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Disclosery

HYG ISHARES TR

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IBOXX HI YD ETF (fund)

923 managers (931 13F filers) reported a position in HYG shares at 2025-03-31, 247,190,323 shares in all. 64 filers opened a position and 103 filers sold out during the quarter.

Managers
923
13F filers
931
New
64
Added
362
Reduced
335
Sold out
103
Shares held by filers
247,190,323

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
OxenFree Capital LLC64,173$4.96M3.77%+4,84513F-HRTimeline
CIBC Asset Management Inc60,918$4.81M0.02%-17,58513F-HRTimeline
Janney Montgomery Scott LLC60,650$4.79M0.01%new13F-HRTimeline
Robertson Stephens Wealth Management, L…60,649$4.78M0.18%+11,94313F-HRTimeline
SBI Securities Co., Ltd.60,129$4.74M0.16%+6,16913F-HRTimeline
Holt Capital Advisors, L.L.C. dba Holt …60,000$4.73M0.72%013F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC59,384$4.68M0.14%+5,62213F-HRTimeline
Washington Trust Advisors, Inc.58,624$4.62M0.41%+1,86613F-HRTimeline
Aptus Capital Advisors, LLC58,547$4.62M0.05%+10,70613F-HRTimeline
CONNING INC.in group CONNING INC.58,395$4.61M0.16%013F-HRTimelineGroup
Merit Financial Group, LLC57,306$4.52M0.07%+47,64313F-HRTimeline
Fortis Capital Management LLC56,722$4.47M0.87%+32,69913F-HRTimeline
IFG Advisors, LLC56,545$4.46M0.86%-4,32113F-HRTimeline
BLAIR WILLIAM & CO/IL56,268$4.44M0.01%+4,38713F-HRTimeline
FEDERATED HERMES, INC.in group FEDERATED HERMES, INC.56,091$4.43M0.01%+49,59113F-HRTimelineGroup
TD PRIVATE CLIENT WEALTH LLC55,898$4.41M0.12%-3,80913F-HRTimeline
Global View Capital Management LLC55,726$4.4M1.6%-9,23213F-HRTimeline
Palogic Value Management, L.P.54,317$4.28M1.89%+78513F-HR/ATimeline
Ironwood Financial, llc53,785$4.24M0.91%-16413F-HRTimeline
Roundview Capital LLC53,616$4.23M0.31%-4,16613F-HRTimeline
Csenge Advisory Group53,908$4.19M0.24%-147,29513F-HRTimeline
Beacon Pointe Advisors, LLC52,633$4.15M0.05%+11,44813F-HRTimeline
MEMBERS CAPITAL ADVISORS INC52,000$4.1M4.76%013F-HRTimeline
Y.D. More Investments Ltdin group Y.D. More Investments Ltd51,636$4.07M0.36%+1,74813F-HRTimelineGroup
Genus Capital Management Inc.51,287$4.05M0.59%new13F-HRTimeline
Sagace Wealth Management LLC50,814$4.01M3.03%-3713F-HRTimeline
Integrated Wealth Concepts LLC50,455$3.98M0.05%-3,92913F-HRTimeline
Insight Wealth Partners, LLC50,210$3.96M2.38%+2,17713F-HRTimeline
FineMark National Bank & Trust50,189$3.96M0.14%+6,98613F-HRTimeline
PERSONAL CFO SOLUTIONS, LLC50,058$3.95M0.8%+2,62813F-HRTimeline
Beirne Wealth Consulting Services, LLC49,728$3.92M1.4%+62013F-HRTimeline
Brevan Howard Capital Management LPin group Brevan Howard Capital Managem…49,105$3.87M0.11%new13F-HRTimelineGroup
Vontobel Holding Ltd.in group Vontobel Holding Ltd.49,001$3.87M0.01%-6713F-HRTimelineGroup
