iShares Interest Rate Hedged High Yield Bond ETF
HYGH
48 hedge funds and large institutions have $69.3M invested in iShares Interest Rate Hedged High Yield Bond ETF in 2023 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 12 increasing their positions, 17 reducing their positions, and 8 closing their positions.
50% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 8
9% more funds holding
Funds holding: 44 → 48 (+4)
5% less capital invested
Capital invested by funds: $72.8M → $69.3M (-$3.47M)
5.54% less ownership
Funds ownership: 44.83% → 39.29% (-5.5%)
29% less repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 17
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TI
Tidal Investments
Milwaukee,
Wisconsin
|
+$5.81M |
| 2 |
EF
Empowered Funds
Havertown,
Pennsylvania
|
+$3.72M |
| 3 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$1.74M |
| 4 |
SHJ
Sharkey, Howes & Javer
Denver,
Colorado
|
+$1.42M |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$1.13M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$9.99M |
| 2 |
RSWM
Robertson Stephens Wealth Management
San Francisco,
California
|
-$4.34M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$1.82M |
| 4 |
MWM
MinichMacGregor Wealth Management
Saratoga Springs,
New York
|
-$993K |
| 5 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$984K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MWM
51
Merriman Wealth Management
Seattle,
Washington
| – | -$848K | -10,176 | Closed |
|
|
AA
52
AlphaQ Advisors
Winter Park,
Florida
| – | -$470K | -5,640 | Closed |
|
|
WI
53
Wintrust Investments
Chicago,
Illinois
| – | -$386K | -4,631 | Closed |
|
54
BlackRock
New York
| – | -$367K | -4,406 | Closed |
|
|
WAM
55
Worth Asset Management
Dallas,
Texas
| – | -$351K | -4,209 | Closed |
|
|
SAM
56
Synergy Asset Management
Vancouver,
Washington
| – | -$235K | -2,816 | Closed |
|
HYGH Hedge Fund Activity: Q4 2023 in Review
48 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in iShares Interest Rate Hedged High Yield Bond ETF (HYGH) for Q4 2023, worth a combined $69.3M — down 4.8% from $72.8M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new HYGH positions and 8 closed out — a net gain of 4 holders — while 12 added to existing stakes and 17 trimmed.
The largest buyer was Tidal Investments, opening a new position worth an estimated $5.81M. The largest seller was Jane Street, cutting an estimated $9.99M.
- 48 institutional investors held iShares Interest Rate Hedged High Yield Bond ETF (HYGH) as of Q4 2023, up from 44 in Q3 2023.
- Funds reported $69.3M of iShares Interest Rate Hedged High Yield Bond ETF stock for Q4 2023, down 4.8% quarter-over-quarter.
- 12 funds opened new iShares Interest Rate Hedged High Yield Bond ETF positions in Q4 2023 and 8 closed out, a net change of +4 holders.
- The largest iShares Interest Rate Hedged High Yield Bond ETF buyer in Q4 2023 was Tidal Investments, an estimated $5.81M added.
- The largest iShares Interest Rate Hedged High Yield Bond ETF seller in Q4 2023 was Jane Street, an estimated $9.99M sold.
Based on aggregated 13F filings for Q4 2023.