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iShares Interest Rate Hedged High Yield Bond ETF

101 hedge funds and large institutions have $196M invested in iShares Interest Rate Hedged High Yield Bond ETF in 2026 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 38 increasing their positions, 36 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

70% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 10

14% more capital invested

Capital invested by funds: $172M → $196M (+$24.3M)

4% more funds holding

Funds holding: 97101 (+4)

4.11% more ownership

Funds ownership: 39.14%43.25% (+4.1%)

6% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 36

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $437K

Holders
101
Holders Change
+4
Holders Change %
+4.12%
% of All Funds
1.24%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
17
Increased
38
Reduced
36
Closed
10
Calls
Puts
$437K
Net Calls
-$437K
Net Calls Change
-$437K
Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
51
Royal Bank of Canada
Ontario, Canada
$495K -$96.9K -1,125 -16%
VDC
52
Van Diest Capital
Iowa
$465K +$258K +2,998 +123%
PS
53
Principal Securities
Iowa
$448K +$164K +1,909 +58%
SAM
54
Synergy Asset Management
Washington
$419K +$132K +1,527 +45%
CS
55
Capital Square
Tennessee
$362K +$91.1K +1,058 +34%
SAM
56
Smithbridge Asset Management
Pennsylvania
$359K -$420K -4,873 -54%
RIA
57
Regal Investment Advisors
Michigan
$337K -$189K -2,198 -36%
CF
58
Centaurus Financial
California
$333K -$32.7K -380 -9%
LWL
59
Leo Wealth LLC
Texas
$320K -$8.53K -99 -3%
TFM
60
Trademark Financial Management
Minnesota
$306K +$88.3K +1,025 +40%
HighTower Advisors
61
HighTower Advisors
Illinois
$293K +$294K +3,417 New
DWM
62
Diversify Wealth Management
Utah
$291K +$291K +3,376 New
AIA
63
Acute Investment Advisory
Arizona
$288K +$290K +3,366 New
GWM
64
Greenline Wealth Management
Florida
$259K -$168K -1,946 -39%
BlackRock
65
BlackRock
New York
$259K -$136K -1,582 -34%
SWM
66
SHP Wealth Management
Massachusetts
$258K +$260K +3,015 New
NWAG
67
Net Worth Advisory Group
Utah
$235K +$1.98K +23 +0.8%
TNBTD
68
Trustmark National Bank Trust Department
Mississippi
$231K -$146K -1,693 -39%
AA
69
Advisory Alpha
Michigan
$210K +$1.9K +22 +0.9%
OC
70
OxenFree Capital
Florida
$202K +$202K +2,346 New
ACM
71
Anfield Capital Management
California
$176K +$7.15K +83 +4%
GSWM
72
Golden State Wealth Management
California
$156K -$261K -3,027 -62%
NA
73
NewEdge Advisors
Louisiana
$107K
US Bancorp
74
US Bancorp
Minnesota
$96.3K -$344 -4 -0.4%
Morgan Stanley
75
Morgan Stanley
New York
$95K -$33.8K -392 -26%

HYGH Hedge Fund Activity: Q1 2026 in Review

101 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in iShares Interest Rate Hedged High Yield Bond ETF (HYGH) for Q1 2026, worth a combined $196M — up 14% from $172M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new HYGH positions and 10 closed out — a net gain of 7 holders — while 38 added to existing stakes and 36 trimmed.

The largest buyer was ARS Wealth Advisors Group, opening a new position worth an estimated $15M. The largest seller was Axxcess Wealth Management, exiting entirely with an estimated $5.89M sold.

  • 101 institutional investors held iShares Interest Rate Hedged High Yield Bond ETF (HYGH) as of Q1 2026, up from 97 in Q4 2025.
  • Funds reported $196M of iShares Interest Rate Hedged High Yield Bond ETF stock for Q1 2026, up 14% quarter-over-quarter.
  • 17 funds opened new iShares Interest Rate Hedged High Yield Bond ETF positions in Q1 2026 and 10 closed out, a net change of +7 holders.
  • The largest iShares Interest Rate Hedged High Yield Bond ETF buyer in Q1 2026 was ARS Wealth Advisors Group, an estimated $15M added.
  • The largest iShares Interest Rate Hedged High Yield Bond ETF seller in Q1 2026 was Axxcess Wealth Management, an estimated $5.89M sold.

Based on aggregated 13F filings for Q1 2026.