iShares Int Rate Hedg HY ETFHYGHETF
13F holders, Q4 2024 (December 31)83holders +15
17new positions
7sold out
1famous investor
$86.37avg. 13F price*
At the end of Q4 2024, 83 institutions reported holding iShares Int Rate Hedg HY ETF (HYGH) in their 13F filings, up 15 from Q3 2024. 17 opened new positions and 7 sold out. The largest holders were MinichMacGregor Wealth Management, LLC ($14.2M), Kovack Advisors, Inc. ($10.9M) and LPL Financial LLC ($10.2M). 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
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 17 | $27.5M |
| Exits | 7 | $5.2M |
All 13F filers, Q3 2024 → Q4 2024: 530,721 shares bought and 151,450 shares sold, net +379,271 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 83 holders
| MinichMacGregor Wealth Management, LLC | 2.95% | Add +5.6% | 164,434 | $14.2M |
| Kovack Advisors, Inc. | 1.07% | New | 126,284 | $10.9M |
| LPL Financial LLC | 0.00% | Add +15.8% | 118,549 | $10.2M |
| Matauro, LLC | 1.90% | — | 101,712 | $8.8M |
| Rooted Wealth Advisors, Inc. | 3.17% | New | 93,405 | $8.1M |
| Atria Wealth Solutions, Inc. | 0.09% | Add +70.5% | 92,818 | $8.0M |
| UBS Group AG | 0.00% | Add +7.5% | 91,001 | $7.9M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Add +92.6% | 89,660 | $7.7M |
| Sound Income Strategies, LLC | 0.37% | Add +4.1% | 69,960 | $6.0M |
| Foundations Investment Advisors, LLC | 0.11% | Add +24.7% | 67,051 | $5.8M |
| Raymond James Financial Inc. | 0.00% | — | 49,504 | $4.3M |
| New Wave Wealth Advisors LLC | 1.67% | Reduce -4.4% | 47,077 | $4.1M |
| Bank of America Corp. | 0.00% | Add +60.8% | 45,077 | $3.9M |
| Envestnet Asset Management Inc. | 0.00% | Add +37.1% | 43,516 | $3.8M |
| Dark Forest Capital Management LP | 0.40% | Reduce -35.1% | 31,333 | $2.7M |
| MML Investors Services, LLC | 0.01% | Add +33.8% | 31,263 | $2.7M |
| Osaic Holdings, Inc. | 0.01% | Reduce -3.7% | 28,604 | $2.5M |
| Focus Financial Network, Inc. | 0.09% | Add +7.5% | 26,035 | $2.2M |
| Clark Capital Management Group, Inc. | 0.02% | New | 25,129 | $2.2M |
| a16z Perennial Management, L.P. | 0.22% | No change | 21,915 | $1.9M |
| Ibex Wealth Advisors | 0.21% | New | 20,711 | $1.8M |
| Great Valley Advisor Group, Inc. | 0.04% | New | 18,253 | $1.6M |
| AXS Investments LLC | 0.42% | Reduce -4.9% | 17,515 | $1.5M |
| Sigma Planning Corp | 0.05% | New | 17,018 | $1.5M |
| Royal Bank of Canada | 0.00% | Add +27.4% | 14,076 | $1.2M |
| PFG Advisors | 0.07% | Add +109.0% | 13,529 | $1.2M |
| Capital Asset Advisory Services LLC | 0.06% | Add +17.2% | 13,312 | $1.2M |
| Axxcess Wealth Management, LLC | 0.03% | Add +17.2% | 13,312 | $1.1M |
| Strait & Sound Wealth Management LLC | 0.52% | Reduce -3.8% | 13,011 | $1.1M |
| Capital Advisory Group Advisory Services, LLC | 0.38% | Add +113.2% | 12,185 | $1.1M |
| Jane Street Group, LLC | 0.00% | Reduce -60.1% | 11,378 | $982K |
| Focus Partners Advisor Solutions, LLC | 0.02% | Add +2.0% | 10,899 | $941K |
| Summit Investment Advisors, Inc. | 0.83% | — | 10,652 | $928K |
| Trademark Financial Management, LLC | 0.68% | Add +319.6% | 9,936 | $858K |
