Skip to content
Disclosery

HYG ISHARES TR

Follow

IBOXX HI YD ETF (fund)

974 managers (987 13F filers) reported a position in HYG shares at 2026-03-31, 281,855,919 shares in all. 91 filers opened a position and 108 filers sold out during the quarter.

Managers
974
13F filers
987
New
91
Added
379
Reduced
352
Sold out
108
Shares held by filers
281,855,919

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
VestGen Advisors, LLC70,052$5.6M0.16%+53,11913F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.67,230$5.35M0.35%+13,95913F-HRTimelineGroup
Valmark Advisers, Inc.66,705$5.31M0.06%+1,04313F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC64,238$5.11M0.5%+4,64813F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…63,288$5.04M0.01%+21,79613F-HRTimeline
Cordoba Advisory Partners LLC62,990$5.01M1.38%-29,74313F-HRTimeline
Washington Trust Advisors, Inc.62,861$5M0.4%+24513F-HRTimeline
M&T Bank Corpin group M&T Bank Corp62,147$4.94M0.02%-3,14413F-HR/ATimelineGroup
TD Waterhouse Canada Inc.62,366$4.94M0.01%+25,27913F-HRTimeline
CNO Financial Group, Inc.in group CNO Financial Group, Inc.62,000$4.93M2.83%013F-HRTimelineGroup
Anfield Capital Management, LLCin group Anfield Capital Management, L…61,336$4.88M1.34%+60,95113F-HRTimelineGroup
Integrated Advisors Network LLC61,274$4.87M0.26%-20,91713F-HRTimeline
Mariner, LLCin group Mariner, LLC60,894$4.84M0.01%-14,33413F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP61,168$4.82M<0.01%+4,44313F-HRTimelineGroup
Metropolitan Life Insurance Co/NY60,500$4.81M1.47%013F-HRTimeline
Verdence Capital Advisors LLC59,208$4.71M0.27%+3,19613F-HRTimeline
Redhawk Wealth Advisors, Inc.59,102$4.7M0.52%+3,35013F-HRTimeline
CENTRAL BANK & TRUST CO59,085$4.7M0.74%-1,55213F-HRTimeline
Sanctuary Advisors, LLC58,201$4.63M0.03%+13,31913F-HRTimeline
One Capital Management, LLC57,880$4.6M0.13%+41913F-HRTimeline
Palogic Value Management, L.P.57,680$4.58M2.01%-1,16413F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.56,413$4.49M0.41%+11,19413F-HRTimelineGroup
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…56,039$4.46M0.02%-7,67313F-HRTimelineGroup
Rossby Financial, LCC55,922$4.44M0.93%+7,88313F-HRTimeline
Ballentine Partners, LLC55,582$4.42M0.06%-9,71913F-HRTimeline
Little Harbor Advisors, LLC55,222$4.39M2.61%-7,77813F-HRTimeline
TWO SIGMA SECURITIES, LLC55,159$4.39M0.51%-177,77313F-HRTimeline
Elwood & Goetz Wealth Advisory Group, L…54,555$4.34M0.74%-5,13013F-HRTimeline
VestGen Investment Management54,099$4.3M2.37%+27813F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC53,654$4.27M0.11%+3,34613F-HRTimelineGroup
BLAIR WILLIAM & CO/IL53,623$4.27M0.01%-51413F-HRTimeline
SBI Securities Co., Ltd.53,261$4.24M0.12%-24,77613F-HRTimeline
IFG Advisors, LLC52,933$4.21M0.69%-1,91213F-HRTimeline
Parkside Financial Bank & Trust52,558$4.18M0.32%+3,09913F-HRTimeline
Merit Financial Group, LLC52,301$4.16M0.03%-22,79313F-HRTimeline
STERLING INVESTMENT ADVISORS LLC /ADV52,063$4.14M1.99%+88813F-HRTimeline
Roundview Capital LLC50,882$4.05M0.25%+93313F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC50,613$4.03M0.08%-3,70613F-HRTimeline
Ironwood Financial, llc50,188$3.99M0.7%-75013F-HRTimeline
Fore Capital, LLC50,000$3.98M9.28%new13F-HRTimeline
Moss Adams Wealth Advisors LLC49,487$3.94M0.29%+4,75913F-HRTimeline
Sagace Wealth Management LLC49,213$3.92M2.65%+72113F-HRTimeline
