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iShares Interest Rate Hedged High Yield Bond ETF

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
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
$16.5M
MWM
2
MinichMacGregor Wealth Management
New York
$12.4M
M
3
MATAURO
New York
$9.82M
RWA
4
Rooted Wealth Advisors
Illinois
$8.12M
UBS Group
5
UBS Group
Switzerland
$7.62M
KA
6
Kovack Advisors
Florida
$7.51M
AWS
7
Atria Wealth Solutions
New York
$6.71M
AWM
8
Axxcess Wealth Management
California
$6.35M
CAAS
9
Capital Asset Advisory Services
Michigan
$6.32M
SIS
10
Sound Income Strategies
Florida
$5.84M
FIA
11
Foundations Investment Advisors
Arizona
$5.18M
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$4.61M
IA
13
Inspire Advisors
Idaho
$4.39M
Raymond James Financial
14
Raymond James Financial
Florida
$4.29M
NWWA
15
New Wave Wealth Advisors
Arkansas
$4.22M
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$3.72M
Bank of America
17
Bank of America
North Carolina
$3.46M
AF
18
Advisornet Financial
Minnesota
$3.4M
MML Investors Services
19
MML Investors Services
Massachusetts
$3M
Osaic Holdings
20
Osaic Holdings
Arizona
$2.64M
FFN
21
Focus Financial Network
Minnesota
$2.4M
AI
22
AXS Investments
New York
$2.13M
IWA
23
IBEX Wealth Advisors
New Jersey
$2M
CCMG
24
Clark Capital Management Group
Pennsylvania
$1.97M
FFS
25
Founders Financial Securities
Maryland
$1.87M