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Disclosery

HYG ISHARES TR

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IBOXX HI YD ETF (fund)

972 managers (984 13F filers) reported a position in HYG shares at 2024-12-31, 226,076,478 shares in all. 98 filers opened a position and 65 filers sold out during the quarter.

Managers
972
13F filers
984
New
98
Added
357
Reduced
314
Sold out
65
Shares held by filers
226,076,478

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Net Worth Advisory Group69,133$5.44M1.65%+74713F-HRTimeline
EQ LLC69,015$5.43M2.55%+64,85413F-HRTimeline
Ballentine Partners, LLC68,141$5.36M0.09%+3,87813F-HRTimeline
Wealth Forward, LLC67,567$5.31M3.75%+4,29213F-HRTimeline
CHOREO, LLC67,180$5.28M0.08%+2,13713F-HRTimeline
GREENUP STREET WEALTH MANAGEMENT LLC66,915$5.26M1.05%+1,28213F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.66,872$5.26M0.01%-31,31213F-HRTimelineGroup
Boltwood Capital Management66,435$5.23M1.59%+3,22513F-HRTimeline
SevenBridge Financial Group, LLC65,697$5.22M0.99%-1,98313F-HRTimeline
Atria Investments, Inc65,944$5.19M0.06%-19,91713F-HRTimeline
IFP Advisors, Inc65,849$5.18M0.17%+6,30713F-HRTimeline
Plan Group Financial, LLC65,630$5.16M2.73%+1,09113F-HRTimeline
Global Retirement Partners, LLC65,570$5.16M0.15%+9,98213F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…65,325$5.14M0.02%-28713F-HRTimelineGroup
Global View Capital Management LLC64,958$5.12M1.8%13F-HRTimeline
Buska Wealth Management, LLC64,527$5.08M1.62%+18,05713F-HRTimeline
HERITAGE OAK WEALTH ADVISORS LLC63,426$4.99M2.34%new13F-HRTimeline
M.D. Sass, LLC62,650$4.93M0.38%new13F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.61,396$4.83M0.03%+2,31613F-HRTimeline
IFG Advisors, LLC60,866$4.79M0.95%+5,60513F-HRTimeline
Paloma Partners Management Coin group Paloma Partners Management Co60,666$4.77M0.31%+34,88013F-HRTimelineGroup
Lionshead Wealth Management, LLC60,313$4.74M3.43%13F-HRTimeline
Park Square Financial Group, LLC60,271$4.74M3.28%13F-HRTimeline
Holt Capital Advisors, L.L.C. dba Holt …60,000$4.72M0.71%013F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC59,707$4.7M0.13%+2,68613F-HRTimeline
OxenFree Capital LLC59,328$4.67M3.51%+3,25713F-HRTimeline
HMS Capital Management, LLC59,267$4.66M2.25%+1,39413F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.58,591$4.61M0.32%+3,60913F-HRTimelineGroup
CONNING INC.in group CONNING INC.58,395$4.59M0.16%013F-HRTimelineGroup
Bensler, LLC57,982$4.56M0.54%-3,65513F-HRTimeline
Roundview Capital LLC57,782$4.54M0.32%-38713F-HRTimeline
Washington Trust Advisors, Inc.56,758$4.46M0.37%+4,04013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.56,358$4.43M0.04%+1,68513F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV55,558$4.37M0.01%-4,81313F-HRTimeline
Integrated Advisors Network LLC54,595$4.29M0.21%-1,94513F-HRTimeline
