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iShares Interest Rate Hedged High Yield Bond ETF

96 hedge funds and large institutions have $168M invested in iShares Interest Rate Hedged High Yield Bond ETF in 2025 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 34 increasing their positions, 26 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 14

31% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 26

8% more funds holding

Funds holding: 8996 (+7)

1.77% more ownership

Funds ownership: 37.53%39.31% (+1.8%)

4% more capital invested

Capital invested by funds: $162M → $168M (+$5.82M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
96
Holders Change
+7
Holders Change %
+7.87%
% of All Funds
1.26%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
21
Increased
34
Reduced
26
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$16.5M -$1.89M -22,241 -10%
MWM
2
MinichMacGregor Wealth Management
New York
$12.4M -$1.39M -16,401 -10%
M
3
MATAURO
New York
$9.82M -$322K -3,789 -3%
RWA
4
Rooted Wealth Advisors
Illinois
$8.12M +$279K +3,292 +4%
UBS Group
5
UBS Group
Switzerland
$7.62M +$196K +2,310 +3%
KA
6
Kovack Advisors
Florida
$7.51M -$3.32M -39,161 -31%
AWS
7
Atria Wealth Solutions
New York
$6.71M -$1.76M -20,746 -21%
AWM
8
Axxcess Wealth Management
California
$6.35M +$5.05M +59,543 +431%
CAAS
9
Capital Asset Advisory Services
Michigan
$6.32M +$5.02M +59,156 +428%
SIS
10
Sound Income Strategies
Florida
$5.84M -$89.3K -1,053 -2%
FIA
11
Foundations Investment Advisors
Arizona
$5.18M -$716K -8,440 -12%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$4.61M -$402K -4,733 -8%
IA
13
Inspire Advisors
Idaho
$4.39M +$4.31M +50,787 New
Raymond James Financial
14
Raymond James Financial
Florida
$4.29M -$252K -2,973 -6%
NWWA
15
New Wave Wealth Advisors
Arkansas
$4.22M -$8.99K -106 -0.2%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$3.72M +$146K +1,725 +4%
Bank of America
17
Bank of America
North Carolina
$3.46M -$688K -8,108 -17%
AF
18
Advisornet Financial
Minnesota
$3.4M +$905K +10,661 +37%
MML Investors Services
19
MML Investors Services
Massachusetts
$3M -$538K -6,346 -15%
Osaic Holdings
20
Osaic Holdings
Arizona
$2.86M +$582K +6,861 +26%
FFN
21
Focus Financial Network
Minnesota
$2.4M +$46.7K +550 +2%
AI
22
AXS Investments
New York
$2.13M +$2.09M +24,613 New
IWA
23
IBEX Wealth Advisors
New Jersey
$2M +$196K +2,310 +11%
CCMG
24
Clark Capital Management Group
Pennsylvania
$1.97M -$248K -2,928 -11%
FFS
25
Founders Financial Securities
Maryland
$1.87M +$1.84M +21,637 New

HYGH Hedge Fund Activity: Q2 2025 in Review

96 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in iShares Interest Rate Hedged High Yield Bond ETF (HYGH) for Q2 2025, worth a combined $168M — up 3.6% from $162M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new HYGH positions and 14 closed out — a net gain of 7 holders — while 34 added to existing stakes and 26 trimmed.

The largest buyer was Axxcess Wealth Management, adding an estimated $5.05M. The largest seller was Kovack Advisors, cutting an estimated $3.32M.

  • 96 institutional investors held iShares Interest Rate Hedged High Yield Bond ETF (HYGH) as of Q2 2025, up from 89 in Q1 2025.
  • Funds reported $168M of iShares Interest Rate Hedged High Yield Bond ETF stock for Q2 2025, up 3.6% quarter-over-quarter.
  • 21 funds opened new iShares Interest Rate Hedged High Yield Bond ETF positions in Q2 2025 and 14 closed out, a net change of +7 holders.
  • The largest iShares Interest Rate Hedged High Yield Bond ETF buyer in Q2 2025 was Axxcess Wealth Management, an estimated $5.05M added.
  • The largest iShares Interest Rate Hedged High Yield Bond ETF seller in Q2 2025 was Kovack Advisors, an estimated $3.32M sold.

Based on aggregated 13F filings for Q2 2025.