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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
   KFG WEALTH MANAGEMENT LLC 10 - 2024-03-31 57,504 $4,930,000 -511
   JANE STREET GROUP LLC 2292 - 2023-12-31 26,841 $2,256,000 -120,024
   Capital Asset Advisory Services LLC 139 - 2024-03-31 10,859 $922,000 -641
   PFG Advisors 363 - 2024-03-31 6,756 $579,000 -191
   MML INVESTORS SERVICES LLC 1722 - 2023-12-31 6,247 $525,000 -79
   FINANCIAL NETWORK 1861 - 2023-12-31 6,019 $506,000 -2,462
   VISTA INVESTMENT MANAGEMENT 114 - 2023-12-31 5,102 $429,000 -312
   BOS Asset Management LLC 100 - 2024-03-31 3,698 $317,000 -2,294
   Advisory Alpha LLC 364 - 2024-03-31 2,510 $215,000 -70
   ROYAL BANK OF CANADA 4878 - 2023-12-31 1,347 $112,000 -1,814
   MORGAN STANLEY 5903 - 2023-12-31 688 $58,000 -32
   WELLS FARGO & CO/MN 6661 - 2024-03-31 1 $0 -630

  12 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results