iShares Interest Rate Hedged High Yield Bond ETF
HYGH
44 hedge funds and large institutions have $72.8M invested in iShares Interest Rate Hedged High Yield Bond ETF in 2023 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 17 increasing their positions, 11 reducing their positions, and 4 closing their positions.
100% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 4
55% more repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 11
10% more funds holding
Funds holding: 40 → 44 (+4)
9% more capital invested
Capital invested by funds: $66.7M → $72.8M (+$6.13M)
3.39% less ownership
Funds ownership: 48.22% → 44.83% (-3.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$2.81M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
+$2.58M |
| 3 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$984K |
| 4 |
MWM
Merriman Wealth Management
Seattle,
Washington
|
+$851K |
| 5 |
IA
IFP Advisors
Tampa,
Florida
|
+$662K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$2.64M |
| 2 |
FTUS
Flow Traders U.S.
New York
|
-$590K |
| 3 |
LPL Financial
San Diego,
California
|
-$349K |
| 4 |
LSA
Lion Street Advisors
Austin,
Texas
|
-$263K |
| 5 |
CW
CreativeOne Wealth
Overland Park,
Kansas
|
-$212K |
HYGH Hedge Fund Activity: Q3 2023 in Review
44 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in iShares Interest Rate Hedged High Yield Bond ETF (HYGH) for Q3 2023, worth a combined $72.8M — up 9.2% from $66.7M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new HYGH positions and 4 closed out — a net gain of 4 holders — while 17 added to existing stakes and 11 trimmed.
The largest buyer was Jane Street, adding an estimated $2.81M. The largest seller was Bank of America, cutting an estimated $2.64M.
- 44 institutional investors held iShares Interest Rate Hedged High Yield Bond ETF (HYGH) as of Q3 2023, up from 40 in Q2 2023.
- Funds reported $72.8M of iShares Interest Rate Hedged High Yield Bond ETF stock for Q3 2023, up 9.2% quarter-over-quarter.
- 8 funds opened new iShares Interest Rate Hedged High Yield Bond ETF positions in Q3 2023 and 4 closed out, a net change of +4 holders.
- The largest iShares Interest Rate Hedged High Yield Bond ETF buyer in Q3 2023 was Jane Street, an estimated $2.81M added.
- The largest iShares Interest Rate Hedged High Yield Bond ETF seller in Q3 2023 was Bank of America, an estimated $2.64M sold.
Based on aggregated 13F filings for Q3 2023.