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iShares Interest Rate Hedged High Yield Bond ETF

26 hedge funds and large institutions have $90.5M invested in iShares Interest Rate Hedged High Yield Bond ETF in 2017 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 8 increasing their positions, 11 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 1

19.14% more ownership

Funds ownership: 54.6%73.74% (+19%)

4% more funds holding

Funds holding: 2526 (+1)

14% less capital invested

Capital invested by funds: $105M → $90.5M (-$14.8M)

27% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 11

Holders
26
Holders Change
+1
Holders Change %
+4%
% of All Funds
0.59%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
8
Reduced
11
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NVCHI
26
New Vernon Capital Holdings II
New Jersey
-$819K -8,926 Closed

HYGH Hedge Fund Activity: Q4 2017 in Review

26 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in iShares Interest Rate Hedged High Yield Bond ETF (HYGH) for Q4 2017, worth a combined $90.5M — down 14% from $105M a quarter earlier.

Buyers outnumbered sellers: 2 funds opened new HYGH positions and 1 closed out — a net gain of 1 holder — while 8 added to existing stakes and 11 trimmed.

The largest buyer was BlackRock, adding an estimated $937K. The largest seller was AssetMark Inc, cutting an estimated $9.26M.

  • 26 institutional investors held iShares Interest Rate Hedged High Yield Bond ETF (HYGH) as of Q4 2017, up from 25 in Q3 2017.
  • Funds reported $90.5M of iShares Interest Rate Hedged High Yield Bond ETF stock for Q4 2017, down 14% quarter-over-quarter.
  • 2 funds opened new iShares Interest Rate Hedged High Yield Bond ETF positions in Q4 2017 and 1 closed out, a net change of +1 holder.
  • The largest iShares Interest Rate Hedged High Yield Bond ETF buyer in Q4 2017 was BlackRock, an estimated $937K added.
  • The largest iShares Interest Rate Hedged High Yield Bond ETF seller in Q4 2017 was AssetMark Inc, an estimated $9.26M sold.

Based on aggregated 13F filings for Q4 2017.