ISHARES HY CORP BD BUYWR ETF HYGW
$28.92
+0.1% 52w: $27.10 – $28.94
Latest 13F among current holders filed 32 days ago (Jun 3, 2026)
Price — last 12 months
research preview data27.1028.0228.94
Jun 20, 2025 Jul 2, 2026
Institutional holders
76
-10 QoQ
13F value
$133.2M
-40.6% QoQ
Smart-money holders
0
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns HYGW?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 864.1K | $25.5M | 0.0% | -55.9% |
| Hennion & Walsh Asset Management, Inc. | Other | 674.1K | $19.9M | 0.7% | +4.7% |
| LPL Financial LLC | Bank broker | 505.2K | $14.9M | 0.0% | -44.1% |
| Cetera Investment Advisers | Wealth advisor | 317.7K | $9.4M | 0.0% | -43.1% |
| Jordan Park Group LLC | Wealth advisor | 798.1K | $5.8M | 0.3% | New |
| MORGAN STANLEY | Bank broker | 195.6K | $5.8M | 0.0% | -36.0% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 159.1K | $4.7M | 0.0% | +35.5% |
| JPMORGAN CHASE & CO | Bank broker | 147.2K | $4.3M | 0.0% | -17.0% |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 140.5K | $4.1M | 0.0% | -12.5% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 140.1K | $4.1M | 0.0% | -48.3% |
| ASSETMARK, INC | Wealth advisor | 126.1K | $3.7M | 0.0% | -58.6% |
| Envestnet Portfolio Solutions, Inc. | Wealth advisor | 117.4K | $3.5M | 0.0% | -48.9% |
| RiverFront Investment Group, LLC | Wealth advisor | 114.8K | $3.4M | 0.1% | +64.6% |
| Kelly Financial Services LLC | Wealth advisor | 57.4K | $1.7M | 0.4% | -64.2% |
| NewEdge Advisors, LLC | Diversified mechanical | 54.3K | $1.6M | 0.0% | +146.5% |
| DIVERSIFY WEALTH MANAGEMENT, LLC | Wealth advisor | 54.3K | $1.6M | 0.0% | +67.3% |
| JB Capital LLC | Wealth advisor | 43.0K | $1.3M | 0.1% | -52.6% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 36.2K | $1.1M | 0.0% | -22.3% |
| PARK AVENUE SECURITIES LLC | Wealth advisor | 34.2K | $1.0M | 0.0% | -53.6% |
| Prosperity Consulting Group, LLC | Wealth advisor | 34.1K | $1.0M | 0.0% | Held |
| Triad Wealth Partners, LLC | Wealth advisor | 32.8K | $967K | 0.1% | -46.4% |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | Wealth advisor | 29.3K | $866K | 0.0% | -53.9% |
| INTEGRITY ALLIANCE, LLC. | Wealth advisor | 26.1K | $768K | 0.0% | +14.7% |
| CreativeOne Wealth, LLC | Wealth advisor | 25.3K | $747K | 0.0% | -57.2% |
| Eaton Financial Holdings Company, LLC | Wealth advisor | 23.8K | $703K | 0.2% | +96.0% |
| Fortis Group Advisors, LLC | Wealth advisor | 22.7K | $663K | 0.1% | -0.9% |
| ShoreHaven Wealth Partners, LLC | Wealth advisor | 22.1K | $651K | 0.2% | -46.6% |
| Sanctuary Advisors, LLC | Wealth advisor | 18.7K | $551K | 0.0% | -35.4% |
| MATHER GROUP, LLC. | Wealth advisor | 18.6K | $548K | 0.0% | New |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Market maker | 17.9K | $529K | 0.0% | -29.4% |
| CITADEL ADVISORS LLC | Multistrat pod | 17.7K | $522K | 0.0% | -4.0% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 17.5K | $517K | 0.0% | -17.4% |
| Sequoia Financial Advisors, LLC | Wealth advisor | 15.7K | $465K | 0.0% | -24.0% |
| Detalus Advisors, LLC | Wealth advisor | 14.9K | $439K | 0.1% | -26.8% |
| QP WEALTH MANAGEMENT, LLC | Other | 13.1K | $386K | 0.7% | -30.0% |
| Quadrant Private Wealth Management, LLC | Other | 12.6K | $371K | 0.1% | -53.5% |
| Orion Porfolio Solutions, LLC | Wealth advisor | 12.1K | $358K | 0.0% | -54.5% |
| PNC FINANCIAL SERVICES GROUP, INC. | Diversified mechanical | 11.9K | $352K | 0.0% | -96.7% |
| Moors & Cabot, Inc. | Other | 11.8K | $347K | 0.0% | Held |
| Invst, LLC | Wealth advisor | 11.7K | $346K | 0.0% | -60.2% |
| SIGNET FINANCIAL MANAGEMENT, LLC | Wealth advisor | 11.1K | $328K | 0.0% | -55.2% |
| Steward Partners Investment Advisory, LLC | Diversified mechanical | 11.1K | $326K | 0.0% | +0.5% |
| Summit Financial, LLC | Wealth advisor | 10.5K | $310K | 0.0% | New |
| ARMSTRONG ADVISORY GROUP, INC | Wealth advisor | 9.5K | $280K | 0.0% | -14.9% |
| Janney Montgomery Scott LLC | Diversified mechanical | 8.5K | $251K | 0.0% | New |
| Concurrent Investment Advisors, LLC | Wealth advisor | 8.2K | $241K | 0.0% | New |
| Vision Retirement, LLC | Other | 8.0K | $237K | 0.1% | -14.7% |
| Arkadios Wealth Advisors | Wealth advisor | 7.8K | $229K | 0.0% | -53.6% |
| GTS SECURITIES LLC | Market maker | 7.4K | $219K | 0.0% | New |
| WEDBUSH SECURITIES INC | Diversified mechanical | 7.4K | $218K | 0.0% | +7.2% |
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.