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

iShares Interest Rate Hedged High Yield Bond ETF logo
$83.64 +0.25 (+0.30%)
As of 04/17/2025 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)
62
Total
Institutional Inflows
(last 12 months)
$110.79M
Number of
Institutional Sellers
(last 12 months)
16
Total
Institutional Outflows
(last 12 months)
$18.75M
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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
4/17/2025 Sound Income Strategies LLC68,560$5.84M0.3%-2.0%1.371%
4/16/2025 Matauro 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%
4/14/2025 Park Avenue Securities LLC8,204$699K0.0%N/A0.164%
4/10/2025 Apella Capital LLC36,025$2.99M0.1%N/A0.721%
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%
4/8/2025 Rooted Wealth Advisors Inc.90,867$7.22M3.0%-2.7%1.817%
4/7/2025 AdvisorNet 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%
2/14/2025Westbourne 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%
2/13/2025 Glass 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%
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2/3/2025Sigma Planning Corp17,018$1.47M0.0%N/A0.608%
2/3/2025 Matauro 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%
1/30/2025 Rooted 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%
1/23/2025 Ibex Wealth Advisors20,711$1.79M0.2%N/A0.740%
1/22/2025Foundations Investment Advisors LLC67,051$5.79M0.1%+24.7%2.395%
1/22/2025 Capital Asset Advisory Services LLC13,312$1.15M0.1%+17.2%0.475%
1/21/2025 Sound 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%
11/12/2024Centaurus Financial Inc.3,199$276K0.0%+7.1%0.114%
11/7/2024Napa Wealth Management5,844$504K0.2%N/A0.209%
11/7/2024Thrivent Financial for Lutherans23,293$2.01M0.0%N/A0.832%
11/5/2024Nations Financial Group Inc. IA ADV3,495$301K0.0%+19.5%0.125%
10/31/2024Trademark Financial Management LLC2,368$204K0.2%-54.6%0.085%
10/30/2024MinichMacGregor 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%
10/28/2024US Bancorp DE1,125$97K0.0%+4,066.7%0.040%
10/25/2024 Highline Wealth Partners LLC476$41K0.0%N/A0.017%
10/25/2024Diversify Advisory Services LLC2,482$214K0.0%-46.7%0.089%
10/23/2024Heritage Oak Wealth Advisors LLC49,251$4.25M2.0%N/A1.759%
10/21/2024Foundations 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%
10/8/2024Brookstone Capital Management2,497$215K0.0%N/A0.089%
9/23/2024Centaurus Financial Inc.2,987$254K0.0%N/A0.107%
8/27/2024New Wave Wealth Advisors LLC47,894$4.07M2.2%N/A1.711%
8/15/2024Dark 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%
8/10/2024Axxcess Wealth Management LLC11,366$966K0.0%+2.8%0.406%
8/8/2024Envestnet Asset Management Inc.44,289$3.77M0.0%+42.9%1.582%
8/8/2024Eagle Strategies LLC6,293$535K0.1%N/A0.225%
8/2/2024Foundations Investment Advisors LLC46,791$3.98M0.1%N/A1.671%
7/31/2024Anfield Capital Management LLC737$63K0.0%N/A0.026%
7/31/2024Trademark Financial Management LLC5,218$444K0.4%+28.7%0.186%
7/29/2024Nations Financial Group Inc. IA ADV2,924$249K0.0%N/A0.104%
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7/27/2024Strategic Blueprint LLC2,880$245K0.0%+17.0%0.103%
7/25/2024MinichMacGregor Wealth Management LLC147,730$12.56M3.0%+83.4%5.276%
7/22/2024Atria 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%
7/16/2024Great 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%
7/12/2024Diversify Advisory Services LLC4,659$396K0.0%-94.0%0.166%
5/14/2024Axxcess Wealth Management LLC11,053$948K0.0%-3.9%0.395%
(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, 81 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 ($14.20M), Kovack Advisors Inc. ($10.91M), LPL Financial LLC ($10.24M), Matauro LLC ($9.99M), Atria Wealth Solutions Inc. ($8.02M), Connectus Wealth LLC ($7.32M), and Rooted Wealth Advisors Inc. ($7.22M).Learn more on HYGH's institutional investors.

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

Of the 75 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: Kovack Advisors Inc. ($126.28K), Matauro LLC ($117.24K), Raymond James Financial Inc. ($99.01K), Rooted Wealth Advisors Inc. ($93.41K), MinichMacGregor Wealth Management LLC ($85.57K), Diversify Advisory Services LLC ($77.37K), and Foundations Investment Advisors LLC ($67.05K).

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

Institutional investors have bought a total of 1,473,681 shares in the last 24 months. This purchase volume represents approximately $126.21M in transactions.

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

Of the 24 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), Thrivent Financial for Lutherans ($18.30K), BOS Asset Management LLC ($17.66K), Jane Street Group LLC ($17.11K), Dark Forest Capital Management LP ($16.99K), and MinichMacGregor Wealth Management LLC ($12.66K).

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

Institutional investors have sold a total of 267,118 shares in the last 24 months. This volume of shares sold represents approximately $22.83M in transactions.



This page (NYSEARCA:HYGH) was last updated on 4/18/2025 by MarketBeat.com Staff
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