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Disclosery

HYG ISHARES TR

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IBOXX HI YD ETF (fund)

904 managers (916 13F filers) reported a position in HYG shares at 2025-09-30, 277,251,796 shares in all. 87 filers opened a position and 94 filers sold out during the quarter.

Managers
904
13F filers
916
New
87
Added
362
Reduced
295
Sold out
94
Shares held by filers
277,251,796

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
Global Retirement Partners, LLC65,098$5.29M0.12%+2,16913F-HRTimeline
M&T Bank Corpin group M&T Bank Corp64,637$5.25M0.02%-1,36513F-HRTimelineGroup
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…64,540$5.24M0.02%-1,35013F-HRTimelineGroup
Washington Trust Advisors, Inc.63,186$5.13M0.39%+1,74513F-HRTimeline
Insight Wealth Partners, LLC62,373$5.06M2.24%+9,90713F-HRTimeline
Beirne Wealth Consulting Services, LLC61,044$4.96M1.19%+1,93713F-HRTimeline
Metropolitan Life Insurance Co/NY60,500$4.91M1.44%-14,77313F-HRTimeline
CENTRAL BANK & TRUST CO60,256$4.89M0.77%-3,39113F-HRTimeline
New Age Alpha Advisors, LLC59,815$4.86M0.2%+18,62013F-HRTimeline
Fortis Capital Management LLC58,970$4.79M0.67%+9,46613F-HRTimeline
One Capital Management, LLC58,573$4.76M0.15%-5,66713F-HRTimeline
Palogic Value Management, L.P.58,159$4.72M2%+3,34913F-HRTimeline
FEDERATED HERMES, INC.in group FEDERATED HERMES, INC.57,391$4.66M0.01%+11,30013F-HRTimelineGroup
TD PRIVATE CLIENT WEALTH LLC56,651$4.6M0.1%+82113F-HRTimeline
Balefire, LLC56,390$4.58M0.91%+2,35713F-HRTimeline
BLAIR WILLIAM & CO/IL55,658$4.52M0.01%+70313F-HRTimeline
Verdence Capital Advisors LLC55,431$4.51M0.26%+26,98913F-HRTimeline
IFG Advisors, LLC54,958$4.46M0.73%-1,79813F-HRTimeline
MorganRosel Wealth Management, LLC54,498$4.42M1.15%+2,20613F-HRTimeline
Spahn Wealth & Retirement LLC54,457$4.42M2.62%-1,64013F-HRTimeline
VestGen Investment Management54,155$4.4M2.64%+10,43913F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC53,456$4.34M0.45%+4,65413F-HRTimeline
Ironwood Financial, llc52,908$4.3M0.76%-87713F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV52,145$4.23M0.01%-5,58813F-HRTimeline
MEMBERS CAPITAL ADVISORS INC52,000$4.22M4.85%013F-HRTimeline
SCOTIA CAPITAL INC.51,578$4.19M0.02%+34,74913F-HRTimeline
Y.D. More Investments Ltdin group Y.D. More Investments Ltd51,400$4.17M0.24%-2,00013F-HRTimelineGroup
Rafferty Asset Management, LLC50,706$4.12M0.01%+13,49013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.50,050$4.06M0.01%-78113F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.50,039$4.06M0.03%+3,52313F-HRTimelineGroup
EHP Funds Inc.50,000$4.06M5.34%-60,00013F-HRTimeline
Roundview Capital LLC49,754$4.04M0.26%-1,46713F-HRTimeline
NEW ENGLAND ASSET MANAGEMENT INC48,790$3.96M0.52%013F-HRTimeline
