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iShares Interest Rate Hedged High Yield Bond ETF (HYGH) Institutional Ownership

iShares Interest Rate Hedged High Yield Bond ETF logo
$85.83 +0.17 (+0.20%)
Closing price 10/17/2025 04:10 PM Eastern
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$85.86 +0.03 (+0.03%)
As of 10/17/2025 04:10 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
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Institutional Ownership Changes (13F Filings) for iShares Interest Rate Hedged High Yield Bond ETF (NYSEARCA:HYGH)

Number of
Institutional Buyers
(last 12 months)
80
Total
Institutional Inflows
(last 12 months)
$128.13M
Number of
Institutional Sellers
(last 12 months)
30
Total
Institutional Outflows
(last 12 months)
$27.93M
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HYGH Institutional Buying and Selling by Quarter

iShares Interest Rate Hedged High Yield Bond ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/17/2025Perigon Wealth Management LLC5,600$486K0.0%-28.7%0.110%
10/17/2025Apella Capital LLC20,002$1.71M0.0%-6.6%0.392%
10/16/2025 Sheets Smith Wealth Management12,815$1.11M0.1%+9.8%0.251%
10/15/2025 Brookstone Capital Management5,416$470K0.0%+11.1%0.106%
10/14/2025 Highline Wealth Partners LLC305$26K0.0%-37.2%0.006%
10/14/2025 Farther Finance Advisors LLC386$34K0.0%N/A0.008%
10/10/2025 Sound Income Strategies LLC71,365$6.14M0.3%+5.7%1.413%
10/10/2025 Matauro LLC121,327$10.54M1.7%+6.9%2.403%
10/10/2025 Focus Financial Network Inc.29,427$2.56M0.1%+5.9%0.583%
10/9/2025 AdvisorNet Financial Inc53,281$4.63M0.3%+35.5%1.055%
10/2/2025 Capital Asset Advisory Services LLC71,156$6.18M0.3%-2.5%1.437%
9/4/2025Osaic Holdings Inc.33,101$2.86M0.0%+26.1%0.669%
8/15/2025MML Investors Services LLC34,720$3.00M0.0%-15.5%0.701%
8/15/2025Great Valley Advisor Group Inc.7,795$674K0.0%-40.7%0.157%
8/15/2025Blue Capital Inc.20,422$1.77M1.3%N/A0.413%
8/15/2025Bank of America Corp DE39,960$3.46M0.0%-16.9%0.807%
8/14/2025Jane Street Group LLC15,094$1.31M0.0%-66.1%0.305%
8/14/2025Raymond James Financial Inc.49,536$4.29M0.0%-5.7%1.001%
8/14/2025Diversify Advisory Services LLC3,151$271K0.0%N/A0.064%
8/14/2025Napa Wealth Management6,597$571K0.3%-3.6%0.133%
8/13/2025Flow Traders U.S. LLC4,532$392K0.0%N/A0.092%
8/13/2025Northwestern Mutual Wealth Management Co.7,957$689K0.0%N/A0.161%
8/12/2025J.W. Cole Advisors Inc.2,975$257K0.0%N/A0.060%
8/12/2025Global Retirement Partners LLC3,116$270K0.0%N/A0.063%
8/12/2025JPMorgan Chase & Co.4,900$424K0.0%N/A0.099%
8/11/2025Inspire Advisors LLC50,787$4.40M0.5%N/A1.026%
8/11/2025United Advisor Group LLC8,694$752K0.1%+20.9%0.176%
8/8/2025Rockefeller Capital Management L.P.12,586$1.09M0.0%N/A0.254%
8/8/2025Cetera Investment Advisers5,315$460K0.0%+6.6%0.107%
8/8/2025Meridian Wealth Management LLC2,869$248K0.0%+12.3%0.058%
8/8/2025Foundations Investment Advisors LLC59,888$5.18M0.1%-12.4%1.210%
8/7/2025Ibex Wealth Advisors23,139$2.00M0.2%+11.1%0.467%
8/7/2025PFG Advisors13,437$1.16M0.0%-4.4%0.271%
8/6/2025Golden State Wealth Management LLC7,068$612K0.1%N/A0.143%
8/5/2025Advisors Preferred LLC1,619$140K0.0%N/A0.033%
8/5/2025Summit Investment Advisory Services LLC14,231$1.23M1.0%N/A0.287%
8/4/2025Kovack Advisors Inc.86,818$7.51M0.7%-31.1%1.754%
8/1/2025Envestnet Asset Management Inc.53,290$4.61M0.0%-8.2%1.077%
7/31/2025Strait & Sound Wealth Management LLC13,446$1.16M0.5%+9.4%0.272%
7/31/2025Focus Partners Advisor Solutions LLC11,571$1.00M0.0%-2.9%0.234%
7/30/2025 Brookstone Capital Management4,874$422K0.0%+22.6%0.098%
7/28/2025Axxcess Wealth Management LLC73,359$6.35M0.1%+431.0%1.482%
