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ISHARES INTEREST RATE HEDGED HIGH YIELD BOND ETF · 13F 机构持仓分析
期权收益计算器 机构排行
I

ISHARES INTEREST RATE HEDGED HIGH YIELD BOND ETF

HYGH
持有机构数
105
机构合计市值 (Q2 2026)
$2.53亿
机构合计股数 (Q2 2026)
292.1万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+75.3万股
68 · 17 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-12.8万股
39 · 16 清仓 · ≈
⚖️ 净额
+62.5万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$2.53亿
持有机构数
105
新买入
17
加仓
51
减仓
23
清仓
16
持股不变
14
历史所有权投资组合占比上一季度占比排名Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
ARS Wealth Advisors Group, LLC
2.44%1.26%#4$3,112.8万35.9万股$1,492.3万17.4万股+18.5万股+106.18%加仓
LPL金融LPL Financial LLC
0.01%0.01%#60$2,966.5万34.3万股$2,556.1万29.9万股+4.4万股+14.72%加仓
MinichMacGregor Wealth Management, LLC
2.05%2.21%#6$1,350.7万15.6万股$1,253.9万14.6万股+9,479股+6.47%加仓
瑞银集团UBS Group AG
<0.01%<0.01%#78$1,231.6万14.2万股$877.8万10.3万股+4.0万股+38.69%加仓
MATAURO, LLC
1.21%1.51%#7$915.7万10.6万股$1,043.8万12.2万股-1.6万股-13.29%减仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#74$900.3万10.4万股$757.3万8.8万股+1.5万股+17.51%加仓
Goldstone Financial Group, LLC
0.8%0.35%#8$870.0万10.0万股$322.1万3.8万股+6.3万股+166.97%加仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#72$866.9万10.0万股$706.0万8.2万股+1.8万股+21.37%加仓
Rooted Wealth Advisors, Inc.
2.11%2.22%#5$863.2万10.0万股$840.8万9.7万股+2,392股+2.46%加仓
AdvisorNet Financial, Inc
0.36%0.34%#14$777.6万9.0万股$663.6万7.8万股+1.2万股+15.83%加仓
OSAIC控股OSAIC HOLDINGS, INC.
0.01%0.01%#55$698.6万8.1万股$364.8万4.3万股+3.8万股+89.23%加仓
Sound Income Strategies, LLC
0.26%0.28%#16$579.6万6.7万股$585.8万6.8万股-1,313股-1.92%减仓
美国银行BANK OF AMERICA CORP /DE/
<0.01%<0.01%#85$554.4万6.4万股$335.9万3.9万股+2.5万股+63.14%加仓
Capital Asset 咨询服务Capital Asset Advisory Services LLC
0.18%0.2%#21$497.5万5.7万股$511.4万5.9万股-1,714股-2.90%减仓
Axxcess财富管理AXXCESS WEALTH MANAGEMENT, LLC
0.08%#31$497.5万5.7万股$00股+5.7万股新买入
Live Oak Investment Partners
2.58%2.69%#3$478.8万5.5万股$455.4万5.3万股+2,093股+3.93%加仓
Blue Capital, Inc.
3.04%1.57%#1$478.5万5.5万股$240.6万2.8万股+2.7万股+96.58%加仓
Sowell Financial Services LLC
0.15%#23$474.0万5.5万股$00股+5.5万股新买入
基础投资顾问FOUNDATIONS INVESTMENT ADVISORS, LLC
0.05%0.06%#33$447.9万5.2万股$511.6万6.0万股-8,050股-13.47%减仓
MML投资者服务MML INVESTORS SERVICES, LLC
0.01%0.01%#53$439.7万5.1万股$365.0万4.3万股+8,138股+19.09%加仓
Kovack Advisors, Inc.
0.2%0.22%#18$414.7万4.8万股$407.4万4.7万股+337股+0.71%加仓
NATIONS FINANCIAL GROUP INC, /IA/ /ADV
0.16%0.14%#22$336.7万3.9万股$271.6万3.2万股+7,150股+22.54%加仓
