ISHARES INT RATE HEDG HY ETF HYGH
$86.39
+0.1% 52w: $80.05 – $86.39
Latest 13F among current holders filed 32 days ago (Jun 3, 2026)
Price — last 12 months
research preview data80.0583.2286.39
Jun 20, 2025 Jul 2, 2026
Institutional holders
101
+4 QoQ
13F value
$196.4M
+14.1% QoQ
Smart-money holders
0
signal tier ≥ 2
New smart buyers
0
Q1 2026
Options barometer
puts only
— calls / $437K puts
Institutional value by quarter
Number of holders
Who owns HYGH?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| LPL Financial LLC | Bank broker | 298.6K | $25.6M | 0.0% | +11.1% |
| ARS Wealth Advisors Group, LLC | Other | 174.3K | $14.9M | 1.3% | New |
| MinichMacGregor Wealth Management, LLC | Wealth advisor | 146.5K | $12.5M | 2.2% | +12.0% |
| MATAURO, LLC | Wealth advisor | 121.9K | $10.4M | 1.5% | +9.5% |
| UBS Group AG | Bank broker | 102.5K | $8.8M | 0.0% | +69.6% |
| Rooted Wealth Advisors, Inc. | Wealth advisor | 97.3K | $8.4M | 2.2% | +0.1% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 88.5K | $7.6M | 0.0% | +47.2% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 82.5K | $7.1M | 0.0% | -1.7% |
| AdvisorNet Financial, Inc | Wealth advisor | 77.5K | $6.6M | 0.3% | +1.9% |
| Sound Income Strategies, LLC | Diversified mechanical | 68.2K | $5.9M | 0.3% | -2.0% |
| Foundations Investment Advisors, LLC | Wealth advisor | 59.8K | $5.1M | 0.1% | -13.3% |
| Capital Asset Advisory Services LLC | Wealth advisor | 59.2K | $5.1M | 0.2% | -14.1% |
| Live Oak Investment Partners | Wealth advisor | 53.2K | $4.6M | 2.7% | +33.6% |
| Inspire Advisors, LLC | Wealth advisor | 50.5K | $4.3M | 0.4% | -3.0% |
| Kovack Advisors, Inc. | Other | 47.5K | $4.1M | 0.2% | +5.1% |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 42.6K | $3.6M | 0.0% | +7.2% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 42.6K | $3.6M | 0.0% | -12.0% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 39.2K | $3.4M | 0.0% | -4.8% |
| Goldstone Financial Group, LLC | Wealth advisor | 37.6K | $3.2M | 0.3% | New |
| Focus Financial Network, Inc. | Wealth advisor | 32.7K | $2.8M | 0.1% | +6.8% |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | Wealth advisor | 31.7K | $2.7M | 0.1% | +31.9% |
| Mason & Associates Inc | Wealth advisor | 31.2K | $2.6M | 0.5% | -4.1% |
| FOUNDERS FINANCIAL SECURITIES LLC | Wealth advisor | 28.4K | $2.4M | 0.1% | +8.8% |
| AXS Investments LLC | Wealth advisor | 28.4K | $2.4M | 1.0% | +55.2% |
| Blue Capital, Inc. | Wealth advisor | 28.1K | $2.4M | 1.6% | +35.0% |
| Clark Capital Management Group, Inc. | Other | 27.3K | $2.3M | 0.0% | +7.7% |
| Rockefeller Capital Management L.P. | Diversified mechanical | 25.8K | $2.2M | 0.0% | +3.4% |
| CITADEL ADVISORS LLC | Multistrat pod | 22.1K | $1.9M | 0.0% | +214.8% |
| Elequin Capital, LP | Wealth advisor | 21.2K | $1.8M | 0.5% | New |
| Apella Capital, LLC | Wealth advisor | 19.4K | $1.7M | 0.0% | -3.7% |
| Cetera Investment Advisers | Wealth advisor | 18.9K | $1.6M | 0.0% | +6.3% |
| Strait & Sound Wealth Management LLC | Other | 15.8K | $1.3M | 0.5% | +9.4% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 13.0K | $1.1M | 0.0% | -61.0% |
| Sigma Planning Corp | Wealth advisor | 13.0K | $1.1M | 0.0% | +407.2% |
| SHEETS SMITH WEALTH MANAGEMENT | Other | 13.0K | $1.1M | 0.1% | -3.9% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 12.3K | $1.1M | 0.0% | +3.4% |
| Focus Partners Advisor Solutions, LLC | Wealth advisor | 11.9K | $1.0M | 0.0% | +1.1% |
| Equitable Holdings, Inc. | Wealth advisor | 11.8K | $1.0M | 0.0% | +11.0% |
| PFG Advisors | Wealth advisor | 11.6K | $996K | 0.0% | -7.4% |
| HBW ADVISORY SERVICES LLC | Wealth advisor | 11.4K | $978K | 0.1% | +19.8% |
| NEW WAVE WEALTH ADVISORS LLC | Wealth advisor | 11.0K | $945K | 0.3% | -39.5% |
| PARK AVENUE SECURITIES LLC | Wealth advisor | 11.0K | $940K | 0.0% | New |
| Janney Montgomery Scott LLC | Diversified mechanical | 10.8K | $923K | 0.0% | -3.8% |
| United Advisor Group, LLC | Wealth advisor | 10.0K | $859K | 0.1% | -3.6% |
| IBEX WEALTH ADVISORS | Quant stat arb | 9.3K | $799K | 0.1% | -65.2% |
| IFP Advisors, Inc | Wealth advisor | 9.2K | $787K | 0.0% | -0.4% |
| MATHER GROUP, LLC. | Wealth advisor | 6.8K | $583K | 0.0% | New |
| Brookstone Capital Management | Wealth advisor | 6.5K | $560K | 0.0% | +16.9% |
| KINTRA WEALTH, LLC | Wealth advisor | 6.2K | $534K | 0.0% | New |
| Perigon Wealth Management, LLC | Wealth advisor | 6.2K | $531K | 0.0% | -11.4% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.