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iShares Interest Rate Hedged High Yield Bond ETF

30 hedge funds and large institutions have $48.3M invested in iShares Interest Rate Hedged High Yield Bond ETF in 2020 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 6 increasing their positions, 13 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

8.43% more ownership

Funds ownership: 49%57.42% (+8.4%)

15% less capital invested

Capital invested by funds: $57.1M → $48.3M (-$8.82M)

30% less funds holding

Funds holding: 4330 (-13)

54% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 13

85% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 13

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
30
Holders Change
-13
Holders Change %
-30.23%
% of All Funds
0.66%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
2
Increased
6
Reduced
13
Closed
13
Calls
Puts
Net Calls
Net Calls Change

HYGH Hedge Fund Activity: Q1 2020 in Review

30 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in iShares Interest Rate Hedged High Yield Bond ETF (HYGH) for Q1 2020, worth a combined $48.3M — down 15% from $57.1M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of HYGH and 2 opened new positions — a net loss of 11 holders — while 13 trimmed existing stakes and 6 added.

The largest buyer was Jane Street, adding an estimated $16.1M. The largest seller was Scotia Capital, exiting entirely with an estimated $4.1M sold.

  • 30 institutional investors held iShares Interest Rate Hedged High Yield Bond ETF (HYGH) as of Q1 2020, down from 43 in Q4 2019.
  • Funds reported $48.3M of iShares Interest Rate Hedged High Yield Bond ETF stock for Q1 2020, down 15% quarter-over-quarter.
  • 2 funds opened new iShares Interest Rate Hedged High Yield Bond ETF positions in Q1 2020 and 13 closed out, a net change of -11 holders.
  • The largest iShares Interest Rate Hedged High Yield Bond ETF buyer in Q1 2020 was Jane Street, an estimated $16.1M added.
  • The largest iShares Interest Rate Hedged High Yield Bond ETF seller in Q1 2020 was Scotia Capital, an estimated $4.1M sold.

Based on aggregated 13F filings for Q1 2020.