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iShares Interest Rate Hedged High Yield Bond ETF
HYGH

97 hedge funds and large institutions have $172M invested in iShares Interest Rate Hedged High Yield Bond ETF in 2025 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 43 increasing their positions, 27 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 27

0.34% more ownership

Funds ownership: 38.8% → 39.14% (+0.34%)

0% more capital invested

Capital invested by funds: $172M → $172M (+$446K)

8% less funds holding

Funds holding: 106 → 97 (-9)

28% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 18

Holders
97
Holders Change
-9
Holders Change %
-8.49%
% of All Funds
1.18%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
43
Reduced
27
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LOIP
Live Oak Investment Partners
Texas
+$3.43M
2
Raymond James Financial
Raymond James Financial
Florida
+$2.95M
3
MAC
Mason & Associates (California)
California
+$2.8M
4
AF
Advisornet Financial
Minnesota
+$1.96M
5
LPL Financial
LPL Financial
California
+$991K

Top Sellers

1
KA
Kovack Advisors
Florida
-$4.11M
2
UBS Group
UBS Group
Switzerland
-$3.34M
3
PAS
Park Avenue Securities
New York
-$1.3M
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$922K
5
M
MATAURO
New York
-$855K
Name Holding Trade Value Shares
Change 		Change in
Stake
ES
101
Eagle Strategies
New York
– -$558K -6,427 Closed
Susquehanna International Group
102
Susquehanna International Group
Pennsylvania
– -$346K -3,979 Closed
DFCM
103
Dark Forest Capital Management
Puerto Rico
– -$299K -3,444 Closed
EC
104
Elequin Capital
New York
– -$291K -3,346 Closed
Truist Financial
105
Truist Financial
North Carolina
– -$261K -3,010 Closed
AP
106
Advisors Preferred
Maryland
– -$247K -2,847 Closed
SS
107
Sunbelt Securities
Texas
– -$243K -2,795 Closed
CAGAS
108
Capital Advisory Group Advisory Services
Minnesota
– -$242K -2,781 Closed
IFG
109
Independent Financial Group
California
– -$207K -2,379 Closed
CCM
110
Chilton Capital Management
Texas
– -$112K -1,290 Closed
ASN
111
Advisory Services Network
Georgia
– -$57.5K -662 Closed
GWSG
112
GPS Wealth Strategies Group
Colorado
– -$8.68K -100 Closed
AA
113
Ancora Advisors
Ohio
– -$7.72K -89 Closed
ACA
114
Aptus Capital Advisors
Alabama
– -$2.95K -34 Closed
RFA
115
Reyes Financial Architecture
California
– -$2.6K -30 Closed
SWP
116
Strategic Wealth Partners
Ohio
– -$1.65K -19 Closed
1 2 3 4
5

HYGH Hedge Fund Activity: Q4 2025 in Review

97 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in iShares Interest Rate Hedged High Yield Bond ETF (HYGH) for Q4 2025, worth a combined $172M — up 0.26% from $172M a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of HYGH and 13 opened new positions — a net loss of 5 holders — while 27 trimmed existing stakes and 43 added.

The largest buyer was Live Oak Investment Partners, opening a new position worth an estimated $3.43M. The largest seller was Kovack Advisors, cutting an estimated $4.11M.

  • 97 institutional investors held iShares Interest Rate Hedged High Yield Bond ETF (HYGH) as of Q4 2025, down from 106 in Q3 2025.
  • Funds reported $172M of iShares Interest Rate Hedged High Yield Bond ETF stock for Q4 2025, up 0.26% quarter-over-quarter.
  • 13 funds opened new iShares Interest Rate Hedged High Yield Bond ETF positions in Q4 2025 and 18 closed out, a net change of -5 holders.
  • The largest iShares Interest Rate Hedged High Yield Bond ETF buyer in Q4 2025 was Live Oak Investment Partners, an estimated $3.43M added.
  • The largest iShares Interest Rate Hedged High Yield Bond ETF seller in Q4 2025 was Kovack Advisors, an estimated $4.11M sold.

Based on aggregated 13F filings for Q4 2025.