iShares Interest Rate Hedged High Yield Bond ETF
HYGH
31 hedge funds and large institutions have $30.8M invested in iShares Interest Rate Hedged High Yield Bond ETF in 2020 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 5 increasing their positions, 13 reducing their positions, and 3 closing their positions.
33% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 3
3% more funds holding
Funds holding: 30 → 31 (+1)
12.41% less ownership
Funds ownership: 57.42% → 45.01% (-12%)
36% less capital invested
Capital invested by funds: $48.3M → $30.8M (-$17.5M)
62% less repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 13
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IA
IFP Advisors
Tampa,
Florida
|
+$350K |
| 2 |
SFS
Sowell Financial Services
North Little Rock,
Arkansas
|
+$343K |
| 3 |
EP
Eudaimonia Partners
Winchester,
Tennessee
|
+$86.9K |
| 4 |
DAS
Dynamic Advisor Solutions
Phoenix,
Arizona
|
+$82.6K |
| 5 |
NAM
NorthCoast Asset Management
Greenwich,
Connecticut
|
+$68.1K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$11.6M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$5.35M |
| 3 |
FTUS
Flow Traders U.S.
New York
|
-$1.79M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$540K |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$536K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GI
26
Gradient Investments
Arden Hills,
Minnesota
| $9K | – | – | – |
|
|
PFGIA
27
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
| $7K | -$95.5K | -1,200 | -93% |
|
28
Bank of Montreal
Toronto,
Ontario, Canada
| $4K | – | – | – |
|
29
AssetMark Inc
Concord,
California
| $1K | – | – | – |
|
|
OPS
30
Orion Portfolio Solutions
Omaha,
Nebraska
| $1K | – | – | – |
|
|
NFG
31
Next Financial Group
Houston,
Texas
| – | -$109K | -1,423 | Closed |
|
|
QCG
32
Quadrant Capital Group
Cincinnati,
Ohio
| – | -$7K | -97 | Closed |
|
|
BWM
33
BerganKDV Wealth Management
Bloomington,
Minnesota
| – | -$7K | -88 | Closed |
|
HYGH Hedge Fund Activity: Q2 2020 in Review
31 of the 4,878 institutional investors tracked by Wall St. Rank reported a position in iShares Interest Rate Hedged High Yield Bond ETF (HYGH) for Q2 2020, worth a combined $30.8M — down 36% from $48.3M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new HYGH positions and 3 closed out — a net gain of 1 holder — while 5 added to existing stakes and 13 trimmed.
The largest buyer was IFP Advisors, opening a new position worth an estimated $350K. The largest seller was Jane Street, cutting an estimated $11.6M.
- 31 institutional investors held iShares Interest Rate Hedged High Yield Bond ETF (HYGH) as of Q2 2020, up from 30 in Q1 2020.
- Funds reported $30.8M of iShares Interest Rate Hedged High Yield Bond ETF stock for Q2 2020, down 36% quarter-over-quarter.
- 4 funds opened new iShares Interest Rate Hedged High Yield Bond ETF positions in Q2 2020 and 3 closed out, a net change of +1 holder.
- The largest iShares Interest Rate Hedged High Yield Bond ETF buyer in Q2 2020 was IFP Advisors, an estimated $350K added.
- The largest iShares Interest Rate Hedged High Yield Bond ETF seller in Q2 2020 was Jane Street, an estimated $11.6M sold.
Based on aggregated 13F filings for Q2 2020.