Integrated Wealth Concepts LLC54,384$4.28M0.05%+13,39713F-HRTimeline
Curran Financial Partners, LLC54,381$4.28M1.12%+19,46613F-HRTimeline
SBI Securities Co., Ltd.53,960$4.24M0.13%13F-HRTimeline
Ironwood Financial, llc53,949$4.24M0.89%-11413F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC53,762$4.23M0.12%+2,89313F-HRTimeline
Palogic Value Management, L.P.53,532$4.21M1.68%+42913F-HR/ATimeline
McAdam, LLC52,562$4.13M0.23%-4,58313F-HRTimeline
MEMBERS CAPITAL ADVISORS INC52,000$4.09M3.68%013F-HRTimeline
BLAIR WILLIAM & CO/IL51,881$4.08M0.01%+6,35013F-HRTimeline
Sagace Wealth Management LLC50,851$4M3%+41,03813F-HRTimeline
BARROW HANLEY MEWHINNEY & STRAUSS LLC50,178$3.95M0.01%new13F-HR/ATimeline
Parkside Financial Bank & Trust50,114$3.94M0.52%+1,93813F-HRTimeline
Y.D. More Investments Ltdin group Y.D. More Investments Ltd49,888$3.92M0.35%+1,48813F-HRTimelineGroup
Advisors Preferred, LLCin group Advisors Preferred, LLC49,428$3.9M0.63%-11,91313F-HRTimelineGroup
Beirne Wealth Consulting Services, LLC49,108$3.86M1.39%-32313F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.49,068$3.86M0.01%+5,21313F-HRTimelineGroup
Waverly Advisors, LLC48,991$3.85M0.06%-3,38813F-HRTimeline
NEW ENGLAND ASSET MANAGEMENT INC48,790$3.84M0.66%013F-HRTimeline
Robertson Stephens Wealth Management, L…48,706$3.83M0.14%+44,19813F-HRTimeline
Insight Wealth Partners, LLC48,033$3.78M2.39%+6,55113F-HRTimeline
Aptus Capital Advisors, LLC47,841$3.76M0.04%+46,22413F-HRTimeline
Freedom Investment Management, Inc.47,526$3.74M0.31%-8,10213F-HRTimeline
PERSONAL CFO SOLUTIONS, LLC47,430$3.73M0.73%+95813F-HRTimeline
CoreCap Advisors, LLC47,224$3.71M0.17%-61,35313F-HRTimeline
SageView Advisory Group, LLC46,745$3.68M0.16%-21,67713F-HRTimeline
Bison Wealth, LLC46,394$3.65M0.8%+43,69613F-HRTimeline
STERLING INVESTMENT ADVISORS LLC /ADV46,332$3.64M2.13%+81913F-HRTimeline
RETIREMENT CAPITAL STRATEGIES45,911$3.61M1.37%new13F-HRTimeline
PINEBRIDGE INVESTMENTS, L.P.45,659$3.59M0.03%-5,33113F-HRTimeline
World Investment Advisors45,026$3.54M0.1%+4,74113F-HRTimeline
Davies Financial Advisors, Inc.44,992$3.54M3.01%+3,09013F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC44,935$3.53M0.44%+2,95813F-HRTimeline
Financial & Tax Architects, LLC44,757$3.52M0.9%+3,44413F-HRTimeline
Cypress Wealth Services, LLC43,540$3.42M0.69%-95113F-HRTimeline
FineMark National Bank & Trust43,203$3.4M0.12%+8,54013F-HRTimeline
Transcendent Capital Group LLC42,807$3.37M1.74%+77513F-HRTimeline
Crabel Capital Management, LLC41,796$3.29M10.68%-57,21813F-HRTimeline
SCOTIA CAPITAL INC.41,403$3.26M0.02%+26,90013F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV41,228$3.24M0.24%+21,34313F-HRTimeline
Beacon Pointe Advisors, LLC41,185$3.24M0.04%-28,79113F-HRTimeline
Trek Financial, LLC41,018$3.23M0.24%+7,30013F-HRTimeline
