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

iShares Interest Rate Hedged High Yield Bond ETF logo
$85.98 +0.36 (+0.42%)
(As of 12/20/2024 04:33 PM ET)

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

Number of
Institutional Buyers
(last 12 months)
36
Total
Institutional Inflows
(last 12 months)
$49.58M
Number of
Institutional Sellers
(last 12 months)
11
Total
Institutional Outflows
(last 12 months)
$14.53M
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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
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%
10/31/2024 Trademark Financial Management LLC2,368$204K0.2%-54.6%0.085%
10/30/2024 MinichMacGregor Wealth Management LLC155,653$13.42M2.9%+5.4%5.559%
10/28/2024 Focus Financial Network Inc.24,230$2.09M0.1%+1.6%0.865%
10/28/2024 US Bancorp DE1,125$97K0.0%+4,066.7%0.040%
10/25/2024 Highline Wealth Partners LLC476$41K0.0%N/A0.017%
10/25/2024 Diversify Advisory Services LLC2,482$214K0.0%-46.7%0.089%
10/23/2024 Heritage Oak Wealth Advisors LLC49,251$4.25M2.0%N/A1.759%
10/21/2024 Foundations Investment Advisors LLC53,785$4.64M0.1%+14.9%1.921%
10/10/2024 Sound Income Strategies LLC67,233$5.80M0.4%+5.0%2.401%
10/8/2024 Brookstone Capital Management2,497$215K0.0%N/A0.089%
9/23/2024 Centaurus Financial Inc.2,987$254K0.0%N/A0.107%
8/27/2024 New Wave Wealth Advisors LLC47,894$4.07M2.2%N/A1.711%
8/15/2024 Dark Forest Capital Management LP46,302$3.94M0.7%N/A1.654%
8/12/2024 Glass Jacobson Investment Advisors llc521$44K0.0%+942.0%0.019%
8/10/2024 Axxcess Wealth Management LLC11,366$966K0.0%+2.8%0.406%
8/8/2024 Envestnet Asset Management Inc.44,289$3.77M0.0%+42.9%1.582%
8/8/2024 Eagle Strategies LLC6,293$535K0.1%N/A0.225%
8/2/2024 Foundations Investment Advisors LLC46,791$3.98M0.1%N/A1.671%
7/31/2024 Anfield Capital Management LLC737$63K0.0%N/A0.026%
7/31/2024 Trademark Financial Management LLC5,218$444K0.4%+28.7%0.186%
7/29/2024 Nations Financial Group Inc. IA ADV2,924$249K0.0%N/A0.104%
7/27/2024 Strategic Blueprint LLC2,880$245K0.0%+17.0%0.103%
7/25/2024 MinichMacGregor Wealth Management LLC147,730$12.56M3.0%+83.4%5.276%
7/22/2024 Atria Wealth Solutions Inc.50,081$4.26M0.0%+39.8%1.789%
7/22/2024 Capital Advisory Group Advisory Services LLC2,613$222K0.1%N/A0.093%
7/22/2024 Focus Financial Network Inc.23,840$2.04M0.1%+2.1%0.851%
7/19/2024 KFG Wealth Management LLC61,367$5.22M2.1%+6.7%2.192%
7/16/2024 Great Valley Advisor Group Inc.28,727$2.44M0.1%+28.4%1.026%
7/12/2024 Sound Income Strategies LLC64,007$5.44M0.3%+5.6%2.286%
7/12/2024 Diversify Advisory Services LLC4,659$396K0.0%-94.0%0.166%
5/14/2024 Axxcess Wealth Management LLC11,053$948K0.0%-3.9%0.395%
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5/14/2024 CreativeOne Wealth LLC2,336$200K0.0%N/A0.083%
5/8/2024 Trademark Financial Management LLC4,054$348K0.3%+3.3%0.150%
5/7/2024 BOS Asset Management LLC3,698$317K0.2%-38.3%0.137%
5/7/2024 PFG Advisors6,756$579K0.0%-2.7%0.250%
5/2/2024 Almanack Investment Partners LLC.7,064$606K0.1%N/A0.262%
5/1/2024 Diversify Advisory Services LLC77,368$6.63M0.4%N/A2.865%
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%
4/16/2024Capital 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%
2/14/2024 Vista Investment Management5,102$429K0.2%-5.8%0.309%
2/13/2024 Trademark 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%
2/6/2024 Axxcess Wealth Management LLC11,500$967K0.0%N/A0.697%
2/2/2024 Atria 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%
1/23/2024 Advisory Alpha LLC2,580$217K0.0%-17.1%0.156%
1/19/2024 PFG 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%
1/9/2024Capital Asset Advisory Services LLC11,500$967K0.1%N/A0.697%
11/15/2023 Townsquare Capital LLC58,609$4.88M0.1%+5.5%3.552%
11/13/2023 Vista Investment Management5,414$451K0.2%+17.1%0.328%
11/13/2023 LPL Financial LLC52,821$4.40M0.0%-7.3%3.201%
11/13/2023 Rathbones Group PLC2,994$249K0.0%N/A0.181%
11/13/2023 Robertson Stephens Wealth Management LLC52,124$4.34M0.3%+4.5%3.159%
10/27/2023 AlphaQ 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%
10/13/2023 PFG 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%
8/15/2023 Vista Investment Management4,623$387K0.2%-30.9%0.280%
8/15/2023 BOS Asset Management LLC7,789$653K0.5%-60.0%0.472%
8/14/2023 Buckingham Strategic Partners6,053$507K0.0%N/A0.367%
8/11/2023 Robertson 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%
8/9/2023 Flow Traders U.S. LLC7,046$590K0.0%-38.6%0.427%
7/31/2023 LPL 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%
7/20/2023 PFG Advisors7,651$641K0.0%-3.9%0.464%
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%
5/16/2023 BOS Asset Management LLC19,479$1.61M1.3%-15.9%1.181%
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This isn't just another investment. It might be the last retirement stock you'll ever need. But this window of opportunity is closing fast.