NEW ENGLAND ASSET MANAGEMENT INC48,790$3.85M0.62%013F-HRTimeline
Parkside Financial Bank & Trust48,714$3.84M0.49%-1,40013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.48,703$3.84M0.04%-7,65513F-HRTimelineGroup
Waverly Advisors, LLC48,348$3.81M0.05%-64313F-HRTimeline
SevenBridge Financial Group, LLC48,059$3.81M0.75%-17,63813F-HRTimeline
VICUS CAPITAL48,305$3.81M0.35%+39,92113F-HRTimeline
Park Square Financial Group, LLC47,931$3.78M3%-12,34013F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC47,921$3.78M0.48%+2,98613F-HRTimeline
McAdam, LLC46,965$3.71M0.23%-5,59713F-HRTimeline
Davies Financial Advisors, Inc.46,859$3.7M3.15%+1,86713F-HRTimeline
Freedom Investment Management, Inc.46,766$3.69M0.31%-76013F-HRTimeline
Financial & Tax Architects, LLC46,758$3.69M0.93%+2,00113F-HRTimeline
MorganRosel Wealth Management, LLC46,695$3.68M1.12%+13,90413F-HRTimeline
STERLING INVESTMENT ADVISORS LLC /ADV46,616$3.68M2.07%+28413F-HRTimeline
SageView Advisory Group, LLC45,595$3.6M0.15%-1,15013F-HRTimeline
Bensler, LLC44,622$3.52M0.44%-13,36013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.46,272$3.51M0.01%-43,56313F-HRTimelineGroup
Atria Investments, Inc44,355$3.5M0.04%-21,58913F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV44,207$3.49M0.01%-11,35113F-HRTimeline
Cypress Wealth Services, LLC43,920$3.46M0.7%+38013F-HRTimeline
DRW Securities, LLC43,622$3.44M0.29%new13F-HRTimeline
Liquid Strategies, LLC41,501$3.27M0.62%-50,32313F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV41,185$3.25M0.25%-4313F-HRTimeline
Fiera Capital Corpin group Fiera Capital Corp41,060$3.24M0.01%+17313F-HRTimelineGroup
Simplicity Wealth,LLC40,292$3.18M0.25%+25,21613F-HRTimeline
MMA ASSET MANAGEMENT LLC40,140$3.17M1.33%+1,50113F-HRTimeline
CIM, LLC40,098$3.16M0.47%+71513F-HRTimeline
Allie Family Office LLC39,794$3.14M1.72%-11013F-HRTimeline
TUDOR INVESTMENT CORP ET AL39,591$3.12M0.03%new13F-HRTimeline
Atlanta Consulting Group Advisors, LLC39,375$3.11M0.91%+4,57213F-HRTimeline
Edge Financial Advisors LLC39,269$3.1M1.96%new13F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.39,226$3.09M0.08%+14,83813F-HRTimelineGroup
PINEBRIDGE INVESTMENTS, L.P.39,029$3.08M0.02%-6,63013F-HRTimeline
Financial Alternatives, Inc38,500$3.04M2.17%-99313F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…38,429$3.03M0.31%-2,32313F-HRTimelineGroup
SFG Wealth Management, LLC.38,368$3.03M1.48%new13F-HRTimeline
Providence Capital Advisors, LLC38,229$3.02M0.63%+46713F-HRTimeline
HMS Capital Management, LLC39,468$3M1.67%-19,79913F-HRTimeline
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …37,949$2.99M0.04%+2,59913F-HRTimelineGroup
Sanctuary Advisors, LLC37,787$2.98M0.02%+1,62913F-HRTimeline
AssuredPartners Investment Advisors, LLC37,120$2.93M0.57%+2,23913F-HRTimeline
LifePlan Investment Advisors, Inc.37,037$2.92M1.68%+75113F-HRTimeline
