We are live on ! Find out more
HYGH icon

iShares Interest Rate Hedged High Yield Bond ETF

97 hedge funds and large institutions have $172M invested in iShares Interest Rate Hedged High Yield Bond ETF in 2025 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 43 increasing their positions, 27 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 27

0.34% more ownership

Funds ownership: 38.8%39.14% (+0.34%)

0% more capital invested

Capital invested by funds: $172M → $172M (+$446K)

8% less funds holding

Funds holding: 10697 (-9)

28% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 18

Holders
97
Holders Change
-9
Holders Change %
-8.49%
% of All Funds
1.18%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
43
Reduced
27
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GSWM
51
Golden State Wealth Management
California
$418K -$28.2K -328 -6%
BlackRock
52
BlackRock
New York
$397K -$29.6K -344 -7%
TNBTD
53
Trustmark National Bank Trust Department
Mississippi
$379K
CF
54
Centaurus Financial
California
$368K -$96.4K -1,120 -21%
LWL
55
Leo Wealth LLC
Texas
$331K
GRP
56
Global Retirement Partners
California
$304K +$30.8K +358 +11%
DAS
57
Diversify Advisory Services
Utah
$291K -$8.7K -101 -3%
SAM
58
Synergy Asset Management
Washington
$290K +$50.5K +587 +21%
PS
59
Principal Securities
Iowa
$286K +$38.8K +451 +16%
OP
60
ORG Partners
Indiana
$276K
CS
61
Capital Square
Tennessee
$270K +$46.2K +536 +21%
NWAG
62
Net Worth Advisory Group
Utah
$235K +$235K +2,726 New
SPC
63
Sigma Planning Corp
Michigan
$221K +$221K +2,566 New
TFM
64
Trademark Financial Management
Minnesota
$220K +$220K +2,553 New
SB
65
Strategic Blueprint
Georgia
$212K +$211K +2,455 New
VDC
66
Van Diest Capital
Iowa
$210K +$209K +2,430 New
AA
67
Advisory Alpha
Michigan
$209K -$6.37K -74 -3%
JWCA
68
J.W. Cole Advisors
Florida
$206K -$3.27K -38 -2%
ACM
69
Anfield Capital Management
California
$170K +$47.7K +554 +39%
Morgan Stanley
70
Morgan Stanley
New York
$129K +$17.6K +204 +16%
NA
71
NewEdge Advisors
Louisiana
$108K -$86.1K -1,000 -44%
US Bancorp
72
US Bancorp
Minnesota
$97.3K +$344 +4 +0.4%
CIBC Private Wealth Group
73
CIBC Private Wealth Group
Georgia
$91.1K +$1.12K +13 +1%
FFA
74
Farther Finance Advisors
California
$37.2K +$3.96K +46 +12%
HI
75
Harbour Investments
Wisconsin
$30.9K -$1.81K -21 -6%