iShares Interest Rate Hedged High Yield Bond ETF
HYGH
31 hedge funds and large institutions have $35.7M invested in iShares Interest Rate Hedged High Yield Bond ETF in 2021 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 9 increasing their positions, 7 reducing their positions, and 5 closing their positions.
29% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 7
28% more capital invested
Capital invested by funds: $27.9M → $35.7M (+$7.8M)
20% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 5
4.74% more ownership
Funds ownership: 43.01% → 47.74% (+4.7%)
3% more funds holding
Funds holding: 30 → 31 (+1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NAM
NorthCoast Asset Management
Greenwich,
Connecticut
|
+$3.92M |
| 2 |
BlackRock
New York
|
+$2.17M |
| 3 |
LPL Financial
San Diego,
California
|
+$1.82M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$982K |
| 5 |
LTI
Laffer Tengler Investments
Nashville,
Tennessee
|
+$825K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$2.6M |
| 2 |
ATPW
Ashton Thomas Private Wealth
Scottsdale,
Arizona
|
-$969K |
| 3 |
IA
IFP Advisors
Tampa,
Florida
|
-$470K |
| 4 |
DADC
D.A. Davidson & Co
Great Falls,
Montana
|
-$177K |
| 5 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$111K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CAGAS
26
Capital Advisory Group Advisory Services
Bloomington,
Minnesota
| $13K | – | – | – |
|
27
Bank of Montreal
Toronto,
Ontario, Canada
| $5K | – | – | – |
|
|
EP
28
Eudaimonia Partners
Winchester,
Tennessee
| $2K | -$52.2K | -601 | -96% |
|
29
AssetMark Inc
Concord,
California
| $1K | – | – | – |
|
30
Rockefeller Capital Management
New York
| $1K | – | – | – |
|
|
31
Jane Street
New York
| – | -$2.6M | -30,120 | Closed |
|
|
ATPW
32
Ashton Thomas Private Wealth
Scottsdale,
Arizona
| – | -$969K | -11,224 | Closed |
|
|
AAM
33
Advisors Asset Management
Monument,
Colorado
| – | -$111K | -1,290 | Closed |
|
|
GI
34
Gradient Investments
Arden Hills,
Minnesota
| – | -$9K | -110 | Closed |
|
|
PFGIA
35
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
| – | -$3K | -29 | Closed |
|
HYGH Hedge Fund Activity: Q1 2021 in Review
31 of the 5,696 institutional investors tracked by Wall St. Rank reported a position in iShares Interest Rate Hedged High Yield Bond ETF (HYGH) for Q1 2021, worth a combined $35.7M — up 28% from $27.9M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new HYGH positions and 5 closed out — a net gain of 1 holder — while 9 added to existing stakes and 7 trimmed.
The largest buyer was NorthCoast Asset Management, adding an estimated $3.92M. The largest seller was Jane Street, exiting entirely with an estimated $2.6M sold.
- 31 institutional investors held iShares Interest Rate Hedged High Yield Bond ETF (HYGH) as of Q1 2021, up from 30 in Q4 2020.
- Funds reported $35.7M of iShares Interest Rate Hedged High Yield Bond ETF stock for Q1 2021, up 28% quarter-over-quarter.
- 6 funds opened new iShares Interest Rate Hedged High Yield Bond ETF positions in Q1 2021 and 5 closed out, a net change of +1 holder.
- The largest iShares Interest Rate Hedged High Yield Bond ETF buyer in Q1 2021 was NorthCoast Asset Management, an estimated $3.92M added.
- The largest iShares Interest Rate Hedged High Yield Bond ETF seller in Q1 2021 was Jane Street, an estimated $2.6M sold.
Based on aggregated 13F filings for Q1 2021.