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

$85.39
+0.01 (+0.01%)
(As of 04/24/2024 ET)

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

Number of
Institutional Buyers
(last 12 months)
23
Total
Institutional Inflows
(last 12 months)
$15.62M
Number of
Institutional Sellers
(last 12 months)
11
Total
Institutional Outflows
(last 12 months)
$3.95M
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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
4/23/2024 Strategic Blueprint LLC2,462$211K0.0%N/A0.091%
4/19/2024 KFG Wealth Management LLC57,504$4.93M2.0%-0.9%3.485%
4/16/2024 Capital Asset Advisory Services LLC10,859$922K0.1%-5.6%0.658%
4/15/2024 Sound Income Strategies LLC60,607$5.20M0.4%+9.7%3.673%
2/14/2024Vista Investment Management5,102$429K0.2%-5.8%0.309%
2/13/2024Trademark Financial Management LLC3,925$330K0.2%N/A0.238%
2/12/2024Focus Financial Network Inc. ADV22,628$1.90M0.1%N/A1.371%
2/8/2024 MinichMacGregor Wealth Management LLC79,631$6.69M1.9%-13.0%4.826%
2/6/2024Axxcess Wealth Management LLC11,500$967K0.0%N/A0.697%
2/2/2024Atria Wealth Solutions Inc.2,573$216K0.0%N/A0.156%
1/31/2024 KFG Wealth Management LLC58,015$4.88M2.2%+10.7%3.516%
1/26/2024 Eagle Strategies LLC2,596$218K0.0%N/A0.157%
1/23/2024Advisory Alpha LLC2,580$217K0.0%-17.1%0.156%
1/19/2024PFG Advisors6,947$584K0.0%-2.2%0.421%
1/19/2024 Sharkey Howes & Javer17,004$1.43M0.3%N/A1.031%
1/10/2024 Sound Income Strategies LLC55,262$4.65M0.4%+4.6%3.349%
1/10/2024Dfpg Investments LLC61,690$5.17M0.4%+3.3%3.739%
1/9/2024 Capital Asset Advisory Services LLC11,500$967K0.1%N/A0.697%
11/15/2023Townsquare Capital LLC58,609$4.88M0.1%+5.5%3.552%
11/13/2023Vista Investment Management5,414$451K0.2%+17.1%0.328%
11/13/2023LPL Financial LLC52,821$4.40M0.0%-7.3%3.201%
11/13/2023Rathbones Group PLC2,994$249K0.0%N/A0.181%
11/13/2023Robertson Stephens Wealth Management LLC52,124$4.34M0.3%+4.5%3.159%
10/27/2023AlphaQ Advisors LLC5,640$470K0.4%+2.3%0.342%
10/17/2023 KFG Wealth Management LLC52,427$4.37M2.4%-0.6%3.177%
10/16/2023 MinichMacGregor Wealth Management LLC91,558$7.63M2.5%+0.7%5.549%
10/13/2023PFG Advisors7,100$591K0.1%-7.2%0.430%
10/12/2023IFP Advisors Inc8,014$668K0.0%+7,460.4%0.486%
10/12/2023 Sound Income Strategies LLC52,845$4.40M0.4%+5.8%3.203%
10/11/2023 Worth Asset Management LLC4,209$351K0.3%N/A0.255%
8/15/2023Vista Investment Management4,623$387K0.2%-30.9%0.280%
8/15/2023BOS Asset Management LLC7,789$653K0.5%-60.0%0.472%
8/14/2023Buckingham Strategic Partners6,053$507K0.0%N/A0.367%
8/11/2023Robertson Stephens Wealth Management LLC49,901$4.18M0.3%-0.9%3.024%
8/10/2023Cetera Advisor Networks LLC8,651$725K0.0%-1.6%0.524%
8/9/2023Flow Traders U.S. LLC7,046$590K0.0%-38.6%0.427%
7/31/2023LPL Financial LLC56,988$4.77M0.0%-8.5%3.454%
7/28/2023 Lion Street Advisors LLC3,000$263K0.1%N/A0.182%
7/24/2023Dfpg Investments LLC55,511$4.66M0.4%+6.2%3.364%
