iShares Interest Rate Hedged High Yield Bond ETF
HYGH
57 hedge funds and large institutions have $84.7M invested in iShares Interest Rate Hedged High Yield Bond ETF in 2024 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 18 increasing their positions, 15 reducing their positions, and 5 closing their positions.
200% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 5
22% more capital invested
Capital invested by funds: $69.3M → $84.7M (+$15.4M)
20% more repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 15
19% more funds holding
Funds holding: 48 → 57 (+9)
1.98% less ownership
Funds ownership: 39.29% → 37.31% (-2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$2.98M |
| 2 |
AWS
Atria Wealth Solutions
New York
|
+$2.82M |
| 3 |
CCMG
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
+$2.73M |
| 4 |
GVAG
Great Valley Advisor Group
Wilmington,
Delaware
|
+$1.9M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$1.67M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TI
Tidal Investments
Milwaukee,
Wisconsin
|
-$5.87M |
| 2 |
Jane Street
New York
|
-$2.26M |
| 3 |
ES
Eagle Strategies
New York
|
-$218K |
| 4 |
BAM
BOS Asset Management
Springfield,
Illinois
|
-$195K |
| 5 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
-$110K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
Fidelity Investments
Boston,
Massachusetts
| $9.17K | -$3.82K | -45 | -30% |
|
|
SS
52
Sunbelt Securities
Houston,
Texas
| $9.07K | +$170 | +2 | +2% |
|
|
GJIA
53
Glass Jacobson Investment Advisors
Owings Mills,
Maryland
| $4.32K | +$4.24K | +50 | New |
|
|
ACA
54
Aptus Capital Advisors
Fairhope,
Alabama
| $2.92K | +$2.89K | +34 | New |
|
55
AssetMark Inc
Concord,
California
| $857 | +$255 | +3 | +43% |
|
|
HNB
56
Huntington National Bank
Columbus,
Ohio
| $86 | – | – | – |
|
57
Wells Fargo
San Francisco,
California
| $58 | -$53.5K | -630 | -100% |
|
|
TI
58
Tidal Investments
Milwaukee,
Wisconsin
| – | -$5.87M | -69,791 | Closed |
|
|
59
Jane Street
New York
| – | -$2.26M | -26,841 | Closed |
|
|
ES
60
Eagle Strategies
New York
| – | -$218K | -2,596 | Closed |
|
|
AWM
61
Able Wealth Management
Toms River,
New Jersey
| – | -$16.9K | -201 | Closed |
|
|
BTI
62
Blue Trust Inc
Alpharetta,
Georgia
| – | -$1K | -10 | Closed |
|
HYGH Hedge Fund Activity: Q1 2024 in Review
57 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in iShares Interest Rate Hedged High Yield Bond ETF (HYGH) for Q1 2024, worth a combined $84.7M — up 22% from $69.3M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new HYGH positions and 5 closed out — a net gain of 10 holders — while 18 added to existing stakes and 15 trimmed.
The largest buyer was UBS Group, adding an estimated $2.98M. The largest seller was Tidal Investments, exiting entirely with an estimated $5.87M sold.
- 57 institutional investors held iShares Interest Rate Hedged High Yield Bond ETF (HYGH) as of Q1 2024, up from 48 in Q4 2023.
- Funds reported $84.7M of iShares Interest Rate Hedged High Yield Bond ETF stock for Q1 2024, up 22% quarter-over-quarter.
- 15 funds opened new iShares Interest Rate Hedged High Yield Bond ETF positions in Q1 2024 and 5 closed out, a net change of +10 holders.
- The largest iShares Interest Rate Hedged High Yield Bond ETF buyer in Q1 2024 was UBS Group, an estimated $2.98M added.
- The largest iShares Interest Rate Hedged High Yield Bond ETF seller in Q1 2024 was Tidal Investments, an estimated $5.87M sold.
Based on aggregated 13F filings for Q1 2024.