Parkside Financial Bank & Trust48,617$3.95M0.31%-2,05613F-HRTimeline
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …48,600$3.95M0.04%+10,54313F-HRTimelineGroup
STERLING INVESTMENT ADVISORS LLC /ADV48,493$3.94M1.95%+10,42613F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC47,947$3.89M0.02%+35,51213F-HRTimelineGroup
PERSONAL CFO SOLUTIONS, LLC47,784$3.88M0.68%+5,83813F-HRTimeline
EQ LLC47,122$3.83M1.3%+58813F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC46,435$3.77M0.01%+38,25613F-HRTimelineGroup
Redhawk Wealth Advisors, Inc.46,315$3.76M0.44%+2,24513F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP46,163$3.74M<0.01%+7,90713F-HRTimelineGroup
Sagace Wealth Management LLC46,094$3.74M2.55%-4,80413F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd45,740$3.71M0.19%new13F-HRTimelineGroup
SageView Advisory Group, LLC45,390$3.69M0.13%-1,40913F-HRTimeline
Rossby Financial, LCC45,489$3.68M1.22%+4,66613F-HRTimeline
Elwood & Goetz Wealth Advisory Group, L…44,352$3.6M0.69%+3,89013F-HRTimeline
Cypress Wealth Services, LLC43,492$3.53M0.58%+55813F-HRTimeline
Financial & Tax Architects, LLC43,400$3.52M0.78%-1,01113F-HRTimeline
HMS Capital Management, LLC42,194$3.43M1.44%+4,62313F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV42,178$3.42M0.21%+68413F-HRTimeline
Trek Financial, LLC42,090$3.42M0.2%-1,09813F-HRTimeline
INVICTUS PRIVATE WEALTH, LLC41,570$3.38M0.21%+1,84813F-HRTimeline
Waverly Advisors, LLC41,466$3.37M0.03%-1,56113F-HRTimeline
CIM, LLC41,403$3.36M0.44%+64913F-HRTimeline
SYKON CAPITAL LLC41,389$3.36M1.12%-3,62413F-HRTimeline
J.W. COLE ADVISORS, INC.41,320$3.35M0.06%+3,58113F-HRTimeline
Sanctuary Advisors, LLC40,925$3.32M0.02%+3,37313F-HR/ATimeline
McAdam, LLC40,703$3.3M0.16%-5,10713F-HRTimeline
Providence Capital Advisors, LLC40,441$3.28M0.57%+1,19013F-HRTimeline
Atlanta Consulting Group Advisors, LLC39,409$3.2M0.78%+2313F-HRTimeline
LifePlan Investment Advisors, Inc.39,390$3.2M1.34%+2,63213F-HRTimeline
Moss Adams Wealth Advisors LLC39,204$3.18M0.25%-14,02513F-HRTimeline
Invesco Ltd.in group Invesco Ltd.39,156$3.18M<0.01%+28,91113F-HRTimelineGroup
Gladwyn Financial Advisors, Inc.38,737$3.15M2.26%+2,92813F-HRTimeline
Marex Group Ltdin group Marex Group Ltd38,684$3.14M0.04%-22,40913F-HRTimelineGroup
Allie Family Office LLC38,201$3.1M1.47%+1,35513F-HRTimeline
Fiera Capital Corpin group Fiera Capital Corp38,156$3.1M0.01%-2,19013F-HRTimelineGroup
World Investment Advisors37,977$3.08M0.06%+48813F-HRTimeline
Emergent Wealth Advisors, LLC37,565$3.07M1.78%+3,88213F-HRTimeline
Financial Alternatives, Inc37,398$3.04M1.84%-85413F-HRTimeline
Bensler, LLC37,176$3.02M0.31%-85813F-HRTimeline
COREPATH WEALTH PARTNERS LLC37,285$3.01M2.19%+6,60413F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.37,047$3.01M1.86%+7,63513F-HRTimeline
