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iShares Interest Rate Hedged High Yield Bond ETF

97 hedge funds and large institutions have $172M invested in iShares Interest Rate Hedged High Yield Bond ETF in 2025 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 43 increasing their positions, 27 reducing their positions, and 16 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
$23.2M
MWM
2
MinichMacGregor Wealth Management
New York
$11.3M
M
3
MATAURO
New York
$9.6M
RWA
4
Rooted Wealth Advisors
Illinois
$8.4M
Raymond James Financial
5
Raymond James Financial
Florida
$7.23M
AF
6
Advisornet Financial
Minnesota
$6.56M
SIS
7
Sound Income Strategies
Florida
$6.05M
CAAS
8
Capital Asset Advisory Services
Michigan
$5.96M
FIA
9
Foundations Investment Advisors
Arizona
$5.94M
AWM
10
Axxcess Wealth Management
California
$5.89M
UBS Group
11
UBS Group
Switzerland
$5.21M
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$5.18M
IA
13
Inspire Advisors
Idaho
$4.49M
Osaic Holdings
14
Osaic Holdings
Arizona
$4.18M
KA
15
Kovack Advisors
Florida
$3.89M
Bank of America
16
Bank of America
North Carolina
$3.55M
LOIP
17
Live Oak Investment Partners
Texas
$3.43M
MML Investors Services
18
MML Investors Services
Massachusetts
$3.43M
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$2.88M
MAC
20
Mason & Associates (California)
California
$2.81M
FFN
21
Focus Financial Network
Minnesota
$2.64M
IWA
22
IBEX Wealth Advisors
New Jersey
$2.31M
FFS
23
Founders Financial Securities
Maryland
$2.25M
CCMG
24
Clark Capital Management Group
Pennsylvania
$2.19M
Rockefeller Capital Management
25
Rockefeller Capital Management
New York
$2.15M