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

iShares Interest Rate Hedged High Yield Bond ETF logo
$86.19 +0.02 (+0.02%)
As of 07/11/2025 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)
$128.71M
Number of
Institutional Sellers
(last 12 months)
17
Total
Institutional Outflows
(last 12 months)
$20.84M
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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
7/10/2025 Focus Financial Network Inc.27,782$2.40M0.1%+2.0%0.561%
7/8/2025 Apella Capital LLC21,410$1.85M0.1%-40.6%0.433%
7/7/2025 Capital Asset Advisory Services LLC72,978$6.32M0.3%+428.0%1.474%
7/2/2025 HBW Advisory Services LLC8,083$699K0.1%+114.5%0.163%
5/20/2025Integrity Alliance LLC.24,101$2.05M0.1%N/A0.518%
5/19/2025Jane Street Group LLC44,532$3.79M0.0%+291.4%0.958%
5/19/2025Advisory Alpha LLC2,413$206K0.0%-7.0%0.052%
5/16/2025Strait & Sound Wealth Management LLC12,291$1.05M0.5%-5.5%0.264%
5/16/2025Clark Capital Management Group Inc.25,653$2.19M0.0%+2.1%0.552%
5/15/2025Focus Partners Advisor Solutions LLC11,916$1.02M0.0%+9.3%0.256%
5/15/2025Royal Bank of Canada15,785$1.34M0.0%+12.1%0.339%
5/14/2025Napa Wealth Management6,844$583K0.3%-7.8%0.147%
5/14/2025Compound Planning Inc.2,479$211K0.0%+5.3%0.053%
5/13/2025Raymond James Financial Inc.52,509$4.47M0.0%+6.1%1.129%
5/13/2025Nations Financial Group Inc. IA ADV7,308$623K0.0%+40.7%0.157%
5/13/2025Heck Capital Advisors LLC8,458$721K0.1%N/A0.182%
5/13/2025Anfield Capital Management LLC1,366$116K0.0%+39.0%0.029%
5/9/2025Atria Wealth Solutions Inc.98,293$8.38M0.1%+5.9%2.114%
5/8/2025Harbour Investments Inc.377$32K0.0%+107.1%0.008%
5/7/2025Foundations Investment Advisors LLC68,328$5.82M0.1%+1.9%1.469%
5/7/2025LPL Financial LLC212,599$18.11M0.0%+79.3%4.572%
5/6/2025Cetera Investment Advisers4,986$425K0.0%+10.4%0.107%
5/6/2025Avantax Advisory Services Inc.13,649$1.16M0.0%+127.4%0.294%
5/6/2025Kovack Advisors Inc.125,979$10.73M1.1%-0.2%2.709%
5/6/2025PFG Advisors14,060$1.20M0.1%+3.9%0.302%
5/5/2025IFP Advisors Inc8,527$727K0.0%+6.4%0.183%
4/30/2025Axxcess Wealth Management LLC13,816$1.18M0.0%+3.8%0.297%
4/29/2025Envestnet Asset Management Inc.58,023$4.94M0.0%+33.3%1.248%
4/25/2025New Wave Wealth Advisors LLC48,868$4.16M1.9%+3.8%0.977%
4/25/2025Trademark Financial Management LLC3,548$302K0.2%-64.3%0.071%
4/23/2025Sheets Smith Wealth Management11,673$995K0.1%N/A0.233%
4/22/2025TrueMark Investments LLC16,036$1.37M0.4%N/A0.321%
4/22/2025MinichMacGregor Wealth Management LLC159,514$13.59M3.0%-3.0%3.190%
4/21/2025ORG Partners LLC3,200$273K0.1%N/A0.064%
4/21/2025United Advisor Group LLC7,193$613K0.1%+59.8%0.144%
4/17/2025Sound Income Strategies LLC68,560$5.84M0.3%-2.0%1.371%
4/16/2025Matauro 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%
4/14/2025Park Avenue Securities LLC8,204$699K0.0%N/A0.164%
4/10/2025 Apella Capital LLC36,025$2.99M0.1%N/A0.721%
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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%
4/8/2025Rooted Wealth Advisors Inc.90,867$7.22M3.0%-2.7%1.817%
4/7/2025AdvisorNet Financial Inc28,674$2.44M0.2%N/A0.562%
3/12/2025Centaurus Financial Inc.6,081$525K0.0%+90.1%0.116%
2/24/2025Great Valley Advisor Group Inc.18,253$1.58M0.0%N/A0.652%
2/24/2025United Advisor Group LLC4,502$389K0.1%N/A0.161%
2/18/2025Strait & Sound Wealth Management LLC13,011$1.12M0.5%-3.8%0.465%
2/18/2025Focus Partners Advisor Solutions LLC10,899$941K0.0%+2.0%0.389%
2/17/2025Napa Wealth Management7,421$641K0.3%+27.0%0.265%
2/17/2025Clark Capital Management Group Inc.25,129$2.17M0.0%N/A0.897%
2/17/2025Cetera Investment Advisers4,516$390K0.0%+37.1%0.161%
2/17/2025Citadel Advisors LLC4,086$353K0.0%-4.2%0.146%
2/17/2025Bank of America Corp DE45,077$3.89M0.0%+60.8%1.610%
2/14/2025Eagle Strategies LLC6,783$586K0.1%+7.8%0.242%
2/14/2025Jane Street Group LLC11,378$982K0.0%-60.1%0.406%
2/14/2025 Westbourne Investments Inc.4,076$352K0.2%N/A0.146%
