We are live on ! Find out more
HYGH icon

iShares Interest Rate Hedged High Yield Bond ETF
HYGH

41 hedge funds and large institutions have $80.2M 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, 11 increasing their positions, 14 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more capital invested

Capital invested by funds: $60.4M → $80.2M (+$19.8M)

13% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 8

9.87% more ownership

Funds ownership: 49.05% → 58.92% (+9.9%)

0% more funds holding

Funds holding: 41 → 41 (0)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

21% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 14

Holders
41
Holders Change
–
Holders Change %
0%
% of All Funds
0.65%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
9
Increased
11
Reduced
14
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
+$13.5M
2
TC
TownSquare Capital
Utah
+$4.45M
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
+$2.63M

Top Sellers

Rank Fund Capital Flow
1
Osaic Holdings
Osaic Holdings
Arizona
-$3.89M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$3.36M
3
CFGS
Concourse Financial Group Securities
Alabama
-$1.61M
4
DAS
Dynamic Advisor Solutions
Arizona
-$965K
5
FTUS
Flow Traders U.S.
New York
-$837K
Name Holding Trade Value Shares
Change 		Change in
Stake
Wells Fargo
26
Wells Fargo
California
$223K -$19K -229 -8%
CW
27
CreativeOne Wealth
Kansas
$219K – – –
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$191K -$18.1K -219 -9%
HWP
29
Highline Wealth Partners
California
$157K -$113K -1,361 -42%
Morgan Stanley
30
Morgan Stanley
New York
$59.6K +$52K +628 +683%
FFA
31
Founders Financial Alliance
North Carolina
$47.6K – – –
GRP
32
Global Retirement Partners
California
$37K – – –
PGAM
33
Princeton Global Asset Management
New Jersey
$24.6K – – –
WP
34
WealthPLAN Partners
Nebraska
$21.7K +$21.7K +262 New
BAM
35
Belpointe Asset Management
Nevada
$16.6K – – –
IA
36
IFP Advisors
Florida
$9.66K -$468K -5,650 -98%
Fidelity Investments
37
Fidelity Investments
Massachusetts
$8.86K -$83 -1 -0.9%
SS
38
Sunbelt Securities
Texas
$8.2K +$8.28K +100 New
AssetMark Inc
39
AssetMark Inc
California
$1.16K – – –
Commonwealth Equity Services
40
Commonwealth Equity Services
Massachusetts
$246 +$247K +2,977 New
HNB
41
Huntington National Bank
Ohio
$83 – – –
CFGS
42
Concourse Financial Group Securities
Alabama
– -$1.61M -19,437 Closed
LTI
43
Laffer Tengler Investments
Tennessee
– -$720K -8,780 Closed
LSA
44
Lion Street Advisors
Texas
– -$263K -3,000 Closed
SAF
45
Smith Anglin Financial
Texas
– -$233K -2,841 Closed
Fifth Third Bancorp
46
Fifth Third Bancorp
Ohio
– -$17K -207 Closed
Rockefeller Capital Management
47
Rockefeller Capital Management
New York
– -$6K -75 Closed
NA
48
NewEdge Advisors
Louisiana
– -$2.13K -26 Closed
AWM
49
Accurate Wealth Management
Florida
– -$1.83K -22 Closed
1
2

HYGH Hedge Fund Activity: Q1 2023 in Review

41 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in iShares Interest Rate Hedged High Yield Bond ETF (HYGH) for Q1 2023, worth a combined $80.2M — up 33% from $60.4M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new HYGH positions and 8 closed out — a net gain of 1 holder — while 11 added to existing stakes and 14 trimmed.

The largest buyer was Jane Street, adding an estimated $13.5M. The largest seller was Osaic Holdings, cutting an estimated $3.89M.

  • 41 institutional investors held iShares Interest Rate Hedged High Yield Bond ETF (HYGH) as of Q1 2023, unchanged from Q4 2022.
  • Funds reported $80.2M of iShares Interest Rate Hedged High Yield Bond ETF stock for Q1 2023, up 33% quarter-over-quarter.
  • 9 funds opened new iShares Interest Rate Hedged High Yield Bond ETF positions in Q1 2023 and 8 closed out, a net change of +1 holder.
  • The largest iShares Interest Rate Hedged High Yield Bond ETF buyer in Q1 2023 was Jane Street, an estimated $13.5M added.
  • The largest iShares Interest Rate Hedged High Yield Bond ETF seller in Q1 2023 was Osaic Holdings, an estimated $3.89M sold.

Based on aggregated 13F filings for Q1 2023.