ISHARES INT RATE HEDG HY ETF (HYGH) Institutional Ownership Changes & 13F Activity
ISHARES INT RATE HEDG HY ETF (HYGH). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Goldstone Financial Group, Llc, Ubs Group Ag, Osaic Holdings, Inc., Blue Capital, Inc., and Bank Of America Corp.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Envestnet Asset Management Inc | Buy | +15,486 | +17.5% | 103,948 | $9.00M | Q2 2026 | Sep 23, 2026 |
| Citadel Advisors Llc | Sell | -13,658 | -61.9% | 8,421 | $729.34K | Q2 2026 | Sep 02, 2026 |
| Brown, Lisle/Cummings, Inc. | Sell | -6 | -54.5% | 5 | $433.00 | Q2 2026 | Sep 02, 2026 |
| Strait & Sound Wealth Management Llc | Buy | +323 | +2.0% | 16,091 | $1.39M | Q2 2026 | Aug 18, 2026 |
| Equitable Holdings, Inc. | Buy | +2,783 | +23.6% | 14,598 | $1.26M | Q2 2026 | Aug 17, 2026 |
| Centaurus Financial, Inc. | Buy | +621 | +16.0% | 4,514 | $391.00K | Q2 2026 | Aug 17, 2026 |
| Osaic Holdings, Inc. | Buy | +38,018 | +89.2% | 80,627 | $6.99M | Q2 2026 | Aug 14, 2026 |
| Bank Of America Corp | Buy | +24,776 | +63.1% | 64,015 | $5.54M | Q2 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Buy | +17,624 | +21.4% | 100,087 | $8.67M | Q2 2026 | Aug 14, 2026 |
| Foundations Investment Advisors, Llc | Sell | -8,050 | -13.5% | 51,715 | $4.48M | Q2 2026 | Aug 14, 2026 |
| Royal Bank Of Canada | Buy | +2,992 | +51.7% | 8,774 | $761.00K | Q2 2026 | Aug 14, 2026 |
| Capital Asset Advisory Services Llc | Sell | -1,714 | -2.9% | 57,447 | $4.98M | Q2 2026 | Aug 14, 2026 |
| Kintra Wealth, Llc | Buy | +109 | +1.7% | 6,345 | $548.96K | Q2 2026 | Aug 14, 2026 |
| Regal Investment Advisors Llc | Buy | +67 | +1.7% | 4,004 | $346.76K | Q2 2026 | Aug 14, 2026 |
| Wells Fargo & Company/Mn | Sell | -3 | -100.0% | 0 | $21.00 | Q2 2026 | Aug 14, 2026 |
| Ubs Group Ag | Buy | +39,671 | +38.7% | 142,205 | $12.32M | Q2 2026 | Aug 13, 2026 |
| Inspire Advisors, Llc | Sell | -17,548 | -34.7% | 32,978 | $2.86M | Q2 2026 | Aug 13, 2026 |
| Elequin Capital, Lp | Sell | -16,054 | -75.7% | 5,145 | $445.61K | Q2 2026 | Aug 13, 2026 |
| Fmr Llc | Buy | +5,028 | +5028.0% | 5,128 | $444.16K | Q2 2026 | Aug 13, 2026 |
| Steward Partners Investment Advisory, Llc | Buy | +1,623 | — | 1,623 | $140.53K | Q2 2026 | Aug 13, 2026 |
| Rockefeller Capital Management L.P. | Buy | +1,159 | +4.5% | 26,930 | $2.33M | Q2 2026 | Aug 13, 2026 |
| Morgan Stanley | Buy | +823 | +74.1% | 1,933 | $167.42K | Q2 2026 | Aug 13, 2026 |
| Capital Square, Llc | Buy | +640 | +15.3% | 4,829 | $417.48K | Q2 2026 | Aug 13, 2026 |
| Bard Associates Inc | Buy | +2,160 | — | 2,160 | $187.08K | Q2 2026 | Aug 12, 2026 |
| Newedge Advisors, Llc | Buy | +1,250 | — | 1,250 | $108.26K | Q2 2026 | Aug 12, 2026 |
| Cetera Investment Advisers | Sell | -1,169 | -6.2% | 17,745 | $1.54M | Q2 2026 | Aug 12, 2026 |
| Harbour Investments, Inc. | Sell | -18 | -5.8% | 290 | $25.12K | Q2 2026 | Aug 12, 2026 |
| Goldstone Financial Group, Llc | Buy | +62,822 | +167.0% | 100,447 | $8.70M | Q2 2026 | Aug 11, 2026 |
| Blue Capital, Inc. | Buy | +27,143 | +96.6% | 55,248 | $4.79M | Q2 2026 | Aug 11, 2026 |
| Shp Wealth Management | Buy | +6,428 | +213.2% | 9,443 | $817.85K | Q2 2026 | Aug 11, 2026 |
Frequently asked questions about HYGH activity
Which institutional owners are buying HYGH?
Institutional owners buying HYGH include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in HYGH activity?
"Buy" means an investor increased their reported position in HYGH compared to the prior reporting period. This reflects growing exposure to ISHARES INT RATE HEDG HY ETF (HYGH) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in HYGH increasing?
Institutional interest in HYGH can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.