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iShares Interest Rate Hedged High Yield Bond ETF

104 hedge funds and large institutions have $171M invested in iShares Interest Rate Hedged High Yield Bond ETF in 2025 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 49 increasing their positions, 22 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
104
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$22.3M
MWM
2
MinichMacGregor Wealth Management
New York
$10.6M
M
3
MATAURO
New York
$10.5M
UBS Group
4
UBS Group
Switzerland
$8.62M
RWA
5
Rooted Wealth Advisors
Illinois
$8.39M
KA
6
Kovack Advisors
Florida
$8.07M
AWM
7
Axxcess Wealth Management
California
$6.18M
CAAS
8
Capital Asset Advisory Services
Michigan
$6.18M
SIS
9
Sound Income Strategies
Florida
$6.14M
FIA
10
Foundations Investment Advisors
Arizona
$5.46M
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$5.25M
IA
12
Inspire Advisors
Idaho
$5.23M
AF
13
Advisornet Financial
Minnesota
$4.63M
Raymond James Financial
14
Raymond James Financial
Florida
$4.3M
Bank of America
15
Bank of America
North Carolina
$3.39M
Osaic Holdings
16
Osaic Holdings
Arizona
$3.2M
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$3.17M
MML Investors Services
18
MML Investors Services
Massachusetts
$3.05M
FFN
19
Focus Financial Network
Minnesota
$2.56M
CCMG
20
Clark Capital Management Group
Pennsylvania
$2.15M
IWA
21
IBEX Wealth Advisors
New Jersey
$2.14M
Rockefeller Capital Management
22
Rockefeller Capital Management
New York
$1.98M
FFS
23
Founders Financial Securities
Maryland
$1.89M
BCI
24
Blue Capital Inc
Nebraska
$1.8M
AC
25
Apella Capital
Connecticut
$1.71M