ISHARES INT RATE HEDG HY ETF (HYGH) 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 June 30, 2026. The institutional investors covered on this page collectively reported approximately $252.13M in HYGH holdings during the latest filing period.
Ars Wealth Advisors Group, Llc is currently the largest disclosed institutional shareholder of HYGH tracked by InsiderSet, reporting ownership valued at approximately $31.13M in its June 30, 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 $30.67M, representing an estimated loss of -1.47% 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 Ars Wealth Advisors Group, Llc, Lpl Financial 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
102
Total Reported Value
$252.13M
Largest Holder
Ars Wealth Advisors Group, Llc
Largest Position
$31.13M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
122
Funds Exiting Positions
1
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Ars Wealth Advisors Group, Llc | 2.44% | 359,403 | $31,127,918 | $30,671,452 | -$456,466 | -1.47% | |
| Lpl Financial Llc | 0.01% | 342,515 | $29,665,185 | $29,230,230 | -$434,955 | -1.47% | |
| Minichmacgregor Wealth Management, Llc | 2.05% | 155,950 | $13,506,885 | $13,308,773 | -$198,112 | -1.47% | |
| Ubs Group Ag | 0.00% | 142,205 | $12,316,375 | $12,135,775 | -$180,600 | -1.47% | |
| Matauro, Llc | 1.21% | 105,723 | $9,156,691 | $9,022,401 | -$134,290 | -1.47% | |
| Envestnet Asset Management Inc | 0.00% | 103,948 | $9,002,892 | $8,870,922 | -$131,970 | -1.47% | |
| Goldstone Financial Group, Llc | 0.80% | 100,447 | $8,699,723 | $8,572,147 | -$127,576 | -1.47% | |
| Raymond James Financial Inc | 0.00% | 100,087 | $8,668,552 | $8,541,425 | -$127,127 | -1.47% | |
| Rooted Wealth Advisors, Inc. | 2.11% | 99,664 | $8,631,899 | $8,505,326 | -$126,573 | -1.47% | |
| Advisornet Financial, Inc | 0.36% | 89,782 | $7,776,001 | $7,661,996 | -$114,005 | -1.47% | |
| Osaic Holdings, Inc. | 0.01% | 80,627 | $6,985,541 | $6,880,708 | -$104,833 | -1.50% | |
| Sound Income Strategies, Llc | 0.26% | 66,922 | $5,796,156 | $5,711,123 | -$85,033 | -1.47% | |
| Bank Of America Corp | 0.00% | 64,015 | $5,544,332 | $5,463,040 | -$81,292 | -1.47% | |
| Axxcess Wealth Management, Llc | 0.08% | 57,447 | $4,975,485 | $4,902,527 | -$72,958 | -1.47% | |
| Capital Asset Advisory Services Llc | 0.18% | 57,447 | $4,975,485 | $4,902,527 | -$72,958 | -1.47% | |
| Live Oak Investment Partners | 2.58% | 55,287 | $4,788,384 | $4,718,193 | -$70,191 | -1.47% | |
| Blue Capital, Inc. | 3.04% | 55,248 | $4,785,029 | $4,714,864 | -$70,165 | -1.47% | |
| Sowell Financial Services Llc | 0.15% | 54,724 | $4,739,646 | $4,670,146 | -$69,500 | -1.47% | |
| Foundations Investment Advisors, Llc | 0.05% | 51,715 | $4,479,048 | $4,413,358 | -$65,690 | -1.47% | |
| Mml Investors Services, Llc | 0.01% | 50,770 | $4,397,219 | $4,332,712 | -$64,507 | -1.47% | |
| Kovack Advisors, Inc. | 0.20% | 47,790 | $4,146,729 | $4,078,399 | -$68,330 | -1.65% | |
| Nations Financial Group Inc | 0.16% | 38,870 | $3,366,563 | $3,317,166 | -$49,397 | -1.47% | |
| Focus Financial Network, Inc. | 0.10% | 36,996 | $3,204,207 | $3,157,239 | -$46,968 | -1.47% | |
| Inspire Advisors, Llc | 0.20% | 32,978 | $2,856,241 | $2,814,343 | -$41,898 | -1.47% | |
| Arax Advisory Partners | 0.02% | 31,288 | $2,709,854 | $2,670,118 | -$39,736 | -1.47% | |
| Mason & Associates Inc | 0.44% | 31,246 | $2,706,216 | $2,666,534 | -$39,682 | -1.47% | |
| Founders Financial Securities Llc | 0.13% | 29,308 | $2,538,366 | $2,501,145 | -$37,221 | -1.47% | |
| Clark Capital Management Group, Inc. | 0.01% | 28,182 | $2,440,862 | $2,405,052 | -$35,810 | -1.47% | |
