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

iShares Interest Rate Hedged High Yield Bond ETF logo
$85.80 -0.08 (-0.09%)
As of 04:10 PM Eastern

Institutional Ownership Changes (13F Filings) for iShares Interest Rate Hedged High Yield Bond ETF (NYSEARCA:HYGH)

Number of
Institutional Buyers
(last 12 months)
68
Total
Institutional Inflows
(last 12 months)
$123.17M
Number of
Institutional Sellers
(last 12 months)
16
Total
Institutional Outflows
(last 12 months)
$19.57M
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HYGH Institutional Buying and Selling by Quarter

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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/20/2025 Integrity Alliance LLC.24,101$2.05M0.1%N/A0.518%
5/19/2025 Jane Street Group LLC44,532$3.79M0.0%+291.4%0.958%
5/19/2025 Advisory Alpha LLC2,413$206K0.0%-7.0%0.052%
5/16/2025 Strait & Sound Wealth Management LLC12,291$1.05M0.5%-5.5%0.264%
5/16/2025 Clark Capital Management Group Inc.25,653$2.19M0.0%+2.1%0.552%
5/15/2025 Focus Partners Advisor Solutions LLC11,916$1.02M0.0%+9.3%0.256%
5/15/2025 Royal Bank of Canada15,785$1.34M0.0%+12.1%0.339%
5/14/2025 Napa Wealth Management6,844$583K0.3%-7.8%0.147%
5/14/2025 Compound Planning Inc.2,479$211K0.0%+5.3%0.053%
5/13/2025 Raymond James Financial Inc.52,509$4.47M0.0%+6.1%1.129%
5/13/2025 Nations Financial Group Inc. IA ADV7,308$623K0.0%+40.7%0.157%
5/13/2025 Heck Capital Advisors LLC8,458$721K0.1%N/A0.182%
5/13/2025 Anfield Capital Management LLC1,366$116K0.0%+39.0%0.029%
5/9/2025 Atria Wealth Solutions Inc.98,293$8.38M0.1%+5.9%2.114%
5/8/2025 Harbour Investments Inc.377$32K0.0%+107.1%0.008%
5/7/2025 Foundations Investment Advisors LLC68,328$5.82M0.1%+1.9%1.469%
5/7/2025 LPL Financial LLC212,599$18.11M0.0%+79.3%4.572%
5/6/2025 Cetera Investment Advisers4,986$425K0.0%+10.4%0.107%
5/6/2025 Avantax Advisory Services Inc.13,649$1.16M0.0%+127.4%0.294%
5/6/2025 Kovack Advisors Inc.125,979$10.73M1.1%-0.2%2.709%
5/6/2025 PFG Advisors14,060$1.20M0.1%+3.9%0.302%
5/5/2025 IFP Advisors Inc8,527$727K0.0%+6.4%0.183%
4/30/2025 Axxcess Wealth Management LLC13,816$1.18M0.0%+3.8%0.297%
4/29/2025 Envestnet Asset Management Inc.58,023$4.94M0.0%+33.3%1.248%
4/25/2025 New Wave Wealth Advisors LLC48,868$4.16M1.9%+3.8%0.977%
4/25/2025 Trademark Financial Management LLC3,548$302K0.2%-64.3%0.071%
4/23/2025 Sheets Smith Wealth Management11,673$995K0.1%N/A0.233%
4/22/2025 TrueMark Investments LLC16,036$1.37M0.4%N/A0.321%
4/22/2025 MinichMacGregor Wealth Management LLC159,514$13.59M3.0%-3.0%3.190%
4/21/2025 ORG Partners LLC3,200$273K0.1%N/A0.064%
4/21/2025 United Advisor Group LLC7,193$613K0.1%+59.8%0.144%
4/17/2025 Sound Income Strategies LLC68,560$5.84M0.3%-2.0%1.371%
4/16/2025 Matauro LLC117,244$9.99M2.0%+15.3%2.345%
4/15/2025 Focus Financial Network Inc.27,232$2.32M0.1%+4.6%0.545%
4/14/2025 Park Avenue Securities LLC8,204$699K0.0%N/A0.164%
4/10/2025 Apella Capital LLC36,025$2.99M0.1%N/A0.721%
4/9/2025 Capital Asset Advisory Services LLC13,822$1.18M0.1%+3.8%0.276%