W1M Asset Management Ltd48,653$3.87M0.04%+2,29113F-HRTimeline
Daiwa Securities Group Inc.in group Daiwa Securities Group Inc.48,650$3.87M0.01%-12,10013F-HRTimelineGroup
Transmarket Holdings LP47,899$3.81M2.04%-108,54213F-HRTimeline
Beacon Pointe Advisors, LLC47,367$3.77M0.02%+14,55013F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd47,183$3.75M0.07%new13F-HRTimelineGroup
Financial & Tax Architects, LLC47,148$3.75M0.84%+2,75913F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV47,129$3.75M0.01%-109,97813F-HRTimeline
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …46,969$3.7M0.03%-2,12413F-HRTimelineGroup
Torrey-Payne Wealth Management, LLC46,285$3.68M3.38%+1,22813F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC45,916$3.65M0.01%-6913F-HRTimelineGroup
HALL CAPITAL MANAGEMENT CO INC44,686$3.59M1.28%+6,90813F-HRTimeline
BURNS J W & CO INC/NY44,971$3.58M0.41%+13,92913F-HRTimeline
PINEBRIDGE INVESTMENTS LLC44,942$3.58M0.03%-18,95113F-HRTimeline
COREPATH WEALTH PARTNERS LLC44,277$3.55M2.39%+1,31513F-HRTimeline
Cypress Wealth Services, LLC44,503$3.54M0.5%-80113F-HRTimeline
&PARTNERS44,201$3.52M0.02%+12,97213F-HRTimeline
World Investment Advisors44,054$3.5M0.06%+3,88413F-HRTimeline
SageView Advisory Group, LLC44,019$3.5M0.13%-1,45913F-HRTimeline
Buska Wealth Management, LLC43,647$3.47M1.39%-13,72313F-HRTimeline
Meridian Wealth Management, LLC43,389$3.45M0.12%+6,88213F-HRTimeline
Talisman Wealth Advisors LLC74,237$3.43M2.76%+11,92113F-HRTimeline
Providence Capital Advisors, LLC43,055$3.43M0.56%+1,14513F-HRTimeline
CIM, LLC43,032$3.42M0.49%+23013F-HRTimeline
Y.D. More Investments Ltdin group Y.D. More Investments Ltd42,870$3.41M0.13%+47013F-HRTimelineGroup
Ninety One UK Ltd42,858$3.41M0.01%new13F-HRTimeline
LifePlan Investment Advisors, Inc.42,782$3.4M1.34%+2,26913F-HRTimeline
NerdWallet Wealth Partners, LLC42,656$3.39M1.48%+5,92513F-HRTimeline
GUARDIAN CAPITAL LPgroup of 2 filers holding42,333$3.37M+7,581Timeline
IHT Wealth Management, LLC42,315$3.37M0.08%+38,04613F-HRTimeline
PERSONAL CFO SOLUTIONS, LLC42,189$3.36M0.47%-5,86213F-HRTimeline
Gladwyn Financial Advisors, Inc.41,706$3.32M2.31%+1,27813F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV41,700$3.32M0.17%-35213F-HRTimeline
Aptus Capital Advisors, LLC41,210$3.28M0.03%+8,37013F-HRTimeline
Allie Family Office LLC40,919$3.26M1.42%-9013F-HR/ATimeline
MorganRosel Wealth Management, LLC40,707$3.24M1.28%-18,54413F-HRTimeline
HMS Capital Management, LLC40,208$3.2M1.24%-10413F-HRTimeline
INVICTUS PRIVATE WEALTH, LLC38,881$3.09M0.19%-8613F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.38,628$3.07M1.92%+87213F-HRTimeline
McAdam, LLC38,445$3.06M0.14%-42413F-HRTimeline
LAUREL OAK WEALTH MANAGEMENT, LLC38,189$3.04M0.51%-38413F-HRTimeline
Waverly Advisors, LLC38,043$3.03M0.02%-2,13613F-HRTimeline
Walleye Capital LLCin group Walleye Capital LLC38,033$3.03M0.02%new13F-HR/ATimelineGroup
David J Yvars Group37,923$3.02M1.69%+87113F-HRTimeline
Bracebridge Capital, LLC37,500$2.98M0.54%new13F-HRTimeline
SevenBridge Financial Group, LLC36,873$2.97M0.46%+2,32513F-HRTimeline
Global View Capital Management LLC36,800$2.93M0.78%-13,44613F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …36,729$2.92M0.02%+1,56913F-HRTimelineGroup
Fiera Capital Corpin group Fiera Capital Corp36,555$2.91M0.01%+1013F-HRTimelineGroup
