iShares Inflation Hedged High Yield Bond ETF
HYGI
HYGI was delisted on the 18th of August, 2025.
3 hedge funds and large institutions have $2.16M invested in iShares Inflation Hedged High Yield Bond ETF in 2024 Q1 according to their latest regulatory filings, with 1 funds opening new positions, increasing their positions, 1 reducing their positions, and 2 closing their positions.
1% more capital invested
Capital invested by funds: $2.14M → $2.16M (+$16.2K)
0.35% less ownership
Funds ownership: 82.57% → 82.22% (-0.35%)
25% less funds holding
Funds holding: 4 → 3 (-1)
50% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 2
100% less repeat investments, than reductions
Existing positions increased: 0 | Existing positions reduced: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GJIA
Glass Jacobson Investment Advisors
Owings Mills,
Maryland
|
+$5.01K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$10.6K |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$3.58K |
| 3 |
Morgan Stanley
New York
|
-$96 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
1
BlackRock
New York
| $2.15M | – | – | – |
|
|
GJIA
2
Glass Jacobson Investment Advisors
Owings Mills,
Maryland
| $5.07K | +$5.01K | +193 | New |
|
|
3
UBS Group
Zurich,
Switzerland
| $603 | -$3.58K | -138 | -86% |
|
|
4
Bank of Montreal
Toronto,
Ontario, Canada
| – | -$10.6K | -406 | Closed |
|
|
5
Morgan Stanley
New York
| – | -$96 | -2 | Closed |
|
HYGI Hedge Fund Activity: Q1 2024 in Review
3 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in iShares Inflation Hedged High Yield Bond ETF (HYGI) for Q1 2024, worth a combined $2.16M — up 0.76% from $2.14M a quarter earlier.
Sellers outnumbered buyers: 2 funds closed out of HYGI and 1 opened new positions — a net loss of 1 holder — while 1 trimmed existing stakes and 0 added.
The largest buyer was Glass Jacobson Investment Advisors, opening a new position worth an estimated $5.01K. The largest seller was Bank of Montreal, exiting entirely with an estimated $10.6K sold.
- 3 institutional investors held iShares Inflation Hedged High Yield Bond ETF (HYGI) as of Q1 2024, down from 4 in Q4 2023.
- Funds reported $2.16M of iShares Inflation Hedged High Yield Bond ETF stock for Q1 2024, up 0.76% quarter-over-quarter.
- 1 fund opened new iShares Inflation Hedged High Yield Bond ETF positions in Q1 2024 and 2 closed out, a net change of -1 holder.
- The largest iShares Inflation Hedged High Yield Bond ETF buyer in Q1 2024 was Glass Jacobson Investment Advisors, an estimated $5.01K added.
- The largest iShares Inflation Hedged High Yield Bond ETF seller in Q1 2024 was Bank of Montreal, an estimated $10.6K sold.
Based on aggregated 13F filings for Q1 2024.