4/9/2025 HBW Advisory Services LLC3,769$321K0.0%N/A0.075%
4/8/2025 Rooted Wealth Advisors Inc.90,867$7.22M3.0%-2.7%1.817%
4/7/2025 AdvisorNet Financial Inc28,674$2.44M0.2%N/A0.562%
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3/12/2025 Centaurus Financial Inc.6,081$525K0.0%+90.1%0.116%
2/24/2025 Great Valley Advisor Group Inc.18,253$1.58M0.0%N/A0.652%
2/24/2025 United Advisor Group LLC4,502$389K0.1%N/A0.161%
2/18/2025 Strait & Sound Wealth Management LLC13,011$1.12M0.5%-3.8%0.465%
2/18/2025 Focus Partners Advisor Solutions LLC10,899$941K0.0%+2.0%0.389%
2/17/2025 Napa Wealth Management7,421$641K0.3%+27.0%0.265%
2/17/2025 Clark Capital Management Group Inc.25,129$2.17M0.0%N/A0.897%
2/17/2025 Cetera Investment Advisers4,516$390K0.0%+37.1%0.161%
2/17/2025 Citadel Advisors LLC4,086$353K0.0%-4.2%0.146%
2/17/2025 Bank of America Corp DE45,077$3.89M0.0%+60.8%1.610%
2/14/2025 Eagle Strategies LLC6,783$586K0.1%+7.8%0.242%
2/14/2025 Jane Street Group LLC11,378$982K0.0%-60.1%0.406%
2/14/2025 Westbourne Investments Inc.4,076$352K0.2%N/A0.146%
2/14/2025 Dark Forest Capital Management LP31,333$2.71M0.4%-35.2%1.119%
2/14/2025 MML Investors Services LLC31,263$2.70M0.0%+33.8%1.117%
2/13/2025 Regal Investment Advisors LLC4,863$420K0.0%+18.5%0.174%
2/13/2025 Glass Jacobson Investment Advisors llc2,019$174K0.1%+258.6%0.072%
2/13/2025 Raymond James Financial Inc.49,504$4.28M0.0%N/A1.768%
2/13/2025 Advisory Services Network LLC7,178$620K0.0%-29.5%0.256%
2/13/2025 Envestnet Asset Management Inc.43,516$3.76M0.0%+37.1%1.554%
2/13/2025 Smith Moore & CO.2,777$240K0.0%N/A0.099%
2/11/2025 LPL Financial LLC118,549$10.24M0.0%+15.8%4.234%
2/10/2025 Thrivent Financial for Lutherans4,995$431K0.0%-78.6%0.178%
2/10/2025 Axxcess Wealth Management LLC13,312$1.15M0.0%+17.2%0.475%
2/10/2025 Commonwealth Equity Services LLC6,597$570K0.0%+42.5%0.236%
2/10/2025 Avantax Advisory Services Inc.6,002$518K0.0%+17.7%0.214%
2/7/2025 PFG Advisors13,529$1.17M0.1%+109.0%0.483%
2/6/2025 Raymond James Financial Inc.49,504$4.28M0.0%N/A1.768%
2/6/2025 a16z Perennial Management L.P.21,915$1.89M0.2%N/A0.783%
2/6/2025 Meridian Wealth Management LLC2,536$219K0.0%N/A0.091%
2/5/2025 Kovack Advisors Inc.126,284$10.91M1.1%N/A4.510%
2/3/2025 Sigma Planning Corp17,018$1.47M0.0%N/A0.608%
2/3/2025 Matauro LLC101,712$8.78M1.9%N/A3.633%
2/3/2025 Capital Advisory Group Advisory Services LLC12,185$1.05M0.4%+113.2%0.435%
1/31/2025Global Retirement Partners LLC574$50K0.0%+151.8%0.021%
1/31/2025 Atria Wealth Solutions Inc.92,818$8.02M0.1%+70.5%3.315%
1/31/2025 Truist Financial Corp4,501$389K0.0%+36.7%0.161%
1/30/2025 Principal Securities Inc.3,405$294K0.0%+42.4%0.122%
1/30/2025 Nations Financial Group Inc. IA ADV5,194$449K0.0%+48.6%0.186%
1/30/2025 Trademark Financial Management LLC9,936$858K0.7%+319.6%0.355%
1/30/2025 Rooted Wealth Advisors Inc.93,405$8.09M3.2%N/A3.336%
1/29/2025 Focus Financial Network Inc.26,035$2.25M0.1%+7.4%0.930%
1/23/2025 New Wave Wealth Advisors LLC47,077$4.07M1.7%-4.4%1.681%
