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iShares Interest Rate Hedged High Yield Bond ETF

96 hedge funds and large institutions have $168M invested in iShares Interest Rate Hedged High Yield Bond ETF in 2025 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 34 increasing their positions, 26 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 14

31% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 26

8% more funds holding

Funds holding: 8996 (+7)

1.77% more ownership

Funds ownership: 37.53%39.31% (+1.8%)

4% more capital invested

Capital invested by funds: $162M → $168M (+$5.82M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
96
Holders Change
+7
Holders Change %
+7.87%
% of All Funds
1.26%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
21
Increased
34
Reduced
26
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ES
51
Eagle Strategies
New York
$587K
NWM
52
Napa Wealth Management
California
$571K -$21K -247 -4%
Cetera Investment Advisers
53
Cetera Investment Advisers
Illinois
$460K +$27.9K +329 +7%
RIA
54
Regal Investment Advisors
Michigan
$438K +$79.7K +939 +23%
BlackRock
55
BlackRock
New York
$429K
JP Morgan Chase
56
JP Morgan Chase
New York
$424K +$416K +4,900 New
BCM
57
Brookstone Capital Management
Illinois
$422K +$76.2K +898 +23%
TNBTD
58
Trustmark National Bank Trust Department
Mississippi
$404K
FTUS
59
Flow Traders U.S.
New York
$392K +$385K +4,532 New
NA
60
NewEdge Advisors
Louisiana
$307K
DFCM
61
Dark Forest Capital Management
Puerto Rico
$298K -$2.39M -28,220 -89%
OP
62
ORG Partners
Indiana
$277K
DAS
63
Diversify Advisory Services
Utah
$271K +$267K +3,151 New
GRP
64
Global Retirement Partners
California
$270K +$264K +3,116 New
JWCA
65
J.W. Cole Advisors
Florida
$257K +$252K +2,975 New
QP
66
Quartz Partners
New York
$256K +$251K +2,956 New
MWM
67
Meridian Wealth Management
Kentucky
$248K +$26.6K +314 +12%
PS
68
Principal Securities
Iowa
$224K -$69.2K -816 -24%
AA
69
Advisory Alpha
Michigan
$213K +$3.73K +44 +2%
AP
70
Advisors Preferred
Maryland
$140K +$137K +1,619 New
ACM
71
Anfield Capital Management
California
$123K +$4.33K +51 +4%
Morgan Stanley
72
Morgan Stanley
New York
$99.9K -$3.31K -39 -3%
US Bancorp
73
US Bancorp
Minnesota
$97.3K
CIBC Private Wealth Group
74
CIBC Private Wealth Group
Georgia
$84.6K +$255 +3 +0.3%
AAS
75
Ameritas Advisory Services
Nebraska
$53.3K +$52.3K +616 New

HYGH Hedge Fund Activity: Q2 2025 in Review

96 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in iShares Interest Rate Hedged High Yield Bond ETF (HYGH) for Q2 2025, worth a combined $168M — up 3.6% from $162M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new HYGH positions and 14 closed out — a net gain of 7 holders — while 34 added to existing stakes and 26 trimmed.

The largest buyer was Axxcess Wealth Management, adding an estimated $5.05M. The largest seller was Kovack Advisors, cutting an estimated $3.32M.

  • 96 institutional investors held iShares Interest Rate Hedged High Yield Bond ETF (HYGH) as of Q2 2025, up from 89 in Q1 2025.
  • Funds reported $168M of iShares Interest Rate Hedged High Yield Bond ETF stock for Q2 2025, up 3.6% quarter-over-quarter.
  • 21 funds opened new iShares Interest Rate Hedged High Yield Bond ETF positions in Q2 2025 and 14 closed out, a net change of +7 holders.
  • The largest iShares Interest Rate Hedged High Yield Bond ETF buyer in Q2 2025 was Axxcess Wealth Management, an estimated $5.05M added.
  • The largest iShares Interest Rate Hedged High Yield Bond ETF seller in Q2 2025 was Kovack Advisors, an estimated $3.32M sold.

Based on aggregated 13F filings for Q2 2025.