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Disclosery

HYG ISHARES TR

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IBOXX HI YD ETF (fund)

916 managers (928 13F filers) reported a position in HYG shares at 2025-06-30, 273,041,178 shares in all. 96 filers opened a position and 101 filers sold out during the quarter.

Managers
916
13F filers
928
New
96
Added
315
Reduced
361
Sold out
101
Shares held by filers
273,041,178

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Private Advisory Group LLC67,195$5.42M0.51%+40,37313F-HRTimeline
Sumitomo Mitsui Trust Group, Inc.in group Sumitomo Mitsui Trust Group, …66,536$5.37M<0.01%-55,10013F-HRTimelineGroup
Ballentine Partners, LLC66,312$5.35M0.08%+23113F-HRTimeline
M&T Bank Corpin group M&T Bank Corp66,002$5.32M0.02%-16,58713F-HRTimelineGroup
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…65,890$5.31M0.02%+93913F-HRTimelineGroup
HERITAGE OAK WEALTH ADVISORS LLC65,627$5.29M2.04%+61013F-HRTimeline
GREENUP STREET WEALTH MANAGEMENT LLC65,197$5.26M0.92%-1,79413F-HRTimeline
Merit Financial Group, LLC64,869$5.23M0.06%+7,56313F-HRTimeline
Mariner, LLCin group Mariner, LLC64,815$5.23M0.01%-14,06613F-HRTimelineGroup
One Capital Management, LLC64,240$5.18M0.18%-1,99913F-HRTimeline
CENTRAL BANK & TRUST CO63,647$5.13M0.84%-10,18813F-HRTimeline
Jump Financial, LLCin group Jump Financial, LLC62,946$5.08M0.06%+37,81513F-HR/ATimelineGroup
Global Retirement Partners, LLC62,929$5.08M0.13%13F-HRTimeline
Daiichi Life Insurance Co., Ltd.group of 2 filers holding62,023$5M+42,034Timeline
Washington Trust Advisors, Inc.61,441$4.96M0.4%+2,81713F-HRTimeline
Marex Group Ltdin group Marex Group Ltd61,093$4.93M0.09%-68,60913F-HRTimelineGroup
SUMMIT SECURITIES GROUP LLC60,300$4.86M1.74%new13F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC60,195$4.85M0.19%-7,78713F-HRTimelineGroup
Janney Montgomery Scott LLC59,566$4.8M0.01%-1,08413F-HRTimeline
Beirne Wealth Consulting Services, LLC59,107$4.77M1.55%+9,37913F-HRTimeline
Genus Capital Management Inc.58,372$4.71M0.6%+7,08513F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV57,733$4.66M0.01%+13,52613F-HRTimeline
IFG Advisors, LLC56,756$4.58M0.77%+21113F-HRTimeline
Spahn Wealth & Retirement LLC56,097$4.52M2.91%new13F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC55,830$4.5M0.11%-6813F-HRTimeline
BLAIR WILLIAM & CO/IL54,955$4.43M0.01%-1,31313F-HRTimeline
Palogic Value Management, L.P.54,810$4.42M1.86%+49313F-HRTimeline
Balefire, LLC54,033$4.36M0.95%new13F-HRTimeline
Y.D. More Investments Ltdin group Y.D. More Investments Ltd53,400$4.31M0.3%+1,76413F-HRTimelineGroup
Moss Adams Wealth Advisors LLC53,229$4.29M0.39%+40,56813F-HRTimeline
Plan Group Financial, LLC52,921$4.27M1.4%-20,30713F-HRTimeline
Ironwood Financial, llc53,785$4.24M0.91%013F-HRTimeline
Insight Wealth Partners, LLC52,466$4.23M2.35%+2,25613F-HRTimeline
