iShares Interest Rate Hedged High Yield Bond ETF
HYGH
68 hedge funds and large institutions have $103M invested in iShares Interest Rate Hedged High Yield Bond ETF in 2024 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 33 increasing their positions, 15 reducing their positions, and 11 closing their positions.
120% more repeat investments, than reductions
Existing positions increased: 33 | Existing positions reduced: 15
1% more funds holding
Funds holding: 67 → 68 (+1)
9% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 11
3.27% less ownership
Funds ownership: 36.46% → 33.19% (-3.3%)
8% less capital invested
Capital invested by funds: $112M → $103M (-$8.56M)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HOWA
Heritage Oak Wealth Advisors
Santa Rosa Beach,
Florida
|
+$4.19M |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$2.08M |
| 3 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
+$1.98M |
| 4 |
Jane Street
New York
|
+$1.88M |
| 5 |
LPL Financial
San Diego,
California
|
+$1.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$6.5M |
| 2 |
TC
TownSquare Capital
Provo,
Utah
|
-$6.39M |
| 3 |
KWM
KFG Wealth Management
Granger,
Indiana
|
-$5.22M |
| 4 |
CCMG
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
-$2.76M |
| 5 |
GVAG
Great Valley Advisor Group
Wilmington,
Delaware
|
-$2.44M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SG
76
StoneX Group
New York
| – | -$281K | -3,308 | Closed |
|
77
Prudential Financial
Newark,
New Jersey
| – | -$249K | -2,934 | Closed |
|
|
SB
78
Strategic Blueprint
Atlanta,
Georgia
| – | -$245K | -2,880 | Closed |
|
|
IFG
79
Independent Financial Group
San Diego,
California
| – | -$208K | -2,449 | Closed |
|
|
TWC
80
TD Waterhouse Canada
Toronto,
Ontario, Canada
| – | -$853 | -10 | Closed |
|
HYGH Hedge Fund Activity: Q3 2024 in Review
68 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in iShares Interest Rate Hedged High Yield Bond ETF (HYGH) for Q3 2024, worth a combined $103M — down 7.7% from $112M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new HYGH positions and 11 closed out — a net gain of 1 holder — while 33 added to existing stakes and 15 trimmed.
The largest buyer was Heritage Oak Wealth Advisors, opening a new position worth an estimated $4.19M. The largest seller was Bank of America, cutting an estimated $6.5M.
- 68 institutional investors held iShares Interest Rate Hedged High Yield Bond ETF (HYGH) as of Q3 2024, up from 67 in Q2 2024.
- Funds reported $103M of iShares Interest Rate Hedged High Yield Bond ETF stock for Q3 2024, down 7.7% quarter-over-quarter.
- 12 funds opened new iShares Interest Rate Hedged High Yield Bond ETF positions in Q3 2024 and 11 closed out, a net change of +1 holder.
- The largest iShares Interest Rate Hedged High Yield Bond ETF buyer in Q3 2024 was Heritage Oak Wealth Advisors, an estimated $4.19M added.
- The largest iShares Interest Rate Hedged High Yield Bond ETF seller in Q3 2024 was Bank of America, an estimated $6.5M sold.
Based on aggregated 13F filings for Q3 2024.