iShares Interest Rate Hedged High Yield Bond ETF
HYGH
40 hedge funds and large institutions have $66.7M invested in iShares Interest Rate Hedged High Yield Bond ETF in 2023 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 11 increasing their positions, 14 reducing their positions, and 5 closing their positions.
2% less funds holding
Funds holding: 41 → 40 (-1)
10.7% less ownership
Funds ownership: 58.92% → 48.22% (-11%)
17% less capital invested
Capital invested by funds: $80.2M → $66.7M (-$13.6M)
20% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 5
21% less repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 14
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FPAS
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
+$497K |
| 2 |
DI
DFPG Investments
Sandy,
Utah
|
+$267K |
| 3 |
AA
Advisory Alpha
Holland,
Michigan
|
+$255K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$253K |
| 5 |
LSA
Lion Street Advisors
Austin,
Texas
|
+$246K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CW
Connectus Wealth
Cincinnati,
Ohio
|
-$7.32M |
| 2 |
Jane Street
New York
|
-$4.71M |
| 3 |
DAS
Dynamic Advisor Solutions
Phoenix,
Arizona
|
-$1.74M |
| 4 |
BAM
BOS Asset Management
Springfield,
Illinois
|
-$960K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$563K |
HYGH Hedge Fund Activity: Q2 2023 in Review
40 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in iShares Interest Rate Hedged High Yield Bond ETF (HYGH) for Q2 2023, worth a combined $66.7M — down 17% from $80.2M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of HYGH and 4 opened new positions — a net loss of 1 holder — while 14 trimmed existing stakes and 11 added.
The largest buyer was Focus Partners Advisor Solutions, opening a new position worth an estimated $497K. The largest seller was Connectus Wealth, exiting entirely with an estimated $7.32M sold.
- 40 institutional investors held iShares Interest Rate Hedged High Yield Bond ETF (HYGH) as of Q2 2023, down from 41 in Q1 2023.
- Funds reported $66.7M of iShares Interest Rate Hedged High Yield Bond ETF stock for Q2 2023, down 17% quarter-over-quarter.
- 4 funds opened new iShares Interest Rate Hedged High Yield Bond ETF positions in Q2 2023 and 5 closed out, a net change of -1 holder.
- The largest iShares Interest Rate Hedged High Yield Bond ETF buyer in Q2 2023 was Focus Partners Advisor Solutions, an estimated $497K added.
- The largest iShares Interest Rate Hedged High Yield Bond ETF seller in Q2 2023 was Connectus Wealth, an estimated $7.32M sold.
Based on aggregated 13F filings for Q2 2023.