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iShares Interest Rate Hedged High Yield Bond ETF

101 hedge funds and large institutions have $196M invested in iShares Interest Rate Hedged High Yield Bond ETF in 2026 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 38 increasing their positions, 36 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

70% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 10

14% more capital invested

Capital invested by funds: $172M → $196M (+$24.3M)

4% more funds holding

Funds holding: 97101 (+4)

4.11% more ownership

Funds ownership: 39.14%43.25% (+4.1%)

6% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 36

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $437K

Holders
101
Holders Change
+4
Holders Change %
+4.12%
% of All Funds
1.24%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
17
Increased
38
Reduced
36
Closed
10
Calls
Puts
$437K
Net Calls
-$437K
Net Calls Change
-$437K
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$25.6M +$2.57M +29,836 +11%
AWAG
2
ARS Wealth Advisors Group
Florida
$14.9M +$15M +174,313 New
MWM
3
MinichMacGregor Wealth Management
New York
$12.5M +$1.35M +15,723 +12%
M
4
MATAURO
New York
$10.4M +$907K +10,530 +9%
UBS Group
5
UBS Group
Switzerland
$8.78M +$3.62M +42,071 +70%
RWA
6
Rooted Wealth Advisors
Illinois
$8.41M +$6.29K +73 +0.1%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$7.57M +$2.44M +28,353 +47%
Raymond James Financial
8
Raymond James Financial
Florida
$7.06M -$122K -1,411 -2%
AF
9
Advisornet Financial
Minnesota
$6.64M +$123K +1,424 +2%
SIS
10
Sound Income Strategies
Florida
$5.86M -$118K -1,368 -2%
FIA
11
Foundations Investment Advisors
Arizona
$5.12M -$790K -9,171 -13%
CAAS
12
Capital Asset Advisory Services
Michigan
$5.11M -$836K -9,704 -14%
LOIP
13
Live Oak Investment Partners
Texas
$4.55M +$1.15M +13,374 +34%
IA
14
Inspire Advisors
Idaho
$4.33M -$133K -1,544 -3%
KA
15
Kovack Advisors
Florida
$4.07M +$197K +2,289 +5%
MML Investors Services
16
MML Investors Services
Massachusetts
$3.65M +$247K +2,867 +7%
Osaic Holdings
17
Osaic Holdings
Arizona
$3.65M -$501K -5,812 -12%
Bank of America
18
Bank of America
North Carolina
$3.36M -$171K -1,982 -5%
GFG
19
Goldstone Financial Group
Illinois
$3.22M +$3.24M +37,625 New
FFN
20
Focus Financial Network
Minnesota
$2.8M +$178K +2,068 +7%
NFG
21
Nations Financial Group
Iowa
$2.72M +$660K +7,666 +32%
MAC
22
Mason & Associates (California)
California
$2.65M -$114K -1,320 -4%
FFS
23
Founders Financial Securities
Maryland
$2.45M +$197K +2,290 +9%
AI
24
AXS Investments
New York
$2.43M +$869K +10,091 +55%
BCI
25
Blue Capital Inc
Nebraska
$2.41M +$628K +7,291 +35%