DARK FOREST CAPITAL MANAGEMENT LP36,041$2.84M0.13%-63,03113F-HRTimeline
Baker Avenue Asset Management, LP35,713$2.82M0.09%+76513F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP35,120$2.77M<0.01%+5,76913F-HR/ATimelineGroup
CIBC WORLD MARKET INC.34,032$2.68M0.01%+24,88013F-HRTimeline
Advisory Services Network, LLC33,319$2.63M0.05%-7,07713F-HRTimeline
Trek Financial, LLC33,200$2.62M0.19%-7,81813F-HRTimeline
Elwood & Goetz Wealth Advisory Group, L…32,903$2.6M0.63%+3,32613F-HRTimeline
DRIVE WEALTH MANAGEMENT, LLC32,667$2.58M0.61%+1,85513F-HRTimeline
Emergent Wealth Advisors, LLC32,609$2.57M1.86%+8,60513F-HRTimeline
Bellecapital International Ltd.32,590$2.57M0.51%+13313F-HRTimeline
BOSTON RESEARCH & MANAGEMENT INC32,269$2.55M0.62%-86613F-HR/ATimeline
Geneos Wealth Management Inc.22,110$2.54M0.04%+8,25313F-HRTimeline
INVICTUS PRIVATE WEALTH, LLC32,033$2.53M0.2%-76413F-HRTimeline
Redhawk Wealth Advisors, Inc.31,709$2.5M0.34%+11,74713F-HRTimeline
Meridian Wealth Management, LLC31,525$2.49M0.12%+31013F-HRTimeline
HALL CAPITAL MANAGEMENT CO INC31,220$2.46M1.14%+83813F-HRTimeline
LVZ, Inc.30,823$2.43M0.32%-26413F-HRTimeline
Steward Partners Investment Advisory, L…30,100$2.37M0.02%-36313F-HRTimeline
Alliance Wealth Advisors, LLC /UT30,030$2.37M0.62%-5,72013F-HRTimeline
ARCH CAPITAL GROUP LTD.30,000$2.37M0.66%013F-HRTimeline
Integrated Advisors Network LLC29,838$2.35M0.12%-24,75713F-HRTimeline
AmeriServ Wealth Advisorsin group AmeriServ Wealth Advisors29,767$2.35M1.36%+24,53813F-HRTimelineGroup
TD Waterhouse Canada Inc.29,732$2.34M0.02%-4,79013F-HRTimeline
Kingsview Wealth Management, LLC29,572$2.33M0.04%-55813F-HRTimeline
GUARDIAN CAPITAL LPin group GUARDIAN CAPITAL LP29,500$2.33M0.09%+5,00013F-HRTimelineGroup
SYNOVUS FINANCIAL CORP29,226$2.31M0.03%+3,02913F-HRTimeline
SYKON CAPITAL LLC29,155$2.3M0.87%-4,19613F-HRTimeline
Dynamic Advisor Solutions LLC28,929$2.28M0.08%+59613F-HRTimeline
BKM Wealth Management, LLC28,727$2.27M0.93%-30213F-HRTimeline
FUTURE YOU WEALTH LLC28,708$2.26M1.45%+4,96313F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.28,330$2.23M1.7%-98513F-HRTimeline
COREPATH WEALTH PARTNERS LLC28,605$2.22M2.11%+1,93413F-HRTimeline
5th Street Advisors, LLC28,046$2.21M1.07%-5,44613F-HRTimeline
J.W. COLE ADVISORS, INC.27,969$2.21M0.07%-42,28513F-HRTimeline
EMG Holdings, L.P.in group EMG Holdings, L.P.27,776$2.19M2.63%013F-HRTimelineGroup
SeaCrest Wealth Management, LLC27,693$2.18M0.25%+28913F-HRTimeline
Frank, Rimerman Advisors LLC27,673$2.18M0.17%-59013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…27,529$2.17M<0.01%+29913F-HRTimeline
Lorne Steinberg Wealth Management Inc.27,512$2.17M0.63%-6113F-HRTimeline
FOCUS Wealth Advisors, LLC27,283$2.15M1.19%+2,95413F-HRTimeline
HFG Advisors, Inc.27,256$2.15M1.84%+86613F-HRTimeline
