Stock Analysis

ISHARES U S ETF TR INT RATE HEDGED HIGH YIELD BD ETF (HYGH)

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -10
Streak
1Q ▼
Buyers last Q
52%

Smart Money Signals — HYGH

Based on 86 hedge funds · latest filing: 2025 Q4 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed this position than added to it. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams deciding to exit.
📊

High ownership — 90% of 3.0Y peak

90% of all-time peak
86 funds currently hold this stock — 90% of the 3.0-year high of 96 funds (reached 2025 Q3). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📶

Steady growth — +18% more funds vs a year ago

fund count last 6Q
+13 new funds entered over the past year (+18% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 52% buying

48 buying45 selling
Last quarter: 48 funds bought or added vs 45 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
⚠️

Fewer new buyers each quarter (-9 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 12 → 21 → 18 → 9. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
📌

Mixed — 36% long-term, 20% new

36% conviction (2yr+) 44% medium 20% new
Of the 86 current holders: 31 (36%) held >2 years, 38 held 1–2 years, and 17 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.
💎

Buying through price weakness — shares +353%, value +152%

Value
+152%
Shares
+353%
Last quarter: funds added +353% more shares while total portfolio value only changed +152%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
📊

Peak discovery — momentum slowing

18 → 12 → 21 → 18 → 9 new funds/Q
New funds entering each quarter: 12 → 21 → 18 → 9. The stock is well-known in the hedge fund world but new entries are declining. The easy phase of institutional discovery may be behind us.
🏛️

Deep conviction — 41% of holders stayed 2+ years

41% veterans 23% 1-2yr 36% new
Of 86 current holders: 35 (41%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
📋

Smaller funds dominant — 10% top-100 AUM

10% from top-100 AUM funds
Only 9 of 86 current holders rank in the top 100 by AUM. The stock is held mostly by smaller and mid-sized funds — the largest institutional players haven't yet built significant positions.
3.3
out of 10
Low Exit Risk
Exit risk score 3.3/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Hedge Fund Ownership: HYGH

How many hedge funds hold HYGH — quarterly history vs. share price
Quarterly hedge fund ownership of HYGH vs. share price

Market Analysis: HYGH

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Analyst Price Targets

-- Low
-- High
-- Average
-- Current

Analyst Recommendations

Stock Performance

Real-time

Company Profile: HYGH

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Hedge Fund Positioning: HYGH
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Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change

Statistics: HYGH

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Valuation Measures Data as of: --

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Financial Highlights

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Institutional Holders (2025 Q4)
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Investor Ownership
History
% of Portfolio Prev % Rank Conviction Avg Buy
Price
13F Score™ 3Y / 7Y Shares Mkt Value Change Change % Source Quarter Filed