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

iShares Interest Rate Hedged High Yield Bond ETF logo
$86.41 -0.04 (-0.05%)
As of 04:10 PM Eastern
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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)
63
Total
Institutional Inflows
(last 12 months)
$630.76M
Number of
Institutional Sellers
(last 12 months)
33
Total
Institutional Outflows
(last 12 months)
$26.90M
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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
7/9/2026 Focus Financial Network Inc.36,996$3.20M0.1%+13.2%0.578%
7/8/2026 Apella Capital LLC18,290$1.58M0.0%-5.6%0.286%
5/19/2026 Bank of America Corp DE39,239$3.36M0.0%-4.8%0.701%
5/19/2026 Strait & Sound Wealth Management LLC15,768$1.35M0.5%+9.4%0.282%
5/19/2026 Centaurus Financial Inc.3,893$333K0.0%-8.9%0.070%
5/18/2026 Royal Bank of Canada5,782$495K0.0%-16.3%0.103%
5/15/2026 Van Diest Capital LLC5,428$465K0.4%+123.4%0.097%
5/14/2026 Greenline Wealth Management LLC3,029$259K0.3%-39.1%0.054%
5/13/2026 Cetera Investment Advisers18,914$1.62M0.0%+6.3%0.338%
5/6/2026 AXS Investments LLC28,387$2.43M1.0%+55.2%0.507%
5/5/2026 Sigma Planning Corp13,014$1.11M0.0%+407.2%0.232%
5/4/2026 HBW Advisory Services LLC11,420$978K0.1%+19.8%0.204%
5/2/2026 Diversify Wealth Management LLC3,376$291K0.0%N/A0.060%
4/30/2026 Mason & Associates Inc31,239$2.65M0.5%-4.1%0.563%
4/30/2026 Ibex Wealth Advisors9,335$799K0.1%-65.2%0.168%
4/27/2026 Trademark Financial Management LLC3,578$306K0.1%+40.1%0.065%
4/27/2026 Sound Income Strategies LLC68,235$5.86M0.3%-2.0%1.241%
4/25/2026 Blue Capital Inc.28,105$2.41M1.6%+35.0%0.516%
4/25/2026 Smithbridge Asset Management Inc. DE4,189$359K0.1%-53.8%0.077%
4/24/2026 Capital Asset Advisory Services LLC59,161$5.11M0.2%-14.1%1.086%
4/22/2026 Janney Montgomery Scott LLC10,786$923K0.0%-3.8%0.198%
4/20/2026 MinichMacGregor Wealth Management LLC146,471$12.54M2.2%+12.0%2.688%
4/20/2026 Apella Capital LLC19,385$1.68M0.0%-3.7%0.356%
4/17/2026 AdvisorNet Financial Inc77,514$6.64M0.3%+1.9%1.435%
4/17/2026 Brookstone Capital Management6,537$560K0.0%+16.9%0.121%
4/17/2026 OxenFree Capital LLC2,346$202K0.1%N/A0.043%
4/16/2026 Sheets Smith Wealth Management12,984$1.11M0.1%-3.9%0.240%
4/16/2026 Founders Financial Securities LLC28,390$2.45M0.1%+8.8%0.526%
4/15/2026 Nations Financial Group Inc. IA ADV31,720$2.72M0.1%+31.9%0.587%
3/17/2026 Rockefeller Capital Management L.P.24,927$2.15M0.0%+9.1%0.479%
2/19/2026 Van Diest Capital LLC2,430$210K0.3%N/A0.047%
2/19/2026 Axxcess Wealth Management LLC68,310$5.89M0.1%-4.0%1.314%
2/18/2026 NewEdge Advisors LLC1,250$108K0.0%-44.4%0.024%
2/17/2026 Cetera Investment Advisers17,793$1.53M0.0%+22.4%0.342%
2/17/2026 Equitable Holdings Inc.10,644$918K0.0%+6.9%0.205%
2/17/2026 Kovack Advisors Inc.45,164$3.89M0.2%-51.4%0.869%
2/17/2026 MinichMacGregor Wealth Management LLC130,748$11.27M2.0%+7.1%2.514%
2/17/2026 Regal Investment Advisors LLC6,135$529K0.0%+12.7%0.118%
2/17/2026 Osaic Holdings Inc.48,421$4.18M0.0%+31.0%0.931%
2/17/2026 Ibex Wealth Advisors26,839$2.31M0.2%+9.1%0.516%
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2/17/2026 Clark Capital Management Group Inc.25,379$2.19M0.0%+2.6%0.488%
2/17/2026 Royal Bank of Canada6,907$595K0.0%-48.7%0.133%
2/16/2026 MML Investors Services LLC39,765$3.43M0.0%+13.1%0.765%
2/13/2026 Inspire Advisors LLC52,070$4.49M0.4%-13.5%1.001%
2/13/2026 Greenline Wealth Management LLC4,975$429K0.4%N/A0.096%
2/13/2026 Golden State Wealth Management LLC4,848$418K0.0%-6.3%0.093%