5/11/2023Connectus Wealth LLC88,196$7.32M0.2%+2.4%5.345%
5/11/2023 Robertson Stephens Wealth Management LLC50,358$4.17M0.3%N/A3.052%
5/10/2023 LPL Financial LLC62,264$5.15M0.0%+3.8%3.774%
4/21/2023 PFG 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%
3/6/2023 OLD Mission Capital LLC985$81K0.0%N/A0.062%
2/15/2023 BOS Asset Management LLC23,153$1.90M1.7%N/A1.447%
(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, 57 institutional investors and hedge funds held shares of iShares Interest Rate Hedged High Yield Bond ETF. The most heavily invested institutionals were MinichMacGregor Wealth Management LLC ($13.42M), Connectus Wealth LLC ($7.32M), Sound Income Strategies LLC ($5.80M), Advisor Group Holdings Inc. ($5.28M), KFG Wealth Management LLC ($5.22M), Dfpg Investments LLC ($5.17M), and Foundations Investment Advisors LLC ($4.64M).Learn more on HYGH's institutional investors.

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

Of the 51 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: Diversify Advisory Services LLC ($77.37K), MinichMacGregor Wealth Management LLC ($76.79K), Sound Income Strategies LLC ($67.23K), KFG Wealth Management LLC ($62.19K), Dfpg Investments LLC ($57.47K), Foundations Investment Advisors LLC ($53.79K), and Robertson Stephens Wealth Management LLC ($52.58K).

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

Institutional investors have bought a total of 871,476 shares in the last 24 months. This purchase volume represents approximately $73.52M 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: Townsquare Capital LLC ($75.08K), Diversify Advisory Services LLC ($74.89K), LPL Financial LLC ($27.49K), BOS Asset Management LLC ($17.66K), MinichMacGregor Wealth Management LLC ($13.74K), Flow Traders U.S. LLC ($4.44K), and Connectus Wealth LLC ($4.12K).

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

Institutional investors have sold a total of 231,402 shares in the last 24 months. This volume of shares sold represents approximately $19.63M in transactions.



This page (NYSEARCA:HYGH) was last updated on 12/22/2024 by MarketBeat.com Staff
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