HYGH Institutional Ownership
iShares Interest Rate Hedged High Yield Bond ETF
1W: -1.1%
1M: -1.5%
3M: -1.6%
YTD: -0.1%
1Y: -0.3%
3Y: +21.8%
5Y: +31.2%
$85.12
-0.22 (-0.26%)
Weekly Expected Move ±0.4%
$84
$85
$85
$85
$86
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — HYGH
120
Institutional Holders
+6 vs prior quarter
0.0%
Ownership
+0.00pp
253M
Total Invested
18
New Positions
48
Increased
38
Reduced
11
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (124 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | ARS Wealth Advisors Group, LLC | 359,403 | 31M | +185,090 | +106.2% | 2Q | SEC ↗ |
| 2 | LPL Financial LLC | 342,515 | 29M | +43,944 | +14.7% | 40Q | SEC ↗ |
| 3 | MinichMacGregor Wealth Management, LLC | 155,950 | 13M | +9,479 | +6.5% | 18Q | SEC ↗ |
| 4 | UBS Group AG | 142,205 | 12M | +39,671 | +38.7% | 47Q | SEC ↗ |
| 5 | MATAURO, LLC | 105,723 | 9M | -16,200 | -13.3% | 7Q | SEC ↗ |
| 6 | ENVESTNET ASSET MANAGEMENT INC | 103,948 | 9M | +15,486 | +17.5% | 39Q | SEC ↗ |
| 7 | Goldstone Financial Group, LLC | 100,447 | 9M | +62,822 | +167.0% | 2Q | SEC ↗ |
| 8 | RAYMOND JAMES FINANCIAL INC | 100,087 | 9M | +17,624 | +21.4% | 7Q | SEC ↗ |
| 9 | Rooted Wealth Advisors, Inc. | 99,664 | 8M | +2,392 | +2.5% | 7Q | SEC ↗ |
| 10 | AdvisorNet Financial, Inc | 89,782 | 8M | +12,268 | +15.8% | 6Q | SEC ↗ |
| 11 | OSAIC HOLDINGS, INC. | 80,627 | 7M | +38,018 | +89.2% | 26Q | SEC ↗ |
| 12 | Sound Income Strategies, LLC | 66,922 | 6M | -1,313 | -1.9% | 15Q | SEC ↗ |
| 13 | BANK OF AMERICA CORP /DE | 64,015 | 5M | +24,776 | +63.1% | 15Q | SEC ↗ |
| 14 | Capital Asset Advisory Services LLC | 57,447 | 5M | -1,714 | -2.9% | 11Q | SEC ↗ |
| 15 | AXXCESS WEALTH MANAGEMENT, LLC NEW | 57,447 | 5M | — | +0.0% | 1Q | SEC ↗ |
| 16 | Live Oak Investment Partners | 55,287 | 5M | +2,093 | +3.9% | 3Q | SEC ↗ |
| 17 | Blue Capital, Inc. | 55,248 | 5M | +27,143 | +96.6% | 5Q | SEC ↗ |
| 18 | Sowell Financial Services LLC NEW | 54,724 | 5M | — | +0.0% | 1Q | SEC ↗ |
| 19 | Foundations Investment Advisors, LLC | 51,715 | 4M | -8,050 | -13.5% | 9Q | SEC ↗ |
| 20 | MML INVESTORS SERVICES, LLC | 50,770 | 4M | +8,138 | +19.1% | 18Q | SEC ↗ |
| 21 | Kovack Advisors, Inc. | 47,790 | 4M | +337 | +0.7% | 7Q | SEC ↗ |
| 22 | NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 38,870 | 3M | +7,150 | +22.5% | 9Q | SEC ↗ |
| 23 | Focus Financial Network, Inc. | 36,996 | 3M | +4,301 | +13.2% | 10Q | SEC ↗ |
| 24 | Inspire Advisors, LLC | 32,978 | 3M | -17,548 | -34.7% | 5Q | SEC ↗ |
| 25 | Arax Advisory Partners NEW | 31,288 | 3M | — | +0.0% | 1Q | SEC ↗ |
| 26 | Mason & Associates Inc | 31,246 | 3M | +7 | +0.0% | 3Q | SEC ↗ |
| 27 | FOUNDERS FINANCIAL SECURITIES LLC | 29,308 | 2M | +918 | +3.2% | 5Q | SEC ↗ |
| 28 | Clark Capital Management Group, Inc. | 28,182 | 2M | +838 | +3.1% | 7Q | SEC ↗ |
| 29 | Rockefeller Capital Management L.P. | 26,930 | 2M | +1,159 | +4.5% | 5Q | SEC ↗ |
