HYGH icon

iShares Interest Rate Hedged High Yield Bond ETF
HYGH

Overview Fund Activity

40 hedge funds and large institutions have $79.3M invested in iShares Interest Rate Hedged High Yield Bond ETF in 2023 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 10 increasing their positions, 14 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
40
Holders Change
–
Holders Change %
0%
% of All Funds
0.64%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
9
Increased
10
Reduced
14
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
Jane Street
New York
$14.1M
2
TC
TownSquare Capital
Utah
$4.44M
3
DI
DFPG Investments
Utah
$4.33M
4
RSWM
Robertson Stephens Wealth Management
California
$4.17M
5
Bank of America
Bank of America
North Carolina
$7.87M

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
$1.45M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$786K
3
CFGS
Concourse Financial Group Securities
Alabama
$0
4
DAS
Dynamic Advisor Solutions
Arizona
$1.74M
5
FTUS
Flow Traders U.S.
New York
$951K
Name Holding Trade Value Shares
Change 		Shares
Change %
CW
26
CreativeOne Wealth
Kansas
$219K – – –
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$191K -$18.2K -219 -9%
HWP
28
Highline Wealth Partners
California
$157K -$113K -1,361 -42%
Morgan Stanley
29
Morgan Stanley
New York
$59.6K +$52K +628 +683%
FFA
30
Founders Financial Alliance
North Carolina
$47.6K – – –
GRP
31
Global Retirement Partners
California
$37K – – –
PGAM
32
Princeton Global Asset Management
New Jersey
$24.6K – – –
WP
33
WealthPLAN Partners
Nebraska
$21.7K +$21.7K +262 New
BAM
34
Belpointe Asset Management
Nevada
$16.6K – – –
IA
35
IFP Advisors
Florida
$9.66K -$515K -5,650 -98%
Fidelity Investments
36
Fidelity Investments
Massachusetts
$8.86K -$83 -1 -0.9%
SS
37
Sunbelt Securities
Texas
$8.2K +$8.2K +100 New
AssetMark Inc
38
AssetMark Inc
California
$1.16K – – –
Commonwealth Equity Services
39
Commonwealth Equity Services
Massachusetts
$246 +$246 +2,977 New
HNB
40
Huntington National Bank
Ohio
$83 -$82 – –
CFGS
41
Concourse Financial Group Securities
Alabama
– -$1.59M -19,437 Closed
LTI
42
Laffer Tengler Investments
Tennessee
– -$720K -8,780 Closed
LSA
43
Lion Street Advisors
Texas
– -$263K -3,000 Closed
SAF
44
Smith Anglin Financial
Texas
– -$233K -2,841 Closed
Fifth Third Bancorp
45
Fifth Third Bancorp
Ohio
– -$17K -207 Closed
Rockefeller Capital Management
46
Rockefeller Capital Management
New York
– -$6K -75 Closed
NA
47
NewEdge Advisors
Louisiana
– -$2.13K -26 Closed
AWM
48
Accurate Wealth Management
Florida
– -$1.84K -22 Closed
1
2