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iShares Interest Rate Hedged High Yield Bond ETF

41 hedge funds and large institutions have $80.2M invested in iShares Interest Rate Hedged High Yield Bond ETF in 2023 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 11 increasing their positions, 14 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more capital invested

Capital invested by funds: $60.4M → $80.2M (+$19.8M)

13% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 8

9.87% more ownership

Funds ownership: 49.05%58.92% (+9.9%)

0% more funds holding

Funds holding: 4141 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

21% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 14

Holders
41
Holders Change
Holders Change %
0%
% of All Funds
0.65%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
9
Increased
11
Reduced
14
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Jane Street
1
Jane Street
New York
$14.1M +$13.5M +163,288 +2,192%
Bank of America
2
Bank of America
North Carolina
$7.87M +$2.63M +31,786 +50%
MWM
3
MinichMacGregor Wealth Management
New York
$7.44M -$60.3K -728 -0.8%
CW
4
Connectus Wealth
Ohio
$7.32M +$174K +2,101 +2%
LPL Financial
5
LPL Financial
California
$5.15M +$191K +2,304 +4%
TC
6
TownSquare Capital
Utah
$4.44M +$4.45M +53,682 New
DI
7
DFPG Investments
Utah
$4.33M +$4.33M +52,264 New
KWM
8
KFG Wealth Management
Indiana
$4.23M +$207K +2,504 +5%
RSWM
9
Robertson Stephens Wealth Management
California
$4.17M +$4.17M +50,358 New
SIS
10
Sound Income Strategies
Florida
$3.89M +$242K +2,924 +7%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$2.65M +$1.66M +19,987 +166%
FFN
12
Focus Financial Network
Minnesota
$1.85M +$1.85M +22,393 New
DAS
13
Dynamic Advisor Solutions
Arizona
$1.74M -$965K -11,648 -36%
BAM
14
BOS Asset Management
Illinois
$1.61M -$304K -3,674 -16%
Osaic Holdings
15
Osaic Holdings
Arizona
$1.45M -$3.89M -46,915 -73%
UBS Group
16
UBS Group
Switzerland
$981K +$159K +1,925 +19%
FTUS
17
Flow Traders U.S.
New York
$951K -$837K -10,100 -47%
IFG
18
Independent Financial Group
California
$950K +$137K +1,660 +17%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$786K -$3.36M -40,586 -81%
CAN
20
Cetera Advisor Networks
California
$728K +$267K +3,225 +58%
PA
21
PFG Advisors
Arizona
$659K -$106K -1,280 -14%
VIM
22
Vista Investment Management
Pennsylvania
$554K -$63.1K -762 -10%
MML Investors Services
23
MML Investors Services
Massachusetts
$489K -$17.7K -214 -3%
AA
24
AlphaQ Advisors
Florida
$456K +$456K +5,511 New
BlackRock
25
BlackRock
New York
$365K +$365K +4,406 New

HYGH Hedge Fund Activity: Q1 2023 in Review

41 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in iShares Interest Rate Hedged High Yield Bond ETF (HYGH) for Q1 2023, worth a combined $80.2M — up 33% from $60.4M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new HYGH positions and 8 closed out — a net gain of 1 holder — while 11 added to existing stakes and 14 trimmed.

The largest buyer was Jane Street, adding an estimated $13.5M. The largest seller was Osaic Holdings, cutting an estimated $3.89M.

  • 41 institutional investors held iShares Interest Rate Hedged High Yield Bond ETF (HYGH) as of Q1 2023, unchanged from Q4 2022.
  • Funds reported $80.2M of iShares Interest Rate Hedged High Yield Bond ETF stock for Q1 2023, up 33% quarter-over-quarter.
  • 9 funds opened new iShares Interest Rate Hedged High Yield Bond ETF positions in Q1 2023 and 8 closed out, a net change of +1 holder.
  • The largest iShares Interest Rate Hedged High Yield Bond ETF buyer in Q1 2023 was Jane Street, an estimated $13.5M added.
  • The largest iShares Interest Rate Hedged High Yield Bond ETF seller in Q1 2023 was Osaic Holdings, an estimated $3.89M sold.

Based on aggregated 13F filings for Q1 2023.