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iShares Interest Rate Hedged High Yield Bond ETF

106 hedge funds and large institutions have $172M invested in iShares Interest Rate Hedged High Yield Bond ETF in 2025 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 50 increasing their positions, 22 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 8

127% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 22

10% more funds holding

Funds holding: 96106 (+10)

2% more capital invested

Capital invested by funds: $168M → $172M (+$3.39M)

0.51% less ownership

Funds ownership: 39.31%38.8% (-0.51%)

Holders
106
Holders Change
+10
Holders Change %
+10.42%
% of All Funds
1.39%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
22
Increased
50
Reduced
22
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$22.3M +$5.77M +66,872 +35%
MWM
2
MinichMacGregor Wealth Management
New York
$10.6M -$1.81M -20,984 -15%
M
3
MATAURO
New York
$10.5M +$680K +7,872 +7%
UBS Group
4
UBS Group
Switzerland
$8.62M +$969K +11,226 +13%
RWA
5
Rooted Wealth Advisors
Illinois
$8.39M +$251K +2,905 +3%
KA
6
Kovack Advisors
Florida
$8.07M +$527K +6,106 +7%
AWM
7
Axxcess Wealth Management
California
$6.18M -$190K -2,203 -3%
CAAS
8
Capital Asset Advisory Services
Michigan
$6.18M -$157K -1,822 -2%
SIS
9
Sound Income Strategies
Florida
$6.14M +$333K +3,858 +6%
FIA
10
Foundations Investment Advisors
Arizona
$5.46M +$254K +2,942 +5%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$5.25M +$624K +7,222 +14%
IA
12
Inspire Advisors
Idaho
$5.23M +$815K +9,438 +19%
AF
13
Advisornet Financial
Minnesota
$4.63M +$1.2M +13,946 +35%
Raymond James Financial
14
Raymond James Financial
Florida
$4.3M +$2.76K +32 +0.1%
Bank of America
15
Bank of America
North Carolina
$3.39M -$75.4K -873 -2%
Osaic Holdings
16
Osaic Holdings
Arizona
$3.2M +$334K +3,863 +12%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$3.17M -$558K -6,458 -15%
MML Investors Services
18
MML Investors Services
Massachusetts
$3.05M +$36.7K +425 +1%
FFN
19
Focus Financial Network
Minnesota
$2.56M +$142K +1,645 +6%
CCMG
20
Clark Capital Management Group
Pennsylvania
$2.15M +$173K +2,007 +9%
IWA
21
IBEX Wealth Advisors
New Jersey
$2.14M +$127K +1,471 +6%
Rockefeller Capital Management
22
Rockefeller Capital Management
New York
$1.98M +$887K +10,269 +82%
FFS
23
Founders Financial Securities
Maryland
$1.89M +$6.22K +72 +0.3%
BCI
24
Blue Capital Inc
Nebraska
$1.8M +$24.5K +284 +1%
AC
25
Apella Capital
Connecticut
$1.71M -$122K -1,408 -7%

HYGH Hedge Fund Activity: Q3 2025 in Review

106 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in iShares Interest Rate Hedged High Yield Bond ETF (HYGH) for Q3 2025, worth a combined $172M — up 2% from $168M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new HYGH positions and 8 closed out — a net gain of 14 holders — while 50 added to existing stakes and 22 trimmed.

The largest buyer was LPL Financial, adding an estimated $5.77M. The largest seller was New Wave Wealth Advisors, cutting an estimated $2.67M.

  • 106 institutional investors held iShares Interest Rate Hedged High Yield Bond ETF (HYGH) as of Q3 2025, up from 96 in Q2 2025.
  • Funds reported $172M of iShares Interest Rate Hedged High Yield Bond ETF stock for Q3 2025, up 2% quarter-over-quarter.
  • 22 funds opened new iShares Interest Rate Hedged High Yield Bond ETF positions in Q3 2025 and 8 closed out, a net change of +14 holders.
  • The largest iShares Interest Rate Hedged High Yield Bond ETF buyer in Q3 2025 was LPL Financial, an estimated $5.77M added.
  • The largest iShares Interest Rate Hedged High Yield Bond ETF seller in Q3 2025 was New Wave Wealth Advisors, an estimated $2.67M sold.

Based on aggregated 13F filings for Q3 2025.