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Get Institutions for : 
Ishares Interest Rate Hedged High Yield Bond (HYGH)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 47    2
Total shares held : 
1,482,872  
% of shares held : 
16.48%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  -2  
Amount of shares held : 
584,773  
% of shares held change : 
  6.5%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
N/A  
Last Quarter's Ending Price : 
N/A  
Last Quarter's Average Price
N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
11
 843,938
 56.91%
 
Increased Positions :
11
 35,553
 2.4%
 
Unchanged Positions :
10
 43,097
 2.91%
 
Decreased Positions :
15
-168,834
-11.39%
 
Closed Positions :
9
-125,884
-8.49%
 
Guru Positions :
0
 0%
 
View holdings for period: 
3-31-2022 View holdings for period: 
6-30-2022 View holdings for period: 
9-30-2022 View holdings for period: 
12-31-2022 View holdings for period: 
3-31-2023 View holdings for period: 
6-30-2023 View holdings for period: 
09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   CLARK CAPITAL MANAGEMENT GROUP INC 225 *New 2024-03-31 32,219 $2,762,000 32,219
   GREAT VALLEY ADVISOR GROUP INC. 285 *New 2024-03-31 22,365 $1,917,000 22,365
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 2340 *New 2024-03-31 13,681 $1,173,000 13,681
   Equitable Holdings Inc. 600 *New 2024-03-31 12,278 $1,053,000 12,278
   Almanack Investment Partners LLC. 95 *New 2024-03-31 7,064 $606,000 7,064
   REGAL INVESTMENT ADVISORS, LLC 417 *New 2024-03-31 4,282 $367,000 4,282
   PRINCIPAL SECURITIES INC. 871 *New 2024-03-31 3,335 $286,000 3,335
   Strategic Blueprint LLC 561 *New 2024-03-31 2,462 $211,000 2,462
   PRUDENTIAL FINANCIAL INC 2454 *New 2024-03-31 2,452 $210,000 2,452
   Change Path LLC 840 *New 2024-03-31 2,336 $200,000 2,336
   Atlantic Trust Group LLC 1485 *New 2024-03-31 942 $81,000 942
   Glass Jacobson Investment Advisors llc 637 *New 2024-03-31 50 $4,000 50
   Aptus Capital Advisors LLC 1098 *New 2024-03-31 34 $3,000 34

  13 Records found
  1    
  Page 1 of 1
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