iShares Interest Rate Hedged High Yield Bond ETF
HYGH
52 hedge funds and large institutions have $160M invested in iShares Interest Rate Hedged High Yield Bond ETF in 2019 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 16 increasing their positions, 14 reducing their positions, and 8 closing their positions.
50% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 8
18% more capital invested
Capital invested by funds: $136M → $160M (+$24.2M)
14% more repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 14
8% more funds holding
Funds holding: 48 → 52 (+4)
2.01% more ownership
Funds ownership: 68.37% → 70.38% (+2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AssetMark Inc
Concord,
California
|
+$21.7M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$3.67M |
| 3 |
MA
MONECO Advisors
Fairfield,
Connecticut
|
+$1.62M |
| 4 |
BlackRock
New York
|
+$1.47M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.22M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$6.33M |
| 2 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$3.19M |
| 3 |
Jane Street
New York
|
-$1.96M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$1.88M |
| 5 |
FTUS
Flow Traders U.S.
New York
|
-$1.02M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PAG
51
Private Advisor Group
Morristown,
New Jersey
| – | -$3.19M | -37,569 | Closed |
|
|
52
Citadel Advisors
Miami,
Florida
| – | -$1.88M | -22,125 | Closed |
|
|
SWP
53
Stratos Wealth Partners
Beachwood,
Ohio
| – | -$522K | -6,159 | Closed |
|
|
TSS
54
Two Sigma Securities
New York
| – | -$204K | -2,401 | Closed |
|
|
RBA
55
Richard Bernstein Advisors
New York
| – | -$75K | -888 | Closed |
|
|
WWM
56
Willingdon Wealth Management
Huntersville,
North Carolina
| – | -$34K | -400 | Closed |
|
|
MWC
57
MKD Wealth Coaches
Troy,
Michigan
| – | -$5K | -64 | Closed |
|
58
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| – | +$89 | +1 | New |
|
HYGH Hedge Fund Activity: Q1 2019 in Review
52 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in iShares Interest Rate Hedged High Yield Bond ETF (HYGH) for Q1 2019, worth a combined $160M — up 18% from $136M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new HYGH positions and 8 closed out — a net gain of 4 holders — while 16 added to existing stakes and 14 trimmed.
The largest buyer was AssetMark Inc, adding an estimated $21.7M. The largest seller was Bank of America, cutting an estimated $6.33M.
- 52 institutional investors held iShares Interest Rate Hedged High Yield Bond ETF (HYGH) as of Q1 2019, up from 48 in Q4 2018.
- Funds reported $160M of iShares Interest Rate Hedged High Yield Bond ETF stock for Q1 2019, up 18% quarter-over-quarter.
- 12 funds opened new iShares Interest Rate Hedged High Yield Bond ETF positions in Q1 2019 and 8 closed out, a net change of +4 holders.
- The largest iShares Interest Rate Hedged High Yield Bond ETF buyer in Q1 2019 was AssetMark Inc, an estimated $21.7M added.
- The largest iShares Interest Rate Hedged High Yield Bond ETF seller in Q1 2019 was Bank of America, an estimated $6.33M sold.
Based on aggregated 13F filings for Q1 2019.