HYGH · iShares Interest Rate Hedged High Yield Bond ETF ETF

Alerts for HYGH

$86.43 +0.02 (+0.02%) At close · Sep 4

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP →

Quarter:

Holders: 2

Total Value: $2,028,925

Total Shares: 23,426

Institutional Ownership Trend

26 quarters

Holder Concentration

Across 2 13F filers · Δ vs Mar 31, 2026

Top Holder

100.0%

+76.7 pts

Top 5

100.0%

+50.8 pts

Top 10

100.0%

+32.4 pts

HHI

9,996

Highly concentrated+9,166

Quarterly Activity

vs Mar 31, 2026

New

1

Increased

1

Decreased

0

Sold Out

71

Unchanged

0

Holder count: -70

Institutional value: -98.2%

Shares held: -98.2%

Top Buyers

vs Mar 31, 2026

Institution	Added	Now Holds	Open
Mega CITADEL ADVISORS LLC	+1,342	23,421

Top Sellers

vs Mar 31, 2026

No qualifying movers this quarter.

Top New Positions

vs Mar 31, 2026

Institution	Acquired	Value (USD)	Open
Small BROWN, LISLE/CUMMINGS, INC.	5	$433

Top Sold-Out Positions

vs Mar 31, 2026

Institution	Previously Held	Last Value (USD)	Open
Mega LPL Financial LLC	298,571	$25,560,663
Mega UBS Group AG	102,534	$8,777,935
Mega ENVESTNET ASSET MANAGEMENT INC	88,462	$7,573,231
Mega RAYMOND JAMES FINANCIAL INC	82,463	$7,059,656
Mid Foundations Investment Advisors, LLC	59,765	$5,116,481

Filter: New 1 Increased 1 Reduced 0 Sold out 71 Unchanged 0

Showing 3 of 3

All Common Calls Puts

Compact Export CSV

CITADEL ADVISORS LLC HYGH

$1,299,150

64.03%

15,000

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Citadel Securities GP LLC	15,000	$1,299,150	100.0%	Defined

CITADEL ADVISORS LLC HYGH

$729,342

35.95%

8,421

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Citadel Securities GP LLC	8,421	$729,342	100.0%	Defined

BROWN, LISLE/CUMMINGS, INC. HYGH

$433

0.02%

5

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
UBS Financial Services Inc	102,529	$8,777,507	100.0%	Defined
UBS Securities LLC	5	$428	0.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
RAYMOND JAMES & ASSOCIATES	3,516	$301,004	4.3%	Defined
Raymond James Financial Services Advisors, Inc.	78,947	$6,758,652	95.7%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Inspire Investing, LLC	50,526	$4,325,530	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
OSAIC WEALTH, INC.	41,945	$3,590,911	98.4%	Defined
Osaic Advisory Services, LLC	664	$56,845	1.6%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
MERRILL LYNCH, PIERCE, FENNER & SMITH INC.	17,643	$1,510,417	45.0%	Defined
MANAGED ACCOUNT ADVISORS LLC	21,596	$1,848,833	55.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
ROCKEFELLER FINANCIAL LLC	25,771	$2,206,255	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
EQUITABLE ADVISORS, LLC	11,815	$1,011,482	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
RBC Capital Markets, LLC	5,457	$467,173	94.4%	Defined
RBC Dominion Securities Inc.	325	$27,823	5.6%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BlackRock Japan Co. Ltd	3,027	$259,141	100.0%	Sole

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
US BANK NATIONAL ASSOCIATION	1,125	$96,311	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
MORGAN STANLEY SMITH BARNEY LLC	1,110	$95,027	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
LINCOLN INVESTMENT PLANNING, LLC	115	$9,845	18.9%	Defined
Held directly	494	$42,291	81.1%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BMO Bank N.A.	300	$25,683	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Desjardins Securities inc.	130	$11,129	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
STRATEGIC ADVISERS LLC	100	$8,561	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC	2	$171	66.8%	Defined
WELLS FARGO CLEARING SERVICES, LLC	1	$85	33.2%	Defined