Prime Capital Investment Advisors, LLC37,014$3.01M0.04%-159,97413F-HRTimeline
Dynamic Advisor Solutions LLC36,963$3M0.09%+8,14513F-HRTimeline
HALL CAPITAL MANAGEMENT CO INC36,896$3M1.18%+2,07513F-HRTimeline
Empowered Funds, LLC36,774$2.97M0.03%+11,53513F-HRTimeline
Aptus Capital Advisors, LLC35,562$2.89M0.03%-9,35613F-HRTimeline
Simplicity Wealth,LLC35,400$2.87M0.17%+20,92913F-HRTimeline
Plan Group Financial, LLC35,251$2.86M0.77%-17,67013F-HRTimeline
Mittelman Wealth Management35,161$2.85M1.87%+10,80413F-HRTimeline
Atria Investments, Inc34,998$2.84M0.03%+1,39713F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.34,984$2.84M0.01%+40413F-HRTimelineGroup
TD Waterhouse Canada Inc.34,631$2.81M0.02%+2,85813F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…34,231$2.78M0.23%+33,77013F-HRTimelineGroup
David J Yvars Group33,652$2.73M1.46%+2,91213F-HRTimeline
OneDigital Investment Advisors LLC33,521$2.72M0.03%-89113F-HRTimeline
NerdWallet Wealth Partners, LLC33,133$2.69M1.32%13F-HRTimeline
Belpointe Asset Management LLC32,790$2.66M0.1%+2,10413F-HRTimeline
Virtue Capital Management, LLC13,533$2.65M0.42%-7,87713F-HR/ATimeline
GRIMES & Co WEALTH MANAGEMENT, LLC32,605$2.65M0.07%+1,92613F-HRTimeline
Meridian Wealth Management, LLC32,139$2.61M0.1%-36913F-HRTimeline
BOSTON RESEARCH & MANAGEMENT INC31,777$2.58M0.56%-713F-HR/ATimeline
HFG Advisors, Inc.31,750$2.58M1.9%+1,30513F-HRTimeline
Beta Wealth Group, Inc.31,661$2.57M1.01%new13F-HRTimeline
Capricorn Fund Managers Ltd31,328$2.54M0.85%new13F-HRTimeline
BLB&B Advisors, LLC30,979$2.52M0.11%-3,24113F-HRTimeline
Beacon Pointe Advisors, LLC30,916$2.51M0.02%-19,54713F-HRTimeline
&PARTNERS30,773$2.5M0.02%+5,83513F-HRTimeline
AtlasMark Financial, Inc30,467$2.47M1.65%+16713F-HRTimeline
NOMURA ASSET MANAGEMENT CO LTDin group NOMURA ASSET MANAGEMENT CO LTD30,268$2.46M0.01%013F-HRTimelineGroup
BKM Wealth Management, LLC30,256$2.46M0.91%+1,21713F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…30,316$2.45M<0.01%+1,45613F-HRTimeline
ARCH CAPITAL GROUP LTD.30,000$2.44M0.83%013F-HRTimeline
AlphaQuest LLC29,831$2.42M0.16%new13F-HRTimeline
LVZ, Inc.29,740$2.41M0.27%-79413F-HRTimeline
FineMark National Bank & Trust29,541$2.4M0.08%-11,01913F-HRTimeline
GUARDIAN CAPITAL LPin group GUARDIAN CAPITAL LP29,500$2.4M0.08%013F-HRTimelineGroup
Private Advisory Group LLC29,391$2.39M0.21%-37,80413F-HRTimeline
AE Wealth Management LLC29,367$2.38M0.02%+22,54013F-HRTimeline
PINEBRIDGE INVESTMENTS, L.P.29,255$2.38M0.02%-4,83113F-HRTimeline
Wealth Watch Advisors, INC29,207$2.37M0.98%+3,97113F-HRTimeline
Talisman Wealth Advisors LLC50,723$2.37M1.96%+3,60613F-HRTimeline
SevenBridge Financial Group, LLC28,984$2.33M0.38%-11,61513F-HRTimeline
Steward Partners Investment Advisory, L…28,579$2.32M0.01%-1,19613F-HRTimeline
Kingsview Wealth Management, LLC28,509$2.31M0.04%-45413F-HRTimeline
