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Disclosery

HYG ISHARES TR

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IBOXX HI YD ETF (fund)

994 managers (1,007 13F filers) reported a position in HYG shares at 2025-12-31, 277,249,909 shares in all. 106 filers opened a position and 71 filers sold out during the quarter.

Managers
994
13F filers
1,007
New
106
Added
360
Reduced
320
Sold out
71
Shares held by filers
277,249,909

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Janney Montgomery Scott LLC66,492$5.36M0.01%-2,91913F-HRTimeline
Fortis Capital Management LLC65,685$5.3M0.7%+6,71513F-HRTimeline
Valmark Advisers, Inc.65,662$5.29M0.07%-27,85013F-HRTimeline
Ballentine Partners, LLC65,301$5.27M0.07%-71513F-HRTimeline
M&T Bank Corpin group M&T Bank Corp65,291$5.26M0.02%+65413F-HR/ATimelineGroup
Balefire, LLC64,585$5.21M1.01%+8,19513F-HRTimeline
Beirne Wealth Consulting Services, LLC64,308$5.19M1.5%+3,26413F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO64,035$5.16M0.01%-328,39713F-HRTimelineGroup
PINEBRIDGE INVESTMENTS LLC63,893$5.15M0.04%13F-HR/ATimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…63,712$5.14M0.02%-82813F-HRTimelineGroup
Little Harbor Advisors, LLC63,000$5.08M2.62%-6,25013F-HRTimeline
Washington Trust Advisors, Inc.62,616$5.05M0.39%-57013F-HRTimeline
Acasta Partners UK LLP62,230$5.02M1.79%13F-HRTimeline
CNO Financial Group, Inc.in group CNO Financial Group, Inc.62,000$5M2.83%new13F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.61,976$5M0.03%+11,93713F-HRTimelineGroup
Dakota Wealth Management61,762$4.98M0.09%+45,55913F-HR/ATimeline
Daiwa Securities Group Inc.in group Daiwa Securities Group Inc.60,750$4.9M0.02%-7,70013F-HRTimelineGroup
CENTRAL BANK & TRUST CO60,637$4.89M0.76%+38113F-HRTimeline
Metropolitan Life Insurance Co/NY60,500$4.88M1.48%013F-HRTimeline
Almitas Capital LLC60,000$4.84M1.07%new13F-HRTimeline
Elwood & Goetz Wealth Advisory Group, L…59,685$4.81M0.85%+15,33313F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC59,590$4.8M0.48%+6,13413F-HRTimeline
MorganRosel Wealth Management, LLC59,251$4.78M1.2%+4,75313F-HRTimeline
Palogic Value Management, L.P.58,844$4.75M2.04%+68513F-HRTimeline
Headlands Technologies LLC58,206$4.69M0.39%new13F-HRTimeline
Arrowpoint Investment Partners (Singapo…in group Arrowpoint Investment Partner…58,200$4.69M0.69%+49,50013F-HRTimelineGroup
One Capital Management, LLC57,461$4.63M0.14%-1,11213F-HRTimeline
Buska Wealth Management, LLC57,370$4.63M1.71%-28,41713F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP56,725$4.57M<0.01%+10,56213F-HRTimelineGroup
Verdence Capital Advisors LLC56,012$4.52M0.27%+58113F-HRTimeline
Balyasny Asset Management L.P.in group Balyasny Asset Management55,983$4.51M0.01%new13F-HRTimelineGroup
Redhawk Wealth Advisors, Inc.55,752$4.5M0.5%+9,43713F-HRTimeline
