ISHARES INT RATE HEDG HY ETF (HYGH) Top Institutional Shareholders
ISHARES INT RATE HEDG HY ETF (HYGH) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026. The institutional investors covered on this page collectively reported approximately $194.53M in HYGH holdings during the latest filing period.
Lpl Financial Llc is currently the largest disclosed institutional shareholder of HYGH tracked by InsiderSet, reporting ownership valued at approximately $25.56M in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $25.83M, representing an estimated gain of +1.06% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 55% of the total disclosed HYGH value among the investors covered in this analysis. Major shareholders include Lpl Financial Llc, Ars Wealth Advisors Group, Llc, Minichmacgregor Wealth Management, Llc, and several other long-term asset managers with concentrated positions in ISHARES INT RATE HEDG HY ETF (HYGH).
This page ranks the largest institutional HYGH shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
103
Total Reported Value
$194.53M
Largest Holder
Lpl Financial Llc
Largest Position
$25.56M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
114
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Lpl Financial Llc | 0.01% | 298,571 | $25,560,641 | $25,832,363 | +$271,722 | +1.06% | |
| Ars Wealth Advisors Group, Llc | 1.26% | 174,313 | $14,922,972 | $15,081,561 | +$158,589 | +1.06% | |
| Minichmacgregor Wealth Management, Llc | 2.21% | 146,471 | $12,539,406 | $12,672,671 | +$133,265 | +1.06% | |
| Matauro, Llc | 1.51% | 121,923 | $10,437,835 | $10,548,778 | +$110,943 | +1.06% | |
| Ubs Group Ag | 0.00% | 102,534 | $8,777,936 | $8,871,242 | +$93,306 | +1.06% | |
| Rooted Wealth Advisors, Inc. | 2.22% | 97,272 | $8,408,192 | $8,415,973 | +$7,781 | +0.09% | |
| Envestnet Asset Management Inc | 0.00% | 88,462 | $7,573,220 | $7,653,732 | +$80,512 | +1.06% | |
| Raymond James Financial Inc | 0.00% | 82,463 | $7,059,623 | $7,134,699 | +$75,076 | +1.06% | |
| Advisornet Financial, Inc | 0.34% | 77,514 | $6,635,999 | $6,706,511 | +$70,512 | +1.06% | |
| Sound Income Strategies, Llc | 0.28% | 68,235 | $5,858,010 | $5,903,692 | +$45,682 | +0.78% | |
| Foundations Investment Advisors, Llc | 0.06% | 59,765 | $5,116,473 | $5,170,868 | +$54,395 | +1.06% | |
| Capital Asset Advisory Services Llc | 0.20% | 59,161 | $5,113,841 | $5,118,610 | +$4,769 | +0.09% | |
| Live Oak Investment Partners | 2.69% | 53,194 | $4,553,975 | $4,602,345 | +$48,370 | +1.06% | |
| Inspire Advisors, Llc | 0.35% | 50,526 | $4,325,565 | $4,371,510 | +$45,945 | +1.06% | |
| Kovack Advisors, Inc. | 0.22% | 47,453 | $4,073,840 | $4,105,634 | +$31,794 | +0.78% | |
| Mml Investors Services, Llc | 0.01% | 42,632 | $3,649,719 | $3,688,521 | +$38,802 | +1.06% | |
| Osaic Holdings, Inc. | 0.01% | 42,609 | $3,648,026 | $3,686,531 | +$38,505 | +1.06% | |
| Bank Of America Corp | 0.00% | 39,239 | $3,359,245 | $3,394,958 | +$35,713 | +1.06% | |
| Goldstone Financial Group, Llc | 0.35% | 37,625 | $3,221,079 | $3,255,315 | +$34,236 | +1.06% | |
| Focus Financial Network, Inc. | 0.10% | 32,695 | $2,799,015 | $2,828,771 | +$29,756 | +1.06% | |
