We are live on ! Find out more
HYGH icon

iShares Interest Rate Hedged High Yield Bond ETF
HYGH

96 hedge funds and large institutions have $168M invested in iShares Interest Rate Hedged High Yield Bond ETF in 2025 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 34 increasing their positions, 26 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 14

31% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 26

8% more funds holding

Funds holding: 89 → 96 (+7)

1.77% more ownership

Funds ownership: 37.53% → 39.31% (+1.8%)

4% more capital invested

Capital invested by funds: $162M → $168M (+$5.82M)

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
96
Holders Change
+7
Holders Change %
+7.87%
% of All Funds
1.26%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
21
Increased
34
Reduced
26
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AWM
Axxcess Wealth Management
California
+$5.05M
2
CAAS
Capital Asset Advisory Services
Michigan
+$5.02M
3
IA
Inspire Advisors
Idaho
+$4.31M
4
AI
AXS Investments
New York
+$2.09M
5
FFS
Founders Financial Securities
Maryland
+$1.84M

Top Sellers

Rank Fund Capital Flow
1
KA
Kovack Advisors
Florida
-$3.32M
2
Jane Street
Jane Street
New York
-$2.5M
3
DFCM
Dark Forest Capital Management
Puerto Rico
-$2.39M
4
IA
Integrity Alliance
Iowa
-$2.05M
5
LPL Financial
LPL Financial
California
-$1.89M
Name Holding Trade Value Shares
Change 		Change in
Stake
AC
26
Apella Capital
Connecticut
$1.85M -$1.24M -14,615 -41%
BCI
27
Blue Capital Inc
Nebraska
$1.77M +$1.73M +20,422 New
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$1.4M +$36.2K +427 +3%
Jane Street
29
Jane Street
New York
$1.31M -$2.5M -29,438 -66%
SIA
30
Summit Investment Advisors
Maryland
$1.25M +$67.5K +796 +6%
SSWM
31
Strait & Sound Wealth Management
California
$1.16M +$98K +1,155 +9%
PA
32
PFG Advisors
Arizona
$1.16M -$52.9K -623 -4%
Rockefeller Capital Management
33
Rockefeller Capital Management
New York
$1.09M +$1.07M +12,586 New
PAS
34
Park Avenue Securities
New York
$1.04M +$327K +3,855 +47%
SSWM
35
Sheets Smith Wealth Management
North Carolina
$1.01M – – –
FPAS
36
Focus Partners Advisor Solutions
Missouri
$1M -$29.3K -345 -3%
EC
37
Elequin Capital
New York
$923K +$905K +10,667 New
NFG
38
Nations Financial Group
Iowa
$840K +$204K +2,404 +33%
UAG
39
United Advisor Group
Ohio
$752K +$127K +1,501 +21%
IA
40
IFP Advisors
Florida
$738K – – –
CF
41
Centaurus Financial
California
$706K +$7.38K +87 +1%
Commonwealth Equity Services
42
Commonwealth Equity Services
Massachusetts
$702K +$32.8K +386 +5%
HAS
43
HBW Advisory Services
California
$699K +$366K +4,314 +114%
EH
44
Equitable Holdings
New York
$697K -$89.1K -1,050 -12%
Northwestern Mutual Wealth Management
45
Northwestern Mutual Wealth Management
Wisconsin
$689K +$675K +7,957 New
AAS
46
Avantax Advisory Services
Texas
$682K -$489K -5,764 -42%
PWM
47
Perigon Wealth Management
California
$679K +$666K +7,850 New
GVAG
48
Great Valley Advisor Group
Delaware
$674K -$454K -5,355 -41%
GSWM
49
Golden State Wealth Management
California
$612K +$600K +7,068 New
Citadel Advisors
50
Citadel Advisors
Florida
$611K -$424K -4,994 -41%
1
2
3 4 5

HYGH Hedge Fund Activity: Q2 2025 in Review

96 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in iShares Interest Rate Hedged High Yield Bond ETF (HYGH) for Q2 2025, worth a combined $168M — up 3.6% from $162M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new HYGH positions and 14 closed out — a net gain of 7 holders — while 34 added to existing stakes and 26 trimmed.

The largest buyer was Axxcess Wealth Management, adding an estimated $5.05M. The largest seller was Kovack Advisors, cutting an estimated $3.32M.

  • 96 institutional investors held iShares Interest Rate Hedged High Yield Bond ETF (HYGH) as of Q2 2025, up from 89 in Q1 2025.
  • Funds reported $168M of iShares Interest Rate Hedged High Yield Bond ETF stock for Q2 2025, up 3.6% quarter-over-quarter.
  • 21 funds opened new iShares Interest Rate Hedged High Yield Bond ETF positions in Q2 2025 and 14 closed out, a net change of +7 holders.
  • The largest iShares Interest Rate Hedged High Yield Bond ETF buyer in Q2 2025 was Axxcess Wealth Management, an estimated $5.05M added.
  • The largest iShares Interest Rate Hedged High Yield Bond ETF seller in Q2 2025 was Kovack Advisors, an estimated $3.32M sold.

Based on aggregated 13F filings for Q2 2025.