MorganRosel Wealth Management, LLC52,292$4.22M1.15%+5,59713F-HRTimeline
MEMBERS CAPITAL ADVISORS INC52,000$4.19M4.84%013F-HRTimeline
STERLING INVESTMENT ADVISORS LLC /ADV38,067$4.16M2.16%-8,54913F-HRTimeline
Roundview Capital LLC51,221$4.13M0.28%-2,39513F-HRTimeline
Sagace Wealth Management LLC50,898$4.1M3.07%+8413F-HRTimeline
WELLINGTON MANAGEMENT GROUP LLPin group WELLINGTON MANAGEMENT GROUP L…50,890$4.1M<0.01%-640,56013F-HRTimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.50,831$4.1M0.01%+4,55913F-HRTimelineGroup
Parkside Financial Bank & Trust50,673$4.09M0.44%+1,95913F-HRTimeline
Beacon Pointe Advisors, LLC50,463$4.07M0.04%-2,17013F-HRTimeline
Fortis Capital Management LLC49,504$3.99M0.62%-7,21813F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC48,802$3.94M0.45%+88113F-HRTimeline
NEW ENGLAND ASSET MANAGEMENT INC48,790$3.93M0.61%013F-HRTimeline
Angel Oak Capital Advisors, LLC47,400$3.82M5.4%new13F-HRTimeline
SageView Advisory Group, LLC46,799$3.76M0.14%+1,20413F-HRTimeline
EQ LLC46,534$3.75M1.46%+42,44213F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.46,516$3.75M0.03%-2,18713F-HRTimelineGroup
FEDERATED HERMES, INC.in group FEDERATED HERMES, INC.46,091$3.72M0.01%-10,00013F-HRTimelineGroup
McAdam, LLC45,810$3.69M0.2%-1,15513F-HRTimeline
SYKON CAPITAL LLC45,013$3.63M1.32%+15,85813F-HRTimeline
Aptus Capital Advisors, LLC44,918$3.62M0.04%-13,62913F-HRTimeline
Curran Financial Partners, LLC44,782$3.61M0.8%-58,07713F-HRTimeline
Financial & Tax Architects, LLC44,411$3.58M0.87%-2,34713F-HRTimeline
Redhawk Wealth Advisors, Inc.44,070$3.55M0.45%+12,36113F-HRTimeline
VestGen Investment Management43,716$3.53M2.53%-19,21613F-HRTimeline
DRIVE WEALTH MANAGEMENT, LLC43,473$3.51M0.77%+10,80613F-HRTimeline
Trek Financial, LLC43,188$3.48M0.23%+9,98813F-HRTimeline
Waverly Advisors, LLC43,027$3.47M0.04%-5,32113F-HRTimeline
Cypress Wealth Services, LLC42,934$3.46M0.62%-98613F-HRTimeline
Freedom Investment Management, Inc.42,721$3.45M0.27%-4,04513F-HRTimeline
VICUS CAPITAL42,619$3.44M0.29%-5,68613F-HRTimeline
VICTORY FINANCIAL GROUP, LLC42,552$3.43M0.54%new13F-HRTimeline
PERSONAL CFO SOLUTIONS, LLC41,946$3.38M0.63%-8,11213F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV41,494$3.35M0.23%+30913F-HRTimeline
New Age Alpha Advisors, LLC41,195$3.32M0.15%+29,02713F-HRTimeline
Rossby Financial, LCC40,823$3.29M1.24%+39,93413F-HRTimeline
CIM, LLC40,754$3.29M0.44%+65613F-HRTimeline
Advisors Preferred, LLCin group Advisors Preferred, LLC40,910$3.28M0.54%-40,07513F-HRTimelineGroup
FineMark National Bank & Trust40,560$3.27M0.11%-9,62913F-HRTimeline
SevenBridge Financial Group, LLC40,599$3.26M0.58%-7,46013F-HRTimeline
Elwood & Goetz Wealth Advisory Group, L…40,462$3.26M0.71%+7,55913F-HRTimeline
Fiera Capital Corpin group Fiera Capital Corp40,346$3.25M0.01%-71413F-HRTimelineGroup
