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iShares Interest Rate Hedged High Yield Bond ETF

37 hedge funds and large institutions have $105M invested in iShares Interest Rate Hedged High Yield Bond ETF in 2022 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 11 increasing their positions, 10 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

205% more capital invested

Capital invested by funds: $34.3M → $105M (+$70.3M)

50% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 6

40.27% more ownership

Funds ownership: 25.29%65.57% (+40%)

10% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 10

6% more funds holding

Funds holding: 3537 (+2)

Holders
37
Holders Change
+2
Holders Change %
+5.71%
% of All Funds
0.58%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.03%
New
9
Increased
11
Reduced
10
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CW
1
Connectus Wealth
Ohio
$48M +$47M +544,315 New
RCS
2
Retirement Capital Strategies
California
$13.6M +$13.7M +158,570 New
MWM
3
MinichMacGregor Wealth Management
New York
$11M +$10.9M +126,827 New
Osaic Holdings
4
Osaic Holdings
Arizona
$6.6M +$4.03M +46,726 +161%
UBS Group
5
UBS Group
Switzerland
$5.71M -$582K -6,747 -9%
LPL Financial
6
LPL Financial
California
$4.24M +$225K +2,613 +6%
DAS
7
Dynamic Advisor Solutions
Arizona
$2.26M +$514K +5,961 +30%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$2.2M +$475K +5,503 +28%
SFS
9
Sowell Financial Services
Arkansas
$1.4M +$2.8M +32,445 New
MML Investors Services
10
MML Investors Services
Massachusetts
$1.2M +$1.18M +13,718 New
Citadel Advisors
11
Citadel Advisors
Florida
$1.17M +$357K +4,142 +45%
PA
12
PFG Advisors
Arizona
$825K +$20.2K +234 +3%
CFGS
13
Concourse Financial Group Securities
Alabama
$663K +$9.23K +107 +1%
LTI
14
Laffer Tengler Investments
Tennessee
$655K -$332K -3,842 -34%
Wells Fargo
15
Wells Fargo
California
$559K -$1.37M -15,905 -71%
HWMA
16
Heritage Wealth Management (Arizona)
Arizona
$511K +$506K +5,868 New
IA
17
IFP Advisors
Florida
$490K +$394K +4,562 +582%
FTUS
18
Flow Traders U.S.
New York
$455K -$2.28M -26,369 -83%
CAN
19
Cetera Advisor Networks
California
$363K +$62.3K +722 +21%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$278K -$20.9K -242 -7%
GCAC
21
Guardian Capital Advisors (Canada)
Ontario, Canada
$274K
AWS
22
Atria Wealth Solutions
New York
$274K +$271K +3,140 New
CW
23
CreativeOne Wealth
Kansas
$263K -$25.8K -299 -9%
LSA
24
Lion Street Advisors
Texas
$261K
ATPW
25
Ashton Thomas Private Wealth
Arizona
$257K -$2.2M -25,474 -90%

HYGH Hedge Fund Activity: Q1 2022 in Review

37 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares Interest Rate Hedged High Yield Bond ETF (HYGH) for Q1 2022, worth a combined $105M — up 205% from $34.3M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new HYGH positions and 6 closed out — a net gain of 3 holders — while 11 added to existing stakes and 10 trimmed.

The largest buyer was Connectus Wealth, opening a new position worth an estimated $47M. The largest seller was Jane Street, exiting entirely with an estimated $2.75M sold.

  • 37 institutional investors held iShares Interest Rate Hedged High Yield Bond ETF (HYGH) as of Q1 2022, up from 35 in Q4 2021.
  • Funds reported $105M of iShares Interest Rate Hedged High Yield Bond ETF stock for Q1 2022, up 205% quarter-over-quarter.
  • 9 funds opened new iShares Interest Rate Hedged High Yield Bond ETF positions in Q1 2022 and 6 closed out, a net change of +3 holders.
  • The largest iShares Interest Rate Hedged High Yield Bond ETF buyer in Q1 2022 was Connectus Wealth, an estimated $47M added.
  • The largest iShares Interest Rate Hedged High Yield Bond ETF seller in Q1 2022 was Jane Street, an estimated $2.75M sold.

Based on aggregated 13F filings for Q1 2022.