Focus Financial Network, Inc.
0.1%0.1%#29$320.4万3.7万股$279.9万3.3万股+4,301股+13.15%加仓
Inspire Advisors, LLC
0.2%0.35%#19$285.6万3.3万股$432.6万5.1万股-1.8万股-34.73%减仓
Arax顾问Arax Advisory Partners
0.02%#42$271.0万3.1万股$00股+3.1万股新买入
Mason & Associates Inc
0.44%0.51%#12$270.6万3.1万股$264.8万3.1万股+7股+0.02%加仓
FOUNDERS FINANCIAL SECURITIES LLC
0.13%0.14%#24$253.8万2.9万股$244.8万2.8万股+918股+3.23%加仓
Clark资本管理集团Clark Capital Management Group, Inc.
0.01%0.01%#45$244.1万2.8万股$234.1万2.7万股+838股+3.06%加仓
洛克菲勒资本管理Rockefeller Capital Management L.P.
<0.01%<0.01%#68$233.2万2.7万股$220.6万2.6万股+1,159股+4.50%加仓
多元化财富管理DIVERSIFY WEALTH MANAGEMENT, LLC
0.03%0.01%#37$213.2万2.5万股$29.1万3,376股+2.1万股+631.87%加仓
城堡顾问CITADEL ADVISORS LLC
<0.01%<0.01%#91$202.8万2.3万股$189.0万2.2万股+1,342股+6.08%加仓
AXS Investments LLC
0.49%0.5%#11$172.1万2.0万股$157.8万1.8万股+1,690股+9.30%加仓
PARK AVENUE SECURITIES LLC
0.01%0.01%#50$168.7万1.9万股$94.0万1.1万股+8,508股+77.53%加仓
Apella资本Apella Capital, LLC
0.02%0.02%#39$158.2万1.8万股$168.1万1.9万股-1,095股-5.65%减仓
Cetera投资顾问Cetera Investment Advisers
<0.01%<0.01%#79$153.7万1.8万股$161.9万1.9万股-1,169股-6.18%减仓
IBEX WEALTH ADVISORS
0.11%0.07%#26$144.7万1.7万股$79.9万9,335股+7,373股+78.98%加仓
Strait & Sound Wealth Management LLC
0.49%0.5%#10$139.4万1.6万股$135.0万1.6万股+323股+2.05%加仓
Equitable控股Equitable Holdings, Inc.
0.01%0.01%#56$126.4万1.5万股$101.8万1.2万股+2,783股+23.55%加仓
SHEETS SMITH WEALTH MANAGEMENT
0.11%0.13%#27$111.9万1.3万股$111.2万1.3万股-68股-0.52%减仓
Focus Partners顾问方案Focus Partners Advisor Solutions, LLC
0.01%0.01%#51$107.6万1.2万股$101.9万1.2万股+518股+4.35%加仓
HBW ADVISORY SERVICES LLC
0.09%0.1%#30$100.8万1.2万股$97.8万1.1万股+217股+1.90%加仓
NEW WAVE WEALTH ADVISORS LLC
0.27%0.33%#15$99.3万1.1万股$94.5万1.1万股+418股+3.79%加仓
Janney Montgomery Scott LLC
<0.01%<0.01%#76$95.9万1.1万股$92.3万1.1万股+286股+2.65%加仓
Cambridge Investment Research Advisors, Inc.
<0.01%<0.01%#73$95.8万1.1万股$111.7万1.3万股-1,982股-15.20%减仓
United Advisor Group, LLC
0.1%0.11%#28$94.1万1.1万股$85.9万1.0万股+830股+8.27%加仓
Trademark Financial Management, LLC
0.37%0.15%#13$91.2万1.1万股$30.6万3,578股+6,948股+194.19%加仓
SHP Wealth Management
0.06%0.02%#32$81.8万9,443股$25.8万3,015股+6,428股+213.20%加仓
加拿大皇家银行ROYAL BANK OF CANADA
<0.01%<0.01%#95$76.1万8,774股$49.5万5,782股+2,992股+51.75%加仓
IFP顾问IFP Advisors, Inc
0.01%0.02%#47$70.2万8,103股$78.7万9,193股-1,090股-11.86%减仓
Van Diest Capital, LLC
0.61%0.37%#9$67.9万7,842股$46.5万5,428股+2,414股+44.47%加仓

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