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.
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
Axxcess Wealth Management
Carlsbad,
California
|
+$5.05M |
| 2 |
CAAS
Capital Asset Advisory Services
Williamston,
Michigan
|
+$5.02M |
| 3 |
IA
Inspire Advisors
Meridian,
Idaho
|
+$4.31M |
| 4 |
AI
AXS Investments
Port Chester,
New York
|
+$2.09M |
| 5 |
FFS
Founders Financial Securities
Towson,
Maryland
|
+$1.84M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KA
Kovack Advisors
Ft. Lauderdale,
Florida
|
-$3.32M |
| 2 |
Jane Street
New York
|
-$2.5M |
| 3 |
DFCM
Dark Forest Capital Management
San Juan,
Puerto Rico
|
-$2.39M |
| 4 |
IA
Integrity Alliance
Urbandale,
Iowa
|
-$2.05M |
| 5 |
LPL Financial
San Diego,
California
|
-$1.89M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
HF
101
HRT Financial
New York
| – | -$721K | -8,470 | Closed |
|
|
HCA
102
Heck Capital Advisors
Rhinelander,
Wisconsin
| – | -$721K | -8,458 | Closed |
|
103
Truist Financial
Charlotte,
North Carolina
| – | -$507K | -5,955 | Closed |
|
|
WI
104
Westbourne Investments
Arlington,
Virginia
| – | -$347K | -4,076 | Closed |
|
|
MWM
105
Mascagni Wealth Management
Clinton,
Mississippi
| – | -$338K | -3,965 | Closed |
|
|
TFM
106
Trademark Financial Management
Bloomington,
Minnesota
| – | -$302K | -3,548 | Closed |
|
|
ASN
107
Advisory Services Network
Atlanta,
Georgia
| – | -$218K | -2,553 | Closed |
|
|
AFG
108
Atomi Financial Group
New York
| – | -$211K | -2,479 | Closed |
|
|
GJIA
109
Glass Jacobson Investment Advisors
Owings Mills,
Maryland
| – | -$174K | -2,019 | Closed |
|
|
CFD
110
Creative Financial Designs
Kokomo,
Indiana
| – | -$11.2K | -131 | Closed |
|
|
AWM
111
AE Wealth Management
Topeka,
Kansas
| – | -$426 | -5 | Closed |
|
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.