iShares Interest Rate Hedged High Yield Bond ETF
HYGH
83 hedge funds and large institutions have $146M invested in iShares Interest Rate Hedged High Yield Bond ETF in 2024 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 36 increasing their positions, 14 reducing their positions, and 8 closing their positions.
200% more first-time investments, than exits
New positions opened: 24 | Existing positions closed: 8
157% more repeat investments, than reductions
Existing positions increased: 36 | Existing positions reduced: 14
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
42% more capital invested
Capital invested by funds: $103M → $146M (+$43.1M)
22% more funds holding
Funds holding: 68 → 83 (+15)
4.84% more ownership
Funds ownership: 33.19% → 38.03% (+4.8%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KA
Kovack Advisors
Ft. Lauderdale,
Florida
|
+$10.9M |
| 2 |
RWA
Rooted Wealth Advisors
Bourbonnais,
Illinois
|
+$8.07M |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$3.73M |
| 4 |
AWS
Atria Wealth Solutions
New York
|
+$3.32M |
| 5 |
CCMG
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
+$2.17M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HOWA
Heritage Oak Wealth Advisors
Santa Rosa Beach,
Florida
|
-$4.25M |
| 2 |
EH
Equitable Holdings
New York
|
-$2.64M |
| 3 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
-$1.58M |
| 4 |
Jane Street
New York
|
-$1.48M |
| 5 |
DFCM
Dark Forest Capital Management
San Juan,
Puerto Rico
|
-$1.47M |
HYGH Hedge Fund Activity: Q4 2024 in Review
83 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in iShares Interest Rate Hedged High Yield Bond ETF (HYGH) for Q4 2024, worth a combined $146M — up 42% from $103M a quarter earlier.
Buyers outnumbered sellers: 24 funds opened new HYGH positions and 8 closed out — a net gain of 16 holders — while 36 added to existing stakes and 14 trimmed.
The largest buyer was Kovack Advisors, opening a new position worth an estimated $10.9M. The largest seller was Heritage Oak Wealth Advisors, exiting entirely with an estimated $4.25M sold.
- 83 institutional investors held iShares Interest Rate Hedged High Yield Bond ETF (HYGH) as of Q4 2024, up from 68 in Q3 2024.
- Funds reported $146M of iShares Interest Rate Hedged High Yield Bond ETF stock for Q4 2024, up 42% quarter-over-quarter.
- 24 funds opened new iShares Interest Rate Hedged High Yield Bond ETF positions in Q4 2024 and 8 closed out, a net change of +16 holders.
- The largest iShares Interest Rate Hedged High Yield Bond ETF buyer in Q4 2024 was Kovack Advisors, an estimated $10.9M added.
- The largest iShares Interest Rate Hedged High Yield Bond ETF seller in Q4 2024 was Heritage Oak Wealth Advisors, an estimated $4.25M sold.
Based on aggregated 13F filings for Q4 2024.