Who Owns HYGH?
iShares Interest Rate Hedged High Yield Bond ETF — Institutional Ownership & 13F Holdings
$86.61
+0.07 (+0.08%)
Market Cap
$491.6M
Shares Outstanding
5,246,523
Institutional Holders
87
Total Inst. Value
$116.9M
% of Float Held
—
QoQ Holder Change
+42
Institutional data as of Q1 2025
New Positions
19
Closed Positions
8
Increased
41
Decreased
14
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | MinichMacGregor Wealth Management, LLCNew | $13.6M | 159,514 |
| 2 | Kovack Advisors, Inc. | $10.7M | 125,979 |
| 3 | MATAURO, LLC | $10.0M | 117,244 |
| 4 | UBS Group AG | $7.3M | 85,754 |
| 5 | Rooted Wealth Advisors, Inc.New | $7.2M | 90,867 |
| 6 | Sound Income Strategies, LLC | $5.8M | 68,560 |
| 7 | RAYMOND JAMES FINANCIAL INC | $4.5M | 52,509 |
| 8 | NEW WAVE WEALTH ADVISORS LLCNew | $4.2M | 48,868 |
| 9 | BANK OF AMERICA CORP /DE/ | $4.1M | 48,068 |
| 10 | JANE STREET GROUP, LLC | $3.8M | 44,532 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| MinichMacGregor Wealth Management, LLCNew | +160K | $13.6M |
| MATAURO, LLC | +16K | $10.0M |
| Rooted Wealth Advisors, Inc.New | +91K | $7.2M |
| RAYMOND JAMES FINANCIAL INC | +3K | $4.5M |
| NEW WAVE WEALTH ADVISORS LLCNew | +49K | $4.2M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| Cambridge Investment Research Advisors, Inc. | -48K | $3.5M |
| UBS Group AG | -5K | $7.3M |
| GREAT VALLEY ADVISOR GROUP, INC. | -5K | $1.1M |
| Advisory Services Network, LLC | -5K | $218K |
| OSAIC HOLDINGS, INC. | -2K | $2.2M |
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Frequently Asked Questions
How many institutional investors hold HYGH?
As of Q1 2025, 87 institutional investors report holding HYGH (iShares Interest Rate Hedged High Yield Bond ETF) in their 13F filings.
Which hedge fund owns the most HYGH?
The largest institutional holder of HYGH is MinichMacGregor Wealth Management, LLC with $13.6M in shares.
Are institutions buying or selling HYGH?
This quarter, 19 institutions opened new positions in HYGH and 8 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.