2/14/2025Dark Forest Capital Management LP31,333$2.71M0.4%-35.2%1.119%
2/14/2025MML Investors Services LLC31,263$2.70M0.0%+33.8%1.117%
2/13/2025Regal Investment Advisors LLC4,863$420K0.0%+18.5%0.174%
2/13/2025Glass Jacobson Investment Advisors llc2,019$174K0.1%+258.6%0.072%
2/13/2025Raymond James Financial Inc.49,504$4.28M0.0%N/A1.768%
2/13/2025Advisory Services Network LLC7,178$620K0.0%-29.5%0.256%
2/13/2025Envestnet Asset Management Inc.43,516$3.76M0.0%+37.1%1.554%
2/13/2025Smith Moore & CO.2,777$240K0.0%N/A0.099%
2/11/2025LPL Financial LLC118,549$10.24M0.0%+15.8%4.234%
2/10/2025Thrivent Financial for Lutherans4,995$431K0.0%-78.6%0.178%
2/10/2025Axxcess Wealth Management LLC13,312$1.15M0.0%+17.2%0.475%
2/10/2025Commonwealth Equity Services LLC6,597$570K0.0%+42.5%0.236%
2/10/2025Avantax Advisory Services Inc.6,002$518K0.0%+17.7%0.214%
2/7/2025PFG Advisors13,529$1.17M0.1%+109.0%0.483%
2/6/2025Raymond James Financial Inc.49,504$4.28M0.0%N/A1.768%
2/6/2025a16z Perennial Management L.P.21,915$1.89M0.2%N/A0.783%
2/6/2025Meridian Wealth Management LLC2,536$219K0.0%N/A0.091%
2/5/2025Kovack Advisors Inc.126,284$10.91M1.1%N/A4.510%
2/3/2025Sigma Planning Corp17,018$1.47M0.0%N/A0.608%
2/3/2025Matauro 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%
1/31/2025Atria Wealth Solutions Inc.92,818$8.02M0.1%+70.5%3.315%
1/31/2025Truist Financial Corp4,501$389K0.0%+36.7%0.161%
1/30/2025Principal Securities Inc.3,405$294K0.0%+42.4%0.122%
1/30/2025Nations Financial Group Inc. IA ADV5,194$449K0.0%+48.6%0.186%
1/30/2025Trademark Financial Management LLC9,936$858K0.7%+319.6%0.355%
1/30/2025Rooted 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%
1/23/2025New Wave Wealth Advisors LLC47,077$4.07M1.7%-4.4%1.681%
1/23/2025Synergy Asset Management LLC1,410$122K0.0%N/A0.050%
1/23/2025Ibex Wealth Advisors20,711$1.79M0.2%N/A0.740%
1/22/2025Foundations Investment Advisors LLC67,051$5.79M0.1%+24.7%2.395%
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1/22/2025 Capital Asset Advisory Services LLC13,312$1.15M0.1%+17.2%0.475%
1/21/2025Sound Income Strategies LLC69,960$6.04M0.4%+4.1%2.499%
1/17/2025MinichMacGregor Wealth Management LLC164,434$14.20M2.9%+5.6%5.873%
1/17/2025Atomi Financial Group Inc.2,355$203K0.0%N/A0.084%
1/13/2025Brookstone Capital Management3,869$334K0.0%+54.9%0.138%
11/18/2024Sunbelt Securities Inc.293$25K0.0%+171.3%0.010%
11/18/2024Strait & Sound Wealth Management LLC13,527$1.17M0.6%+195.0%0.483%
11/15/2024MML Investors Services LLC23,359$2.01M0.0%+22.7%0.834%
11/15/2024Jane Street Group LLC28,487$2.46M0.0%+345.0%1.017%
11/13/2024Townsquare Capital LLC3,727$321K0.0%-95.3%0.133%
(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 Capital Asset Advisory Services LLC ($6.32M).Learn more on iShares Interest Rate Hedged High Yield Bond ETF's institutional investors.

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

Of the 82 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: 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 1,495,755 shares in the last 24 months. This purchase volume represents approximately $128.42M in transactions.

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

Of the 17 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: Townsquare Capital LLC ($75.08K), Thrivent Financial for Lutherans ($18.30K), Jane Street Group LLC ($17.11K), Dark Forest Capital Management LP ($16.99K), Apella Capital LLC ($14.62K), Trademark Financial Management LLC ($9.24K), and MinichMacGregor Wealth Management LLC ($4.92K).

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

Institutional investors have sold a total of 170,026 shares in the last 24 months. This volume of shares sold represents approximately $14.66M in transactions.



This page (NYSEARCA:HYGH) was last updated on 7/12/2025 by MarketBeat.com Staff
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