ISHARES HIGH YIELD SYSTEMATI HYDB
$46.57
+0.1% 52w: $43.85 – $46.72
Latest 13F among current holders filed 25 days ago (Jun 10, 2026)
Price — last 12 months
research preview data43.8545.2846.72
Jun 20, 2025 Jul 2, 2026
Institutional holders
216
-2 QoQ
13F value
$1.08B
-11.2% QoQ
Smart-money holders
4
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns HYDB?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| RENAISSANCERE HOLDINGS LTD | Wealth advisor | 5.1M | $235.3M | 57.9% | Held |
| FACTORY MUTUAL INSURANCE CO ★2 | Fundamental diversified | 2.1M | $98.5M | 1.1% | Held |
| Wealthspire Advisors, LLC | Wealth advisor | 1.5M | $70.4M | 0.6% | +6.1% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 1.4M | $66.4M | 0.0% | -55.5% |
| LPL Financial LLC | Bank broker | 1.2M | $55.1M | 0.0% | +3.4% |
| AMERIPRISE FINANCIAL INC | Bank broker | 932.6K | $43.4M | 0.0% | +67.4% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 719.9K | $33.5M | 0.0% | -36.4% |
| MORGAN STANLEY | Bank broker | 504.2K | $23.5M | 0.0% | +15.5% |
| Apollon Wealth Management, LLC | Diversified mechanical | 484.2K | $22.5M | 0.4% | +49.9% |
| Capital Investment Counsel, LLC | Wealth advisor | 428.2K | $19.9M | 2.7% | +3.2% |
| LIBERTY SQUARE WEALTH PARTNERS LLC | Wealth advisor | 394.1K | $18.3M | 5.1% | +19.7% |
| Cornerstone Planning Group LLC | Wealth advisor | 385.9K | $18.1M | 2.4% | +9.3% |
| Savvy Advisors, Inc. | Wealth advisor | 373.8K | $17.4M | 0.5% | +71.3% |
| Betterment LLC | Wealth advisor | 364.7K | $17.0M | 0.0% | +5.8% |
| BlueStem Wealth Partners, LLC | Wealth advisor | 357.6K | $16.6M | 1.8% | New |
| IMA Advisory Services, Inc. | Wealth advisor | 293.4K | $13.6M | 1.3% | -0.5% |
| Cetera Investment Advisers | Wealth advisor | 288.5K | $13.4M | 0.0% | -4.4% |
| Boyd Wealth Management, LLC | Wealth advisor | 288.5K | $13.4M | 5.7% | New |
| Outlook Wealth Advisors, LLC | Wealth advisor | 247.3K | $11.5M | 2.8% | -10.4% |
| TL Private Wealth | Wealth advisor | 226.9K | $10.6M | 4.2% | +3.2% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 222.1K | $10.3M | 0.0% | -11.3% |
| MANNING & NAPIER ADVISORS LLC | Other | 217.4K | $10.0M | 0.1% | +78.3% |
| State of New Jersey Common Pension Fund D | Diversified mechanical | 200.0K | $9.3M | 0.0% | Held |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 190.5K | $8.9M | 0.0% | +11.0% |
| Private Advisor Group, LLC | Wealth advisor | 172.6K | $8.0M | 0.0% | +149.5% |
| MA Private Wealth | Wealth advisor | 155.8K | $7.2M | 1.2% | -23.2% |
| JANE STREET GROUP, LLC | Market maker | 154.9K | $7.2M | 0.0% | +602.1% |
| CAPTRUST FINANCIAL ADVISORS | Wealth advisor | 142.0K | $6.6M | 0.0% | -11.5% |
| Daybright Advisory Services, Inc. | Wealth advisor | 139.9K | $6.5M | 1.8% | +7.4% |
| Arch Global Advisors, LLC | Wealth advisor | 136.3K | $6.3M | 3.3% | — |
| COTTONWOOD CAPITAL ADVISORS, LLC | Wealth advisor | 134.1K | $6.2M | 4.4% | +7.7% |
| Envestnet Portfolio Solutions, Inc. | Wealth advisor | 125.8K | $5.9M | 0.0% | +333.1% |
| Equitable Holdings, Inc. | Wealth advisor | 122.8K | $5.8M | 0.0% | +1114.7% |
| Avior Wealth Management, LLC | Wealth advisor | 119.3K | $5.6M | 0.2% | -45.2% |
| Waverly Advisors, LLC | Wealth advisor | 116.6K | $5.4M | 0.0% | +3.2% |
| BEACON FINANCIAL PLANNING, INC | Wealth advisor | 105.4K | $4.9M | 1.9% | +44.0% |
| Mascagni Wealth Management, Inc. | Wealth advisor | 105.1K | $4.9M | 3.5% | +3.1% |
| FIRST CITIZENS BANK & TRUST CO | Wealth advisor | 105.0K | $4.9M | 0.1% | New |
| SAX WEALTH ADVISORS, LLC | Wealth advisor | 101.2K | $4.8M | 0.2% | -2.2% |
| Triad Wealth Partners, LLC | Wealth advisor | 101.9K | $4.7M | 0.4% | +19.1% |
| JPMORGAN CHASE & CO | Bank broker | 90.7K | $4.2M | 0.0% | -55.6% |
| Provident Living Financial Services, Inc. | Other | 89.4K | $4.2M | 4.6% | -1.4% |
| IFP Advisors, Inc | Wealth advisor | 86.3K | $4.0M | 0.1% | +37.3% |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 79.7K | $3.7M | 0.0% | -59.1% |
| Pinnacle Financial Partners, Inc. | Diversified mechanical | 77.3K | $3.6M | 0.0% | +38.6% |
| Kestra Advisory Services, LLC | Wealth advisor | 76.5K | $3.6M | 0.0% | -30.2% |
| Dynamic Advisor Solutions LLC | Wealth advisor | 69.2K | $3.2M | 0.1% | +10.9% |
| Mariner, LLC | Diversified mechanical | 68.0K | $3.2M | 0.0% | New |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 59.3K | $2.8M | 0.0% | +33.2% |
| Sanctuary Advisors, LLC | Wealth advisor | 58.8K | $2.7M | 0.0% | -38.2% |
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.