iShares Interest Rate Hedged High Yield Bond is an exchange-traded fund on ARCA. As of Q3 2025, 106 institutional investors hold shares in this ETF, with total holdings valued at $171.5M. LPL Financial LLC is the largest holder with a position valued at $22.3M.
Overview of institutional ownership in HYGH as of Q3 2025
Institutions with the largest positions in HYGH as of Q3 2025
| Institution | Position Value |
|---|---|
L LPL Financial LLC Institution | $22.3M 0.01% of portfolio |
MinichMacGregor Wealth Management, LLC RIA/Wealth | $10.6M 2.07% of portfolio |
M MATAURO, LLC RIA/Wealth | $10.5M 1.67% of portfolio |
UBS Group AG Institution | $8.6M 0.00% of portfolio |
Rooted Wealth Advisors, Inc. RIA/Wealth | $8.4M 2.56% of portfolio |
Kovack Advisors, Inc. RIA/Wealth | $8.1M 0.76% of portfolio |
Capital Asset Advisory Services LLC RIA/Wealth | $6.2M 0.27% of portfolio |
AXXCESS WEALTH MANAGEMENT, LLC RIA/Wealth | $6.2M 0.13% of portfolio |
Sound Income Strategies, LLC RIA/Wealth | $6.1M 0.34% of portfolio |
Foundations Investment Advisors, LLC RIA/Wealth | $5.5M 0.08% of portfolio |
Institutional buying and selling activity for HYGH in Q3 2025
| Institution | Net Bought |
|---|---|
L LPL Financial LLC Institution | +$5.8M +66.9K shares |
A AdvisorNet Financial, Inc Institution | +$1.2M +13.9K shares |
UBS Group AG Institution | +$974.9K +11.2K shares |
THRIVENT FINANCIAL FOR LUTHERANS Insurance Manager | +$921.6K +10.6K shares |
Rockefeller Capital Management L.P. Long Only Manager | +$891.8K +10.3K shares |
Inspire Advisors, LLC RIA/Wealth | +$819.6K +9.4K shares |
Cetera Investment Advisers RIA/Wealth | +$801.3K +9.2K shares |
SMITHBRIDGE ASSET MANAGEMENT INC/DE RIA/Wealth | +$689.9K +7.9K shares |
M MATAURO, LLC RIA/Wealth | +$683.6K +7.9K shares |
ENVESTNET ASSET MANAGEMENT INC Long Only Manager | +$627.2K +7.2K shares |
| Institution | Net Sold |
|---|---|
NEW WAVE WEALTH ADVISORS LLC RIA/Wealth | −$2.7M −31.0K shares |
MinichMacGregor Wealth Management, LLC RIA/Wealth | −$1.8M −21.0K shares |
Summit Investment Advisory Services, LLC RIA/Wealth | −$1.2M −14.2K shares |
GREAT VALLEY ADVISOR GROUP, INC. RIA/Wealth | −$674.5K −7.8K shares |
E ELEQUIN CAPITAL LP Hedge Fund•Multi-Strategy | −$635.8K −7.3K shares |
−$560.8K −6.5K shares | |
AXS Investments LLC Institution | −$559.1K −6.4K shares |
JPMORGAN CHASE & CO Institution | −$424.0K −4.9K shares |
F FLOW TRADERS U.S. LLC Institution | −$392.2K −4.5K shares |
Quartz Partners, LLC RIA/Wealth | −$255.8K −3.0K shares |
Institutions that initiated new positions or completely exited HYGH in Q3 2025
| Institution | Position Value |
|---|---|
SMITHBRIDGE ASSET MANAGEMENT INC/DE RIA/Wealth | $689.9K 7.9K shares |
L Leo Wealth, LLC Institution | $333.6K 3.8K shares |
Capital Square, LLC RIA/Wealth | $225.4K 2.6K shares |
CHILTON CAPITAL MANAGEMENT LLC RIA/Wealth | $112.0K 1.3K shares |
Farther Finance Advisors, LLC RIA/Wealth | $33.6K 386.0 shares |
B Bangor Savings Bank Institution | $17.3K 199.0 shares |
A Abich Financial Wealth Management LLC RIA/Wealth | $13.5K 155.0 shares |
Guerra Advisors Inc RIA/Wealth | $9.1K 105.0 shares |
Reyes Financial Architecture, Inc. RIA/Wealth | $2.6K 30.0 shares |
$2.4K 28.0 shares |
| Institution | Previous Position |
|---|---|
Summit Investment Advisory Services, LLC RIA/Wealth | $1.2M 14.2K shares |
GREAT VALLEY ADVISOR GROUP, INC. RIA/Wealth | $674.5K 7.8K shares |
JPMORGAN CHASE & CO Institution | $424.0K 4.9K shares |
F FLOW TRADERS U.S. LLC Institution | $392.2K 4.5K shares |
Quartz Partners, LLC RIA/Wealth | $255.8K 3.0K shares |
Meridian Wealth Management, LLC RIA/Wealth | $248.2K 2.9K shares |
Ameritas Advisory Services, LLC RIA/Wealth | $53.3K 616.0 shares |
Parallel Advisors, LLC RIA/Wealth | $3.5K 41.0 shares |
BANK OF MONTREAL /CAN/ Institution | $346.0 4.0 shares |
Institutions with the largest Call and Put options positions in HYGH as of Q3 2025
| Institution | Position Value |
|---|---|
| No call positions found | |
| Institution | Position Value |
|---|---|
| No put positions found | |
Institutions with HYGH as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
Rooted Wealth Advisors, Inc. RIA/Wealth | 2.56% $8.4M |
MinichMacGregor Wealth Management, LLC RIA/Wealth | 2.07% $10.6M |
M MATAURO, LLC RIA/Wealth | 1.67% $10.5M |
B Blue Capital, Inc. RIA/Wealth | 1.34% $1.8M |
Kovack Advisors, Inc. RIA/Wealth | 0.76% $8.1M |
AXS Investments LLC Institution | 0.69% $1.6M |
NEW WAVE WEALTH ADVISORS LLC RIA/Wealth | 0.57% $1.5M |
Inspire Advisors, LLC RIA/Wealth | 0.50% $5.2M |
Strait & Sound Wealth Management LLC RIA/Wealth | 0.47% $1.2M |
Sound Income Strategies, LLC RIA/Wealth | 0.34% $6.1M |
Discover hedge funds investing in HYGH
| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
Auto - Manufacturers Consumer Cyclical | $204.2M | 23.62% | |
Software - Infrastructure Technology | $77.7M | 8.98% | |
Semiconductors Technology | $56.6M | 6.54% |
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