Financial Partners Group, Inc28,381$2.3M0.29%+1113F-HRTimeline
Clear Creek Financial Management, LLC28,351$2.3M0.2%+8,95313F-HRTimeline
CoreCap Advisors, LLC27,999$2.27M0.08%+1,50413F-HRTimeline
Frank, Rimerman Advisors LLC27,673$2.25M0.14%013F-HRTimeline
FOCUS Wealth Advisors, LLC27,510$2.23M1.07%+6213F-HRTimeline
Davies Financial Advisors, Inc.27,324$2.22M1.8%-1,27013F-HRTimeline
Florin Court Capital LLP27,300$2.22M1.74%+7,20013F-HRTimeline
CITY HOLDING CO27,261$2.21M0.28%+3,82913F-HRTimeline
Mandatum Life Insurance Co Ltd27,237$2.21M0.53%013F-HRTimeline
SYNOVUS FINANCIAL CORP27,188$2.21M0.03%+1,10813F-HRTimeline
Sowell Financial Services LLC27,126$2.2M0.08%-713F-HRTimeline
Prosperity Consulting Group, LLC27,013$2.19M0.11%013F-HRTimeline
Pacer Advisors, Inc.27,002$2.19M0.01%013F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …26,882$2.18M0.03%+3,76213F-HRTimelineGroup
Global Endowment Management, LPin group Global Endowment Management, …26,715$2.17M0.27%+1,87513F-HRTimelineGroup
Ausdal Financial Partners, Inc.26,409$2.14M0.1%new13F-HRTimeline
Lifestyle Asset Management, Inc.26,358$2.14M0.73%+14,67313F-HRTimeline
Neumann Capital Management, LLC26,150$2.12M0.62%-28513F-HRTimeline
Advisors Preferred, LLCin group Advisors Preferred, LLC26,199$2.12M0.31%-14,71113F-HRTimelineGroup
Buck Wealth Strategies, LLC26,044$2.11M0.29%-30113F-HRTimeline
Lorne Steinberg Wealth Management Inc.25,940$2.11M0.51%-2,10013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…25,908$2.1M<0.01%+39813F-HRTimelineGroup
Ranch Capital Advisors Inc.25,771$2.09M0.81%+83613F-HRTimeline
HANCOCK WHITNEY CORP25,439$2.07M0.04%+7,49313F-HRTimeline
Motiv8 Investments LLC25,378$2.06M1.1%+5,04313F-HRTimeline
NVWM, LLC25,376$2.06M0.46%+16,29713F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …25,092$2.04M0.04%+5,92713F-HRTimelineGroup
Advyzon Investment Management, LLC24,972$2.03M0.35%+4,40913F-HRTimeline
Daiichi Life Insurance Co., Ltd.group of 2 filers holding24,916$2.02M-37,107Timeline
Covenant Partners, LLC24,562$1.99M0.57%+89813F-HRTimeline
Virtus Fixed Income Advisers, LLCin group Virtus Investment Advisers, L…24,448$1.98M1.49%013F-HRTimelineGroup
BURNS J W & CO INC/NY24,437$1.98M0.22%+2,10613F-HRTimeline
CIBC WORLD MARKET INC.24,309$1.97M<0.01%+15,46213F-HRTimeline
Heritage Wealth Management, Inc. /CA/24,119$1.96M1.34%+80113F-HRTimeline
Richard W. Paul & Associates, LLC23,925$1.94M0.66%-1,28313F-HRTimeline
Integrated Wealth Concepts LLC23,563$1.91M0.02%+1,11213F-HRTimeline
Ramiah Investment Group23,097$1.88M1.66%+2,75613F-HRTimeline
Park Square Financial Group, LLC23,047$1.87M8.08%-10,26913F-HRTimeline
Prospera Financial Services Inc22,632$1.84M0.03%+58213F-HRTimeline
True Freedom Investing, LLC22,351$1.81M0.65%+4,38013F-HRTimeline