| IFP Advisors, Inc | 0.02% | No change | 8,014 | $692K |
| Napa Wealth Management | 0.28% | Add +27.0% | 7,421 | $641K |
| Advisory Services Network, LLC | 0.01% | Reduce -29.5% | 7,178 | $620K |
| Eagle Strategies LLC | 0.10% | Add +7.8% | 6,783 | $586K |
| Commonwealth Equity Services, LLC | 0.00% | Add +42.5% | 6,597 | $570K |
| Centaurus Financial, Inc. | 0.03% | Add +90.1% | 6,081 | $525K |
| Avantax Advisory Services, Inc. | 0.00% | Add +17.7% | 6,002 | $518K |
| Equitable Holdings, Inc. | 0.00% | Reduce -85.1% | 5,349 | $462K |
| Nations Financial Group Inc, /Ia/ | 0.03% | Add +48.6% | 5,194 | $449K |
| Thrivent Financial for Lutherans | 0.00% | Reduce -78.6% | 4,995 | $431K |
| Regal Investment Advisors LLC | 0.03% | Add +18.5% | 4,863 | $420K |
| Cetera Investment Advisers | 0.00% | Add +37.1% | 4,516 | $390K |
| United Advisor Group, LLC | 0.08% | New | 4,502 | $389K |
| Truist Financial Corp. | 0.00% | Add +36.7% | 4,501 | $389K |
| Citadel Advisors | 0.00% | Reduce -4.2% | 4,086 | $353K |
| Westbourne Investments, Inc. | 0.21% | — | 4,076 | $352K |
| Mascagni Wealth Management, Inc. | 0.34% | — | 3,965 | $338K |
| Brookstone Capital Management | 0.00% | Add +55.0% | 3,869 | $334K |
| NewEdge Advisors, LLC | 0.00% | No change | 3,550 | $307K |
| Principal Securities, Inc. | 0.01% | Add +42.4% | 3,405 | $294K |
| Trustmark Bank Trust Department | 0.02% | Reduce -1.8% | 3,270 | $282K |
| Heck Capital Advisors, LLC | 0.03% | New | 3,155 | $272K |
| Smith, Moore & Co. | 0.02% | New | 2,777 | $240K |
| Advisory Alpha, LLC | 0.01% | Add +0.7% | 2,596 | $224K |
| Meridian Wealth Management, LLC | 0.01% | New | 2,536 | $219K |
| Compound Planning, Inc. | 0.01% | New | 2,355 | $203K |
| Glass Jacobson Investment Advisors llc | 0.06% | Add +258.6% | 2,019 | $174K |
| Synergy Asset Management, LLC | 0.01% | New | 1,410 | $122K |
| US Bancorp \de | 0.00% | No change | 1,125 | $97K |
| Anfield Capital Management, LLC | 0.03% | No change | 983 | $85K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -0.2% | 944 | $82K |
| Morgan Stanley | 0.00% | Reduce -0.1% | 829 | $72K |
| Bank of Montreal | 0.00% | Add +8.4% | 633 | $55K |
| Global Retirement Partners, LLC | 0.00% | Add +151.8% | 574 | $50K |
| Highline Wealth Partners LLC | 0.01% | Add +0.8% | 480 | $41K |
| AE Wealth Management LLC | 0.00% | New | 290 | $25K |
| Sunbelt Securities, Inc. | 0.00% | Reduce -18.4% | 239 | $21K |
| Princeton Global Asset Management LLC | 0.00% | No change | 225 | $19K |
| Harbour Investments, Inc. | 0.00% | No change | 182 | $16K |
| Trivant Custom Portfolio Group, LLC | 0.01% | New | 136 | $12K |
| Creative Financial Designs Inc. | 0.00% | Add +2.4% | 130 | $11K |
| FMR LLC | 0.00% | Add +17.8% | 126 | $11K |
| Ameriflex Group, Inc. | 0.00% | — | 100 | $9K |
| Ancora Advisors LLC | 0.00% | New | 85 | $7K |
| Capital Analysts, LLC | 0.00% | New | 54 | $5K |
| MAI Capital Management | 0.00% | New | 55 | $5K |
| Park Square Financial Group, LLC | 0.00% | — | 9 | $777 |
| Assetmark, Inc. | 0.00% | No change | 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.