| Rockefeller Capital Management L.P. | 0.00% | 26,930 | $2,332,451 | $2,298,206 | -$34,245 | -1.47% | |
| Diversify Advisory Services, Llc | 0.04% | 24,708 | $2,132,326 | $2,108,581 | -$23,745 | -1.11% | |
| Diversify Wealth Management, Llc | 0.04% | 24,708 | $2,132,326 | $2,108,581 | -$23,745 | -1.11% | |
| Axs Investments Llc | 0.49% | 19,865 | $1,720,508 | $1,695,279 | -$25,229 | -1.47% | |
| Park Avenue Securities Llc | 0.01% | 19,482 | $1,687,000 | $1,662,594 | -$24,406 | -1.45% | |
| Apella Capital, Llc | 0.02% | 18,290 | $1,581,536 | $1,560,869 | -$20,667 | -1.31% | |
| Cetera Investment Advisers | 0.00% | 17,745 | $1,536,871 | $1,514,358 | -$22,513 | -1.46% | |
| Ibex Wealth Advisors | 0.11% | 16,708 | $1,447,080 | $1,425,861 | -$21,219 | -1.47% | |
| Strait & Sound Wealth Management Llc | 0.49% | 16,091 | $1,393,642 | $1,373,206 | -$20,436 | -1.47% | |
| Equitable Holdings, Inc. | 0.01% | 14,598 | $1,264,290 | $1,245,793 | -$18,497 | -1.46% | |
| Sheets Smith Wealth Management | 0.11% | 12,916 | $1,118,655 | $1,102,251 | -$16,404 | -1.47% | |
| Focus Partners Advisor Solutions, Llc | 0.01% | 12,419 | $1,075,610 | $1,059,837 | -$15,773 | -1.47% | |
| Hbw Advisory Services Llc | 0.09% | 11,637 | $1,007,897 | $993,102 | -$14,795 | -1.47% | |
| New Wave Wealth Advisors Llc | 0.27% | 11,460 | $992,551 | $977,996 | -$14,555 | -1.47% | |
| Janney Montgomery Scott Llc | 0.00% | 11,072 | $959,000 | $944,884 | -$14,116 | -1.47% | |
| United Advisor Group, Llc | 0.10% | 10,870 | $941,422 | $927,646 | -$13,776 | -1.46% | |
| Trademark Financial Management, Llc | 0.37% | 10,526 | $911,657 | $898,289 | -$13,368 | -1.47% | |
| Shp Wealth Management | 0.06% | 9,443 | $817,853 | $805,866 | -$11,987 | -1.47% | |
| Royal Bank Of Canada | 0.00% | 8,774 | $761,000 | $748,773 | -$12,227 | -1.61% | |
| Citadel Advisors Llc | 0.00% | 8,421 | $729,343 | $718,648 | -$10,695 | -1.47% | |
| Ifp Advisors, Inc | 0.01% | 8,103 | $701,801 | $691,510 | -$10,291 | -1.47% | |
| Van Diest Capital, Llc | 0.61% | 7,842 | $679,217 | $669,236 | -$9,981 | -1.47% |
Frequently asked questions about HYGH
Who are the largest institutional holders of HYGH?
The largest institutional holders of HYGH reported in the latest SEC Form 13F filings include Ars Wealth Advisors Group, Llc, Lpl Financial Llc, Minichmacgregor Wealth Management, Llc, Ubs Group Ag, and Matauro, Llc. InsiderSet ranks institutional holders by their latest reported HYGH position.
What is HYGH institutional ownership?
This page tracks HYGH positions reported by institutional investment managers through SEC Form 13F. ISHARES INT RATE HEDG HY ETF (HYGH) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own HYGH?
InsiderSet currently tracks 102 institutional managers reporting HYGH holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of HYGH shareholders.
How much HYGH stock do institutions own?
Institutional investment managers disclosed approximately $252.13M in HYGH holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was HYGH institutional ownership last updated?
The latest HYGH institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional HYGH holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its HYGH position after the reporting date.
Are institutions buying or selling HYGH?
Institutional buying and selling can be analyzed by comparing HYGH positions across consecutive 13F reporting periods. InsiderSet's HYGH Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View HYGH ownership changes.
How has HYGH institutional ownership changed over time?
InsiderSet tracks HYGH institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.