Spahn Wealth & Retirement LLC55,213$4.45M2.76%+75613F-HRTimeline
IFG Advisors, LLC54,845$4.42M0.74%-11313F-HRTimeline
Advyzon Investment Management, LLC54,462$4.39M0.51%+29,49013F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC54,319$4.38M0.09%-2,33213F-HRTimeline
BLAIR WILLIAM & CO/IL54,137$4.37M0.01%-1,52113F-HRTimeline
VestGen Investment Management53,821$4.34M2.41%-33413F-HRTimeline
Tidal Investments LLCin group Tidal Investments LLC53,703$4.33M0.02%-18,52913F-HRTimelineGroup
SUMMIT SECURITIES GROUP LLC52,600$4.24M0.76%new13F-HRTimeline
FEDERATED HERMES, INC.in group FEDERATED HERMES, INC.52,391$4.22M0.01%-5,00013F-HRTimelineGroup
New Age Alpha Advisors, LLC51,707$4.17M0.18%-8,10813F-HRTimeline
Ironwood Financial, llc50,938$4.13M0.7%-1,97013F-HRTimeline
STERLING INVESTMENT ADVISORS LLC /ADV51,175$4.13M2%+2,68213F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC50,308$4.06M0.11%+39,78613F-HR/ATimelineGroup
Global View Capital Management LLC50,246$4.05M0.76%-33,43013F-HRTimeline
One William Street Capital Management, …50,000$4.03M9.44%new13F-HRTimeline
Roundview Capital LLC49,949$4.03M0.25%+19513F-HRTimeline
IFP Advisors, Inc49,498$3.99M0.09%-17,10513F-HRTimeline
Parkside Financial Bank & Trust49,459$3.99M0.3%+84213F-HRTimeline
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …49,093$3.96M0.03%+49313F-HRTimelineGroup
Sagace Wealth Management LLC48,492$3.91M2.66%+2,39813F-HRTimeline
PERSONAL CFO SOLUTIONS, LLC48,051$3.87M0.62%+26713F-HRTimeline
Rossby Financial, LCC48,039$3.87M1.22%+2,55013F-HRTimeline
W1M Asset Management Ltd46,362$3.74M0.04%new13F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC45,985$3.71M0.01%-45013F-HRTimelineGroup
SageView Advisory Group, LLC45,478$3.67M0.12%+8813F-HRTimeline
Torrey-Payne Wealth Management, LLC45,057$3.66M3.28%13F-HRTimeline
Cypress Wealth Services, LLC45,304$3.65M0.51%+1,81213F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.45,219$3.65M0.22%-75,97813F-HRTimelineGroup
EHP Funds Inc.45,000$3.63M8.31%-5,00013F-HRTimeline
Sanctuary Advisors, LLC44,882$3.62M0.02%+3,95713F-HRTimeline
Moss Adams Wealth Advisors LLC44,728$3.61M0.26%+5,52413F-HRTimeline
Financial & Tax Architects, LLC44,389$3.58M0.8%+98913F-HRTimeline
SCOTIA CAPITAL INC.43,497$3.51M0.01%-8,08113F-HRTimeline
COREPATH WEALTH PARTNERS LLC42,962$3.48M2.33%+5,67713F-HRTimeline
CIM, LLC42,802$3.45M0.45%+1,39913F-HRTimeline
Y.D. More Investments Ltdin group Y.D. More Investments Ltd42,400$3.42M0.16%-9,00013F-HRTimelineGroup
J.W. COLE ADVISORS, INC.43,768$3.41M0.08%+2,44813F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV42,052$3.39M0.18%-12613F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.41,967$3.38M0.01%-8,08313F-HRTimelineGroup
Providence Capital Advisors, LLC41,910$3.38M0.57%+1,46913F-HRTimeline
