HYGH icon

iShares Interest Rate Hedged High Yield Bond ETF
HYGH

Overview Fund Activity

68 hedge funds and large institutions have $103M invested in iShares Interest Rate Hedged High Yield Bond ETF in 2024 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 33 increasing their positions, 15 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
68
Holders Change
+2
Holders Change %
+3.03%
% of All Funds
0.98%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
12
Increased
33
Reduced
15
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HOWA
Heritage Oak Wealth Advisors
Florida
+$4.25M
2
RJFSA
Raymond James Financial Services Advisors
Florida
+$2.11M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$2.01M
4
Jane Street
Jane Street
New York
+$1.9M
5
LPL Financial
LPL Financial
California
+$1.62M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$6.59M
2
TC
TownSquare Capital
Utah
-$6.48M
3
KWM
KFG Wealth Management
Indiana
-$5.22M
4
CCMG
Clark Capital Management Group
Pennsylvania
-$2.76M
5
GVAG
Great Valley Advisor Group
Delaware
-$2.44M
Name Holding Trade Value Shares
Change 		Shares
Change %
ACM
51
Anfield Capital Management
California
$84.8K +$21.2K +246 +33%
CIBC Private Wealth Group
52
CIBC Private Wealth Group
Georgia
$81.6K +$431 +5 +0.5%
Morgan Stanley
53
Morgan Stanley
New York
$71.6K +$12.4K +144 +21%
Bank of Montreal
54
Bank of Montreal
Ontario, Canada
$50.3K +$50.3K +584 New
GJIA
55
Glass Jacobson Investment Advisors
Maryland
$48.5K +$3.62K +42 +8%
HWP
56
Highline Wealth Partners
California
$41.1K +$259 +3 +0.6%
SS
57
Sunbelt Securities
Texas
$25.2K +$15.9K +185 +171%
NS
58
NBC Securities
Alabama
$24K +$511 +6 +2%
GRP
59
Global Retirement Partners
California
$19.7K -$862 -10 -4%
PGAM
60
Princeton Global Asset Management
New Jersey
$19.4K – – –
HI
61
Harbour Investments
Wisconsin
$15.7K – – –
CFD
62
Creative Financial Designs
Indiana
$10.9K +$258 +3 +2%
Fidelity Investments
63
Fidelity Investments
Massachusetts
$9.23K -$172 -2 -2%
FFO
64
Fortitude Family Office
Arizona
$7.59K +$7.59K +88 New
ACA
65
Aptus Capital Advisors
Alabama
$2.93K +$2.93K +34 New
Northwestern Mutual Wealth Management
66
Northwestern Mutual Wealth Management
Wisconsin
$2.24K +$2.24K +26 New
AssetMark Inc
67
AssetMark Inc
California
$604 -$173 -2 -22%
HNB
68
Huntington National Bank
Ohio
$86 -$85 – –
Wells Fargo
69
Wells Fargo
California
$28 -$17 – –
KWM
70
KFG Wealth Management
Indiana
– -$5.22M -61,367 Closed
CCMG
71
Clark Capital Management Group
Pennsylvania
– -$2.76M -32,529 Closed
GVAG
72
Great Valley Advisor Group
Delaware
– -$2.44M -28,727 Closed
Deutsche Bank
73
Deutsche Bank
Germany
– -$1.79M -21,108 Closed
SHJ
74
Sharkey, Howes & Javer
Colorado
– -$1.45M -17,004 Closed
BAM
75
BOS Asset Management
Illinois
– -$314K -3,698 Closed
1 2
3
4