2/12/2026 Jane Street Group LLC6,328$545K0.0%-60.3%0.122%
2/12/2026 Commonwealth Equity Services LLC7,861$678K0.0%-5.3%0.151%
2/12/2026 Principal Securities Inc.3,320$286K0.0%+15.7%0.064%
2/12/2026 Kovack Advisors Inc.45,164$3.89M0.2%-51.4%0.869%
2/11/2026 Smithbridge Asset Management Inc. DE9,062$781K0.1%+14.1%0.174%
2/11/2026 Janney Montgomery Scott LLC11,207$966K0.0%+190.3%0.216%
2/11/2026 Focus Partners Advisor Solutions LLC11,777$1.02M0.0%-20.8%0.226%
2/11/2026 LPL Financial LLC268,735$23.17M0.0%+4.5%5.168%
2/10/2026 AXS Investments LLC18,296$1.58M0.8%+0.7%0.352%
2/10/2026 Founders Financial Securities LLC26,100$2.25M0.1%+20.2%0.502%
2/10/2026 Northwestern Mutual Wealth Management Co.11,877$1.02M0.0%+16.2%0.228%
2/10/2026 Foundations Investment Advisors LLC68,936$5.94M0.1%+9.7%1.326%
2/9/2026 Rooted Wealth Advisors Inc.97,199$8.40M2.4%+0.1%1.869%
2/6/2026 Axxcess Wealth Management LLC68,310$5.89M0.0%-4.0%1.314%
2/6/2026 Global Retirement Partners LLC3,531$304K0.0%+11.3%0.068%
2/5/2026 Northwestern Mutual Wealth Management Co.6,942,942$598.48M0.3%+67,808.3%133.518%
2/4/2026 Strait & Sound Wealth Management LLC14,416$1.24M0.5%+3.2%0.280%
2/3/2026Anfield Capital Management LLC1,971$170K0.1%+39.1%0.038%
1/30/2026 Sigma Planning Corp2,566$221K0.0%N/A0.050%
1/30/2026 Strategic Blueprint LLC2,455$212K0.0%N/A0.048%
1/29/2026 UBS Group AG60,463$5.21M0.0%-39.1%1.163%
1/29/2026 Live Oak Investment Partners39,820$3.43M2.1%N/A0.766%
1/28/2026 Trademark Financial Management LLC2,553$220K0.1%N/A0.049%
1/27/2026 PFG Advisors12,566$1.08M0.1%-5.5%0.242%
1/26/2026 Nations Financial Group Inc. IA ADV24,054$2.07M0.1%+66.8%0.463%
1/26/2026 United Advisor Group LLC10,412$898K0.1%-22.9%0.200%
1/23/2026 HBW Advisory Services LLC9,534$822K0.1%+17.6%0.183%
1/21/2026 New Wave Wealth Advisors LLC18,253$1.57M0.6%+2.5%0.351%
1/21/2026 Apella Capital LLC20,130$1.74M0.0%+0.6%0.387%
1/21/2026 Sound Income Strategies LLC69,603$6.05M0.3%-2.5%1.339%
1/20/2026 AdvisorNet Financial Inc76,090$6.56M0.3%+42.8%1.463%
1/20/2026 Sheets Smith Wealth Management13,515$1.17M0.1%+5.5%0.260%
1/16/2026 Perigon Wealth Management LLC7,000$603K0.0%+25.0%0.136%
1/16/2026 Matauro LLC111,393$9.60M1.4%-8.2%2.163%
1/15/2026 Brookstone Capital Management5,590$482K0.0%+3.2%0.109%
1/14/2026 Net Worth Advisory Group2,726$235K0.0%N/A0.053%
1/13/2026 Synergy Asset Management LLC3,364$290K0.0%+21.1%0.066%
1/12/2026 Focus Financial Network Inc.30,627$2.64M0.1%+4.1%0.601%
1/9/2026 Capital Asset Advisory Services LLC68,865$5.96M0.2%-3.2%1.350%
12/2/2025 IFP Advisors Inc9,314$809K0.0%+9.2%0.186%
11/21/2025 Capital Square LLC2,595$225K0.1%N/A0.052%
11/20/2025 Centaurus Financial Inc.5,393$468K0.0%-33.9%0.108%
11/19/2025Sunbelt Securities Inc.2,795$243K0.0%+1,069.5%0.056%
11/18/2025 Advisory Services Network LLC662$58K0.0%N/A0.013%
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11/17/2025 NewEdge Advisors LLC2,250$195K0.0%-36.6%0.045%
11/17/2025 Susquehanna International Group LLP3,979$346K0.0%N/A0.080%
11/17/2025 Northwestern Mutual Wealth Management Co.10,224$888K0.0%+28.5%0.204%
11/17/2025 Elequin Capital LP3,346$291K0.0%-68.6%0.067%
11/17/2025 Citadel Advisors LLC13,306$1.16M0.0%+88.4%0.266%
11/17/2025 Clark Capital Management Group Inc.24,732$2.15M0.0%+8.8%0.495%
11/17/2025 Bank of America Corp DE39,087$3.39M0.0%-2.2%0.782%
11/14/2025 Equitable Holdings Inc.9,953$864K0.0%+23.5%0.199%
11/14/2025 Regal Investment Advisors LLC5,442$473K0.0%+7.5%0.109%
11/13/2025 UBS Group AG99,290$8.62M0.0%+12.7%1.986%