7/25/2025Atria Wealth Solutions Inc.77,547$6.71M0.2%-21.1%1.567%
7/21/2025Ameritas Advisory Services LLC616$53K0.0%N/A0.012%
7/21/2025 Matauro LLC113,455$9.82M1.8%-3.2%2.292%
7/17/2025 Sound Income Strategies LLC67,507$5.84M0.3%-1.5%1.364%
7/16/2025MinichMacGregor Wealth Management LLC143,113$12.38M2.6%-10.3%2.891%
7/16/2025Perigon Wealth Management LLC7,850$679K0.0%N/A0.159%
7/14/2025 AdvisorNet Financial Inc39,335$3.40M0.2%+37.2%0.795%
7/14/2025Rooted Wealth Advisors Inc.94,159$8.12M2.8%+3.6%1.902%
7/14/2025Park Avenue Securities LLC12,059$1.04M0.0%+47.0%0.244%
7/10/2025 Focus Financial Network Inc.27,782$2.40M0.1%+2.0%0.561%
7/8/2025Apella Capital LLC21,410$1.85M0.1%-40.6%0.433%
7/7/2025 Capital Asset Advisory Services LLC72,978$6.32M0.3%+428.0%1.474%
7/2/2025 HBW Advisory Services LLC8,083$699K0.1%+114.5%0.163%
5/20/2025Integrity Alliance LLC.24,101$2.05M0.1%N/A0.518%
5/19/2025Jane Street Group LLC44,532$3.79M0.0%+291.4%0.958%
5/19/2025Advisory Alpha LLC2,413$206K0.0%-7.0%0.052%
5/16/2025Strait & Sound Wealth Management LLC12,291$1.05M0.5%-5.5%0.264%
5/16/2025Clark Capital Management Group Inc.25,653$2.19M0.0%+2.1%0.552%
5/15/2025Focus Partners Advisor Solutions LLC11,916$1.02M0.0%+9.3%0.256%
5/15/2025Royal Bank of Canada15,785$1.34M0.0%+12.1%0.339%
5/14/2025Napa Wealth Management6,844$583K0.3%-7.8%0.147%
5/14/2025Compound Planning Inc.2,479$211K0.0%+5.3%0.053%
5/13/2025Raymond James Financial Inc.52,509$4.47M0.0%+6.1%1.129%
5/13/2025Nations Financial Group Inc. IA ADV7,308$623K0.0%+40.7%0.157%
5/13/2025Heck Capital Advisors LLC8,458$721K0.1%N/A0.182%
5/13/2025Anfield Capital Management LLC1,366$116K0.0%+39.0%0.029%
5/9/2025Atria Wealth Solutions Inc.98,293$8.38M0.1%+5.9%2.114%
5/8/2025Harbour Investments Inc.377$32K0.0%+107.1%0.008%
5/7/2025Foundations Investment Advisors LLC68,328$5.82M0.1%+1.9%1.469%
5/7/2025LPL Financial LLC212,599$18.11M0.0%+79.3%4.572%
5/6/2025Cetera Investment Advisers4,986$425K0.0%+10.4%0.107%
5/6/2025Avantax Advisory Services Inc.13,649$1.16M0.0%+127.4%0.294%
5/6/2025Kovack Advisors Inc.125,979$10.73M1.1%-0.2%2.709%
5/6/2025PFG Advisors14,060$1.20M0.1%+3.9%0.302%
5/5/2025IFP Advisors Inc8,527$727K0.0%+6.4%0.183%
4/30/2025Axxcess Wealth Management LLC13,816$1.18M0.0%+3.8%0.297%
4/29/2025Envestnet Asset Management Inc.58,023$4.94M0.0%+33.3%1.248%
4/25/2025New Wave Wealth Advisors LLC48,868$4.16M1.9%+3.8%0.977%
4/25/2025Trademark Financial Management LLC3,548$302K0.2%-64.3%0.071%
4/23/2025Sheets Smith Wealth Management11,673$995K0.1%N/A0.233%
4/22/2025TrueMark Investments LLC16,036$1.37M0.4%N/A0.321%
4/22/2025MinichMacGregor Wealth Management LLC159,514$13.59M3.0%-3.0%3.190%
4/21/2025ORG Partners LLC3,200$273K0.1%N/A0.064%
4/21/2025United Advisor Group LLC7,193$613K0.1%+59.8%0.144%
4/17/2025Sound Income Strategies LLC68,560$5.84M0.3%-2.0%1.371%
4/16/2025Matauro LLC117,244$9.99M2.0%+15.3%2.345%
4/15/2025Focus Financial Network Inc.27,232$2.32M0.1%+4.6%0.545%
4/14/2025Park Avenue Securities LLC8,204$699K0.0%N/A0.164%
4/10/2025Apella Capital LLC36,025$2.99M0.1%N/A0.721%
4/9/2025Capital Asset Advisory Services LLC13,822$1.18M0.1%+3.8%0.276%
4/9/2025HBW Advisory Services LLC3,769$321K0.0%N/A0.075%
4/8/2025Rooted Wealth Advisors Inc.90,867$7.22M3.0%-2.7%1.817%
4/7/2025AdvisorNet Financial Inc28,674$2.44M0.2%N/A0.562%
3/12/2025Centaurus Financial Inc.6,081$525K0.0%+90.1%0.116%
2/24/2025Great Valley Advisor Group Inc.18,253$1.58M0.0%N/A0.652%
2/24/2025United Advisor Group LLC4,502$389K0.1%N/A0.161%
2/18/2025Strait & Sound Wealth Management LLC13,011$1.12M0.5%-3.8%0.465%
2/18/2025Focus Partners Advisor Solutions LLC10,899$941K0.0%+2.0%0.389%
(Data available from 1/1/2016 forward)

