iShares Interest Rate Hedged High Yield Bond ETF
HYGH
67 hedge funds and large institutions have $112M invested in iShares Interest Rate Hedged High Yield Bond ETF in 2024 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 30 increasing their positions, 11 reducing their positions, and 7 closing their positions.
173% more repeat investments, than reductions
Existing positions increased: 30 | Existing positions reduced: 11
157% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 7
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
32% more capital invested
Capital invested by funds: $84.7M → $112M (+$26.9M)
18% more funds holding
Funds holding: 57 → 67 (+10)
0.84% less ownership
Funds ownership: 37.31% → 36.46% (-0.84%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MWM
MinichMacGregor Wealth Management
Saratoga Springs,
New York
|
+$5.72M |
| 2 |
FIA
Foundations Investment Advisors
Phoenix,
Arizona
|
+$3.99M |
| 3 |
DFCM
Dark Forest Capital Management
San Juan,
Puerto Rico
|
+$3.95M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$3.16M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$2.36M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DAS
Diversify Advisory Services
Sandy,
Utah
|
-$6.2M |
| 2 |
EF
Empowered Funds
Havertown,
Pennsylvania
|
-$3.83M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.17M |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$539K |
| 5 |
VIM
Vista Investment Management
Pittsburgh,
Pennsylvania
|
-$410K |
HYGH Hedge Fund Activity: Q2 2024 in Review
67 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in iShares Interest Rate Hedged High Yield Bond ETF (HYGH) for Q2 2024, worth a combined $112M — up 32% from $84.7M a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new HYGH positions and 7 closed out — a net gain of 11 holders — while 30 added to existing stakes and 11 trimmed.
The largest buyer was MinichMacGregor Wealth Management, adding an estimated $5.72M. The largest seller was Diversify Advisory Services, cutting an estimated $6.2M.
- 67 institutional investors held iShares Interest Rate Hedged High Yield Bond ETF (HYGH) as of Q2 2024, up from 57 in Q1 2024.
- Funds reported $112M of iShares Interest Rate Hedged High Yield Bond ETF stock for Q2 2024, up 32% quarter-over-quarter.
- 18 funds opened new iShares Interest Rate Hedged High Yield Bond ETF positions in Q2 2024 and 7 closed out, a net change of +11 holders.
- The largest iShares Interest Rate Hedged High Yield Bond ETF buyer in Q2 2024 was MinichMacGregor Wealth Management, an estimated $5.72M added.
- The largest iShares Interest Rate Hedged High Yield Bond ETF seller in Q2 2024 was Diversify Advisory Services, an estimated $6.2M sold.
Based on aggregated 13F filings for Q2 2024.