Impax Asset Management Group plcin group Impax Asset Management Group …40,000$3.23M0.02%new13F-HRTimelineGroup
INVICTUS PRIVATE WEALTH, LLC39,722$3.2M0.22%+7,68913F-HRTimeline
Atlanta Consulting Group Advisors, LLC39,386$3.18M0.87%+1113F-HRTimeline
Providence Capital Advisors, LLC39,251$3.17M0.58%+1,02213F-HRTimeline
SFG Wealth Management, LLC.38,368$3.09M1.87%013F-HRTimeline
Financial Alternatives, Inc38,252$3.09M2.01%-24813F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP38,256$3.07M<0.01%+3,13613F-HRTimelineGroup
Bensler, LLC38,034$3.07M0.34%-6,58813F-HRTimeline
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …38,057$3.06M0.04%+10813F-HR/ATimelineGroup
J.W. COLE ADVISORS, INC.37,739$3.04M0.06%+9,77013F-HRTimeline
HMS Capital Management, LLC37,571$3.03M1.37%-1,89713F-HRTimeline
Sanctuary Advisors, LLC37,552$3.03M0.02%-23513F-HRTimeline
World Investment Advisors37,489$3.02M0.07%-36,77813F-HRTimeline
Rafferty Asset Management, LLC37,216$3M0.01%-185,07513F-HRTimeline
Allie Family Office LLC36,846$2.97M1.47%-2,94813F-HRTimeline
LifePlan Investment Advisors, Inc.36,758$2.96M1.47%-27913F-HRTimeline
Gladwyn Financial Advisors, Inc.35,809$2.89M2.23%13F-HRTimeline
Emergent Wealth Advisors, LLC33,683$2.83M1.81%+1,07413F-HRTimeline
HALL CAPITAL MANAGEMENT CO INC34,821$2.81M1.19%+3,60113F-HRTimeline
Baker Avenue Asset Management, LP34,627$2.79M0.08%-1,08613F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.34,580$2.79M0.01%-14,42113F-HRTimelineGroup
OneDigital Investment Advisors LLC34,412$2.78M0.03%+10,80613F-HRTimeline
BLB&B Advisors, LLC34,220$2.76M0.13%+17,82713F-HRTimeline
PINEBRIDGE INVESTMENTS, L.P.34,086$2.75M0.02%-4,94313F-HRTimeline
Atria Investments, Inc33,601$2.71M0.03%-10,75413F-HRTimeline
Park Square Financial Group, LLC33,316$2.69M1.95%-14,61513F-HRTimeline
Advisory Services Network, LLC32,645$2.62M0.04%-67413F-HRTimeline
Meridian Wealth Management, LLC32,508$2.62M0.11%+98313F-HRTimeline
BOSTON RESEARCH & MANAGEMENT INC31,784$2.56M0.61%-48513F-HR/ATimeline
TD Waterhouse Canada Inc.31,773$2.55M0.02%+2,04113F-HRTimeline
FUTURE YOU WEALTH LLC30,887$2.49M1.35%+2,17913F-HRTimeline
David J Yvars Group30,740$2.48M1.45%+6,81313F-HRTimeline
Belpointe Asset Management LLC30,686$2.47M0.1%+4,04113F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC30,679$2.47M0.07%-28,70513F-HRTimeline
COREPATH WEALTH PARTNERS LLC30,681$2.47M2.08%+2,07613F-HRTimeline
LVZ, Inc.30,534$2.46M0.3%-28913F-HRTimeline
HFG Advisors, Inc.30,445$2.46M1.94%+3,18913F-HRTimeline
AtlasMark Financial, Inc30,300$2.44M1.86%+8,73213F-HRTimeline
NOMURA ASSET MANAGEMENT CO LTDin group NOMURA ASSET MANAGEMENT CO LTD30,268$2.44M0.01%-155,94813F-HRTimelineGroup
ARCH CAPITAL GROUP LTD.30,000$2.42M0.83%013F-HRTimeline
Steward Partners Investment Advisory, L…29,775$2.4M0.02%-32513F-HRTimeline