Rafferty Asset Management, LLC41,761$3.37M0.01%-8,94513F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…41,492$3.36M<0.01%+11,17613F-HRTimeline
Galvin, Gaustad & Stein, LLC41,529$3.35M0.26%new13F-HRTimeline
Atlanta Consulting Group Advisors, LLC41,403$3.34M0.76%+1,99413F-HRTimeline
Allie Family Office LLC41,009$3.31M1.54%+2,80813F-HRTimeline
LifePlan Investment Advisors, Inc.40,513$3.27M1.33%+1,12313F-HRTimeline
Gladwyn Financial Advisors, Inc.40,428$3.26M2.29%+1,69113F-HRTimeline
HMS Capital Management, LLC40,312$3.25M1.34%-1,88213F-HRTimeline
Waverly Advisors, LLC40,179$3.24M0.03%-1,28713F-HRTimeline
World Investment Advisors40,170$3.24M0.05%+2,19313F-HR/ATimeline
Trek Financial, LLC39,964$3.22M0.19%-2,12613F-HRTimeline
INVICTUS PRIVATE WEALTH, LLC38,967$3.14M0.19%-2,60313F-HRTimeline
McAdam, LLC38,869$3.13M0.14%-1,83413F-HRTimeline
LAUREL OAK WEALTH MANAGEMENT, LLC38,573$3.11M0.52%13F-HRTimeline
Proficio Capital Partners LLC38,358$3.09M0.22%+34,66313F-HRTimeline
Jain Global LLC37,930$3.06M0.03%new13F-HRTimeline
HALL CAPITAL MANAGEMENT CO INC37,778$3.05M1.18%+88213F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.37,756$3.04M0.99%+70913F-HRTimeline
Financial Alternatives, Inc37,328$3.01M1.75%-7013F-HRTimeline
TD Waterhouse Canada Inc.37,087$2.99M0.02%+2,45613F-HRTimeline
David J Yvars Group37,052$2.99M1.59%+3,40013F-HRTimeline
NerdWallet Wealth Partners, LLC36,731$2.96M1.33%+3,59813F-HRTimeline
Fiera Capital Corpin group Fiera Capital Corp36,545$2.95M0.01%-1,61113F-HRTimelineGroup
Meridian Wealth Management, LLC36,507$2.94M0.1%+4,36813F-HRTimeline
BLB&B Advisors, LLC36,137$2.91M0.12%+5,15813F-HRTimeline
Talisman Wealth Advisors LLC62,316$2.9M2.26%+11,59313F-HRTimeline
Lifestyle Asset Management, Inc.35,945$2.9M0.94%+9,58713F-HRTimeline
Mittelman Wealth Management35,862$2.89M1.88%+70113F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.35,209$2.84M0.01%+22513F-HRTimelineGroup
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …35,160$2.84M0.02%13F-HR/ATimelineGroup
PRELUDE CAPITAL MANAGEMENT, LLC35,116$2.83M0.21%+14,01813F-HRTimeline
Bensler, LLC35,051$2.83M0.28%-2,12513F-HRTimeline
Holt Capital Advisors, L.L.C. dba Holt …35,000$2.82M0.38%new13F-HRTimeline
PAYDEN & RYGEL34,867$2.81M0.2%new13F-HRTimeline
SevenBridge Financial Group, LLC34,548$2.8M0.45%+5,56413F-HRTimeline
GUARDIAN CAPITAL LPgroup of 2 filers holding34,752$2.8M+438Timeline
HFG Advisors, Inc.33,939$2.74M1.98%+2,18913F-HRTimeline
Atria Investments, Inc33,816$2.73M0.03%-1,18213F-HRTimeline
OneDigital Investment Advisors LLC33,207$2.68M0.03%-31413F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…33,150$2.67M0.22%-1,08113F-HRTimelineGroup
Aptus Capital Advisors, LLC32,840$2.65M0.02%-2,72213F-HRTimeline
Beacon Pointe Advisors, LLC32,817$2.65M0.02%+1,90113F-HRTimeline
PRICE T ROWE ASSOCIATES INC /MD/32,750$2.64M<0.01%new13F-HRTimeline
