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iShares Interest Rate Hedged High Yield Bond ETF

40 hedge funds and large institutions have $270M invested in iShares Interest Rate Hedged High Yield Bond ETF in 2018 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 15 increasing their positions, 6 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 6

125% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 4

14% more funds holding

Funds holding: 3540 (+5)

14% more capital invested

Capital invested by funds: $236M → $270M (+$33.7M)

8.4% less ownership

Funds ownership: 88.37%79.97% (-8.4%)

Holders
40
Holders Change
+5
Holders Change %
+14.29%
% of All Funds
0.92%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
15
Reduced
6
Closed
4
Calls
Puts
Net Calls
Net Calls Change

HYGH Hedge Fund Activity: Q2 2018 in Review

40 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in iShares Interest Rate Hedged High Yield Bond ETF (HYGH) for Q2 2018, worth a combined $270M — up 14% from $236M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new HYGH positions and 4 closed out — a net gain of 5 holders — while 15 added to existing stakes and 6 trimmed.

The largest buyer was Bank of America, adding an estimated $18.7M. The largest seller was Jane Street, cutting an estimated $6.86M.

  • 40 institutional investors held iShares Interest Rate Hedged High Yield Bond ETF (HYGH) as of Q2 2018, up from 35 in Q1 2018.
  • Funds reported $270M of iShares Interest Rate Hedged High Yield Bond ETF stock for Q2 2018, up 14% quarter-over-quarter.
  • 9 funds opened new iShares Interest Rate Hedged High Yield Bond ETF positions in Q2 2018 and 4 closed out, a net change of +5 holders.
  • The largest iShares Interest Rate Hedged High Yield Bond ETF buyer in Q2 2018 was Bank of America, an estimated $18.7M added.
  • The largest iShares Interest Rate Hedged High Yield Bond ETF seller in Q2 2018 was Jane Street, an estimated $6.86M sold.

Based on aggregated 13F filings for Q2 2018.