iShares Interest Rate Hedged High Yield Bond ETF
HYGH
34 hedge funds and large institutions have $75.1M invested in iShares Interest Rate Hedged High Yield Bond ETF in 2022 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 10 increasing their positions, 12 reducing their positions, and 7 closing their positions.
8% less funds holding
Funds holding: 37 → 34 (-3)
8.36% less ownership
Funds ownership: 65.57% → 57.2% (-8.4%)
17% less repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 12
28% less capital invested
Capital invested by funds: $105M → $75.1M (-$29.4M)
43% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 7
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $1.23M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$1.61M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$1.44M |
| 3 |
ES
Eagle Strategies
New York
|
+$1.16M |
| 4 |
CFGS
Concourse Financial Group Securities
Birmingham,
Alabama
|
+$948K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$756K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CW
Connectus Wealth
Cincinnati,
Ohio
|
-$15.4M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$3.69M |
| 3 |
MWM
MinichMacGregor Wealth Management
Saratoga Springs,
New York
|
-$2.93M |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$2.37M |
| 5 |
SFS
Sowell Financial Services
North Little Rock,
Arkansas
|
-$1.4M |
HYGH Hedge Fund Activity: Q2 2022 in Review
34 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in iShares Interest Rate Hedged High Yield Bond ETF (HYGH) for Q2 2022, worth a combined $75.1M — down 28% from $105M a quarter earlier.
Sellers outnumbered buyers: 7 funds closed out of HYGH and 4 opened new positions — a net loss of 3 holders — while 12 trimmed existing stakes and 10 added.
The largest buyer was LPL Financial, adding an estimated $1.61M. The largest seller was Connectus Wealth, cutting an estimated $15.4M.
- 34 institutional investors held iShares Interest Rate Hedged High Yield Bond ETF (HYGH) as of Q2 2022, down from 37 in Q1 2022.
- Funds reported $75.1M of iShares Interest Rate Hedged High Yield Bond ETF stock for Q2 2022, down 28% quarter-over-quarter.
- 4 funds opened new iShares Interest Rate Hedged High Yield Bond ETF positions in Q2 2022 and 7 closed out, a net change of -3 holders.
- The largest iShares Interest Rate Hedged High Yield Bond ETF buyer in Q2 2022 was LPL Financial, an estimated $1.61M added.
- The largest iShares Interest Rate Hedged High Yield Bond ETF seller in Q2 2022 was Connectus Wealth, an estimated $15.4M sold.
Based on aggregated 13F filings for Q2 2022.