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iShares Interest Rate Hedged High Yield Bond ETF
HYGH

35 hedge funds and large institutions have $34.3M invested in iShares Interest Rate Hedged High Yield Bond ETF in 2021 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 13 increasing their positions, 8 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 5

63% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 8

9% more funds holding

Funds holding: 32 → 35 (+3)

33.13% less ownership

Funds ownership: 58.43% → 25.29% (-33%)

54% less capital invested

Capital invested by funds: $74.4M → $34.3M (-$40.1M)

Holders
35
Holders Change
+3
Holders Change %
+9.38%
% of All Funds
0.54%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
13
Reduced
8
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
ATPW
Ashton Thomas Private Wealth
Arizona
+$1.7M
2
Jane Street
Jane Street
New York
+$913K
3
Citadel Advisors
Citadel Advisors
Florida
+$811K
4
Osaic Holdings
Osaic Holdings
Arizona
+$678K
5
LPL Financial
LPL Financial
California
+$663K

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$1.97M
2
FTUS
Flow Traders U.S.
New York
-$1.76M
3
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
-$1.18M
4
IA
IFP Advisors
Florida
-$109K
5
UBS Group
UBS Group
Switzerland
-$103K
Name Holding Trade Value Shares
Change 		Change in
Stake
JWA
26
JFS Wealth Advisors
Pennsylvania
$51K +$51.2K +584 New
PGAM
27
Princeton Global Asset Management
New Jersey
$26K – – –
Bank of Montreal
28
Bank of Montreal
Ontario, Canada
$25K +$24.5K +280 New
Rockefeller Capital Management
29
Rockefeller Capital Management
New York
$8K +$6.57K +75 +417%
Morgan Stanley
30
Morgan Stanley
New York
$6K -$31.1K -355 -84%
GI
31
Gradient Investments
Minnesota
$5K +$5.34K +61 New
AssetMark Inc
32
AssetMark Inc
California
$1K – – –
FFG
33
Ford Financial Group
California
$244 +$243K +2,776 New
BlackRock
34
BlackRock
New York
– -$1.97M -22,409 Closed
CIBC Private Wealth Group
35
CIBC Private Wealth Group
Georgia
– -$1.18M -13,435 Closed
APWA
36
Atlas Private Wealth Advisors
New Jersey
– -$26K -300 Closed
US Bancorp
37
US Bancorp
Minnesota
– -$18K -200 Closed
AWA
38
Arkadios Wealth Advisors
Georgia
– -$1K -14 Closed
Carson Wealth (CWM LLC)
39
Carson Wealth (CWM LLC)
Nebraska
– +$88 +1 New
Fidelity Investments
40
Fidelity Investments
Massachusetts
– +$88 +1 New
1
2

HYGH Hedge Fund Activity: Q4 2021 in Review

35 of the 6,499 institutional investors tracked by Wall St. Rank reported a position in iShares Interest Rate Hedged High Yield Bond ETF (HYGH) for Q4 2021, worth a combined $34.3M — down 54% from $74.4M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new HYGH positions and 5 closed out — a net gain of 5 holders — while 13 added to existing stakes and 8 trimmed.

The largest buyer was Ashton Thomas Private Wealth, adding an estimated $1.7M. The largest seller was BlackRock, exiting entirely with an estimated $1.97M sold.

  • 35 institutional investors held iShares Interest Rate Hedged High Yield Bond ETF (HYGH) as of Q4 2021, up from 32 in Q3 2021.
  • Funds reported $34.3M of iShares Interest Rate Hedged High Yield Bond ETF stock for Q4 2021, down 54% quarter-over-quarter.
  • 10 funds opened new iShares Interest Rate Hedged High Yield Bond ETF positions in Q4 2021 and 5 closed out, a net change of +5 holders.
  • The largest iShares Interest Rate Hedged High Yield Bond ETF buyer in Q4 2021 was Ashton Thomas Private Wealth, an estimated $1.7M added.
  • The largest iShares Interest Rate Hedged High Yield Bond ETF seller in Q4 2021 was BlackRock, an estimated $1.97M sold.

Based on aggregated 13F filings for Q4 2021.