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 $249.21M 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 $31.09M, representing an estimated loss of -0.12% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 56% 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
105
Total Reported Value
$249.21M
Largest Holder
Ars Wealth Advisors Group, Llc
Largest Position
$31.13M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
123
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 | $31,091,558 | -$36,360 | -0.12% | |
| Lpl Financial Llc | 0.01% | 342,515 | $29,665,185 | $29,630,596 | -$34,589 | -0.12% | |
| Minichmacgregor Wealth Management, Llc | 2.05% | 155,950 | $13,506,885 | $13,491,063 | -$15,822 | -0.12% | |
| Ubs Group Ag | 0.00% | 142,205 | $12,316,375 | $12,301,998 | -$14,377 | -0.12% | |
| Matauro, Llc | 1.21% | 105,723 | $9,156,691 | $9,145,980 | -$10,711 | -0.12% | |
| Envestnet Asset Management Inc | 0.00% | 103,948 | $9,002,892 | $8,992,427 | -$10,465 | -0.12% | |
| Goldstone Financial Group, Llc | 0.80% | 100,447 | $8,699,723 | $8,689,559 | -$10,164 | -0.12% | |
| Raymond James Financial Inc | 0.00% | 100,087 | $8,668,552 | $8,658,416 | -$10,136 | -0.12% | |
| Rooted Wealth Advisors, Inc. | 2.11% | 99,664 | $8,631,899 | $8,621,823 | -$10,076 | -0.12% | |
| Advisornet Financial, Inc | 0.36% | 89,782 | $7,776,001 | $7,766,942 | -$9,059 | -0.12% | |
| Osaic Holdings, Inc. | 0.01% | 80,627 | $6,985,541 | $6,974,953 | -$10,588 | -0.15% | |
| Sound Income Strategies, Llc | 0.26% | 66,922 | $5,796,156 | $5,789,349 | -$6,807 | -0.12% | |
| Bank Of America Corp | 0.00% | 64,015 | $5,544,332 | $5,537,867 | -$6,465 | -0.12% | |
| Axxcess Wealth Management, Llc | 0.08% | 57,447 | $4,975,485 | $4,969,677 | -$5,808 | -0.12% | |
| Capital Asset Advisory Services Llc | 0.18% | 57,447 | $4,975,485 | $4,969,677 | -$5,808 | -0.12% | |
| Live Oak Investment Partners | 2.58% | 55,287 | $4,788,384 | $4,782,818 | -$5,566 | -0.12% | |
| Blue Capital, Inc. | 3.04% | 55,248 | $4,785,029 | $4,779,444 | -$5,585 | -0.12% | |
| Sowell Financial Services Llc | 0.15% | 54,724 | $4,739,646 | $4,734,113 | -$5,533 | -0.12% | |
| Foundations Investment Advisors, Llc | 0.05% | 51,715 | $4,479,048 | $4,473,808 | -$5,240 | -0.12% | |
| Mml Investors Services, Llc | 0.01% | 50,770 | $4,397,219 | $4,392,057 | -$5,162 | -0.12% | |
| Kovack Advisors, Inc. | 0.20% | 47,790 | $4,146,729 | $4,134,260 | -$12,469 | -0.30% | |
| Nations Financial Group Inc | 0.16% | 38,870 | $3,366,563 | $3,362,601 | -$3,962 | -0.12% | |
| Focus Financial Network, Inc. | 0.10% | 36,996 | $3,204,207 | $3,200,483 | -$3,724 | -0.12% | |
| Inspire Advisors, Llc | 0.20% | 32,978 | $2,856,241 | $2,852,891 | -$3,350 | -0.12% | |
| Arax Advisory Partners | 0.02% | 31,288 | $2,709,854 | $2,706,690 | -$3,164 | -0.12% | |
| Mason & Associates Inc | 0.44% | 31,246 | $2,706,216 | $2,703,057 | -$3,159 | -0.12% | |
| Founders Financial Securities Llc | 0.13% | 29,308 | $2,538,366 | $2,535,403 | -$2,963 | -0.12% | |
| Clark Capital Management Group, Inc. | 0.01% | 28,182 | $2,440,862 | $2,437,994 | -$2,868 | -0.12% | |
| Rockefeller Capital Management L.P. | 0.00% | 26,930 | $2,332,451 | $2,329,685 | -$2,766 | -0.12% | |
| Diversify Advisory Services, Llc | 0.04% | 24,708 | $2,132,326 | $2,137,462 | +$5,136 | +0.24% | |
| Diversify Wealth Management, Llc | 0.04% | 24,708 | $2,132,326 | $2,137,462 | +$5,136 | +0.24% | |
| Axs Investments Llc | 0.49% | 19,865 | $1,720,508 | $1,718,499 | -$2,009 | -0.12% | |
| Apella Capital, Llc | 0.02% | 18,290 | $1,581,536 | $1,582,248 | +$712 | +0.05% | |
| Cetera Investment Advisers | 0.00% | 17,745 | $1,536,871 | $1,535,100 | -$1,771 | -0.12% | |
| Ibex Wealth Advisors | 0.11% | 16,708 | $1,447,080 | $1,445,391 | -$1,689 | -0.12% | |
| Strait & Sound Wealth Management Llc | 0.52% | 15,768 | $1,349,898 | $1,364,072 | +$14,174 | +1.05% | |
| Sheets Smith Wealth Management | 0.11% | 12,916 | $1,118,655 | $1,117,349 | -$1,306 | -0.12% | |
| Focus Partners Advisor Solutions, Llc | 0.01% | 12,419 | $1,075,610 | $1,074,354 | -$1,256 | -0.12% | |
| Equitable Holdings, Inc. | 0.01% | 11,815 | $1,018,453 | $1,022,103 | +$3,650 | +0.36% | |
| Hbw Advisory Services Llc | 0.09% | 11,637 | $1,007,897 | $1,006,704 | -$1,193 | -0.12% | |
| New Wave Wealth Advisors Llc | 0.27% | 11,460 | $992,551 | $991,392 | -$1,159 | -0.12% | |
| United Advisor Group, Llc | 0.10% | 10,870 | $941,422 | $940,352 | -$1,070 | -0.11% | |
| Trademark Financial Management, Llc | 0.37% | 10,526 | $911,657 | $910,593 | -$1,064 | -0.12% | |
| Shp Wealth Management | 0.06% | 9,443 | $817,853 | $816,904 | -$949 | -0.12% | |
| Royal Bank Of Canada | 0.00% | 8,774 | $761,000 | $759,029 | -$1,971 | -0.26% | |
| Citadel Advisors Llc | 0.00% | 8,421 | $729,343 | $728,491 | -$852 | -0.12% | |
| Ifp Advisors, Inc | 0.01% | 8,103 | $701,801 | $700,982 | -$819 | -0.12% | |
| Van Diest Capital, Llc | 0.61% | 7,842 | $679,217 | $678,403 | -$814 | -0.12% | |
| Brookstone Capital Management | 0.01% | 6,976 | $604,192 | $603,486 | -$706 | -0.12% | |
| Great Valley Advisor Group, Inc. | 0.01% | 6,634 | $574,571 | $573,900 | -$671 | -0.12% |
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.