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iShares Interest Rate Hedged High Yield Bond ETF
HYGH

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: 89 → 96 (+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: 1 → 0 (-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
–

Top Buyers

Rank Fund Capital Flow
1
AWM
Axxcess Wealth Management
California
+$5.05M
2
CAAS
Capital Asset Advisory Services
Michigan
+$5.02M
3
IA
Inspire Advisors
Idaho
+$4.31M
4
AI
AXS Investments
New York
+$2.09M
5
FFS
Founders Financial Securities
Maryland
+$1.84M

Top Sellers

Rank Fund Capital Flow
1
KA
Kovack Advisors
Florida
-$3.32M
2
Jane Street
Jane Street
New York
-$2.5M
3
DFCM
Dark Forest Capital Management
Puerto Rico
-$2.39M
4
IA
Integrity Alliance
Iowa
-$2.05M
5
LPL Financial
LPL Financial
California
-$1.89M
Name Holding Trade Value Shares
Change 		Change in
Stake
HWP
76
Highline Wealth Partners
California
$42K +$339 +4 +0.8%
HI
77
Harbour Investments
Wisconsin
$35.6K +$2.88K +34 +9%
NS
78
NBC Securities
Alabama
$25K +$509 +6 +2%
Carson Wealth (CWM LLC)
79
Carson Wealth (CWM LLC)
Nebraska
$22K +$21.6K +255 +25,500%
PTC
80
Private Trust Company
Ohio
$21.2K +$19.6K +231 +1,650%
SS
81
Sunbelt Securities
Texas
$20.7K +$4.5K +53 +28%
PGAM
82
Princeton Global Asset Management
New Jersey
$19.5K – – –
FDCDDQ
83
Federation des caisses Desjardins du Quebec
Quebec, Canada
$11.2K – – –
Wells Fargo
84
Wells Fargo
California
$9.7K +$9.42K +111 +11,100%
Fidelity Investments
85
Fidelity Investments
Massachusetts
$9.26K -$424 -5 -4%
GWSG
86
GPS Wealth Strategies Group
Colorado
$8.65K – – –
AG
87
AmeriFlex Group
Nevada
$8.62K – – –
AA
88
Ancora Advisors
Ohio
$7.56K +$85 +1 +1%
CAL
89
Capital Analysts LLC
Pennsylvania
$5K – – –
MCM
90
MAI Capital Management
Ohio
$4.76K – – –
PA
91
Parallel Advisors
California
$3.55K +$3.48K +41 New
FHA
92
First Horizon Advisors
Tennessee
$3.29K +$3.22K +38 New
ACA
93
Aptus Capital Advisors
Alabama
$2.94K +$2.88K +34 New
PSFG
94
Park Square Financial Group
Georgia
$779 +$509 +6 +200%
AssetMark Inc
95
AssetMark Inc
California
$606 – – –
Bank of Montreal
96
Bank of Montreal
Ontario, Canada
$346 +$339 +4 New
HNB
97
Huntington National Bank
Ohio
$87 – – –
IA
98
Integrity Alliance
Iowa
– -$2.05M -24,101 Closed
TI
99
TrueMark Investments
Illinois
– -$1.37M -16,036 Closed
Thrivent Financial for Lutherans
100
Thrivent Financial for Lutherans
Minnesota
– -$892K -10,475 Closed
1 2 3
4
5

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.