iShares Int Rate Hedg HY ETFHYGHETF

13F holders, Q1 2025 (March 31)
89holders +6
13new positions
8sold out
1famous investor
$84.88avg. 13F price*

At the end of Q1 2025, 89 institutions reported holding iShares Int Rate Hedg HY ETF (HYGH) in their 13F filings, up 6 from Q4 2024. 13 opened new positions and 8 sold out. The largest holders were LPL Financial LLC ($18.1M), MinichMacGregor Wealth Management, LLC ($13.6M) and Kovack Advisors, Inc. ($10.7M). 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 Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions13$12.3M
Exits8$6.4M

All 13F filers, Q4 2024 → Q1 2025: 379,624 shares bought and 157,486 shares sold, net +222,138 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 89 holders

LPL Financial LLC 0.01% Add +79.3% 212,599 $18.1M
MinichMacGregor Wealth Management, LLC 3.04% Reduce -3.0% 159,514 $13.6M
Kovack Advisors, Inc. 1.14% Reduce -0.2% 125,979 $10.7M
Matauro, LLC 2.03% Add +15.3% 117,244 $10.0M
Atria Wealth Solutions, Inc. 0.10% Add +5.9% 98,293 $8.4M
UBS Group AG 0.00% Reduce -5.8% 85,754 $7.3M
Rooted Wealth Advisors, Inc. 3.11% Reduce -2.7% 90,867 $7.2M
Sound Income Strategies, LLC 0.34% Reduce -2.0% 68,560 $5.8M
Foundations Investment Advisors, LLC 0.11% Add +1.9% 68,328 $5.8M
Envestnet Asset Management Inc. 0.00% Add +33.3% 58,023 $4.9M
Raymond James Financial Inc. 0.00% Add +6.1% 52,509 $4.5M
New Wave Wealth Advisors LLC 1.87% Add +3.8% 48,868 $4.2M
Bank of America Corp. 0.00% Add +6.6% 48,068 $4.1M
Jane Street Group, LLC 0.01% Add +291.4% 44,532 $3.8M
Cambridge Investment Research Advisors, Inc. 0.01% Reduce -54.0% 41,233 $3.5M
MML Investors Services, LLC 0.01% Add +31.4% 41,066 $3.5M
Apella Capital, LLC 0.10% New 36,025 $3.0M
Dark Forest Capital Management LP 0.12% Add +1.1% 31,664 $2.7M
AdvisorNet Financial, Inc 0.18% New 28,674 $2.4M
Focus Financial Network, Inc. 0.09% Add +4.6% 27,232 $2.3M
Osaic Holdings, Inc. 0.01% Reduce -8.3% 26,240 $2.2M
Clark Capital Management Group, Inc. 0.02% Add +2.1% 25,653 $2.2M
Integrity Alliance, Llc. 0.08% New 24,101 $2.1M
Ibex Wealth Advisors 0.23% Add +0.6% 20,829 $1.8M
TrueMark Investments, LLC 0.36% New 16,036 $1.4M
Royal Bank of Canada 0.00% Add +12.1% 15,785 $1.3M
PFG Advisors 0.07% Add +3.9% 14,060 $1.2M
Axxcess Wealth Management, LLC 0.03% Add +3.8% 13,816 $1.2M
Capital Asset Advisory Services LLC 0.06% Add +3.8% 13,822 $1.2M
Avantax Advisory Services, Inc. 0.01% Add +127.4% 13,649 $1.2M
Summit Investment Advisors, Inc. 1.03% Add +29.1% 13,752 $1.2M
Great Valley Advisor Group, Inc. 0.02% Reduce -28.0% 13,150 $1.1M
Strait & Sound Wealth Management LLC 0.49% Reduce -5.5% 12,291 $1.0M
Citadel Advisors 0.00% Add +195.1% 12,057 $1.0M
Focus Partners Advisor Solutions, LLC 0.02% Add +9.3% 11,916 $1.0M
Sheets Smith Wealth Management 0.12% New 11,673 $995K
