We are live on ! Find out more
HYGH icon

iShares Interest Rate Hedged High Yield Bond ETF
HYGH

97 hedge funds and large institutions have $172M invested in iShares Interest Rate Hedged High Yield Bond ETF in 2025 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 43 increasing their positions, 27 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 27

0.34% more ownership

Funds ownership: 38.8% → 39.14% (+0.34%)

0% more capital invested

Capital invested by funds: $172M → $172M (+$446K)

8% less funds holding

Funds holding: 106 → 97 (-9)

28% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 18

Holders
97
Holders Change
-9
Holders Change %
-8.49%
% of All Funds
1.18%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
43
Reduced
27
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LOIP
Live Oak Investment Partners
Texas
+$3.43M
2
Raymond James Financial
Raymond James Financial
Florida
+$2.95M
3
MAC
Mason & Associates (California)
California
+$2.8M
4
AF
Advisornet Financial
Minnesota
+$1.96M
5
LPL Financial
LPL Financial
California
+$991K

Top Sellers

1
KA
Kovack Advisors
Florida
-$4.11M
2
UBS Group
UBS Group
Switzerland
-$3.34M
3
PAS
Park Avenue Securities
New York
-$1.3M
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$922K
5
M
MATAURO
New York
-$855K
Name Holding Trade Value Shares
Change 		Change in
Stake
NFG
26
Nations Financial Group
Iowa
$2.07M +$830K +9,637 +67%
BCI
27
Blue Capital Inc
Nebraska
$1.79M +$9.3K +108 +0.5%
AC
28
Apella Capital
Connecticut
$1.74M +$11K +128 +0.6%
AI
29
AXS Investments
New York
$1.58M +$10.4K +121 +0.7%
NWWA
30
New Wave Wealth Advisors
Arkansas
$1.57M +$38.4K +446 +3%
Cetera Investment Advisers
31
Cetera Investment Advisers
Illinois
$1.53M +$280K +3,251 +22%
SSWM
32
Strait & Sound Wealth Management
California
$1.24M +$38.1K +443 +3%
SSWM
33
Sheets Smith Wealth Management
North Carolina
$1.16M +$60.3K +700 +5%
PA
34
PFG Advisors
Arizona
$1.08M -$63K -732 -6%
Northwestern Mutual Wealth Management
35
Northwestern Mutual Wealth Management
Wisconsin
$1.02M +$142K +1,653 +16%
FPAS
36
Focus Partners Advisor Solutions
Missouri
$1.02M -$266K -3,086 -21%
Janney Montgomery Scott
37
Janney Montgomery Scott
Pennsylvania
$966K +$633K +7,347 +190%
EH
38
Equitable Holdings
New York
$918K +$59.5K +691 +7%
UAG
39
United Advisor Group
Ohio
$898K -$266K -3,093 -23%
HAS
40
HBW Advisory Services
California
$822K +$123K +1,424 +18%
IA
41
IFP Advisors
Florida
$795K -$7.41K -86 -0.9%
SAM
42
Smithbridge Asset Management
Pennsylvania
$781K +$96.3K +1,118 +14%
Commonwealth Equity Services
43
Commonwealth Equity Services
Massachusetts
$678K -$38.1K -442 -5%
Citadel Advisors
44
Citadel Advisors
Florida
$605K -$542K -6,292 -47%
PWM
45
Perigon Wealth Management
California
$603K +$121K +1,400 +25%
Royal Bank of Canada
46
Royal Bank of Canada
Ontario, Canada
$595K -$565K -6,566 -49%
Jane Street
47
Jane Street
New York
$545K -$829K -9,625 -60%
RIA
48
Regal Investment Advisors
Michigan
$529K +$59.7K +693 +13%
BCM
49
Brookstone Capital Management
Illinois
$482K +$15K +174 +3%
GWM
50
Greenline Wealth Management
Florida
$429K +$428K +4,975 New
1
2
3 4 5

HYGH Hedge Fund Activity: Q4 2025 in Review

97 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in iShares Interest Rate Hedged High Yield Bond ETF (HYGH) for Q4 2025, worth a combined $172M — up 0.26% from $172M a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of HYGH and 13 opened new positions — a net loss of 5 holders — while 27 trimmed existing stakes and 43 added.

The largest buyer was Live Oak Investment Partners, opening a new position worth an estimated $3.43M. The largest seller was Kovack Advisors, cutting an estimated $4.11M.

  • 97 institutional investors held iShares Interest Rate Hedged High Yield Bond ETF (HYGH) as of Q4 2025, down from 106 in Q3 2025.
  • Funds reported $172M of iShares Interest Rate Hedged High Yield Bond ETF stock for Q4 2025, up 0.26% quarter-over-quarter.
  • 13 funds opened new iShares Interest Rate Hedged High Yield Bond ETF positions in Q4 2025 and 18 closed out, a net change of -5 holders.
  • The largest iShares Interest Rate Hedged High Yield Bond ETF buyer in Q4 2025 was Live Oak Investment Partners, an estimated $3.43M added.
  • The largest iShares Interest Rate Hedged High Yield Bond ETF seller in Q4 2025 was Kovack Advisors, an estimated $4.11M sold.

Based on aggregated 13F filings for Q4 2025.