iShares Int Rate Hedg HY ETFHYGHETF

13F holders, Q3 2024 (September 30)
68holders +1
12new positions
11sold out
1famous investor
$86.23avg. 13F price*

At the end of Q3 2024, 68 institutions reported holding iShares Int Rate Hedg HY ETF (HYGH) in their 13F filings, up 1 from Q2 2024. 12 opened new positions and 11 sold out. The largest holders were MinichMacGregor Wealth Management, LLC ($13.4M), LPL Financial LLC ($8.8M) and UBS Group AG ($7.3M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).

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 Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions12$8.5M
Exits11$15.0M

All 13F filers, Q2 2024 → Q3 2024: 237,496 shares bought and 355,270 shares sold, net −117,774 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 68 holders

MinichMacGregor Wealth Management, LLC 2.88% Add +5.4% 155,653 $13.4M
LPL Financial LLC 0.00% Add +22.5% 102,390 $8.8M
UBS Group AG 0.00% Add +8.0% 84,625 $7.3M
Sound Income Strategies, LLC 0.37% Add +5.0% 67,233 $5.8M
Atria Wealth Solutions, Inc. 0.05% Add +8.7% 54,437 $4.7M
Foundations Investment Advisors, LLC 0.10% Add +14.9% 53,785 $4.6M
Raymond James Financial Services Advisors, Inc. 0.01% Add +90.1% 51,526 $4.4M
New Wave Wealth Advisors LLC 1.96% Add +2.8% 49,251 $4.2M
Heritage Oak Wealth Advisors LLC 1.96% New 49,251 $4.2M
Dark Forest Capital Management LP 0.53% Add +4.4% 48,319 $4.2M
Cambridge Investment Research Advisors, Inc. 0.01% Add +3.4% 46,547 $4.0M
Equitable Holdings, Inc. 0.03% Add +19.7% 35,946 $3.1M
Envestnet Asset Management Inc. 0.00% Reduce -28.3% 31,744 $2.7M
Osaic Holdings, Inc. 0.01% Add +9.0% 29,702 $2.6M
Jane Street Group, LLC 0.00% Add +345.0% 28,487 $2.5M
Bank of America Corp. 0.00% Reduce -73.1% 28,040 $2.4M
Focus Financial Network, Inc. 0.09% Add +1.6% 24,230 $2.1M
MML Investors Services, LLC 0.01% Add +22.7% 23,359 $2.0M
Thrivent Financial for Lutherans 0.00% New 23,293 $2.0M
a16z Perennial Management, L.P. 0.23% Add +15.7% 21,915 $1.9M
AXS Investments LLC 0.43% Reduce -20.2% 18,414 $1.6M
Strait & Sound Wealth Management LLC 0.57% Add +195.0% 13,527 $1.2M
Axxcess Wealth Management, LLC 0.02% Reduce -0.1% 11,356 $979K
Capital Asset Advisory Services LLC 0.05% Reduce -0.1% 11,356 $976K
Royal Bank of Canada 0.00% Add +306.9% 11,044 $953K
Focus Partners Advisor Solutions, LLC 0.02% Reduce -1.6% 10,681 $921K
Advisory Services Network, LLC 0.02% No change 10,187 $866K
IFP Advisors, Inc 0.02% No change 8,014 $691K
PFG Advisors 0.04% Add +1.1% 6,472 $558K
Eagle Strategies LLC 0.10% No change 6,293 $543K
Napa Wealth Management 0.24% New 5,844 $504K
Capital Advisory Group Advisory Services, LLC 0.20% Add +118.8% 5,716 $493K
Avantax Advisory Services, Inc. 0.00% New 5,099 $440K
Almanack Investment Partners, LLC. 0.07% Add +13.8% 4,860 $419K
Commonwealth Equity Services, LLC 0.00% New 4,630 $399K
Citadel Advisors 0.00% New 4,264 $368K
Regal Investment Advisors LLC 0.02% Reduce -3.3% 4,105 $354K
Townsquare Capital LLC 0.00% Reduce -95.3% 3,727 $321K
NewEdge Advisors, LLC 0.00% No change 3,550 $306K
Nations Financial Group Inc, /Ia/ 0.02% Add +19.5% 3,495 $301K
Trustmark Bank Trust Department 0.02% No change 3,331 $287K
Truist Financial Corp. 0.00% New 3,293 $284K
Cetera Investment Advisers 0.00% Reduce -53.4% 3,293 $284K
Centaurus Financial, Inc. 0.02% Add +7.1% 3,199 $276K
Advisory Alpha, LLC 0.01% Add +1.9% 2,577 $222K
Brookstone Capital Management 0.00% New 2,497 $215K
Diversify Advisory Services, LLC 0.01% Reduce -46.7% 2,482 $214K
Principal Securities, Inc. 0.01% Reduce -37.7% 2,391 $206K
Trademark Financial Management, LLC 0.16% Reduce -54.6% 2,368 $204K
US Bancorp \de 0.00% Add +4066.7% 1,125 $97K
Anfield Capital Management, LLC 0.03% Add +33.4% 983 $85K
CIBC Private Wealth Group LLC 0.00% Add +0.5% 946 $82K
Morgan Stanley 0.00% Add +21.0% 830 $72K
Bank of Montreal 0.00% New 584 $50K
Glass Jacobson Investment Advisors llc 0.02% Add +8.1% 563 $49K
Highline Wealth Partners LLC 0.01% Add +0.6% 476 $41K
Sunbelt Securities, Inc. 0.00% Add +171.3% 293 $25K
Lanark Financial, Inc. 0.00% Add +2.2% 282 $24K
Global Retirement Partners, LLC 0.00% Reduce -4.2% 228 $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 +2.4% 127 $11K
FMR LLC 0.00% Reduce -1.8% 107 $9K
Fortitude Family Office, LLC 0.00% New 88 $8K
Aptus Capital Advisors, LLC 0.00% New 34 $3K
Northwestern Mutual Wealth Management Co. 0.00% New 26 $2K
Assetmark, Inc. 0.00% Reduce -22.2% 7 $604
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.