GUARDIAN CAPITAL LPin group GUARDIAN CAPITAL LP29,500$2.38M0.08%013F-HRTimelineGroup
RICHARDSON FINANCIAL SERVICES INC.29,412$2.36M1.58%+1,08213F-HRTimeline
BKM Wealth Management, LLC29,039$2.34M0.91%+31213F-HRTimeline
Kingsview Wealth Management, LLC28,963$2.34M0.04%-60913F-HRTimeline
Foundations Investment Advisors, LLC28,962$2.34M0.04%+20,43713F-HRTimeline
Dynamic Advisor Solutions LLC28,818$2.32M0.07%-11113F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…28,860$2.32M<0.01%+1,33113F-HRTimeline
Davies Financial Advisors, Inc.28,594$2.31M1.79%-18,26513F-HRTimeline
Verdence Capital Advisors LLC28,442$2.29M0.16%+6,62813F-HRTimeline
Financial Partners Group, Inc28,370$2.29M0.32%+14,53413F-HRTimeline
Lorne Steinberg Wealth Management Inc.28,040$2.26M0.59%+52813F-HRTimeline
Frank, Rimerman Advisors LLC27,673$2.23M0.15%013F-HRTimeline
FOCUS Wealth Advisors, LLC27,448$2.21M1.15%+16513F-HRTimeline
Mandatum Life Insurance Co Ltd27,237$2.2M0.58%013F-HRTimeline
Global Assets Advisory, LLC27,364$2.19M0.86%+74613F-HRTimeline
Sowell Financial Services LLC27,133$2.19M0.09%+3,31913F-HRTimeline
Prosperity Consulting Group, LLC27,013$2.18M0.16%-20513F-HRTimeline
Talisman Wealth Advisors LLC47,117$2.18M1.99%+2,83413F-HRTimeline
Pacer Advisors, Inc.27,002$2.18M0.01%013F-HRTimeline
CoreCap Advisors, LLC26,495$2.14M0.09%-49,90713F-HRTimeline
Neumann Capital Management, LLC26,435$2.13M0.67%-31913F-HRTimeline
Buck Wealth Strategies, LLC26,345$2.12M0.32%+8,96713F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC26,343$2.12M0.05%+16,47713F-HRTimeline
Edge Financial Advisors LLC26,432$2.12M1.12%-12,83713F-HRTimeline
SYNOVUS FINANCIAL CORP26,080$2.1M0.03%-3,14613F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…25,510$2.06M<0.01%+1,15713F-HRTimelineGroup
Wealth Watch Advisors, INC25,236$2.04M1.18%new13F-HRTimeline
Richard W. Paul & Associates, LLC25,208$2.03M0.73%+11,28813F-HRTimeline
Empowered Funds, LLC25,239$2.03M0.02%new13F-HRTimeline
Generali Investments CEE, investicni sp…25,000$2.02M0.17%013F-HRTimeline
Ranch Capital Advisors Inc.24,935$2.01M0.87%+1,42913F-HRTimeline
Global Endowment Management, LPin group Global Endowment Management, …24,840$2M0.27%+2,08713F-HRTimelineGroup
Bellecapital International Ltd.24,788$2M0.35%-7,80213F-HRTimeline
&PARTNERS24,938$1.99M0.02%+6,04113F-HRTimeline
Encompass More Asset Management24,462$1.97M0.46%new13F-HRTimeline
Virtus Investment Advisers, LLCgroup of 2 filers holding24,448$1.97M-374Timeline
Mittelman Wealth Management24,357$1.96M1.66%+3,54213F-HRTimeline
Better Money Decisions, LLC24,199$1.95M1.19%+2,37813F-HRTimeline
Ashton Thomas Private Wealth, LLC24,035$1.94M0.07%+77513F-HRTimeline
Banco Santander, S.A.in group Banco Santander, S.A.23,851$1.92M0.02%-84,24313F-HRTimelineGroupThe filing omitted confidential holdings, a later amendment may add them.
