HYGH icon

iShares Interest Rate Hedged High Yield Bond ETF
HYGH

Overview Fund Activity

66 hedge funds and large institutions have $111M 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, 10 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
66
Holders Change
+10
Holders Change %
+17.86%
% of All Funds
0.96%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
18
Increased
30
Reduced
10
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MWM
MinichMacGregor Wealth Management
New York
$12.6M
2
FIA
Foundations Investment Advisors
Arizona
$3.98M
3
DFCM
Dark Forest Capital Management
Puerto Rico
$3.94M
4
UBS Group
UBS Group
Switzerland
$6.66M
5
Bank of America
Bank of America
North Carolina
$8.87M

Top Sellers

1
DAS
Diversify Advisory Services
Utah
$396K
2
EF
Empowered Funds
Pennsylvania
$0
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$0
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$3.83M
5
VIM
Vista Investment Management
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MWM
1
MinichMacGregor Wealth Management
New York
$12.6M +$5.71M +67,173 +83%
Bank of America
2
Bank of America
North Carolina
$8.87M +$2.35M +27,662 +36%
LPL Financial
3
LPL Financial
California
$7.11M +$1.8M +21,213 +34%
TC
4
TownSquare Capital
Utah
$6.7M +$10.2K +120 +0.2%
UBS Group
5
UBS Group
Switzerland
$6.66M +$3.16M +37,118 +90%
SIS
6
Sound Income Strategies
Florida
$5.44M +$289K +3,400 +6%
KWM
7
KFG Wealth Management
Indiana
$5.22M +$328K +3,863 +7%
AWS
8
Atria Wealth Solutions
New York
$4.26M +$1.21M +14,258 +40%
NWWA
9
New Wave Wealth Advisors
Arkansas
$4.07M +$4.07M +47,894 New
FIA
10
Foundations Investment Advisors
Arizona
$3.98M +$3.98M +46,791 New
DFCM
11
Dark Forest Capital Management
Puerto Rico
$3.94M +$3.94M +46,302 New
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$3.83M -$538K -6,330 -12%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$3.76M +$1.13M +13,287 +43%
CCMG
14
Clark Capital Management Group
Pennsylvania
$2.76M +$26.4K +310 +1%
EH
15
Equitable Holdings
New York
$2.55M +$1.51M +17,757 +145%
GVAG
16
Great Valley Advisor Group
Delaware
$2.44M +$541K +6,362 +28%
Osaic Holdings
17
Osaic Holdings
Arizona
$2.32M -$284K -3,339 -11%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$2.3M +$2.3M +27,101 New
FFN
19
Focus Financial Network
Minnesota
$2.04M +$41.1K +481 +2%
AI
20
AXS Investments
New York
$1.96M +$1.96M +23,072 New
Deutsche Bank
21
Deutsche Bank
Germany
$1.79M +$19K +223 +1%
MML Investors Services
22
MML Investors Services
Massachusetts
$1.62M +$1.01M +11,824 +164%
APM
23
a16z Perennial Management
California
$1.61M +$1.61M +18,948 New
SHJ
24
Sharkey, Howes & Javer
Colorado
$1.45M – – –
AWM
25
Axxcess Wealth Management
California
$966K +$26.6K +313 +3%
1
2 3