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iShares Interest Rate Hedged High Yield Bond ETF

101 hedge funds and large institutions have $196M invested in iShares Interest Rate Hedged High Yield Bond ETF in 2026 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 38 increasing their positions, 36 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

70% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 10

14% more capital invested

Capital invested by funds: $172M → $196M (+$24.3M)

4% more funds holding

Funds holding: 97101 (+4)

4.11% more ownership

Funds ownership: 39.14%43.25% (+4.1%)

6% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 36

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $437K

Holders
101
Holders Change
+4
Holders Change %
+4.12%
% of All Funds
1.24%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
17
Increased
38
Reduced
36
Closed
10
Calls
Puts
$437K
Net Calls
-$437K
Net Calls Change
-$437K
Name Holding Trade Value Shares
Change
Change in
Stake
CCMG
26
Clark Capital Management Group
Pennsylvania
$2.34M +$169K +1,965 +8%
Rockefeller Capital Management
27
Rockefeller Capital Management
New York
$2.21M +$72.7K +844 +3%
Citadel Advisors
28
Citadel Advisors
Florida
$1.89M +$1.3M +15,065 +215%
EC
29
Elequin Capital
New York
$1.8M +$1.83M +21,199 New
AC
30
Apella Capital
Connecticut
$1.68M -$64.2K -745 -4%
Cetera Investment Advisers
31
Cetera Investment Advisers
Illinois
$1.62M +$96.5K +1,121 +6%
SSWM
32
Strait & Sound Wealth Management
California
$1.35M +$116K +1,352 +9%
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$1.12M -$1.76M -20,417 -61%
SPC
34
Sigma Planning Corp
Michigan
$1.11M +$900K +10,448 +407%
SSWM
35
Sheets Smith Wealth Management
North Carolina
$1.11M -$45.7K -531 -4%
Northwestern Mutual Wealth Management
36
Northwestern Mutual Wealth Management
Wisconsin
$1.05M +$34.3K +398 +3%
FPAS
37
Focus Partners Advisor Solutions
Missouri
$1.02M +$10.7K +124 +1%
EH
38
Equitable Holdings
New York
$1.02M +$101K +1,171 +11%
PA
39
PFG Advisors
Arizona
$996K -$80K -929 -7%
HAS
40
HBW Advisory Services
California
$978K +$162K +1,886 +20%
NWWA
41
New Wave Wealth Advisors
Arkansas
$945K -$621K -7,211 -40%
PAS
42
Park Avenue Securities
New York
$940K +$945K +10,974 New
Janney Montgomery Scott
43
Janney Montgomery Scott
Pennsylvania
$923K -$36.3K -421 -4%
UAG
44
United Advisor Group
Ohio
$859K -$32K -372 -4%
IWA
45
IBEX Wealth Advisors
New Jersey
$799K -$1.51M -17,504 -65%
IA
46
IFP Advisors
Florida
$787K -$3.01K -35 -0.4%
MG
47
Mather Group
Illinois
$583K +$586K +6,806 New
BCM
48
Brookstone Capital Management
Illinois
$560K +$81.6K +947 +17%
EWS
49
Evergreen Wealth Solutions
Pennsylvania
$534K +$537K +6,236 New
PWM
50
Perigon Wealth Management
California
$531K -$68.9K -800 -11%

HYGH Hedge Fund Activity: Q1 2026 in Review

101 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in iShares Interest Rate Hedged High Yield Bond ETF (HYGH) for Q1 2026, worth a combined $196M — up 14% from $172M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new HYGH positions and 10 closed out — a net gain of 7 holders — while 38 added to existing stakes and 36 trimmed.

The largest buyer was ARS Wealth Advisors Group, opening a new position worth an estimated $15M. The largest seller was Axxcess Wealth Management, exiting entirely with an estimated $5.89M sold.

  • 101 institutional investors held iShares Interest Rate Hedged High Yield Bond ETF (HYGH) as of Q1 2026, up from 97 in Q4 2025.
  • Funds reported $196M of iShares Interest Rate Hedged High Yield Bond ETF stock for Q1 2026, up 14% quarter-over-quarter.
  • 17 funds opened new iShares Interest Rate Hedged High Yield Bond ETF positions in Q1 2026 and 10 closed out, a net change of +7 holders.
  • The largest iShares Interest Rate Hedged High Yield Bond ETF buyer in Q1 2026 was ARS Wealth Advisors Group, an estimated $15M added.
  • The largest iShares Interest Rate Hedged High Yield Bond ETF seller in Q1 2026 was Axxcess Wealth Management, an estimated $5.89M sold.

Based on aggregated 13F filings for Q1 2026.