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iShares Interest Rate Hedged High Yield Bond ETF

89 hedge funds and large institutions have $162M invested in iShares Interest Rate Hedged High Yield Bond ETF in 2025 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 43 increasing their positions, 18 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

139% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 18

88% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 8

11% more capital invested

Capital invested by funds: $146M → $162M (+$16.3M)

7% more funds holding

Funds holding: 8389 (+6)

0.5% less ownership

Funds ownership: 38.03%37.53% (-0.5%)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
89
Holders Change
+6
Holders Change %
+7.23%
% of All Funds
1.19%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
15
Increased
43
Reduced
18
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
51
BlackRock
New York
$422K +$429K +4,953 New
TNBTD
52
Trustmark National Bank Trust Department
Mississippi
$397K +$121K +1,395 +43%
RIA
53
Regal Investment Advisors
Michigan
$351K -$64.2K -742 -15%
WI
54
Westbourne Investments
Virginia
$347K
BCM
55
Brookstone Capital Management
Illinois
$339K +$9.26K +107 +3%
MWM
56
Mascagni Wealth Management
Mississippi
$338K
HAS
57
HBW Advisory Services
California
$321K +$326K +3,769 New
NA
58
NewEdge Advisors
Louisiana
$302K
TFM
59
Trademark Financial Management
Minnesota
$302K -$553K -6,388 -64%
PS
60
Principal Securities
Iowa
$294K
OP
61
ORG Partners
Indiana
$273K +$277K +3,200 New
MWM
62
Meridian Wealth Management
Kentucky
$218K +$1.65K +19 +0.7%
ASN
63
Advisory Services Network
Georgia
$218K -$400K -4,625 -64%
AFG
64
Atomi Financial Group
New York
$211K +$10.7K +124 +5%
AA
65
Advisory Alpha
Michigan
$206K -$15.8K -183 -7%
GJIA
66
Glass Jacobson Investment Advisors
Maryland
$174K
ACM
67
Anfield Capital Management
California
$116K +$33.2K +383 +39%
Morgan Stanley
68
Morgan Stanley
New York
$102K +$31.6K +365 +44%
US Bancorp
69
US Bancorp
Minnesota
$95.8K
CIBC Private Wealth Group
70
CIBC Private Wealth Group
Georgia
$78.8K +$2.6K +30 +3%
HWP
71
Highline Wealth Partners
California
$41.1K +$173 +2 +0.4%
HI
72
Harbour Investments
Wisconsin
$32.1K +$16.9K +195 +107%
NS
73
NBC Securities
Alabama
$24K +$25.3K +292 New
PGAM
74
Princeton Global Asset Management
New Jersey
$19.2K
SS
75
Sunbelt Securities
Texas
$15.8K -$4.59K -53 -22%

HYGH Hedge Fund Activity: Q1 2025 in Review

89 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in iShares Interest Rate Hedged High Yield Bond ETF (HYGH) for Q1 2025, worth a combined $162M — up 11% from $146M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new HYGH positions and 8 closed out — a net gain of 7 holders — while 43 added to existing stakes and 18 trimmed.

The largest buyer was LPL Financial, adding an estimated $8.14M. The largest seller was Cambridge Investment Research Advisors, cutting an estimated $4.19M.

  • 89 institutional investors held iShares Interest Rate Hedged High Yield Bond ETF (HYGH) as of Q1 2025, up from 83 in Q4 2024.
  • Funds reported $162M of iShares Interest Rate Hedged High Yield Bond ETF stock for Q1 2025, up 11% quarter-over-quarter.
  • 15 funds opened new iShares Interest Rate Hedged High Yield Bond ETF positions in Q1 2025 and 8 closed out, a net change of +7 holders.
  • The largest iShares Interest Rate Hedged High Yield Bond ETF buyer in Q1 2025 was LPL Financial, an estimated $8.14M added.
  • The largest iShares Interest Rate Hedged High Yield Bond ETF seller in Q1 2025 was Cambridge Investment Research Advisors, an estimated $4.19M sold.

Based on aggregated 13F filings for Q1 2025.