HYGH Institutional Ownership - Frequently Asked Questions

During the previous two years, 106 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 ($23.17M), MinichMacGregor Wealth Management LLC ($12.54M), Matauro LLC ($9.60M), Rooted Wealth Advisors Inc. ($8.40M), Atria Wealth Solutions Inc. ($6.71M), AdvisorNet Financial Inc ($6.64M), and Foundations Investment Advisors LLC ($5.94M).Learn more on iShares Interest Rate Hedged High Yield Bond ETF's institutional investors.

Of the 99 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: Northwestern Mutual Wealth Management Co. ($6.94M), Kovack Advisors Inc. ($132.39K), Matauro LLC ($125.12K), LPL Financial LLC ($121.71K), Raymond James Financial Inc. ($102.01K), Rooted Wealth Advisors Inc. ($99.74K), and AdvisorNet Financial Inc ($77.51K).

Institutional investors have bought a total of 7,316,803 shares in the last 24 months. This purchase volume represents approximately $630.76M in transactions.

Of the 33 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: Kovack Advisors Inc. ($95.52K), UBS Group AG ($38.83K), New Wave Wealth Advisors LLC ($30.96K), MinichMacGregor Wealth Management LLC ($20.98K), Ibex Wealth Advisors ($17.50K), Capital Asset Advisory Services LLC ($13.82K), and Matauro LLC ($9.93K).

Institutional investors have sold a total of 311,754 shares in the last 24 months. This volume of shares sold represents approximately $26.90M in transactions.


Related Companies

Institutional ownership data for NYSEARCA:HYGH is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 7/9/2026. New 13F filings are added each quarter as they're published.
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