1/23/2025 Synergy Asset Management LLC1,410$122K0.0%N/A0.050%
1/23/2025 Ibex Wealth Advisors20,711$1.79M0.2%N/A0.740%
1/22/2025 Foundations Investment Advisors LLC67,051$5.79M0.1%+24.7%2.395%
1/22/2025 Capital Asset Advisory Services LLC13,312$1.15M0.1%+17.2%0.475%
1/21/2025 Sound Income Strategies LLC69,960$6.04M0.4%+4.1%2.499%
1/17/2025 MinichMacGregor Wealth Management LLC164,434$14.20M2.9%+5.6%5.873%
1/17/2025 Atomi Financial Group Inc.2,355$203K0.0%N/A0.084%
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1/13/2025 Brookstone Capital Management3,869$334K0.0%+54.9%0.138%
11/18/2024 Sunbelt Securities Inc.293$25K0.0%+171.3%0.010%
11/18/2024 Strait & Sound Wealth Management LLC13,527$1.17M0.6%+195.0%0.483%
11/15/2024 MML Investors Services LLC23,359$2.01M0.0%+22.7%0.834%
11/15/2024 Jane Street Group LLC28,487$2.46M0.0%+345.0%1.017%
11/13/2024 Townsquare Capital LLC3,727$321K0.0%-95.3%0.133%
11/12/2024 Centaurus Financial Inc.3,199$276K0.0%+7.1%0.114%
11/7/2024 Napa Wealth Management5,844$504K0.2%N/A0.209%
11/7/2024 Thrivent Financial for Lutherans23,293$2.01M0.0%N/A0.832%
11/5/2024 Nations Financial Group Inc. IA ADV3,495$301K0.0%+19.5%0.125%
(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, 88 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 ($13.59M), Kovack Advisors Inc. ($10.73M), Matauro LLC ($9.99M), Atria Wealth Solutions Inc. ($8.38M), Rooted Wealth Advisors Inc. ($7.22M), and Sound Income Strategies LLC ($5.84M).Learn more on HYGH's institutional investors.

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

Of the 82 institutional investors that purchased iShares Interest Rate Hedged High Yield Bond ETF 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 ($117.24K), LPL Financial LLC ($110.21K), Raymond James Financial Inc. ($102.01K), Rooted Wealth Advisors Inc. ($93.41K), MinichMacGregor Wealth Management LLC ($85.57K), and Diversify Advisory Services LLC ($77.37K).

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

Institutional investors have bought a total of 1,654,067 shares in the last 24 months. This purchase volume represents approximately $141.71M in transactions.

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

Of the 26 institutional investors that sold iShares Interest Rate Hedged High Yield Bond ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Townsquare Capital LLC ($75.08K), Diversify Advisory Services LLC ($74.89K), Thrivent Financial for Lutherans ($18.30K), Jane Street Group LLC ($17.11K), Dark Forest Capital Management LP ($16.99K), MinichMacGregor Wealth Management LLC ($16.85K), and BOS Asset Management LLC ($13.98K).

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

Institutional investors have sold a total of 274,529 shares in the last 24 months. This volume of shares sold represents approximately $23.47M in transactions.



This page (NYSEARCA:HYGH) was last updated on 6/12/2025 by MarketBeat.com Staff
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