iShares Int Rate Hedg HY ETFHYGHETF

13F holders, Q2 2024 (June 30)
67holders +11
17new positions
6sold out
$85.01avg. 13F price*

At the end of Q2 2024, 67 institutions reported holding iShares Int Rate Hedg HY ETF (HYGH) in their 13F filings, up 11 from Q1 2024. 17 opened new positions and 6 sold out. The largest holders were MinichMacGregor Wealth Management, LLC ($12.6M), Bank of America Corp. ($8.9M) and LPL Financial LLC ($7.1M).

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 → Q2 2024

InstitutionsTotal Value
New Positions17$17.5M
Exits6$5.9M

All 13F filers, Q1 2024 → Q2 2024: 436,634 shares bought and 155,247 shares sold, net +281,387 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 67 holders

MinichMacGregor Wealth Management, LLC 3.07% Add +83.4% 147,730 $12.6M
Bank of America Corp. 0.00% Add +36.0% 104,404 $8.9M
LPL Financial LLC 0.00% Add +34.0% 83,589 $7.1M
Townsquare Capital LLC 0.09% Add +0.1% 78,810 $6.7M
UBS Group AG 0.00% Add +89.9% 78,389 $6.7M
Sound Income Strategies, LLC 0.38% Add +5.6% 64,007 $5.4M
KFG Wealth Management, LLC 2.07% Add +6.7% 61,367 $5.2M
Atria Wealth Solutions, Inc. 0.05% Add +39.8% 50,081 $4.3M
New Wave Wealth Advisors LLC 2.19% — 47,894 $4.1M
Foundations Investment Advisors, LLC 0.10% New 46,791 $4.0M
Dark Forest Capital Management LP 0.72% New 46,302 $3.9M
Cambridge Investment Research Advisors, Inc. 0.01% Reduce -12.3% 45,015 $3.8M
Envestnet Asset Management Inc. 0.00% Add +42.9% 44,289 $3.8M
Clark Capital Management Group, Inc. 0.02% Add +1.0% 32,529 $2.8M
Equitable Holdings, Inc. 0.03% Add +144.6% 30,035 $2.6M
Great Valley Advisor Group, Inc. 0.07% Add +28.4% 28,727 $2.4M
Osaic Holdings, Inc. 0.01% Reduce -10.9% 27,241 $2.3M
Raymond James Financial Services Advisors, Inc. 0.00% New 27,101 $2.3M
Focus Financial Network, Inc. 0.09% Add +2.1% 23,840 $2.0M
AXS Investments LLC 0.55% New 23,072 $2.0M
Deutsche Bank AG 0.00% Add +1.1% 21,108 $1.8M
MML Investors Services, LLC 0.01% Add +163.8% 19,044 $1.6M
a16z Perennial Management, L.P. 0.17% New 18,948 $1.6M
Sharkey, Howes & Javer 0.23% No change 17,004 $1.4M
Axxcess Wealth Management, LLC 0.03% Add +2.8% 11,366 $966K
Capital Asset Advisory Services LLC 0.05% Add +4.7% 11,366 $965K
Focus Partners Advisor Solutions, LLC 0.02% Add +3.5% 10,860 $923K
Advisory Services Network, LLC 0.02% New 10,187 $866K
IFP Advisors, Inc 0.03% No change 8,014 $681K
Cetera Investment Advisers 0.00% Add +3.9% 7,068 $601K
PFG Advisors 0.04% Reduce -5.2% 6,403 $544K
Jane Street Group, LLC 0.00% New 6,402 $544K
Eagle Strategies LLC 0.10% New 6,293 $535K
Trademark Financial Management, LLC 0.36% Add +28.7% 5,218 $444K
Diversify Advisory Services, LLC 0.02% Reduce -94.0% 4,659 $396K
Strait & Sound Wealth Management LLC 0.20% New 4,585 $390K
Almanack Investment Partners, LLC. 0.06% Reduce -39.5% 4,271 $363K
Regal Investment Advisors LLC 0.02% Reduce -0.8% 4,247 $361K
Principal Securities, Inc. 0.01% Add +15.1% 3,840 $326K
BOS Asset Management, LLC 0.15% No change 3,698 $314K
NewEdge Advisors, LLC 0.00% No change 3,550 $302K
Trustmark Bank Trust Department 0.02% New 3,331 $283K
StoneX Group Inc. 0.02% New 3,308 $281K
Centaurus Financial, Inc. 0.02% New 2,987 $254K
Prudential Financial Inc. 0.00% Add +19.7% 2,934 $249K
Nations Financial Group Inc, /Ia/ 0.02% New 2,924 $249K
Strategic Blueprint, LLC 0.02% Add +17.0% 2,880 $245K
Royal Bank of Canada 0.00% Add +113.4% 2,714 $231K
Capital Advisory Group Advisory Services, LLC 0.09% New 2,613 $222K
Advisory Alpha, LLC 0.01% Add +0.7% 2,528 $215K
Independent Financial Group, LLC 0.01% Reduce -24.7% 2,449 $208K
CIBC Private Wealth Group LLC 0.00% Reduce -0.1% 941 $80K
Anfield Capital Management, LLC 0.03% New 737 $63K
Morgan Stanley 0.00% Reduce -0.3% 686 $58K
Glass Jacobson Investment Advisors llc 0.02% Add +942.0% 521 $44K
Highline Wealth Partners LLC 0.02% Reduce -42.8% 473 $40K
Lanark Financial, Inc. 0.00% Add +0.4% 276 $23K
Global Retirement Partners, LLC 0.00% No change 238 $20K
Princeton Global Asset Management LLC 0.00% No change 225 $19K
Harbour Investments, Inc. 0.00% No change 182 $15K
Creative Financial Designs Inc. 0.00% Add +1.6% 124 $11K
FMR LLC 0.00% Add +1.9% 109 $9K
Sunbelt Securities, Inc. 0.00% Add +1.9% 108 $9K
US Bancorp \de 0.00% New 27 $2K
TD Waterhouse Canada Inc. 0.00% New 10 $853
Assetmark, Inc. 0.00% Reduce -10.0% 9 $765
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.