Fiera Capital Corpin group Fiera Capital Corp40,887$3.22M0.01%-913F-HRTimelineGroup
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…40,752$3.21M0.32%-3,69313F-HRTimelineGroup
Banco Santander, S.A.in group Banco Santander, S.A.40,594$3.19M0.04%+7,29913F-HRTimelineGroup
Advisory Services Network, LLC40,396$3.18M0.06%+11,80413F-HRTimeline
Carlson Capital, L.P.40,000$3.15M1.86%new13F-HRTimeline
Allie Family Office LLC39,904$3.14M1.74%+4,29013F-HRTimeline
Financial Alternatives, Inc39,493$3.11M2.19%-1813F-HRTimeline
CIM, LLC39,383$3.1M0.44%+62213F-HRTimeline
MMA ASSET MANAGEMENT LLC38,639$3.04M1.33%-37,30013F-HRTimeline
Providence Capital Advisors, LLC37,762$2.97M0.6%+16213F-HRTimeline
Sanctuary Advisors, LLC36,158$2.89M0.02%-4213F-HRTimeline
NATIXISin group Natixis Investment Managers36,693$2.89M0.02%new13F-HRTimelineGroup
LifePlan Investment Advisors, Inc.36,286$2.85M1.77%-70713F-HRTimeline
Alliance Wealth Advisors, LLC /UT35,750$2.81M0.73%-8,41813F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …35,721$2.81M0.23%new13F-HR/ATimeline
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …35,350$2.78M0.04%+5,38213F-HRTimelineGroup
Baker Avenue Asset Management, LP34,948$2.75M0.08%+31,96413F-HRTimeline
AssuredPartners Investment Advisors, LLC34,881$2.74M0.53%13F-HRTimeline
Atlanta Consulting Group Advisors, LLC34,803$2.74M1.01%-4,52813F-HR/ATimeline
Copperwynd Financial, LLC34,594$2.72M0.75%new13F-HRTimeline
TD Waterhouse Canada Inc.34,522$2.72M0.02%+5,29413F-HRTimeline
5th Street Advisors, LLC33,492$2.63M1.37%-2,78113F-HRTimeline
SYKON CAPITAL LLC33,351$2.62M0.9%-1,87613F-HRTimeline
BOSTON RESEARCH & MANAGEMENT INC33,135$2.61M0.63%-25013F-HR/ATimeline
INVICTUS PRIVATE WEALTH, LLC32,797$2.58M0.2%-3,97913F-HRTimeline
MorganRosel Wealth Management, LLC32,791$2.58M0.85%+1,30213F-HRTimeline
Bellecapital International Ltd.32,457$2.55M0.45%013F-HRTimeline
Towerpoint Wealth, LLC32,117$2.53M1.24%-32,97813F-HRTimeline
Meridian Wealth Management, LLC31,215$2.46M0.12%+13,66713F-HRTimeline
LVZ, Inc.31,087$2.45M0.31%-2,77713F-HRTimeline
DRIVE WEALTH MANAGEMENT, LLC30,812$2.42M0.59%+1,68513F-HRTimeline
Florin Court Capital LLP30,700$2.41M2.51%+17,90013F-HRTimeline
Steward Partners Investment Advisory, L…30,463$2.4M0.02%+18,92813F-HRTimeline
HALL CAPITAL MANAGEMENT CO INC30,382$2.39M1.11%13F-HRTimeline
Kingsview Wealth Management, LLC30,130$2.37M0.05%+30913F-HRTimeline
ARCH CAPITAL GROUP LTD.30,000$2.36M0.55%013F-HRTimeline
Elwood & Goetz Wealth Advisory Group, L…29,577$2.33M0.57%+7,55613F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP29,351$2.31M<0.01%+11,46713F-HRTimelineGroup
RICHARDSON FINANCIAL SERVICES INC.29,315$2.31M1.62%-1,13513F-HRTimeline
BKM Wealth Management, LLC29,029$2.28M0.94%+23,79713F-HRTimeline
Sanctuary Wealth Management, L.L.C.28,964$2.28M1.51%+19,71313F-HRTimeline