HYGH Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of HYGH shares?

During the previous two years, 97 institutional investors and hedge funds held shares of iShares Interest Rate Hedged High Yield Bond ETF. The most heavily invested institutionals were LPL Financial LLC ($18.11M), MinichMacGregor Wealth Management LLC ($12.38M), Matauro LLC ($10.54M), Rooted Wealth Advisors Inc. ($8.12M), Kovack Advisors Inc. ($7.51M), Atria Wealth Solutions Inc. ($6.71M), and Axxcess Wealth Management LLC ($6.35M).Learn more on iShares Interest Rate Hedged High Yield Bond ETF's institutional investors.

Which institutional investors have been buying iShares Interest Rate Hedged High Yield Bond ETF's stock?

Of the 93 institutional investors that purchased iShares Interest Rate Hedged High Yield Bond ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Kovack Advisors Inc. ($126.28K), Matauro LLC ($125.12K), LPL Financial LLC ($110.21K), Raymond James Financial Inc. ($102.01K), Rooted Wealth Advisors Inc. ($96.70K), MinichMacGregor Wealth Management LLC ($83.88K), and Diversify Advisory Services LLC ($80.52K).

How much institutional buying is happening at iShares Interest Rate Hedged High Yield Bond ETF?

Institutional investors have bought a total of 1,487,621 shares in the last 24 months. This purchase volume represents approximately $128.13M in transactions.

Which of iShares Interest Rate Hedged High Yield Bond ETF's major shareholders have been selling company stock?

Of the 30 institutional investors that sold iShares Interest Rate Hedged High Yield Bond ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Townsquare Capital LLC ($75.08K), Jane Street Group LLC ($46.55K), Kovack Advisors Inc. ($39.47K), MinichMacGregor Wealth Management LLC ($21.32K), Atria Wealth Solutions Inc. ($20.75K), Thrivent Financial for Lutherans ($18.30K), and Dark Forest Capital Management LP ($16.99K).

How much institutional selling is happening at iShares Interest Rate Hedged High Yield Bond ETF?

Institutional investors have sold a total of 323,445 shares in the last 24 months. This volume of shares sold represents approximately $27.93M in transactions.


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This page (NYSEARCA:HYGH) was last updated on 10/18/2025 by MarketBeat.com Staff
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