NWAM LLC22,132$1.8M0.1%+6113F-HR/ATimeline
1ST SOURCE BANK21,970$1.78M0.09%-3113F-HRTimeline
Grey Fox Wealth Advisors, LLC21,924$1.78M0.36%+40613F-HRTimeline
D.A. DAVIDSON & CO.21,704$1.76M0.01%+67813F-HRTimeline
Bellecapital International Ltd.21,287$1.73M0.28%-3,50113F-HRTimeline
PRELUDE CAPITAL MANAGEMENT, LLC21,098$1.71M0.13%-124,72613F-HRTimeline
Stone Summit Wealth LLC20,882$1.7M0.48%-1,69613F-HRTimeline
Soltis Investment Advisors LLC20,814$1.69M0.12%new13F-HRTimeline
Perennial Investment Advisors, LLC20,658$1.68M0.14%+1,35413F-HRTimeline
Portfolio Strategies, Inc.20,621$1.67M0.19%new13F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/20,607$1.67M<0.01%+1,41213F-HRTimelineGroup
Coign Capital Advisors LLC20,340$1.65M0.91%+1,21613F-HRTimeline
Ironwood Investment Counsel, LLC20,161$1.64M0.24%+12113F-HRTimeline
Global Assets Advisory, LLC20,057$1.63M0.48%-7,30713F-HRTimeline
Sierra Capital LLC19,933$1.62M0.18%-1,24913F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…19,743$1.6M<0.01%new13F-HRTimelineGroup
Sunbeam Capital Management, LLC19,735$1.6M1%-35513F-HRTimeline
Continuum Advisory, LLC19,590$1.59M0.17%+2,63913F-HRTimeline
Betterment LLC19,527$1.58M<0.01%-63513F-HRTimeline
BARINGS LLCin group BARINGS LLC19,500$1.58M0.03%+9,00013F-HRTimelineGroup
RWA WEALTH PARTNERS, LLC19,338$1.57M0.02%-50,25713F-HRTimeline
GeoWealth Management, LLC19,325$1.57M0.06%+6,56313F-HRTimeline
Asset Allocation & Management Company, …19,130$1.55M0.66%013F-HRTimeline
VICTORY FINANCIAL GROUP, LLC19,120$1.53M0.21%-23,43213F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding18,771$1.52M+12,406Timeline
Towerpoint Wealth, LLC18,666$1.52M0.62%-1,23613F-HRTimeline
Prostatis Group LLC18,636$1.51M0.38%-18313F-HRTimeline
Jump Financial, LLCin group Jump Financial, LLC18,625$1.51M0.02%-44,32113F-HR/ATimelineGroup
BURKE & HERBERT BANK & TRUST CO18,578$1.51M0.32%-34013F-HRTimeline
Integrated Capital Management, LLC18,521$1.51M0.66%+56913F-HRTimeline
Edge Financial Advisors LLC18,395$1.49M0.67%-8,03713F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding18,599$1.49M-3,278Timeline
MGO ONE SEVEN LLC17,994$1.46M0.03%-2,32813F-HRTimeline
Florida Trust Wealth Management Co17,790$1.44M0.04%-14013F-HRTimeline
Maven Securities LTDin group Maven Securities LTD17,600$1.43M0.27%013F-HRTimelineGroup
KMG FIDUCIARY PARTNERS, LLC17,327$1.41M0.09%+23413F-HRTimeline
PFG Advisors17,178$1.39M0.06%new13F-HRTimeline
IEQ CAPITAL, LLC17,098$1.39M<0.01%+76813F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding16,962$1.38M+3,687Timeline
Concord Investment Counsel Inc.16,625$1.35M0.43%13F-HRTimeline
HBK Sorce Advisory LLC16,657$1.35M0.03%+213F-HR/ATimeline
VICUS CAPITAL16,518$1.34M0.1%-26,10113F-HRTimeline
Coastline Trust Co16,466$1.34M0.14%-7613F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.