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iShares Interest Rate Hedged High Yield Bond ETF
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Overview Fund Activity

89 hedge funds and large institutions have $162M invested in iShares Interest Rate Hedged High Yield Bond ETF in 2025 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 43 increasing their positions, 18 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
89
Holders Change
+6
Holders Change %
+7.23%
% of All Funds
1.21%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
15
Increased
43
Reduced
18
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
+$8.01M
2
AC
Apella Capital
Connecticut
+$2.99M
3
Jane Street
Jane Street
New York
+$2.82M
4
AF
Advisornet Financial
Minnesota
+$2.44M
5
IA
Integrity Alliance
Iowa
+$2.05M

Top Sellers

1
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$4.13M
2
APM
a16z Perennial Management
California
-$1.89M
3
AI
AXS Investments
New York
-$1.51M
4
SPC
Sigma Planning Corp
Michigan
-$1.47M
5
CAGAS
Capital Advisory Group Advisory Services
Minnesota
-$1.05M
Name Holding Trade Value Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$18.1M +$8.01M +94,050 +79%
MWM
2
MinichMacGregor Wealth Management
New York
$13.6M -$419K -4,920 -3%
KA
3
Kovack Advisors
Florida
$10.7M -$26K -305 -0.2%
M
4
MATAURO
New York
$9.99M +$1.32M +15,532 +15%
AWS
5
Atria Wealth Solutions
New York
$8.37M +$466K +5,475 +6%
UBS Group
6
UBS Group
Switzerland
$7.31M -$447K -5,247 -6%
RWA
7
Rooted Wealth Advisors
Illinois
$7.22M -$202K -2,538 -3%
SIS
8
Sound Income Strategies
Florida
$5.84M -$119K -1,400 -2%
FIA
9
Foundations Investment Advisors
Arizona
$5.82M +$109K +1,277 +2%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$4.94M +$1.24M +14,507 +33%
Raymond James Financial
11
Raymond James Financial
Florida
$4.47M +$256K +3,005 +6%
NWWA
12
New Wave Wealth Advisors
Arkansas
$4.16M +$153K +1,791 +4%
Bank of America
13
Bank of America
North Carolina
$4.1M +$255K +2,991 +7%
Jane Street
14
Jane Street
New York
$3.79M +$2.82M +33,154 +291%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$3.51M -$4.13M -48,427 -54%
MML Investors Services
16
MML Investors Services
Massachusetts
$3.5M +$835K +9,803 +31%
AC
17
Apella Capital
Connecticut
$2.99M +$2.99M +36,025 New
DFCM
18
Dark Forest Capital Management
Puerto Rico
$2.7M +$28.2K +331 +1%
AF
19
Advisornet Financial
Minnesota
$2.44M +$2.44M +28,674 New
FFN
20
Focus Financial Network
Minnesota
$2.32M +$102K +1,197 +5%
Osaic Holdings
21
Osaic Holdings
Arizona
$2.24M -$201K -2,364 -8%
CCMG
22
Clark Capital Management Group
Pennsylvania
$2.19M +$44.6K +524 +2%
IA
23
Integrity Alliance
Iowa
$2.05M +$2.05M +24,101 New
IWA
24
IBEX Wealth Advisors
New Jersey
$1.77M +$10.1K +118 +0.6%
TI
25
TrueMark Investments
Illinois
$1.37M +$1.37M +16,036 New
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