iShares Interest Rate Hedged High Yield Bond ETF
HYGH
41 hedge funds and large institutions have $80.5M 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.
33% more capital invested
Capital invested by funds: $60.4M → $80.5M (+$20M)
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: 41 → 41 (0)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
21% less repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 14
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$13.5M |
| 2 |
TC
TownSquare Capital
Provo,
Utah
|
+$4.45M |
| 3 |
DI
DFPG Investments
Sandy,
Utah
|
+$4.33M |
| 4 |
RSWM
Robertson Stephens Wealth Management
San Francisco,
California
|
+$4.17M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$2.63M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
-$3.89M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$3.36M |
| 3 |
CFGS
Concourse Financial Group Securities
Birmingham,
Alabama
|
-$1.61M |
| 4 |
DAS
Dynamic Advisor Solutions
Phoenix,
Arizona
|
-$965K |
| 5 |
FTUS
Flow Traders U.S.
New York
|
-$837K |
HYGH Hedge Fund Activity: Q1 2023 in Review
41 of the 6,283 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 $80.5M — 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 $80.5M 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.