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 SEC filings.
Institutional ownership of HYGH from SEC Form 13F filings across 81 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, 81 institutions disclosed 1.9M shares of iShares Interest Rate Hedged High Yield Bond ETF worth $160.2M — about 30% of shares outstanding; the largest disclosed holder is LPL Financial LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
81
13F holders
$160.2M
value, 2026 filers
30%
of shares outstanding (1.9M sh)
15
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 | LPL Financial LLC | 342,515 | $29.7M | 0.0% | 5.4% | +14.7% |
| 2 | UBS Group AG | 142,205 | $12.3M | 0.0% | 2.2% | +38.7% |
| 3 | ENVESTNET ASSET MANAGEMENT INC | 103,948 | $9.0M | 0.0% | 1.6% | +17.5% |
| 4 | Goldstone Financial Group, LLC | 100,447 | $8.7M | 0.8% | 1.6% | +167.0% |
| 5 | RAYMOND JAMES FINANCIAL INC | 100,087 | $8.7M | 0.0% | 1.6% | +21.4% |
| 6 | AdvisorNet Financial, Inc | 89,782 | $7.8M | 0.4% | 1.4% | +15.8% |
| 7 | OSAIC HOLDINGS, INC. | 80,627 | $7.0M | 0.0% | 1.3% | +89.2% |
| 8 | Sound Income Strategies, LLC | 66,922 | $5.8M | 0.3% | 1.1% | -1.9% |
| 9 | BANK OF AMERICA CORP /DE/ | 64,015 | $5.5M | 0.0% | 1% | +63.1% |
| 10 | Capital Asset Advisory Services LLC | 57,447 | $5.0M | 0.2% | 0.9% | -2.9% |
| 11 | AXXCESS WEALTH MANAGEMENT, LLCNEW | 57,447 | $5.0M | 0.1% | 0.9% | new |
| 12 | Foundations Investment Advisors, LLC | 51,715 | $4.5M | 0.0% | 0.8% | -13.5% |
| 13 | MML INVESTORS SERVICES, LLC | 50,770 | $4.4M | 0.0% | 0.8% | +19.1% |
| 14 | Kovack Advisors, Inc. | 47,790 | $4.1M | 0.2% | 0.8% | +0.7% |
| 15 | NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 38,870 | $3.4M | 0.2% | 0.6% | +22.5% |
| 16 | Focus Financial Network, Inc. | 36,996 | $3.2M | 0.1% | 0.6% | +13.2% |
| 17 | Inspire Advisors, LLC | 32,978 | $2.9M | 0.2% | 0.5% | -34.7% |
| 18 | Arax Advisory PartnersNEW | 31,288 | $2.7M | 0.0% | 0.5% | new |
| 19 | FOUNDERS FINANCIAL SECURITIES LLC | 29,308 | $2.5M | 0.1% | 0.5% | -48.4% |
| 20 | Clark Capital Management Group, Inc. | 28,182 | $2.4M | 0.0% | 0.4% | +3.1% |
| 21 | Rockefeller Capital Management L.P. | 26,930 | $2.3M | 0.0% | 0.4% | +4.5% |
| 22 | Diversify Advisory Services, LLCNEW | 24,708 | $2.1M | 0.0% | 0.4% | new |
| 23 | DIVERSIFY WEALTH MANAGEMENT, LLC | 24,708 | $2.1M | 0.0% | 0.4% | +631.9% |
| 24 | Cambridge Investment Research Advisors, Inc. | 22,122 | $1,916 | 0.0% | 0.3% | +69.6% |
| 25 | PARK AVENUE SECURITIES LLC | 19,482 | $1,687 | 0.0% | 0.3% | +77.5% |
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 · options positioning · supply chain. Research, not investment advice.