
CCMG
Clark Capital Management Group
Pennsylvania
$2.17M

Top Sellers

1
HOWA
Heritage Oak Wealth Advisors
Florida
$0
2
EH
Equitable Holdings
New York
$462K
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$431K
4
Jane Street
Jane Street
New York
$982K
5
DFCM
Dark Forest Capital Management
Puerto Rico
$2.71M
Name Holding Trade Value Shares
Change 		Shares
Change %
MWM
1
MinichMacGregor Wealth Management
New York
$14.2M +$758K +8,781 +6%
KA
2
Kovack Advisors
Florida
$10.9M +$10.9M +126,284 New
LPL Financial
3
LPL Financial
California
$10.2M +$1.4M +16,159 +16%
M
4
MATAURO
New York
$8.78M +$8.78M +101,712 New
RWA
5
Rooted Wealth Advisors
Illinois
$8.09M +$8.09M +93,405 New
AWS
6
Atria Wealth Solutions
New York
$8.02M +$3.31M +38,381 +71%
UBS Group
7
UBS Group
Switzerland
$7.86M +$551K +6,376 +8%
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$7.74M +$3.72M +43,113 +93%
SIS
9
Sound Income Strategies
Florida
$6.04M +$235K +2,727 +4%
FIA
10
Foundations Investment Advisors
Arizona
$5.79M +$1.15M +13,266 +25%
Raymond James Financial
11
Raymond James Financial
Florida
$4.27M +$4.27M +49,504 New
NWWA
12
New Wave Wealth Advisors
Arkansas
$4.07M -$188K -2,174 -4%
Bank of America
13
Bank of America
North Carolina
$3.89M +$1.47M +17,037 +61%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$3.76M +$1.02M +11,772 +37%
DFCM
15
Dark Forest Capital Management
Puerto Rico
$2.71M -$1.47M -16,986 -35%
MML Investors Services
16
MML Investors Services
Massachusetts
$2.7M +$683K +7,904 +34%
Osaic Holdings
17
Osaic Holdings
Arizona
$2.47M -$94.8K -1,098 -4%
FFN
18
Focus Financial Network
Minnesota
$2.25M +$156K +1,805 +7%
CCMG
19
Clark Capital Management Group
Pennsylvania
$2.17M +$2.17M +25,129 New
APM
20
a16z Perennial Management
California
$1.89M – – –
IWA
21
IBEX Wealth Advisors
New Jersey
$1.79M +$1.79M +20,711 New
GVAG
22
Great Valley Advisor Group
Delaware
$1.58M +$1.58M +18,253 New
AI
23
AXS Investments
New York
$1.51M -$77.6K -899 -5%
SPC
24
Sigma Planning Corp
Michigan
$1.47M +$1.47M +17,018 New
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$1.22M +$262K +3,032 +27%
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