iShares Int Rate Hedg HY ETFHYGHETF

13F holders, Q2 2025 (June 30)
96holders +7
19new positions
14sold out
1famous investor
$86.50avg. 13F price*

At the end of Q2 2025, 96 institutions reported holding iShares Int Rate Hedg HY ETF (HYGH) in their 13F filings, up 7 from Q1 2025. 19 opened new positions and 14 sold out. The largest holders were LPL Financial LLC ($16.5M), MinichMacGregor Wealth Management, LLC ($12.4M) and Matauro, LLC ($9.8M). 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 Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions19$14.2M
Exits14$7.9M

All 13F filers, Q1 2025 → Q2 2025: 328,643 shares bought and 320,807 shares sold, net +7,836 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 96 holders

LPL Financial LLC 0.01% Reduce -10.5% 190,358 $16.5M
MinichMacGregor Wealth Management, LLC 2.65% Reduce -10.3% 143,113 $12.4M
Matauro, LLC 1.84% Reduce -3.2% 113,455 $9.8M
Rooted Wealth Advisors, Inc. 2.81% Add +3.6% 94,159 $8.1M
UBS Group AG 0.00% Add +2.7% 88,064 $7.6M
Kovack Advisors, Inc. 0.74% Reduce -31.1% 86,818 $7.5M
Atria Wealth Solutions, Inc. 0.15% Reduce -21.1% 77,547 $6.7M
Axxcess Wealth Management, LLC 0.15% Add +431.0% 73,359 $6.3M
Capital Asset Advisory Services LLC 0.30% Add +428.0% 72,978 $6.3M
Sound Income Strategies, LLC 0.34% Reduce -1.5% 67,507 $5.8M
Foundations Investment Advisors, LLC 0.08% Reduce -12.3% 59,888 $5.2M
Envestnet Asset Management Inc. 0.00% Reduce -8.2% 53,290 $4.6M
Inspire Advisors, LLC 0.46% New 50,787 $4.4M
Raymond James Financial Inc. 0.00% Reduce -5.7% 49,536 $4.3M
New Wave Wealth Advisors LLC 1.79% Reduce -0.2% 48,762 $4.2M
Cambridge Investment Research Advisors, Inc. 0.01% Add +4.2% 42,958 $3.7M
Bank of America Corp. 0.00% Reduce -16.9% 39,960 $3.5M
AdvisorNet Financial, Inc 0.22% Add +37.2% 39,335 $3.4M
MML Investors Services, LLC 0.01% Reduce -15.4% 34,720 $3.0M
Osaic Holdings, Inc. 0.01% Add +26.1% 33,101 $2.9M
Focus Financial Network, Inc. 0.09% Add +2.0% 27,782 $2.4M
AXS Investments LLC 0.87% New 24,613 $2.1M
Ibex Wealth Advisors 0.21% Add +11.1% 23,139 $2.0M
Clark Capital Management Group, Inc. 0.01% Reduce -11.4% 22,725 $2.0M
Founders Financial Securities LLC 0.14% New 21,637 $1.9M
Apella Capital, LLC 0.05% Reduce -40.6% 21,410 $1.8M
Blue Capital, Inc. 1.25% — 20,422 $1.8M
Royal Bank of Canada 0.00% Add +2.7% 16,212 $1.4M
Jane Street Group, LLC 0.00% Reduce -66.1% 15,094 $1.3M
Summit Investment Advisors, Inc. 1.03% Add +5.8% 14,548 $1.3M
Strait & Sound Wealth Management LLC 0.49% Add +9.4% 13,446 $1.2M
PFG Advisors 0.05% Reduce -4.4% 13,437 $1.2M
Rockefeller Capital Management L.P. 0.00% New 12,586 $1.1M
Park Avenue Securities LLC 0.01% Add +47.0% 12,059 $1.0M
Sheets Smith Wealth Management 0.12% No change 11,673 $1.0M
Focus Partners Advisor Solutions, LLC 0.01% Reduce -2.9% 11,571 $1.0M
Elequin Capital, LP 0.30% New 10,667 $923K
Nations Financial Group Inc, /Ia/ 0.06% Add +32.9% 9,712 $840K
United Advisor Group, LLC 0.13% Add +20.9% 8,694 $752K