Covenant Partners, LLC23,664$1.91M0.57%-84113F-HRTimeline
CITY HOLDING CO23,432$1.89M0.25%+1,31313F-HRTimeline
Heritage Wealth Management, Inc. /CA/23,318$1.88M1.43%+1,06513F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …23,120$1.86M0.02%+1,09313F-HRTimelineGroup
ARVEST INVESTMENTS, INC.22,930$1.85M0.28%new13F-HRTimeline
CW Advisors, LLC22,685$1.83M0.02%-42013F-HRTimeline
Stone Summit Wealth LLC22,578$1.82M0.56%+1,24513F-HRTimeline
Integrated Wealth Concepts LLC22,451$1.81M0.02%-28,00413F-HRTimeline
BURNS J W & CO INC/NY22,331$1.8M0.22%+3,13113F-HRTimeline
Prospera Financial Services Inc22,050$1.78M0.03%+2,57513F-HRTimeline
NWAM LLC22,071$1.78M0.1%+6,83713F-HR/ATimeline
1ST SOURCE BANK22,001$1.77M0.1%-1,25213F-HRTimeline
Farther Finance Advisors, LLC21,917$1.77M0.04%-22113F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding21,877$1.76M+17,578Timeline
STEVENS CAPITAL MANAGEMENT LP21,801$1.76M0.48%new13F-HRTimeline
Grey Fox Wealth Advisors, LLC21,518$1.74M0.41%+3,84813F-HRTimeline
Virtue Capital Management, LLC21,410$1.73M0.32%-5,64413F-HRTimeline
Sierra Capital LLC21,182$1.71M0.2%+2,72613F-HRTimeline
D.A. DAVIDSON & CO.21,026$1.7M0.01%-1,96613F-HRTimeline
Arkadios Wealth Advisors20,604$1.66M0.05%+1,22713F-HRTimeline
Advyzon Investment Management, LLC20,563$1.66M0.37%+6,77613F-HRTimeline
Ramiah Investment Group20,341$1.64M1.77%-27113F-HRTimeline
Motiv8 Investments LLC20,335$1.64M1%-3,97513F-HRTimeline
MGO ONE SEVEN LLC20,322$1.64M0.05%+3,24413F-HRTimeline
Betterment LLC20,162$1.63M<0.01%+9,60413F-HRTimeline
Florin Court Capital LLP20,100$1.62M1.66%+3,20013F-HRTimeline
Sunbeam Capital Management, LLC20,090$1.62M1.23%+83013F-HRTimeline
Ironwood Investment Counsel, LLC20,040$1.62M0.25%-1,17513F-HRTimeline
NATIXISin group Natixis Investment Managers19,964$1.61M0.01%+5,81813F-HRTimelineGroup
Towerpoint Wealth, LLC19,902$1.61M0.71%-7,20313F-HRTimeline
Dakota Wealth Management19,774$1.59M0.03%+4,01713F-HRTimeline
Clear Creek Financial Management, LLC19,398$1.56M0.15%+43213F-HRTimeline
Perennial Investment Advisors, LLC19,304$1.56M0.15%+4,35113F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/19,195$1.55M<0.01%+8,64713F-HR/ATimelineGroup
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …19,165$1.55M0.04%+1,77613F-HRTimelineGroup
Asset Allocation & Management Company, …19,130$1.54M0.71%013F-HRTimeline
Coign Capital Advisors LLC19,124$1.54M1.04%+95513F-HRTimeline
BURKE & HERBERT BANK & TRUST CO18,918$1.53M0.34%-5013F-HRTimeline
Prostatis Group LLC18,819$1.52M0.43%-2,52513F-HRTimeline
Visionary Wealth Advisors18,606$1.5M0.08%-3513F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…18,281$1.47M0.04%+16,58013F-HRTimelineGroup
Rialto Wealth Management, LLC18,023$1.45M0.41%-91813F-HRTimeline
True Freedom Investing, LLC17,971$1.45M0.57%13F-HRTimeline
HANCOCK WHITNEY CORP17,946$1.45M0.03%-3,92813F-HRTimeline
Florida Trust Wealth Management Co17,930$1.45M0.04%-77313F-HRTimeline