iShares Int Rate Hedg HY ETFHYGHETF

13F holders, Q1 2024 (March 31)
56holders
$85.68avg. 13F price*

At the end of Q1 2024, 56 institutions reported holding iShares Int Rate Hedg HY ETF (HYGH) in their 13F filings. The largest holders were MinichMacGregor Wealth Management, LLC ($6.9M), Townsquare Capital LLC ($6.7M) and Diversify Advisory Services, LLC ($6.6M).

Company
iShares Int Rate Hedg HY ETF
CUSIP
46431W606
Latest filing quarter
Q2 2026

History

Number of 13F holders

050100150 Q1 2024: 56Q1 2024Q2 2024: 67Q2 2024Q3 2024: 68Q3 2024Q4 2024: 83Q4 2024Q1 2025: 89Q1 2025Q2 2025: 96Q2 2025Q3 2025: 106Q3 2025Q4 2025: 97Q4 2025Q1 2026: 101Q1 2026Q2 2026: 104Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions14$9.5M
Exits5$8.4M

Ownership 56 holders

MinichMacGregor Wealth Management, LLC 1.76% Add +1.2% 80,557 $6.9M
Townsquare Capital LLC 0.10% Add +25.0% 78,690 $6.7M
Diversify Advisory Services, LLC 0.39% — 77,368 $6.6M
Bank of America Corp. 0.00% Add +15.2% 76,742 $6.6M
LPL Financial LLC 0.00% Add +35.2% 62,376 $5.3M
Sound Income Strategies, LLC 0.39% Add +9.7% 60,607 $5.2M
KFG Wealth Management, LLC 2.03% Reduce -0.9% 57,504 $4.9M
Cambridge Investment Research Advisors, Inc. 0.02% Add +11.3% 51,345 $4.4M
Empowered Funds, LLC 0.07% No change 44,700 $3.8M
UBS Group AG 0.00% Add +563.7% 41,271 $3.5M
Atria Wealth Solutions, Inc. 0.03% Add +1292.3% 35,823 $3.1M
Clark Capital Management Group, Inc. 0.02% New 32,219 $2.8M
Envestnet Asset Management Inc. 0.00% Add +173.6% 31,002 $2.7M
Osaic Holdings, Inc. 0.01% Add +3.6% 30,580 $2.6M
Focus Financial Network, Inc. 0.10% — 23,359 $2.0M
Great Valley Advisor Group, Inc. 0.06% New 22,365 $1.9M
Deutsche Bank AG 0.00% No change 20,885 $1.8M
Sharkey, Howes & Javer 0.24% No change 17,004 $1.5M
Susquehanna International Group, LLP 0.00% New 13,681 $1.2M
Equitable Holdings, Inc. 0.01% New 12,278 $1.1M
Axxcess Wealth Management, LLC 0.03% Reduce -3.9% 11,053 $948K
Capital Asset Advisory Services LLC 0.05% Reduce -5.6% 10,859 $922K
Focus Partners Advisor Solutions, LLC 0.03% Add +11.7% 10,489 $899K
IFP Advisors, Inc 0.03% No change 8,014 $687K
MML Investors Services, LLC 0.00% Add +15.6% 7,220 $619K
Almanack Investment Partners, LLC. 0.10% New 7,064 $606K
Cetera Investment Advisers 0.00% New 6,801 $583K
PFG Advisors 0.04% Reduce -2.8% 6,756 $579K
Vista Investment Management 0.17% Reduce -6.3% 4,780 $410K
Regal Investment Advisors LLC 0.03% New 4,282 $367K
Trademark Financial Management, LLC 0.29% Add +3.3% 4,054 $348K
BOS Asset Management, LLC 0.17% Reduce -38.3% 3,698 $317K
NewEdge Advisors, LLC 0.00% Reduce -26.8% 3,550 $304K
Principal Securities, Inc. 0.01% New 3,335 $286K
Independent Financial Group, LLC 0.01% Reduce -5.8% 3,253 $279K
Rathbones Group PLC 0.00% No change 2,994 $257K
Advisory Alpha, LLC 0.01% Reduce -2.7% 2,510 $215K
Strategic Blueprint, LLC 0.01% New 2,462 $211K
Prudential Financial Inc. 0.00% New 2,452 $210K
CreativeOne Wealth, LLC 0.01% New 2,336 $200K
Royal Bank of Canada 0.00% Reduce -5.6% 1,272 $109K
CIBC Private Wealth Group LLC 0.00% New 942 $81K
Highline Wealth Partners LLC 0.03% Reduce -23.6% 827 $71K
Morgan Stanley 0.00% No change 688 $59K
Lanark Financial, Inc. 0.00% No change 275 $23K
Global Retirement Partners, LLC 0.00% Add +4.4% 238 $20K
Princeton Global Asset Management LLC 0.00% No change 225 $19K
Harbour Investments, Inc. 0.00% No change 182 $16K
Creative Financial Designs Inc. 0.00% Add +1.7% 122 $10K
FMR LLC 0.00% Reduce -29.6% 107 $9K
Sunbelt Securities, Inc. 0.00% Add +1.9% 106 $9K
Glass Jacobson Investment Advisors llc 0.00% New 50 $4K
Aptus Capital Advisors, LLC 0.00% New 34 $3K
Assetmark, Inc. 0.00% Add +42.9% 10 $857
Wells Fargo & Company 0.00% Reduce -99.8% 1 $58
Cwm, LLC 0.00% No change 1 $0

"% of holder's portfolio" is HYGH's weight in each manager's 13F, not the share of iShares Int Rate Hedg HY ETF the manager owns.