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iShares Interest Rate Hedged High Yield Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Advisors Asset Management
26
Advisors Asset Management
Colorado
$129K +$84.1K +952 +196%
PFGIA
27
Patriot Financial Group Insurance Agency
Massachusetts
$127K +$530 +6 +0.4%
SG Americas Securities
28
SG Americas Securities
New York
$116K +$115K +1,300 New
IFP Advisors
29
IFP Advisors
Florida
$59K +$48.2K +546 +496%
Morgan Stanley
30
Morgan Stanley
New York
$40K -$1.77K -20 -4%
Citigroup
31
Citigroup
New York
$27K – – –
PGAM
32
Princeton Global Asset Management
New Jersey
$27K – – –
NFG
33
Next Financial Group
Texas
$26K -$4.07K -46 -14%
Sowell Financial Services
34
Sowell Financial Services
Arkansas
$25K -$27.7K -314 -53%
FGAM
35
Financial Gravity Asset Management
Texas
$14K +$13.7K +155 New
Gradient Investments
36
Gradient Investments
Minnesota
$10K – – –
BWM
37
BerganKDV Wealth Management
Minnesota
$8K – – –
Quadrant Capital Group
38
Quadrant Capital Group
Ohio
$8K +$8.57K +97 New
Bank of Montreal
39
Bank of Montreal
Ontario, Canada
$5K -$3.45K -39 -42%
AssetMark Inc
40
AssetMark Inc
California
$1K -$884 -10 -40%
DI
41
Disciplined Investments
Oklahoma
$1K +$1.15K +13 New
Orion Portfolio Solutions
42
Orion Portfolio Solutions
Nebraska
$1K +$1.32K +15 New
Picton Mahoney Asset Management
43
Picton Mahoney Asset Management
Ontario, Canada
– -$2.76M -31,260 Closed
CS
44
Comerica Securities
Michigan
– -$1.85M -20,966 Closed
Allianz Asset Management
45
Allianz Asset Management
Germany
– -$404K -4,576 Closed
DBRC
46
D.B. Root & Company
Pennsylvania
– -$284K -3,220 Closed
F
47
F3Logic
Minnesota
– -$278K -3,152 Closed
Atria Investments
48
Atria Investments
North Carolina
– -$204K -2,315 Closed
CAGAS
49
Capital Advisory Group Advisory Services
Minnesota
– -$57K -650 Closed
First Allied Advisory Services
50
First Allied Advisory Services
California
– -$36K -407 Closed