Global Trust Asset Management, LLC28,752$2.26M0.86%-59713F-HRTimeline
Prosperity Consulting Group, LLC28,506$2.24M0.17%-3,08813F-HRTimeline
Dynamic Advisor Solutions LLC28,333$2.23M0.1%-11,01413F-HRTimeline
Frank, Rimerman Advisors LLC28,263$2.22M0.16%013F-HRTimeline
Neumann Capital Management, LLC28,207$2.22M0.74%-18813F-HRTimeline
EMG Holdings, L.P.in group EMG Holdings, L.P.27,776$2.18M3.01%013F-HRTimelineGroup
Lorne Steinberg Wealth Management Inc.27,573$2.17M0.63%+1,26513F-HRTimeline
Motiv8 Investments LLC27,571$2.17M1.52%-3,40013F-HRTimeline
Covenant Partners, LLC27,564$2.17M0.67%-1,93513F-HRTimeline
SeaCrest Wealth Management, LLC27,404$2.16M0.23%-3,90013F-HRTimeline
Mandatum Life Insurance Co Ltd27,245$2.14M0.64%+11313F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…27,230$2.14M<0.01%-6,55813F-HR/ATimeline
COREPATH WEALTH PARTNERS LLC26,671$2.1M2.04%+51013F-HRTimeline
GUARDIAN CAPITAL LPin group GUARDIAN CAPITAL LP24,500$2.09M0.08%013F-HRTimelineGroup
HFG Advisors, Inc.26,390$2.08M1.81%+66613F-HRTimeline
SYNOVUS FINANCIAL CORP26,197$2.06M0.03%+2,67013F-HRTimeline
Wealth Watch Advisors, INC25,976$2.04M1.27%13F-HRTimeline
Belpointe Asset Management LLC25,460$2.02M0.12%+58713F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …25,564$2.01M0.03%+2,72613F-HRTimelineGroup
OneDigital Investment Advisors LLC25,492$2M0.02%+4,19013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…25,405$2M0.11%+25,21513F-HRTimelineGroup
Clarus Wealth Advisors25,058$1.97M0.98%+1,51813F-HRTimeline
Granby Capital Management, LLCin group Granby Capital Management, LLC25,000$1.97M1.02%-1,00013F-HRTimelineGroup
Generali Investments CEE, investicni sp…25,000$1.97M0.2%13F-HRTimeline
Daiichi Life Insurance Co., Ltd.group of 2 filers holding24,923$1.96M+6,428Timeline
Cadent Capital Advisors, LLC24,801$1.95M0.68%-15213F-HRTimeline
VIRTUS ADVISERS, LLCin group Virtus Investment Advisers, L…24,465$1.92M0.79%013F-HRTimelineGroup
Stratos Wealth Partners, LTD.group of 2 filers holding24,451$1.92M+5,297Timeline
AlTi Global, Inc.in group AlTi Global, Inc.24,388$1.92M0.05%+18,32813F-HRTimelineGroup
FOCUS Wealth Advisors, LLC24,329$1.91M1.02%new13F-HRTimeline
Ranch Capital Advisors Inc.24,208$1.9M0.9%+2,35913F-HRTimeline
PARTNERS CAPITAL INVESTMENT GROUP, LLP24,088$1.89M0.05%-15,19513F-HRTimeline
Fortis Capital Management LLC24,023$1.89M0.35%+2,48113F-HRTimeline
Emergent Wealth Advisors, LLC24,004$1.89M1.37%+48713F-HRTimeline
AdvisorNet Financial, Inc23,969$1.89M0.16%-1,85513F-HRTimeline
Virtue Capital Management, LLC23,964$1.88M0.38%-3,36713F-HRTimeline
1ST SOURCE BANK23,954$1.88M0.11%-6113F-HRTimeline
BG Investment Services, LLC23,866$1.88M1.89%13F-HRTimeline
Foundations Investment Advisors, LLC23,802$1.87M0.04%-4,53713F-HRTimeline
Private Advisory Group LLC23,757$1.87M0.21%new13F-HR/ATimeline
