iShares Interest Rate Hedged High Yield Bond ETF
HYGH
41 hedge funds and large institutions have $60.4M invested in iShares Interest Rate Hedged High Yield Bond ETF in 2022 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 12 increasing their positions, 13 reducing their positions, and 2 closing their positions.
450% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 2
28% more funds holding
Funds holding: 32 → 41 (+9)
14% more capital invested
Capital invested by funds: $53M → $60.4M (+$7.41M)
8% less repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 13
1.74% less ownership
Funds ownership: 50.78% → 49.05% (-1.7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIS
Sound Income Strategies
Ft Lauderdale,
Florida
|
+$3.63M |
| 2 |
HWMA
Heritage Wealth Management (Arizona)
Phoenix,
Arizona
|
+$1.2M |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$989K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$846K |
| 5 |
HWP
Highline Wealth Partners
Sherman Oaks,
California
|
+$268K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$2.12M |
| 2 |
FTUS
Flow Traders U.S.
New York
|
-$1.64M |
| 3 |
LPL Financial
San Diego,
California
|
-$1.49M |
| 4 |
MML Investors Services
Springfield,
Massachusetts
|
-$554K |
| 5 |
CW
Connectus Wealth
Cincinnati,
Ohio
|
-$339K |
HYGH Hedge Fund Activity: Q4 2022 in Review
41 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in iShares Interest Rate Hedged High Yield Bond ETF (HYGH) for Q4 2022, worth a combined $60.4M — up 14% from $53M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new HYGH positions and 2 closed out — a net gain of 9 holders — while 12 added to existing stakes and 13 trimmed.
The largest buyer was Sound Income Strategies, opening a new position worth an estimated $3.63M. The largest seller was UBS Group, cutting an estimated $2.12M.
- 41 institutional investors held iShares Interest Rate Hedged High Yield Bond ETF (HYGH) as of Q4 2022, up from 32 in Q3 2022.
- Funds reported $60.4M of iShares Interest Rate Hedged High Yield Bond ETF stock for Q4 2022, up 14% quarter-over-quarter.
- 11 funds opened new iShares Interest Rate Hedged High Yield Bond ETF positions in Q4 2022 and 2 closed out, a net change of +9 holders.
- The largest iShares Interest Rate Hedged High Yield Bond ETF buyer in Q4 2022 was Sound Income Strategies, an estimated $3.63M added.
- The largest iShares Interest Rate Hedged High Yield Bond ETF seller in Q4 2022 was UBS Group, an estimated $2.12M sold.
Based on aggregated 13F filings for Q4 2022.