| Nations Financial Group Inc | 0.14% | 31,720 | $2,715,571 | $2,744,414 | +$28,843 | +1.06% | |
| Mason & Associates Inc | 0.51% | 31,239 | $2,648,442 | $2,702,798 | +$54,356 | +2.05% | |
| Founders Financial Securities Llc | 0.15% | 28,390 | $2,447,786 | $2,456,303 | +$8,517 | +0.35% | |
| Axs Investments Llc | 0.98% | 28,387 | $2,430,211 | $2,456,043 | +$25,832 | +1.06% | |
| Blue Capital, Inc. | 1.57% | 28,105 | $2,406,069 | $2,431,645 | +$25,576 | +1.06% | |
| Clark Capital Management Group, Inc. | 0.01% | 27,344 | $2,340,939 | $2,365,803 | +$24,864 | +1.06% | |
| Rockefeller Capital Management L.P. | 0.00% | 25,771 | $2,206,290 | $2,229,707 | +$23,417 | +1.06% | |
| Citadel Advisors Llc | 0.00% | 22,079 | $1,890,183 | $1,910,275 | +$20,092 | +1.06% | |
| Elequin Capital, Lp | 0.16% | 21,199 | $1,800,633 | $1,834,137 | +$33,504 | +1.86% | |
| Apella Capital, Llc | 0.02% | 19,385 | $1,680,680 | $1,677,190 | -$3,490 | -0.21% | |
| Cetera Investment Advisers | 0.00% | 18,914 | $1,619,191 | $1,636,439 | +$17,248 | +1.07% | |
| Independent Financial Group, Llc | 0.02% | 19,470 | $1,578,197 | $1,684,544 | +$106,347 | +6.74% | |
| Strait & Sound Wealth Management Llc | 0.52% | 15,768 | $1,349,898 | $1,364,247 | +$14,349 | +1.06% | |
| Sigma Planning Corp | 0.03% | 13,014 | $1,114,093 | $1,125,971 | +$11,878 | +1.07% | |
| Sheets Smith Wealth Management | 0.13% | 12,984 | $1,111,560 | $1,123,376 | +$11,816 | +1.06% | |
| Northwestern Mutual Wealth Management Co | 0.00% | 12,275 | $1,050,867 | $1,062,033 | +$11,166 | +1.06% | |
| Focus Partners Advisor Solutions, Llc | 0.01% | 11,901 | $1,018,845 | $1,029,675 | +$10,830 | +1.06% | |
| Equitable Holdings, Inc. | 0.01% | 11,815 | $1,018,453 | $1,022,234 | +$3,781 | +0.37% | |
| Pfg Advisors | 0.05% | 11,637 | $996,244 | $1,006,833 | +$10,589 | +1.06% | |
| Hbw Advisory Services Llc | 0.10% | 11,420 | $977,697 | $988,058 | +$10,361 | +1.06% | |
| New Wave Wealth Advisors Llc | 0.33% | 11,042 | $945,306 | $955,354 | +$10,048 | +1.06% | |
| United Advisor Group, Llc | 0.11% | 10,040 | $859,493 | $868,661 | +$9,168 | +1.07% | |
| Ibex Wealth Advisors | 0.07% | 9,335 | $799,168 | $807,664 | +$8,496 | +1.06% | |
| Ifp Advisors, Inc | 0.02% | 9,193 | $787,013 | $795,378 | +$8,365 | +1.06% | |
| Mather Group, Llc. | 0.01% | 6,806 | $582,662 | $588,855 | +$6,193 | +1.06% | |
| Brookstone Capital Management | 0.01% | 6,537 | $559,652 | $565,581 | +$5,929 | +1.06% | |
| Kintra Wealth, Llc | 0.04% | 6,236 | $533,845 | $539,539 | +$5,694 | +1.07% | |
| Perigon Wealth Management, Llc | 0.01% | 6,200 | $530,782 | $536,424 | +$5,642 | +1.06% | |
| Royal Bank Of Canada | 0.00% | 5,782 | $495,000 | $500,259 | +$5,259 | +1.06% | |
| Van Diest Capital, Llc | 0.37% | 5,428 | $464,730 | $469,631 | +$4,901 | +1.05% |
Frequently asked questions about HYGH
Who owns the most HYGH stock?
The largest holders of HYGH are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for ISHARES INT RATE HEDG HY ETF (HYGH).
Is HYGH widely held by superinvestors?
Many widely followed stocks like HYGH appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly HYGH is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.