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iShares Interest Rate Hedged High Yield Bond ETF
HYGH

106 hedge funds and large institutions have $172M invested in iShares Interest Rate Hedged High Yield Bond ETF in 2025 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 50 increasing their positions, 22 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 8

127% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 22

10% more funds holding

Funds holding: 96 → 106 (+10)

2% more capital invested

Capital invested by funds: $168M → $172M (+$3.39M)

0.51% less ownership

Funds ownership: 39.31% → 38.8% (-0.51%)

Holders
106
Holders Change
+10
Holders Change %
+10.42%
% of All Funds
1.39%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
22
Increased
50
Reduced
22
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$5.77M
2
AF
Advisornet Financial
Minnesota
+$1.2M
3
UBS Group
UBS Group
Switzerland
+$969K
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$916K
5
Rockefeller Capital Management
Rockefeller Capital Management
New York
+$887K

Top Sellers

Rank Fund Capital Flow
1
NWWA
New Wave Wealth Advisors
Arkansas
-$2.67M
2
MWM
MinichMacGregor Wealth Management
New York
-$1.81M
3
GVAG
Great Valley Advisor Group
Delaware
-$674K
4
EC
Elequin Capital
New York
-$632K
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$558K
Name Holding Trade Value Shares
Change 		Change in
Stake
CF
51
Centaurus Financial
California
$468K -$239K -2,763 -34%
GSWM
52
Golden State Wealth Management
California
$450K -$163K -1,892 -27%
BlackRock
53
BlackRock
New York
$430K – – –
TNBTD
54
Trustmark National Bank Trust Department
Mississippi
$381K -$23.5K -272 -6%
Susquehanna International Group
55
Susquehanna International Group
Pennsylvania
$346K +$344K +3,979 New
Janney Montgomery Scott
56
Janney Montgomery Scott
Pennsylvania
$335K +$333K +3,860 New
LWL
57
Leo Wealth LLC
Texas
$334K +$332K +3,841 New
DFCM
58
Dark Forest Capital Management
Puerto Rico
$299K – – –
DAS
59
Diversify Advisory Services
Utah
$298K +$26K +301 +10%
EC
60
Elequin Capital
New York
$291K -$632K -7,321 -69%
OP
61
ORG Partners
Indiana
$278K – – –
GRP
62
Global Retirement Partners
California
$276K +$4.92K +57 +2%
LSA
63
Lion Street Advisors
Texas
$263K +$259K +3,000 New
Truist Financial
64
Truist Financial
North Carolina
$261K +$260K +3,010 New
PS
65
Principal Securities
Iowa
$249K +$24.2K +280 +11%
AP
66
Advisors Preferred
Maryland
$247K +$106K +1,228 +76%
SS
67
Sunbelt Securities
Texas
$243K +$221K +2,556 +1,069%
CAGAS
68
Capital Advisory Group Advisory Services
Minnesota
$242K +$240K +2,781 New
SAM
69
Synergy Asset Management
Washington
$241K +$240K +2,777 New
CS
70
Capital Square
Tennessee
$225K +$224K +2,595 New
AA
71
Advisory Alpha
Michigan
$216K +$3.63K +42 +2%
JWCA
72
J.W. Cole Advisors
Florida
$211K -$47.5K -550 -18%
IFG
73
Independent Financial Group
California
$207K +$205K +2,379 New
NA
74
NewEdge Advisors
Louisiana
$195K -$112K -1,300 -37%
ACM
75
Anfield Capital Management
California
$123K – – –
1 2
3
4 5

HYGH Hedge Fund Activity: Q3 2025 in Review

106 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in iShares Interest Rate Hedged High Yield Bond ETF (HYGH) for Q3 2025, worth a combined $172M — up 2% from $168M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new HYGH positions and 8 closed out — a net gain of 14 holders — while 50 added to existing stakes and 22 trimmed.

The largest buyer was LPL Financial, adding an estimated $5.77M. The largest seller was New Wave Wealth Advisors, cutting an estimated $2.67M.

  • 106 institutional investors held iShares Interest Rate Hedged High Yield Bond ETF (HYGH) as of Q3 2025, up from 96 in Q2 2025.
  • Funds reported $172M of iShares Interest Rate Hedged High Yield Bond ETF stock for Q3 2025, up 2% quarter-over-quarter.
  • 22 funds opened new iShares Interest Rate Hedged High Yield Bond ETF positions in Q3 2025 and 8 closed out, a net change of +14 holders.
  • The largest iShares Interest Rate Hedged High Yield Bond ETF buyer in Q3 2025 was LPL Financial, an estimated $5.77M added.
  • The largest iShares Interest Rate Hedged High Yield Bond ETF seller in Q3 2025 was New Wave Wealth Advisors, an estimated $2.67M sold.

Based on aggregated 13F filings for Q3 2025.