Dynamic Advisor Solutions LLC32,690$2.64M0.08%-4,27313F-HRTimeline
AE Wealth Management LLC32,433$2.62M0.02%+3,06613F-HRTimeline
Kingsview Wealth Management, LLC32,339$2.61M0.04%+3,83013F-HRTimeline
AssuredPartners Investment Advisors, LLC32,304$2.6M0.39%+18,73313F-HRTimeline
Financial Partners Group, Inc31,958$2.59M0.3%+3,57713F-HRTimeline
BOSTON RESEARCH & MANAGEMENT INC31,992$2.58M0.59%+21513F-HR/ATimeline
Private Advisory Group LLC31,676$2.55M0.2%+2,28513F-HRTimeline
Capricorn Fund Managers Ltd31,308$2.52M0.61%-2013F-HRTimeline
Advisors Preferred, LLCin group Advisors Preferred, LLC31,216$2.52M0.41%+5,01713F-HRTimelineGroup
&PARTNERS31,229$2.52M0.01%+45613F-HRTimeline
BURNS J W & CO INC/NY31,042$2.5M0.28%+6,60513F-HRTimeline
SYKON CAPITAL LLC30,949$2.5M0.8%-10,44013F-HRTimeline
Beta Wealth Group, Inc.30,949$2.5M1%-71213F-HRTimeline
SIMPLEX TRADING, LLC30,347$2.45M0.07%new13F-HRTimeline
CITY HOLDING CO30,156$2.43M0.3%+2,89513F-HRTimeline
Graham Capital Management, L.P.30,100$2.43M0.08%new13F-HRTimeline
ARCH CAPITAL GROUP LTD.30,000$2.42M0.83%013F-HRTimeline
Oasis Advisors, LLC29,940$2.41M1.28%13F-HRTimeline
FineMark National Bank & Trust29,858$2.41M0.08%+31713F-HRTimeline
PRUDENTIAL PLCin group PRUDENTIAL PLC29,410$2.37M0.02%+17,21013F-HRTimelineGroup
Belpointe Asset Management LLC29,358$2.37M0.09%-3,43213F-HRTimeline
Wealth Watch Advisors, INC29,199$2.35M0.87%-813F-HRTimeline
Prime Capital Investment Advisors, LLC29,141$2.35M0.03%-7,87313F-HRTimeline
ALLSTREET CAPITAL ADVISORS LLC28,657$2.31M1.67%13F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…28,631$2.31M<0.01%+8,88813F-HRTimelineGroup
Steward Partners Investment Advisory, L…28,625$2.31M0.01%+4613F-HRTimeline
Guardian Capital, LLC28,543$2.3M2.06%13F-HRTimeline
Sowell Financial Services LLC28,419$2.29M0.08%+1,29313F-HRTimeline
Exit Wealth Advisors, LLC.28,320$2.28M1.35%new13F-HRTimeline
Emergent Wealth Advisors, LLC28,036$2.26M1.27%-9,52913F-HRTimeline
BKM Wealth Management, LLC27,976$2.26M0.82%-2,28013F-HRTimeline
FOCUS Wealth Advisors, LLC27,715$2.23M1.04%+20513F-HRTimeline
Frank, Rimerman Advisors LLC27,673$2.23M0.14%013F-HRTimeline
AtlasMark Financial, Inc27,304$2.2M1.42%-3,16313F-HRTimeline
Mandatum Life Insurance Co Ltd27,237$2.2M0.5%013F-HRTimeline
Pacer Advisors, Inc.27,002$2.18M0.01%013F-HR/ATimeline
HANCOCK WHITNEY CORP26,979$2.18M0.04%+1,54013F-HRTimeline
CIBC WORLD MARKET INC.26,956$2.17M<0.01%+2,64713F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …26,911$2.17M0.04%+1,81913F-HRTimelineGroup
Global Endowment Management, LPin group Global Endowment Management, …26,715$2.15M0.27%013F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…26,673$2.15M<0.01%+76513F-HRTimelineGroup
Prosperity Consulting Group, LLC26,630$2.15M0.1%-38313F-HRTimeline