| 30 | Diversify Advisory Services, LLC NEW | 24,708 | 2M | — | +0.0% | 1Q | SEC ↗ |
| 31 | DIVERSIFY WEALTH MANAGEMENT, LLC | 24,708 | 2M | +21,332 | +631.9% | 2Q | SEC ↗ |
| 32 | AXS Investments LLC | 19,865 | 2M | -8,522 | -30.0% | 5Q | SEC ↗ |
| 33 | PARK AVENUE SECURITIES LLC | 19,482 | 2M | +8,508 | +77.5% | 2Q | SEC ↗ |
| 34 | Apella Capital, LLC | 18,290 | 2M | -1,095 | -5.6% | 6Q | SEC ↗ |
| 35 | Cetera Investment Advisers | 17,745 | 2M | -1,169 | -6.2% | 10Q | SEC ↗ |
| 36 | IBEX WEALTH ADVISORS | 16,708 | 1M | +7,373 | +79.0% | 7Q | SEC ↗ |
| 37 | Strait & Sound Wealth Management LLC | 16,091 | 1M | +323 | +2.0% | 9Q | SEC ↗ |
| 38 | Equitable Holdings, Inc. | 14,598 | 1M | +2,783 | +23.6% | 10Q | SEC ↗ |
| 39 | SHEETS SMITH WEALTH MANAGEMENT | 12,916 | 1M | -68 | -0.5% | 6Q | SEC ↗ |
| 40 | Focus Partners Advisor Solutions, LLC | 12,419 | 1M | +518 | +4.4% | 13Q | SEC ↗ |
| 41 | HBW ADVISORY SERVICES LLC | 11,637 | 991K | +217 | +1.9% | 6Q | SEC ↗ |
| 42 | NEW WAVE WEALTH ADVISORS LLC | 11,460 | 975K | +418 | +3.8% | 9Q | SEC ↗ |
| 43 | Janney Montgomery Scott LLC | 11,072 | 942K | +286 | +2.7% | 4Q | SEC ↗ |
| 44 | Cambridge Investment Research Advisors | 11,061 | 942K | -1,982 | -15.2% | 15Q | SEC ↗ |
| 45 | United Advisor Group, LLC | 10,870 | 925K | +830 | +8.3% | 7Q | SEC ↗ |
| 46 | Trademark Financial Management, LLC | 10,526 | 896K | +6,948 | +194.2% | 3Q | SEC ↗ |
| 47 | SHP Wealth Management | 9,443 | 804K | +6,428 | +213.2% | 2Q | SEC ↗ |
| 48 | ROYAL BANK OF CANADA | 8,774 | 747K | +2,992 | +51.7% | 22Q | SEC ↗ |
| 49 | CITADEL ADVISORS LLC | 8,421 | 717K | -13,658 | -61.9% | 8Q | SEC ↗ |
| 50 | IFP Advisors, Inc | 8,103 | 690K | -1,090 | -11.9% | 23Q | SEC ↗ |
Recent Activity
New Positions (18)
| Holder | Shares | Value |
|---|---|---|
| AXXCESS WEALTH MANAGEMENT, LLC | 57,447 | 5M |
| Sowell Financial Services LLC | 54,724 | 5M |
| Arax Advisory Partners | 31,288 | 3M |
| Diversify Advisory Services, LLC | 24,708 | 2M |
| GREAT VALLEY ADVISOR GROUP, INC. | 6,634 | 565K |
| Global Retirement Partners, LLC | 4,624 | 394K |
| JBR Co Financial Management Inc | 3,835 | 326K |
| Strategic Blueprint, LLC | 2,899 | 247K |
| COMMONWEALTH EQUITY SERVICES, LLC | 2,409 | 205K |
| J.W. COLE ADVISORS, INC. | 2,316 | 197K |
| Eagle Strategies LLC | 2,315 | 197K |
| BARD ASSOCIATES INC | 2,160 | 184K |
| Steward Partners Investment Advisor | 1,623 | 138K |
| Guardian Partners Inc. | 1,483 | 126K |
| Integrated Wealth Concepts LLC | 999 | 85K |
| Fortitude Family Office, LLC | 248 | 21K |
| MERCER GLOBAL ADVISORS INC /ADV | 247 | 21K |
| Planning Strategies Inc. | 133 | 11K |
Sold Out (15)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| JANE STREET GROUP, LLC | 6,328 | 539K |
| Synergy Asset Management, LLC | 4,891 | 416K |
| Net Worth Advisory Group | 2,749 | 234K |