7/20/2023PFG Advisors7,651$641K0.0%-3.9%0.464%
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7/18/2023 KFG Wealth Management LLC52,740$4.42M2.6%+2.8%3.196%
7/13/2023 MinichMacGregor Wealth Management LLC90,896$7.62M2.4%+1.1%5.509%
7/10/2023 Sound Income Strategies LLC49,943$4.18M0.4%+6.2%3.027%
5/16/2023BOS Asset Management LLC19,479$1.61M1.3%-15.9%1.181%
5/11/2023Connectus Wealth LLC88,196$7.32M0.2%+2.4%5.345%
5/11/2023Robertson Stephens Wealth Management LLC50,358$4.17M0.3%N/A3.052%
5/10/2023LPL Financial LLC62,264$5.15M0.0%+3.8%3.774%
4/21/2023PFG Advisors7,958$659K0.1%-13.9%0.482%
4/19/2023 MinichMacGregor Wealth Management LLC89,864$7.44M2.5%-0.8%5.446%
4/14/2023 KFG Wealth Management LLC51,328$4.23M2.9%+5.1%3.111%
4/11/2023Dfpg Investments LLC52,264$4.33M0.5%N/A3.168%
4/10/2023 Sound Income Strategies LLC47,042$3.89M0.4%+6.6%2.851%
3/6/2023OLD Mission Capital LLC985$81K0.0%N/A0.062%
2/15/2023BOS Asset Management LLC23,153$1.90M1.7%N/A1.447%
2/13/2023Heritage Wealth Management LLC30,116$2.47M0.4%+94.3%1.882%
2/10/2023Advisor Group Holdings Inc.64,393$5.28M0.0%-2.0%4.025%
2/10/2023Laffer Tengler Investments8,780$720K0.2%+4.3%0.549%
2/7/2023Connectus Wealth LLC86,095$7.08M0.2%-4.6%5.381%
2/7/2023LPL Financial LLC59,960$4.92M0.0%-23.1%3.748%
2/7/2023Envestnet Asset Management Inc.50,076$4.11M0.0%-1.9%3.130%
1/20/2023 Lion Street Advisors LLC3,000$263K0.1%N/A0.188%
1/18/2023 KFG Wealth Management LLC48,824$4.00M4.1%N/A3.052%
1/13/2023 Dynamic Advisor Solutions LLC32,720$2.68M0.2%-2.8%2.111%
1/11/2023 Sound Income Strategies LLC44,118$3.62M0.5%N/A2.941%
1/9/2023 MinichMacGregor Wealth Management LLC90,592$7.43M2.7%-1.2%6.039%
11/15/2022Flow Traders U.S. LLC41,557$3.33M0.2%N/A3.197%
11/14/2022Heritage Wealth Management LLC15,499$1.24M0.4%+21.6%1.192%
11/14/2022MML Investors Services LLC12,851$1.03M0.0%+29.6%0.989%
11/10/2022Envestnet Asset Management Inc.51,049$4.09M0.0%+20.3%3.927%
11/10/2022Laffer Tengler Investments8,421$674K0.2%-15.7%0.648%
11/10/2022Connectus Wealth LLC90,219$7.25M0.2%-74.9%6.940%
11/10/2022UBS Group AG35,659$2.86M0.0%-4.0%2.743%
11/8/2022IFP Advisors Inc5,648$572K0.0%+5.6%0.434%
10/24/2022Smith Anglin Financial LLC3,969$318K0.1%N/A0.305%
10/20/2022 Dynamic Advisor Solutions LLC33,671$2.70M0.2%+9.8%2.590%
8/15/2022Heritage Wealth Management LLC12,748$1.01M0.3%N/A0.879%
8/13/2022Concourse Financial Group Securities Inc.18,931$1.51M0.1%+148.7%1.306%
8/11/2022Cetera Advisor Networks LLC5,026$399K0.0%+20.7%0.347%
8/8/2022Connectus Wealth LLC359,987$28.66M0.7%-33.9%24.827%
8/3/2022Envestnet Asset Management Inc.42,430$3.37M0.0%+68.0%2.926%
7/29/2022Retirement Capital Strategies142,169$11.30M5.1%-10.3%9.805%
7/28/2022D.A. Davidson & CO.2,756$219K0.0%-4.7%0.190%
7/27/2022 Dynamic Advisor Solutions LLC30,659$2.44M0.2%+18.4%2.114%
7/13/2022PFG Advisors9,285$738K0.1%-1.9%0.619%
7/13/2022 MinichMacGregor Wealth Management LLC91,782$7.29M3.0%-27.6%6.119%
