iShares Interest Rate Hedged High Yield Bond ETF
HYGH
18 hedge funds and large institutions have $21M invested in iShares Interest Rate Hedged High Yield Bond ETF in 2016 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 6 increasing their positions, 5 reducing their positions, and 2 closing their positions.
50% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 2
20% more repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 5
6% more funds holding
Funds holding: 17 → 18 (+1)
6% more capital invested
Capital invested by funds: $19.8M → $21M (+$1.16M)
1.26% more ownership
Funds ownership: 60.05% → 61.31% (+1.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$1.56M |
| 2 |
CS
Comerica Securities
Detroit,
Michigan
|
+$285K |
| 3 |
LPL Financial
San Diego,
California
|
+$228K |
| 4 |
CA
Cetera Advisors
Denver,
Colorado
|
+$126K |
| 5 |
FA
FDx Advisors
Chicago,
Illinois
|
+$78.2K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HWP
Hefty Wealth Partners
Auburn,
Indiana
|
-$1.18M |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$313K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$229K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$223K |
| 5 |
MFS
MSI Financial Services
Springfield,
Massachusetts
|
-$8.77K |
HYGH Hedge Fund Activity: Q3 2016 in Review
18 of the 3,759 institutional investors tracked by Wall St. Rank reported a position in iShares Interest Rate Hedged High Yield Bond ETF (HYGH) for Q3 2016, worth a combined $21M — up 5.9% from $19.8M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new HYGH positions and 2 closed out — a net gain of 1 holder — while 6 added to existing stakes and 5 trimmed.
The largest buyer was Citadel Advisors, opening a new position worth an estimated $1.56M. The largest seller was Hefty Wealth Partners, exiting entirely with an estimated $1.18M sold.
- 18 institutional investors held iShares Interest Rate Hedged High Yield Bond ETF (HYGH) as of Q3 2016, up from 17 in Q2 2016.
- Funds reported $21M of iShares Interest Rate Hedged High Yield Bond ETF stock for Q3 2016, up 5.9% quarter-over-quarter.
- 3 funds opened new iShares Interest Rate Hedged High Yield Bond ETF positions in Q3 2016 and 2 closed out, a net change of +1 holder.
- The largest iShares Interest Rate Hedged High Yield Bond ETF buyer in Q3 2016 was Citadel Advisors, an estimated $1.56M added.
- The largest iShares Interest Rate Hedged High Yield Bond ETF seller in Q3 2016 was Hefty Wealth Partners, an estimated $1.18M sold.
Based on aggregated 13F filings for Q3 2016.