| Advisory Alpha, LLC | 2,447 | 208K |
| OxenFree Capital LLC | 2,346 | 200K |
| Advisory Services Network, LLC | 403 | 34K |
| CWM, LLC | 235 | 20K |
| Western Wealth Management, LLC | 180 | 15K |
| FIFTH THIRD BANCORP | 111 | 9K |
| MAI Capital Management | 55 | 5K |
| Aptus Capital Advisors, LLC | 34 | 3K |
| Legacy Wealth Managment, LLC/ID | 27 | 2K |
| Geneos Wealth Management Inc. | 7 | 1K |
| Destiny Wealth Partners, LLC | 4 | 0K |
| Park Square Financial Group, LLC | 3 | 0K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| ARS Wealth Advisors Group, LLC | +185,090 | +106.2% | 359,403 |
| Goldstone Financial Group, LLC | +62,822 | +167.0% | 100,447 |
| LPL Financial LLC | +43,944 | +14.7% | 342,515 |
| UBS Group AG | +39,671 | +38.7% | 142,205 |
| OSAIC HOLDINGS, INC. | +38,018 | +89.2% | 80,627 |
| Blue Capital, Inc. | +27,143 | +96.6% | 55,248 |
| BANK OF AMERICA CORP /DE | +24,776 | +63.1% | 64,015 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | +21,332 | +631.9% | 24,708 |
| RAYMOND JAMES FINANCIAL INC | +17,624 | +21.4% | 100,087 |
| ENVESTNET ASSET MANAGEMENT INC | +15,486 | +17.5% | 103,948 |
| AdvisorNet Financial, Inc | +12,268 | +15.8% | 89,782 |
| MinichMacGregor Wealth Management, | +9,479 | +6.5% | 155,950 |
| PARK AVENUE SECURITIES LLC | +8,508 | +77.5% | 19,482 |
| MML INVESTORS SERVICES, LLC | +8,138 | +19.1% | 50,770 |
| IBEX WEALTH ADVISORS | +7,373 | +79.0% | 16,708 |
| NATIONS FINANCIAL GROUP INC, /IA/ / | +7,150 | +22.5% | 38,870 |
| Trademark Financial Management, LLC | +6,948 | +194.2% | 10,526 |
| SHP Wealth Management | +6,428 | +213.2% | 9,443 |
| FMR LLC | +5,028 | +5028.0% | 5,128 |
| Focus Financial Network, Inc. | +4,301 | +13.2% | 36,996 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Inspire Advisors, LLC | -17,548 | -34.7% | 32,978 |
| MATAURO, LLC | -16,200 | -13.3% | 105,723 |
| Elequin Capital, LP | -16,054 | -75.7% | 5,145 |
| CITADEL ADVISORS LLC | -13,658 | -61.9% | 8,421 |
| Sigma Planning Corp | -9,823 | -75.5% | 3,191 |
| AXS Investments LLC | -8,522 | -30.0% | 19,865 |
| NORTHWESTERN MUTUAL WEALTH MANAGEME | -8,515 | -69.4% | 3,760 |
| Foundations Investment Advisors, LL | -8,050 | -13.5% | 51,715 |
| PFG Advisors | -6,080 | -52.2% | 5,557 |
| Cambridge Investment Research Advis | -1,982 | -15.2% | 11,061 |
| MATHER GROUP, LLC. | -1,741 | -25.6% | 5,065 |
| Capital Asset Advisory Services LLC | -1,714 | -2.9% | 57,447 |
| Sound Income Strategies, LLC | -1,313 | -1.9% | 66,922 |
| Cetera Investment Advisers | -1,169 | -6.2% | 17,745 |
| Apella Capital, LLC | -1,095 | -5.6% | 18,290 |
| IFP Advisors, Inc | -1,090 | -11.9% | 8,103 |
| Golden State Wealth Management, LLC | -935 | -51.3% | 886 |
| SMITHBRIDGE ASSET MANAGEMENT INC/DE | -340 | -8.1% | 3,849 |
| BlackRock, Inc. | -249 | -8.2% | 2,778 |
| ACUTE INVESTMENT ADVISORY, LLC | -239 | -7.1% | 3,127 |