5/6/2022Connectus Wealth LLC544,315$47.95M1.5%N/A27.216%
5/4/2022Advisor Group Holdings Inc.75,798$6.60M0.0%+160.7%3.790%
5/4/2022Envestnet Asset Management Inc.25,254$2.20M0.0%+27.9%1.263%
4/26/2022 MinichMacGregor Wealth Management LLC126,827$11.05M3.5%N/A6.187%
4/21/2022Retirement Capital Strategies158,570$13.56M5.4%N/A7.929%
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4/19/2022PFG Advisors9,466$825K0.1%+2.5%0.485%
4/11/2022 Dynamic Advisor Solutions LLC25,904$2.26M0.2%+29.9%1.328%
2/16/2022Flow Traders U.S. LLC31,598$2.78M0.1%-38.9%1.708%
2/14/2022LPL Financial LLC46,003$4.05M0.0%+19.7%2.487%
2/10/2022Guardian Capital Advisors LP3,203$282K0.0%-5.2%0.173%
2/7/2022Concourse Financial Group Securities Inc.7,504$660K0.0%+2.1%0.429%
2/4/2022Envestnet Asset Management Inc.19,751$1.74M0.0%+5.1%1.129%
2/3/2022Advisor Group Holdings Inc.29,072$2.56M0.0%+36.3%1.661%
2/3/2022JFS Wealth Advisors LLC584$51K0.0%N/A0.033%
1/31/2022D.A. Davidson & CO.9,055$797K0.0%-8.7%0.517%
(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, 40 institutional investors and hedge funds held shares of iShares Interest Rate Hedged High Yield Bond ETF. The most heavily invested institutionals were Retirement Capital Strategies ($11.30M), Connectus Wealth LLC ($7.32M), MinichMacGregor Wealth Management LLC ($6.69M), Advisor Group Holdings Inc. ($5.28M), Sound Income Strategies LLC ($5.20M), Dfpg Investments LLC ($5.17M), and KFG Wealth Management LLC ($4.93M).Learn more on HYGH's institutional investors.

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

Of the 35 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: Connectus Wealth LLC ($546.42K), MinichMacGregor Wealth Management LLC ($128.52K), Sound Income Strategies LLC ($60.61K), KFG Wealth Management LLC ($58.33K), Dfpg Investments LLC ($57.47K), Robertson Stephens Wealth Management LLC ($52.58K), and Advisor Group Holdings Inc. ($46.73K).

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

Institutional investors have bought a total of 1,212,919 shares in the last 24 months. This purchase volume represents approximately $103.27M in transactions.

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

Of the 19 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: Connectus Wealth LLC ($458.22K), MinichMacGregor Wealth Management LLC ($48.78K), LPL Financial LLC ($27.49K), Retirement Capital Strategies ($16.40K), BOS Asset Management LLC ($15.36K), Flow Traders U.S. LLC ($4.44K), and PFG Advisors ($2.47K).

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

Institutional investors have sold a total of 584,580 shares in the last 24 months. This volume of shares sold represents approximately $46.91M in transactions.


This page (NYSEARCA:HYGH) was last updated on 4/25/2024 by MarketBeat.com Staff

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