Ranch Capital Advisors Inc.26,630$2.15M0.79%+85913F-HRTimeline
NewEdge Advisors, LLC26,539$2.14M0.01%+14,06113F-HRTimeline
Global Trust Wealth Management LLC26,401$2.13M1.58%13F-HRTimeline
DV Trading LLC26,115$2.11M0.18%13F-HRTimeline
Heritage Wealth Management, Inc. /CA/25,908$2.09M1.35%+1,78913F-HRTimeline
Neumann Capital Management, LLC25,717$2.07M0.6%-43313F-HRTimeline
NEW ENGLAND ASSET MANAGEMENT INC25,470$2.05M0.27%-23,32013F-HRTimeline
Virtus Fixed Income Advisers, LLCin group Virtus Investment Advisers, L…25,468$2.05M1.55%+1,02013F-HRTimelineGroup
Simplicity Wealth,LLC25,343$2.04M0.12%-10,05713F-HRTimeline
L & S Advisors Inc25,246$2.04M0.19%new13F-HRTimeline
Ramiah Investment Group25,213$2.03M1.76%+2,11613F-HRTimeline
Symetra Investment Management Coin group Symetra Investment Management…25,060$2.02M0.36%+24,96013F-HRTimelineGroup
D.A. DAVIDSON & CO.25,024$2.02M0.01%+3,32013F-HRTimeline
Clear Creek Financial Management, LLC24,594$1.98M0.16%-3,75713F-HRTimeline
Covenant Partners, LLC24,562$1.98M0.58%013F-HRTimeline
Continuum Advisory, LLC24,330$1.96M0.2%+4,74013F-HRTimeline
NVWM, LLC24,245$1.95M0.43%-1,13113F-HRTimeline
RAMSEY QUANTITATIVE SYSTEMS24,000$1.94M1.76%new13F-HRTimeline
Florin Court Capital LLP23,900$1.93M2.68%-3,40013F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …23,554$1.9M0.03%-3,32813F-HRTimelineGroup
IEQ CAPITAL, LLC23,343$1.88M0.01%+6,24513F-HRTimeline
Prospera Financial Services Inc22,835$1.84M0.03%+20313F-HRTimeline
Plan Group Financial, LLC22,281$1.8M0.47%-12,97013F-HRTimeline
1ST SOURCE BANK21,970$1.77M0.09%013F-HRTimeline
NWAM LLC21,821$1.76M0.1%-31113F-HRTimeline
Grey Fox Wealth Advisors, LLC21,855$1.76M0.36%-6913F-HRTimeline
Bellecapital International Ltd.21,659$1.75M0.31%+37213F-HRTimeline
LVZ, Inc.21,451$1.73M0.19%-8,28913F-HR/ATimeline
GeoWealth Management, LLC21,249$1.71M0.06%+1,92413F-HRTimeline
Perennial Investment Advisors, LLC20,947$1.69M0.13%+28913F-HRTimeline
Sumitomo Mitsui Trust Group, Inc.in group Sumitomo Mitsui Trust Group, …20,870$1.68M<0.01%-44,62613F-HRTimelineGroup
Range Advisory, LLC20,865$1.68M0.43%13F-HRTimeline
Worth Asset Management, LLC20,843$1.68M0.71%-81,38213F-HRTimeline
FELL CAPITAL MANAGEMENT /ADV20,635$1.66M1.62%13F-HRTimeline
Coign Capital Advisors LLC20,576$1.66M0.87%+23613F-HRTimeline
Richard W. Paul & Associates, LLC20,483$1.65M0.55%-3,44213F-HRTimeline
WELLINGTON MANAGEMENT GROUP LLPin group WELLINGTON MANAGEMENT GROUP L…20,475$1.65M<0.01%-639,67513F-HRTimelineGroup
ASPIRIANT, LLC20,372$1.64M0.05%+10,20713F-HRTimeline
EP Wealth Advisors, LLC20,047$1.62M0.01%13F-HRTimeline
Stone Summit Wealth LLC20,022$1.61M0.44%-86013F-HRTimeline
Sierra Capital LLC19,993$1.61M0.17%+6013F-HRTimeline
Avion Wealth19,769$1.59M0.33%+18,63913F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/19,674$1.59M<0.01%-93313F-HRTimelineGroup