Thrivent Financial for Lutherans 0.00% Add +109.7% 10,475 $892K
Equitable Holdings, Inc. 0.01% Add +70.3% 9,110 $776K
IFP Advisors, Inc 0.02% Add +6.4% 8,527 $727K
HRT Financial LP 0.00% New 8,470 $721K
Heck Capital Advisors, LLC 0.08% Add +168.1% 8,458 $721K
Park Avenue Securities LLC 0.01% New 8,204 $699K
Centaurus Financial, Inc. 0.04% Add +32.7% 8,069 $688K
Commonwealth Equity Services, LLC 0.00% Add +17.2% 7,731 $659K
Nations Financial Group Inc, /Ia/ 0.05% Add +40.7% 7,308 $623K
United Advisor Group, LLC 0.13% Add +59.8% 7,193 $613K
Napa Wealth Management 0.33% Reduce -7.8% 6,844 $583K
Eagle Strategies LLC 0.10% No change 6,783 $578K
Truist Financial Corp. 0.00% Add +32.3% 5,955 $507K
Cetera Investment Advisers 0.00% Add +10.4% 4,986 $425K
BlackRock, Inc. 0.00% New 4,953 $422K
Trustmark Bank Trust Department 0.03% Add +42.7% 4,665 $397K
Regal Investment Advisors LLC 0.03% Reduce -15.3% 4,121 $351K
Westbourne Investments, Inc. 0.21% No change 4,076 $347K
Brookstone Capital Management 0.00% Add +2.8% 3,976 $339K
Mascagni Wealth Management, Inc. 0.34% No change 3,965 $338K
HBW Advisory Services LLC 0.05% New 3,769 $321K
NewEdge Advisors, LLC 0.00% No change 3,550 $302K
Trademark Financial Management, LLC 0.23% Reduce -64.3% 3,548 $302K
Principal Securities, Inc. 0.01% No change 3,405 $294K
ORG Partners LLC 0.07% New 3,200 $273K
Meridian Wealth Management, LLC 0.01% Add +0.8% 2,555 $218K
Advisory Services Network, LLC 0.00% Reduce -64.4% 2,553 $218K
Compound Planning, Inc. 0.01% Add +5.3% 2,479 $211K
Advisory Alpha, LLC 0.01% Reduce -7.0% 2,413 $206K
Glass Jacobson Investment Advisors llc 0.06% No change 2,019 $174K
Anfield Capital Management, LLC 0.04% Add +39.0% 1,366 $116K
Morgan Stanley 0.00% Add +44.0% 1,194 $102K
US Bancorp \de 0.00% No change 1,125 $96K
CIBC Private Wealth Group LLC 0.00% Add +3.2% 974 $79K
Highline Wealth Partners LLC 0.01% Add +0.4% 482 $41K
Harbour Investments, Inc. 0.00% Add +107.1% 377 $32K
Lanark Financial, Inc. 0.00% — 292 $24K
Princeton Global Asset Management LLC 0.00% No change 225 $19K
Sunbelt Securities, Inc. 0.00% Reduce -22.2% 186 $16K
Creative Financial Designs Inc. 0.00% Add +0.8% 131 $11K
Federation des caisses Desjardins du Quebec 0.00% New 130 $11K
FMR LLC 0.00% Reduce -11.1% 112 $10K
Ameriflex Group, Inc. 0.00% No change 100 $9K
GPS Wealth Strategies Group, LLC 0.00% New 100 $9K
Ancora Advisors LLC 0.00% Add +1.2% 86 $7K
Capital Analysts, LLC 0.00% No change 54 $5K
MAI Capital Management 0.00% No change 55 $5K
Private Trust Co. NA 0.00% New 14 $1K
Assetmark, Inc. 0.00% No change 7 $596
AE Wealth Management LLC 0.00% Reduce -98.3% 5 $426
Park Square Financial Group, LLC 0.00% Reduce -66.7% 3 $256
Wells Fargo & Company 0.00% Add +0.0% 1 $45
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.