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iShares Interest Rate Hedged High Yield Bond ETF
HYGH

106 hedge funds and large institutions have $172M invested in iShares Interest Rate Hedged High Yield Bond ETF in 2025 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 50 increasing their positions, 22 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 8

127% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 22

10% more funds holding

Funds holding: 96 → 106 (+10)

2% more capital invested

Capital invested by funds: $168M → $172M (+$3.39M)

0.51% less ownership

Funds ownership: 39.31% → 38.8% (-0.51%)

Holders
106
Holders Change
+10
Holders Change %
+10.42%
% of All Funds
1.39%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
22
Increased
50
Reduced
22
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$5.77M
2
AF
Advisornet Financial
Minnesota
+$1.2M
3
UBS Group
UBS Group
Switzerland
+$969K
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$916K
5
Rockefeller Capital Management
Rockefeller Capital Management
New York
+$887K

Top Sellers

Rank Fund Capital Flow
1
NWWA
New Wave Wealth Advisors
Arkansas
-$2.67M
2
MWM
MinichMacGregor Wealth Management
New York
-$1.81M
3
GVAG
Great Valley Advisor Group
Delaware
-$674K
4
EC
Elequin Capital
New York
-$632K
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$558K
Name Holding Trade Value Shares
Change 		Change in
Stake
AI
26
AXS Investments
New York
$1.58M -$556K -6,438 -26%
NWWA
27
New Wave Wealth Advisors
Arkansas
$1.55M -$2.67M -30,955 -63%
Jane Street
28
Jane Street
New York
$1.39M +$74.2K +859 +6%
PAS
29
Park Avenue Securities
New York
$1.3M +$251K +2,908 +24%
FPAS
30
Focus Partners Advisor Solutions
Missouri
$1.28M +$284K +3,292 +28%
Cetera Investment Advisers
31
Cetera Investment Advisers
Illinois
$1.26M +$797K +9,227 +174%
NFG
32
Nations Financial Group
Iowa
$1.25M +$406K +4,705 +48%
SSWM
33
Strait & Sound Wealth Management
California
$1.21M +$45.5K +527 +4%
UAG
34
United Advisor Group
Ohio
$1.17M +$415K +4,811 +55%
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$1.17M -$236K -2,739 -17%
Citadel Advisors
36
Citadel Advisors
Florida
$1.16M +$539K +6,243 +88%
PA
37
PFG Advisors
Arizona
$1.15M -$12K -139 -1%
SSWM
38
Sheets Smith Wealth Management
North Carolina
$1.11M +$98.6K +1,142 +10%
Thrivent Financial for Lutherans
39
Thrivent Financial for Lutherans
Minnesota
$922K +$916K +10,613 New
Northwestern Mutual Wealth Management
40
Northwestern Mutual Wealth Management
Wisconsin
$888K +$196K +2,267 +28%
EH
41
Equitable Holdings
New York
$864K +$163K +1,893 +23%
IA
42
IFP Advisors
Florida
$809K +$68K +787 +9%
Commonwealth Equity Services
43
Commonwealth Equity Services
Massachusetts
$721K +$16.1K +186 +2%
HAS
44
HBW Advisory Services
California
$704K +$2.33K +27 +0.3%
SAM
45
Smithbridge Asset Management
Pennsylvania
$690K +$686K +7,944 New
NWM
46
Napa Wealth Management
California
$582K +$8.98K +104 +2%
ES
47
Eagle Strategies
New York
$558K -$30.7K -356 -5%
PWM
48
Perigon Wealth Management
California
$486K -$194K -2,250 -29%
RIA
49
Regal Investment Advisors
Michigan
$473K +$33K +382 +8%
BCM
50
Brookstone Capital Management
Illinois
$470K +$46.8K +542 +11%
1
2
3 4 5

HYGH Hedge Fund Activity: Q3 2025 in Review

106 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in iShares Interest Rate Hedged High Yield Bond ETF (HYGH) for Q3 2025, worth a combined $172M — up 2% from $168M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new HYGH positions and 8 closed out — a net gain of 14 holders — while 50 added to existing stakes and 22 trimmed.

The largest buyer was LPL Financial, adding an estimated $5.77M. The largest seller was New Wave Wealth Advisors, cutting an estimated $2.67M.

  • 106 institutional investors held iShares Interest Rate Hedged High Yield Bond ETF (HYGH) as of Q3 2025, up from 96 in Q2 2025.
  • Funds reported $172M of iShares Interest Rate Hedged High Yield Bond ETF stock for Q3 2025, up 2% quarter-over-quarter.
  • 22 funds opened new iShares Interest Rate Hedged High Yield Bond ETF positions in Q3 2025 and 8 closed out, a net change of +14 holders.
  • The largest iShares Interest Rate Hedged High Yield Bond ETF buyer in Q3 2025 was LPL Financial, an estimated $5.77M added.
  • The largest iShares Interest Rate Hedged High Yield Bond ETF seller in Q3 2025 was New Wave Wealth Advisors, an estimated $2.67M sold.

Based on aggregated 13F filings for Q3 2025.