Who owns iShares Interest Rate Hedged High Yield Bond ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of HYGH from SEC Form 13F filings across 106 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 106 institutions disclosed 2.9M shares of iShares Interest Rate Hedged High Yield Bond ETF worth $253.7M — about 46.2% of shares outstanding; the largest disclosed holder is ARS Wealth Advisors Group, LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
106
13F holders
$253.7M
value, 2026 filers
46.2%
of shares outstanding (2.9M sh)
17
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of HYGH's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | ARS Wealth Advisors Group, LLC | 359,403 | $31.1M | 2.4% | 5.7% | +106.2% |
| 2 | LPL Financial LLC | 342,515 | $29.7M | 0.0% | 5.4% | +14.7% |
| 3 | MinichMacGregor Wealth Management, LLC | 155,950 | $13.5M | 2.0% | 2.5% | +6.5% |
| 4 | UBS Group AG | 142,205 | $12.3M | 0.0% | 2.2% | +38.7% |
| 5 | MATAURO, LLC | 105,723 | $9.2M | 1.2% | 1.7% | -13.3% |
| 6 | ENVESTNET ASSET MANAGEMENT INC | 103,948 | $9.0M | 0.0% | 1.6% | +17.5% |
| 7 | Goldstone Financial Group, LLC | 100,447 | $8.7M | 0.8% | 1.6% | +167.0% |
| 8 | RAYMOND JAMES FINANCIAL INC | 100,087 | $8.7M | 0.0% | 1.6% | +21.4% |
| 9 | Rooted Wealth Advisors, Inc. | 99,664 | $8.6M | 2.1% | 1.6% | +2.5% |
| 10 | AdvisorNet Financial, Inc | 89,782 | $7.8M | 0.4% | 1.4% | +15.8% |
| 11 | OSAIC HOLDINGS, INC. | 80,627 | $7.0M | 0.0% | 1.3% | +89.2% |
| 12 | Sound Income Strategies, LLC | 66,922 | $5.8M | 0.3% | 1.1% | -1.9% |
| 13 | BANK OF AMERICA CORP /DE/ | 64,015 | $5.5M | 0.0% | 1% | +63.1% |
| 14 | AXXCESS WEALTH MANAGEMENT, LLCNEW | 57,447 | $5.0M | 0.1% | 0.9% | new |
| 15 | Capital Asset Advisory Services LLC | 57,447 | $5.0M | 0.2% | 0.9% | -2.9% |
| 16 | Live Oak Investment Partners | 55,287 | $4.8M | 2.6% | 0.9% | +3.9% |
| 17 | Blue Capital, Inc. | 55,248 | $4.8M | 3.0% | 0.9% | +96.6% |
| 18 | Sowell Financial Services LLCNEW | 54,724 | $4.7M | 0.2% | 0.9% | new |
| 19 | Foundations Investment Advisors, LLC | 51,715 | $4.5M | 0.0% | 0.8% | -13.5% |
| 20 | MML INVESTORS SERVICES, LLC | 50,770 | $4.4M | 0.0% | 0.8% | +19.1% |
| 21 | Kovack Advisors, Inc. | 47,790 | $4.1M | 0.2% | 0.8% | +0.7% |
| 22 | NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 38,870 | $3.4M | 0.2% | 0.6% | +22.5% |
| 23 | Focus Financial Network, Inc. | 36,996 | $3.2M | 0.1% | 0.6% | +13.2% |
| 24 | Inspire Advisors, LLC | 32,978 | $2.9M | 0.2% | 0.5% | -34.7% |
| 25 | Arax Advisory PartnersNEW | 31,288 | $2.7M | 0.0% | 0.5% | new |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation. Research, not investment advice.