PARTNERS CAPITAL INVESTMENT GROUP, LLP27,250$2.15M0.04%+3,16213F-HRTimeline
Mandatum Life Insurance Co Ltd27,237$2.15M0.66%-813F-HRTimeline
Prosperity Consulting Group, LLC27,218$2.15M0.17%-1,28813F-HRTimeline
Towerpoint Wealth, LLC27,105$2.14M1.06%-5,01213F-HRTimeline
Virtue Capital Management, LLC27,054$2.13M0.25%+3,09013F-HRTimeline
Pacer Advisors, Inc.27,002$2.13M0.01%+18,93713F-HRTimeline
ARISTEIA CAPITAL, L.L.C.26,995$2.13M0.07%new13F-HRTimeline
Private Advisory Group LLC26,822$2.12M0.24%+3,06513F-HRTimeline
AdvisorNet Financial, Inc26,793$2.11M0.16%+2,82413F-HRTimeline
Neumann Capital Management, LLC26,754$2.11M0.73%-1,45313F-HRTimeline
Belpointe Asset Management LLC26,645$2.1M0.11%+1,18513F-HRTimeline
Global Assets Advisory, LLC26,618$2.08M0.39%+9,89413F-HRTimeline
Talisman Wealth Advisors LLC44,283$2.04M2.1%+9,63213F-HRTimeline
Jump Financial, LLCin group Jump Financial, LLC25,131$1.98M0.03%+9,14413F-HR/ATimelineGroup
SG Americas Securities, LLC25,121$1.98M0.01%-128,04113F-HRTimeline
Generali Investments CEE, investicni sp…25,000$1.97M0.18%013F-HRTimeline
Virtus Investment Advisers, LLCgroup of 2 filers holding24,822$1.96M+357Timeline
C2P Capital Advisory Group, LLC d.b.a. …24,811$1.95M0.15%-10,91013F-HRTimeline
IMC-Chicago, LLC24,530$1.94M0.08%-205,00813F-HRTimeline
Covenant Partners, LLC24,505$1.93M0.63%-3,05913F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…24,353$1.92M<0.01%+1,32813F-HRTimelineGroup
Motiv8 Investments LLC24,310$1.92M1.27%-3,26113F-HRTimeline
David J Yvars Group23,927$1.89M1.49%+18813F-HRTimeline
Sowell Financial Services LLC23,814$1.88M0.09%+1,13113F-HRTimeline
BLUEFIN CAPITAL MANAGEMENT, LLC23,702$1.87M1.5%13F-HRTimeline
OneDigital Investment Advisors LLC23,606$1.86M0.02%-1,88613F-HRTimeline
Ranch Capital Advisors Inc.23,506$1.85M0.88%-70213F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding23,282$1.84M-1,169Timeline
Ashton Thomas Private Wealth, LLC23,260$1.83M0.07%+1,30913F-HRTimeline
1ST SOURCE BANK23,253$1.83M0.11%-70113F-HRTimeline
CW Advisors, LLC23,105$1.82M0.02%+42213F-HRTimeline
D.A. DAVIDSON & CO.22,992$1.81M0.01%-14913F-HRTimeline
Global Endowment Management, LPin group Global Endowment Management, …22,753$1.79M0.23%+11,90913F-HRTimelineGroup
Heritage Wealth Management, Inc. /CA/22,253$1.76M1.5%+15913F-HRTimeline
Squarepoint Ops LLCin group Squarepoint Ops LLC22,247$1.76M<0.01%+8,59213F-HR/ATimelineGroup
CITY HOLDING CO22,119$1.74M0.25%+2,87513F-HRTimeline
Farther Finance Advisors, LLC22,138$1.74M0.04%+16,99913F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …22,027$1.74M0.03%-3,53713F-HRTimelineGroup
HANCOCK WHITNEY CORP21,874$1.73M0.06%+1,72513F-HRTimeline
Better Money Decisions, LLC21,821$1.72M1.15%-1,02613F-HRTimeline
Verdence Capital Advisors LLC21,814$1.72M0.13%+6,23113F-HRTimeline
