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iShares Interest Rate Hedged High Yield Bond ETF
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Overview Fund Activity

97 hedge funds and large institutions have $169M invested in iShares Interest Rate Hedged High Yield Bond ETF in 2025 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 34 increasing their positions, 26 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
97
Holders Change
+8
Holders Change %
+8.99%
% of All Funds
1.3%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
22
Increased
34
Reduced
26
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWM
Axxcess Wealth Management
California
+$5.15M
2
CAAS
Capital Asset Advisory Services
Michigan
+$5.12M
3
IA
Inspire Advisors
Idaho
+$4.39M
4
AI
AXS Investments
New York
+$2.13M
5
FFS
Founders Financial Securities
Maryland
+$1.87M

Top Sellers

1
KA
Kovack Advisors
Florida
-$3.39M
2
Jane Street
Jane Street
New York
-$2.55M
3
DFCM
Dark Forest Capital Management
Puerto Rico
-$2.44M
4
IA
Integrity Alliance
Iowa
-$2.05M
5
LPL Financial
LPL Financial
California
-$1.92M
Name Holding Trade Value Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$16.5M -$1.92M -22,241 -10%
MWM
2
MinichMacGregor Wealth Management
New York
$12.4M -$1.42M -16,401 -10%
M
3
MATAURO
New York
$9.82M -$328K -3,789 -3%
RWA
4
Rooted Wealth Advisors
Illinois
$8.12M +$284K +3,292 +4%
UBS Group
5
UBS Group
Switzerland
$7.62M +$200K +2,310 +3%
KA
6
Kovack Advisors
Florida
$7.51M -$3.39M -39,161 -31%
AWS
7
Atria Wealth Solutions
New York
$6.71M -$1.79M -20,746 -21%
AWM
8
Axxcess Wealth Management
California
$6.35M +$5.15M +59,543 +431%
CAAS
9
Capital Asset Advisory Services
Michigan
$6.32M +$5.12M +59,156 +428%
SIS
10
Sound Income Strategies
Florida
$5.84M -$91.1K -1,053 -2%
FIA
11
Foundations Investment Advisors
Arizona
$5.18M -$730K -8,440 -12%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$4.61M -$410K -4,733 -8%
IA
13
Inspire Advisors
Idaho
$4.39M +$4.39M +50,787 New
Raymond James Financial
14
Raymond James Financial
Florida
$4.29M -$257K -2,973 -6%
NWWA
15
New Wave Wealth Advisors
Arkansas
$4.22M -$9.17K -106 -0.2%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$3.72M +$149K +1,725 +4%
Bank of America
17
Bank of America
North Carolina
$3.46M -$702K -8,108 -17%
AF
18
Advisornet Financial
Minnesota
$3.4M +$923K +10,661 +37%
MML Investors Services
19
MML Investors Services
Massachusetts
$3M -$549K -6,346 -15%
Osaic Holdings
20
Osaic Holdings
Arizona
$2.64M +$372K +4,312 +16%
FFN
21
Focus Financial Network
Minnesota
$2.4M +$47.6K +550 +2%
AI
22
AXS Investments
New York
$2.13M +$2.13M +24,613 New
IWA
23
IBEX Wealth Advisors
New Jersey
$2M +$200K +2,310 +11%
CCMG
24
Clark Capital Management Group
Pennsylvania
$1.97M -$253K -2,928 -11%
FFS
25
Founders Financial Securities
Maryland
$1.87M +$1.87M +21,637 New
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