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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 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 27

0.34% more ownership

Funds ownership: 38.8%39.14% (+0.34%)

0% more capital invested

Capital invested by funds: $172M → $172M (+$446K)

8% less funds holding

Funds holding: 10697 (-9)

28% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 18

Holders
97
Holders Change
-9
Holders Change %
-8.49%
% of All Funds
1.18%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
43
Reduced
27
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$23.2M +$991K +11,505 +4%
MWM
2
MinichMacGregor Wealth Management
New York
$11.3M +$742K +8,619 +7%
M
3
MATAURO
New York
$9.6M -$855K -9,934 -8%
RWA
4
Rooted Wealth Advisors
Illinois
$8.4M +$11.6K +135 +0.1%
Raymond James Financial
5
Raymond James Financial
Florida
$7.23M +$2.95M +34,306 +69%
AF
6
Advisornet Financial
Minnesota
$6.56M +$1.96M +22,809 +43%
SIS
7
Sound Income Strategies
Florida
$6.05M -$152K -1,762 -2%
CAAS
8
Capital Asset Advisory Services
Michigan
$5.96M -$197K -2,291 -3%
FIA
9
Foundations Investment Advisors
Arizona
$5.94M +$526K +6,106 +10%
AWM
10
Axxcess Wealth Management
California
$5.89M -$245K -2,846 -4%
UBS Group
11
UBS Group
Switzerland
$5.21M -$3.34M -38,827 -39%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$5.18M -$34.7K -403 -0.7%
IA
13
Inspire Advisors
Idaho
$4.49M -$702K -8,155 -14%
Osaic Holdings
14
Osaic Holdings
Arizona
$4.18M +$986K +11,457 +31%
KA
15
Kovack Advisors
Florida
$3.89M -$4.11M -47,760 -51%
Bank of America
16
Bank of America
North Carolina
$3.55M +$184K +2,134 +5%
LOIP
17
Live Oak Investment Partners
Texas
$3.43M +$3.43M +39,820 New
MML Investors Services
18
MML Investors Services
Massachusetts
$3.43M +$398K +4,620 +13%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$2.88M -$262K -3,040 -8%
MAC
20
Mason & Associates (California)
California
$2.81M +$2.8M +32,559 New
FFN
21
Focus Financial Network
Minnesota
$2.64M +$103K +1,200 +4%
IWA
22
IBEX Wealth Advisors
New Jersey
$2.31M +$192K +2,229 +9%
FFS
23
Founders Financial Securities
Maryland
$2.25M +$378K +4,391 +20%
CCMG
24
Clark Capital Management Group
Pennsylvania
$2.19M +$55.7K +647 +3%
Rockefeller Capital Management
25
Rockefeller Capital Management
New York
$2.15M +$178K +2,072 +9%