AtlasMark Financial, Inc21,568$1.7M1.58%+4,32513F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources21,382$1.69M<0.01%+913F-HRTimelineGroup
Prostatis Group LLC21,344$1.68M0.53%+2,62413F-HRTimeline
Stone Summit Wealth LLC21,333$1.68M0.57%+6,61013F-HRTimeline
Ironwood Investment Counsel, LLC21,215$1.67M0.29%+39513F-HRTimeline
Erickson Financial Group, LLC21,205$1.67M1.25%+1,40013F-HRTimeline
Pinion Investment Advisors, LLC20,898$1.65M0.36%+10,27413F-HRTimeline
Creative Planningin group Creative Planning20,829$1.64M<0.01%+6,26713F-HRTimelineGroup
Mittelman Wealth Management20,815$1.64M1.48%+1,54613F-HRTimeline
Ramiah Investment Group20,612$1.63M1.56%-1,66513F-HRTimeline
Aristides Capital LLC20,180$1.59M0.59%013F-HRTimeline
Daiichi Life Insurance Co., Ltd.group of 2 filers holding19,989$1.58M-4,934Timeline
Sunbelt Securities, Inc.19,810$1.56M0.14%+4,00513F-HRTimeline
CacheTech Inc.22,216$1.55M0.3%+3,29313F-HRTimeline
Adams Wealth Management19,627$1.55M0.3%+3,29213F-HRTimeline
GeoWealth Management, LLC19,603$1.55M0.06%+1,35313F-HRTimeline
Prospera Financial Services Inc19,475$1.54M0.04%-95013F-HRTimeline
Arkadios Wealth Advisors19,377$1.53M0.06%+3,36913F-HRTimeline
Sunbeam Capital Management, LLC19,260$1.52M1.45%+15513F-HRTimeline
Koshinski Asset Management, Inc.19,254$1.52M0.13%-1,19113F-HRTimeline
BURNS J W & CO INC/NY19,200$1.51M0.2%+8,14213F-HRTimeline
Asset Allocation & Management Company, …19,130$1.51M0.76%013F-HRTimeline
LANARK FINANCIAL, INC.19,060$1.5M0.13%+19,03913F-HRTimeline
Integrated Capital Management, LLC19,010$1.5M0.83%+813F-HRTimeline
BURKE & HERBERT BANK & TRUST CO18,968$1.5M0.36%-4013F-HRTimeline
Clear Creek Financial Management, LLC18,966$1.5M0.16%+4,06613F-HRTimeline
Rialto Wealth Management, LLC18,941$1.49M0.47%-76713F-HRTimeline
&PARTNERS18,897$1.49M0.02%-4,19913F-HRTimeline
Florida Trust Wealth Management Co18,703$1.48M0.05%+15513F-HRTimeline
Visionary Wealth Advisors18,641$1.47M0.09%+5,95413F-HRTimeline
Sierra Capital LLC18,456$1.46M0.18%+2,64513F-HRTimeline
Coign Capital Advisors LLC18,169$1.43M1.1%+3,93913F-HRTimeline
Grey Fox Wealth Advisors, LLC17,670$1.39M0.37%-1,42313F-HRTimeline
Jacobi Capital Management LLC17,624$1.39M0.1%+12613F-HRTimeline
Maven Securities LTDin group Maven Securities LTD17,600$1.39M0.3%013F-HRTimelineGroup
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …17,389$1.37M0.04%-58313F-HRTimelineGroup
Buck Wealth Strategies, LLC17,378$1.37M0.25%new13F-HRTimeline
ISLAY CAPITAL MANAGEMENT, LLC17,324$1.37M0.92%-3,02313F-HRTimeline
NewEdge Advisors, LLC17,128$1.35M0.01%+9,70813F-HRTimeline
MGO ONE SEVEN LLC17,078$1.35M0.05%+4,01013F-HRTimeline
Sterling Investment Counsel, LLC17,072$1.35M0.46%+2,59713F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC17,047$1.34M0.11%-10913F-HRTimeline
BG Investment Services, LLC17,033$1.34M1.45%-6,83313F-HRTimeline