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

iShares Interest Rate Hedged High Yield Bond ETF logo
$86.21 -0.21 (-0.24%)
As of 07/24/2026 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)
71
Total
Institutional Inflows
(last 12 months)
$648.01M
Number of
Institutional Sellers
(last 12 months)
40
Total
Institutional Outflows
(last 12 months)
$36.05M
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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%
5/19/2026Bank of America Corp DE39,239$3.36M0.0%-4.8%0.701%
5/19/2026Strait & Sound Wealth Management LLC15,768$1.35M0.5%+9.4%0.282%
5/19/2026Centaurus Financial Inc.3,893$333K0.0%-8.9%0.070%
5/18/2026Royal Bank of Canada5,782$495K0.0%-16.3%0.103%
5/15/2026Van Diest Capital LLC5,428$465K0.4%+123.4%0.097%
5/14/2026 Greenline Wealth Management LLC3,029$259K0.3%-39.1%0.054%
5/13/2026Cetera Investment Advisers18,914$1.62M0.0%+6.3%0.338%
5/6/2026AXS Investments LLC28,387$2.43M1.0%+55.2%0.507%
5/5/2026Sigma Planning Corp13,014$1.11M0.0%+407.2%0.232%
5/4/2026 HBW Advisory Services LLC11,420$978K0.1%+19.8%0.204%
5/2/2026Diversify Wealth Management LLC3,376$291K0.0%N/A0.060%
4/30/2026 Mason & Associates Inc31,239$2.65M0.5%-4.1%0.563%
4/30/2026Ibex Wealth Advisors9,335$799K0.1%-65.2%0.168%
4/27/2026Trademark 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%
4/25/2026Blue 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%
4/24/2026Capital Asset Advisory Services LLC59,161$5.11M0.2%-14.1%1.086%
4/22/2026Janney 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%
4/16/2026Founders 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%
3/17/2026Rockefeller Capital Management L.P.24,927$2.15M0.0%+9.1%0.479%
2/19/2026Van Diest Capital LLC2,430$210K0.3%N/A0.047%
2/19/2026Axxcess Wealth Management LLC68,310$5.89M0.1%-4.0%1.314%
2/18/2026NewEdge Advisors LLC1,250$108K0.0%-44.4%0.024%
2/17/2026Cetera Investment Advisers17,793$1.53M0.0%+22.4%0.342%
2/17/2026Equitable Holdings Inc.10,644$918K0.0%+6.9%0.205%
2/17/2026Kovack 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%
2/17/2026Regal Investment Advisors LLC6,135$529K0.0%+12.7%0.118%
2/17/2026Osaic Holdings Inc.48,421$4.18M0.0%+31.0%0.931%
2/17/2026Ibex Wealth Advisors26,839$2.31M0.2%+9.1%0.516%
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2/17/2026Clark Capital Management Group Inc.25,379$2.19M0.0%+2.6%0.488%
2/17/2026Royal Bank of Canada6,907$595K0.0%-48.7%0.133%
2/16/2026MML Investors Services LLC39,765$3.43M0.0%+13.1%0.765%
2/13/2026Inspire 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%
2/12/2026Jane Street Group LLC6,328$545K0.0%-60.3%0.122%
2/12/2026Commonwealth Equity Services LLC7,861$678K0.0%-5.3%0.151%
2/12/2026Principal Securities Inc.3,320$286K0.0%+15.7%0.064%
2/12/2026Kovack 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%
2/11/2026Janney Montgomery Scott LLC11,207$966K0.0%+190.3%0.216%
2/11/2026Focus Partners Advisor Solutions LLC11,777$1.02M0.0%-20.8%0.226%
2/11/2026LPL Financial LLC268,735$23.17M0.0%+4.5%5.168%
2/10/2026AXS Investments LLC18,296$1.58M0.8%+0.7%0.352%
2/10/2026Founders Financial Securities LLC26,100$2.25M0.1%+20.2%0.502%
2/10/2026Northwestern Mutual Wealth Management Co.11,877$1.02M0.0%+16.2%0.228%
2/10/2026Foundations Investment Advisors LLC68,936$5.94M0.1%+9.7%1.326%
2/9/2026Rooted Wealth Advisors Inc.97,199$8.40M2.4%+0.1%1.869%
2/6/2026Axxcess Wealth Management LLC68,310$5.89M0.0%-4.0%1.314%
2/6/2026Global Retirement Partners LLC3,531$304K0.0%+11.3%0.068%
2/5/2026Northwestern Mutual Wealth Management Co.6,942,942$598.48M0.3%+67,808.3%133.518%
2/4/2026Strait & 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%
1/30/2026Sigma Planning Corp2,566$221K0.0%N/A0.050%
1/30/2026 Strategic Blueprint LLC2,455$212K0.0%N/A0.048%
1/29/2026UBS Group AG60,463$5.21M0.0%-39.1%1.163%
1/29/2026Live Oak Investment Partners39,820$3.43M2.1%N/A0.766%
1/28/2026Trademark 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%
1/26/2026United 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%
1/16/2026Perigon 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%
1/9/2026Capital 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%
11/21/2025Capital Square LLC2,595$225K0.1%N/A0.052%
11/20/2025Centaurus Financial Inc.5,393$468K0.0%-33.9%0.108%
11/19/2025Sunbelt Securities Inc.2,795$243K0.0%+1,069.5%0.056%
11/18/2025Advisory Services Network LLC662$58K0.0%N/A0.013%
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11/17/2025NewEdge Advisors LLC2,250$195K0.0%-36.6%0.045%
11/17/2025Susquehanna International Group LLP3,979$346K0.0%N/A0.080%
11/17/2025Northwestern Mutual Wealth Management Co.10,224$888K0.0%+28.5%0.204%
11/17/2025Elequin Capital LP3,346$291K0.0%-68.6%0.067%
11/17/2025Citadel Advisors LLC13,306$1.16M0.0%+88.4%0.266%
11/17/2025Clark Capital Management Group Inc.24,732$2.15M0.0%+8.8%0.495%
11/17/2025Bank of America Corp DE39,087$3.39M0.0%-2.2%0.782%
11/14/2025Equitable Holdings Inc.9,953$864K0.0%+23.5%0.199%
11/14/2025Regal Investment Advisors LLC5,442$473K0.0%+7.5%0.109%
11/13/2025UBS 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 100 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), MinichMacGregor Wealth Management LLC ($108.22K), Raymond James Financial Inc. ($102.01K), and Rooted Wealth Advisors Inc. ($99.74K).

Institutional investors have bought a total of 7,516,197 shares in the last 24 months. This purchase volume represents approximately $648.01M in transactions.

Of the 39 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. ($134.68K), Jane Street Group LLC ($39.06K), UBS Group AG ($38.83K), New Wave Wealth Advisors LLC ($30.96K), MinichMacGregor Wealth Management LLC ($20.98K), Ibex Wealth Advisors ($17.50K), and Capital Asset Advisory Services LLC ($13.82K).

Institutional investors have sold a total of 417,523 shares in the last 24 months. This volume of shares sold represents approximately $36.05M in transactions.


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This page (NYSEARCA:HYGH) was last updated on 7/25/2026 by MarketBeat.com Staff.
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