FUTURE YOU WEALTH LLC23,745$1.87M1.32%13F-HRTimeline
David J Yvars Group23,739$1.87M1.14%-1,57313F-HRTimeline
Sheridan Capital Management, LLC23,358$1.84M1.29%-76013F-HRTimeline
&PARTNERS23,096$1.82M0.02%+8,47613F-HRTimeline
D.A. DAVIDSON & CO.23,141$1.82M0.01%+7,15213F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…23,025$1.81M<0.01%+2,48913F-HRTimelineGroup
Better Money Decisions, LLC22,847$1.8M1.25%+3,01713F-HRTimeline
CW Advisors, LLC22,683$1.78M0.02%+61313F-HRTimeline
Sowell Financial Services LLC22,683$1.78M0.09%+2,07713F-HRTimeline
Ramiah Investment Group22,277$1.75M1.6%+2413F-HRTimeline
Heritage Wealth Management, Inc. /CA/22,094$1.74M1.48%+7,64313F-HRTimeline
Ashton Thomas Private Wealth, LLC21,951$1.73M0.07%-36813F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources21,373$1.68M<0.01%+38713F-HRTimelineGroup
NWAM LLC21,129$1.66M0.1%-33813F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding20,904$1.64M+7,664Timeline
Ironwood Investment Counsel, LLC20,820$1.64M0.28%-81613F-HRTimeline
GROUP ONE TRADING LLC20,510$1.61M0.05%new13F-HR/ATimeline
Koshinski Asset Management, Inc.20,445$1.61M0.14%+3,01713F-HRTimeline
Prospera Financial Services Inc20,425$1.61M0.04%+2,26713F-HRTimeline
Rehmann Capital Advisory Group20,428$1.61M0.1%-1,16513F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…20,152$1.6M0.09%-2,71013F-HRTimeline
ISLAY CAPITAL MANAGEMENT, LLC20,347$1.6M1.11%+25013F-HRTimeline
Ascentis Wealth Management, LLCgroup of 2 filers holding20,232$1.59M+13,124Timeline
Aristides Capital LLC20,180$1.59M0.5%+2,18013F-HRTimeline
HANCOCK WHITNEY CORP20,149$1.58M0.05%+4,37513F-HRTimeline
Anthracite Investment Company, Inc.20,000$1.57M0.79%new13F-HRTimeline
Redhawk Wealth Advisors, Inc.19,962$1.57M0.21%+4,14813F-HRTimeline
Talisman Wealth Advisors LLC34,651$1.57M1.66%+20,88613F-HRTimeline
Erickson Financial Group, LLC19,805$1.56M1.11%+9913F-HRTimeline
Rialto Wealth Management, LLC19,708$1.55M0.51%13F-HRTimeline
Aberdeen Group plcin group Aberdeen Group plc19,700$1.55M<0.01%+12,30013F-HRTimelineGroup
DIMENSION CAPITAL MANAGEMENT LLC19,654$1.55M0.25%+1,57513F-HRTimeline
Sharkey, Howes & Javer19,528$1.54M0.22%+30913F-HRTimeline
BANK OF NOVA SCOTIAin group BANK OF NOVA SCOTIA19,487$1.53M<0.01%-153,33613F-HR/ATimelineGroup
Mittelman Wealth Management19,269$1.52M1.41%-6,39313F-HRTimeline
CITY HOLDING CO19,244$1.51M0.21%+2,05113F-HRTimeline
Asset Allocation & Management Company, …19,130$1.5M0.82%013F-HRTimeline
Sunbeam Capital Management, LLC19,105$1.5M1.39%13F-HR/ATimeline
Grey Fox Wealth Advisors, LLC19,093$1.5M0.41%-4913F-HRTimeline
Integrated Capital Management, LLC19,002$1.5M0.8%+14013F-HRTimeline
BURKE & HERBERT BANK & TRUST CO19,008$1.49M0.35%013F-HRTimeline
NINE MASTS CAPITAL Ltd18,972$1.49M0.27%-28,27813F-HRTimeline
CacheTech Inc.18,923$1.49M0.28%+5,47913F-HRTimeline