IFP Advisors, Inc 0.02% No change 8,527 $738K
Centaurus Financial, Inc. 0.04% Add +1.1% 8,156 $706K
Commonwealth Equity Services, LLC 0.00% Add +5.0% 8,117 $702K
HBW Advisory Services LLC 0.09% Add +114.5% 8,083 $699K
Equitable Holdings, Inc. 0.01% Reduce -11.5% 8,060 $697K
Northwestern Mutual Wealth Management Co. 0.00% New 7,957 $689K
Avantax Advisory Services, Inc. 0.00% Reduce -42.2% 7,885 $682K
Perigon Wealth Management, LLC 0.02% New 7,850 $679K
Great Valley Advisor Group, Inc. 0.01% Reduce -40.7% 7,795 $674K
Golden State Wealth Management, LLC 0.07% New 7,068 $612K
Citadel Advisors 0.00% Reduce -41.4% 7,063 $611K
Eagle Strategies LLC 0.09% No change 6,783 $587K
Napa Wealth Management 0.27% Reduce -3.6% 6,597 $571K
Cetera Investment Advisers 0.00% Add +6.6% 5,315 $460K
Regal Investment Advisors LLC 0.03% Add +22.8% 5,060 $438K
BlackRock, Inc. 0.00% No change 4,953 $429K
JPMorgan Chase & Co. 0.00% New 4,900 $424K
Brookstone Capital Management 0.01% Add +22.6% 4,874 $422K
Trustmark Bank Trust Department 0.03% No change 4,665 $404K
Flow Traders U.S. LLC 0.01% New 4,532 $392K
NewEdge Advisors, LLC 0.00% No change 3,550 $307K
Dark Forest Capital Management LP 0.01% Reduce -89.1% 3,444 $298K
ORG Partners LLC 0.06% No change 3,200 $277K
Diversify Advisory Services, LLC 0.01% New 3,151 $271K
Global Retirement Partners, LLC 0.01% — 3,116 $270K
J.W. Cole Advisors, Inc. 0.01% New 2,975 $257K
Quartz Partners, LLC 0.12% New 2,956 $256K
Meridian Wealth Management, LLC 0.01% Add +12.3% 2,869 $248K
Principal Securities, Inc. 0.00% Reduce -24.0% 2,589 $224K
Advisory Alpha, LLC 0.01% Add +1.8% 2,457 $213K
Advisors Preferred, LLC 0.02% New 1,619 $140K
Anfield Capital Management, LLC 0.04% Add +3.7% 1,417 $123K
Morgan Stanley 0.00% Reduce -3.3% 1,155 $100K
US Bancorp \de 0.00% No change 1,125 $97K
CIBC Private Wealth Group LLC 0.00% Add +0.3% 977 $85K
Ameritas Advisory Services, LLC 0.00% New 616 $53K
Highline Wealth Partners LLC 0.01% Add +0.8% 486 $42K
Harbour Investments, Inc. 0.00% Add +9.0% 411 $36K
Lanark Financial, Inc. 0.00% Add +2.0% 298 $25K
Cwm, LLC 0.00% Add +25500.0% 256 $22K
Private Trust Co. NA 0.00% Add +1650.0% 245 $21K
Sunbelt Securities, Inc. 0.00% Add +28.5% 239 $21K
Princeton Global Asset Management LLC 0.00% No change 225 $19K
Federation des caisses Desjardins du Quebec 0.00% No change 130 $11K
Wells Fargo & Company 0.00% Add +11100.0% 112 $10K
FMR LLC 0.00% Reduce -4.5% 107 $9K
GPS Wealth Strategies Group, LLC 0.00% No change 100 $9K
Ameriflex Group, Inc. 0.00% No change 100 $9K
Ancora Advisors LLC 0.00% Add +1.2% 87 $8K
Capital Analysts, LLC 0.00% No change 54 $5K
MAI Capital Management 0.00% No change 55 $5K
Parallel Advisors, LLC 0.00% New 41 $4K
First Horizon Advisors, Inc. 0.00% New 38 $3K
Aptus Capital Advisors, LLC 0.00% New 34 $3K
Park Square Financial Group, LLC 0.00% Add +200.0% 9 $779
Assetmark, Inc. 0.00% No change 7 $606
Bank of Montreal 0.00% New 4 $346

"% 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.