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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
CAL
76
Capital Analysts LLC
Pennsylvania
$52K +$47.8K +555 +1,028%
FFA
77
Farther Finance Advisors
California
$35.9K -$1.12K -13 -3%
ASN
78
Advisory Services Network
Georgia
$34.5K +$34.7K +403 New
NS
79
NBC Securities
Alabama
$26.8K +$258 +3 +1%
HI
80
Harbour Investments
Wisconsin
$26.4K -$4.31K -50 -14%
HWP
81
Highline Wealth Partners
California
$26.1K
Bank of Montreal
82
Bank of Montreal
Ontario, Canada
$25.7K +$25.8K +300 New
KCM
83
Key Capital Management
Tennessee
$21.5K +$14.3K +166 +195%
PTC
84
Private Trust Company
Ohio
$20.5K -$1.03K -12 -5%
PGAM
85
Princeton Global Asset Management
New Jersey
$19.3K
BSB
86
Bangor Savings Bank
Maine
$17K
AWM
87
AE Wealth Management
Kansas
$13.1K -$1.12K -13 -8%
FDCDDQ
88
Federation des caisses Desjardins du Quebec
Quebec, Canada
$11.1K
Fidelity Investments
89
Fidelity Investments
Massachusetts
$8.56K -$1.12K -13 -12%
AG
90
AmeriFlex Group
Nevada
$8.56K
MCM
91
MAI Capital Management
Ohio
$4.71K
ACA
92
Aptus Capital Advisors
Alabama
$2.91K +$2.93K +34 New
CIAS
93
Capital Investment Advisory Services
North Carolina
$2.4K
LWMI
94
Legacy Wealth Management (Idaho)
Idaho
$2.31K +$2.33K +27 New
SEP
95
Signature Equity Partners
Ohio
$1.14K
CPG
96
Cornerstone Planning Group
New Jersey
$951 +$86 +1 +9%
BLC
97
Brown, Lisle/Cummings
Rhode Island
$942 +$947 +11 New
AssetMark Inc
98
AssetMark Inc
California
$599 -$775 -9 -56%
DWP
99
Destiny Wealth Partners
Florida
$342 +$344 +4 New
PSFG
100
Park Square Financial Group
Georgia
$257

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.