Kingsview Wealth Management, LLC36,550$2.91M0.04%+4,21113F-HRTimeline
COMMERCE BANKin group COMMERCE BANK36,061$2.87M0.01%+28,72213F-HRTimelineGroup
BLB&B Advisors, LLC35,815$2.85M0.12%-32213F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.35,548$2.83M0.01%+33913F-HRTimelineGroup
Capricorn Fund Managers Ltd35,518$2.83M0.44%+4,21013F-HRTimeline
HFG Advisors, Inc.35,338$2.81M1.98%+1,39913F-HRTimeline
Tidal Investments LLCin group Tidal Investments LLC35,175$2.8M0.01%-18,52813F-HRTimelineGroup
OneDigital Investment Advisors LLC35,027$2.79M0.03%+1,82013F-HRTimeline
Financial Alternatives, Inc34,825$2.77M1.49%-2,50313F-HRTimeline
Avion Wealth34,724$2.76M0.57%+14,95513F-HRTimeline
Geneos Wealth Management Inc.34,618$2.75M0.06%+26,82013F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC34,260$2.73M0.05%+30,41713F-HRTimeline
Rafferty Asset Management, LLC34,212$2.72M0.01%-7,54913F-HRTimeline
Atlanta Consulting Group Advisors, LLC34,150$2.72M0.58%-7,25313F-HRTimeline
Atria Investments, Inc33,607$2.67M0.03%-20913F-HRTimeline
Worth Asset Management, LLC33,552$2.67M1%+12,70913F-HRTimeline
Mittelman Wealth Management33,400$2.66M1.66%-2,46213F-HRTimeline
AssuredPartners Investment Advisors, LLC33,254$2.65M0.29%+95013F-HRTimeline
CITY HOLDING CO33,282$2.65M0.33%+3,12613F-HRTimeline
HARBOUR INVESTMENTS, INC.33,177$2.64M0.04%+27,26513F-HRTimeline
Range Advisory, LLC32,954$2.62M0.49%+12,08913F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…32,363$2.57M0.22%-78713F-HRTimelineGroup
BOSTON RESEARCH & MANAGEMENT INC32,126$2.56M0.6%+13413F-HR/ATimeline
Financial Partners Group, Inc31,965$2.54M0.3%+713F-HRTimeline
Prime Capital Investment Advisors, LLC31,443$2.5M0.03%+2,30213F-HRTimeline
Steward Partners Investment Advisory, L…31,398$2.5M0.01%+2,77313F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management31,148$2.48M0.03%+25,53613F-HRTimelineGroup
Dorsey Wright & Associates30,997$2.47M0.31%+26,60413F-HRTimeline
Advyzon Investment Management, LLC30,437$2.42M0.22%-24,02513F-HRTimeline
Independent Advisor Alliance30,094$2.39M0.03%new13F-HRTimeline
ARCH CAPITAL GROUP LTD.30,000$2.39M0.82%013F-HRTimeline
ALLSTREET CAPITAL ADVISORS LLC29,863$2.38M1.76%+1,20613F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…29,595$2.35M<0.01%+96413F-HRTimelineGroup
TFB Advisors LLC28,870$2.3M1.2%-44,79913F-HRTimeline
Sowell Financial Services LLC28,771$2.29M0.08%+35213F-HRTimeline
BKM Wealth Management, LLC28,267$2.25M0.82%+29113F-HRTimeline
NVWM, LLC28,177$2.24M0.5%+3,93213F-HRTimeline
New Age Alpha Advisors, LLC28,155$2.24M0.1%-23,55213F-HRTimeline
Private Advisory Group LLC28,140$2.24M0.16%-3,53613F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…28,047$2.23M<0.01%+1,37413F-HRTimelineGroup
Holt Capital Advisors, L.L.C. dba Holt …28,000$2.23M0.3%-7,00013F-HRTimeline
Belpointe Asset Management LLC27,946$2.22M0.08%-1,41213F-HRTimeline
Frank, Rimerman Advisors LLC27,673$2.2M0.14%013F-HRTimeline
AtlasMark Financial, Inc27,304$2.2M1.42%013F-HRTimeline
Heritage Wealth Management, Inc. /CA/27,625$2.2M1.23%+1,71713F-HRTimeline
IFP Advisors, Inc27,465$2.19M0.05%-22,03313F-HRTimeline
Kovack Advisors, Inc.27,347$2.17M0.12%+21,94013F-HRTimeline
Ranch Capital Advisors Inc.27,260$2.17M0.79%+63013F-HRTimeline
Mandatum Life Insurance Co Ltd27,237$2.17M0.49%013F-HRTimeline
Pacer Advisors, Inc.27,002$2.15M0.01%013F-HR/ATimeline
Global Endowment Management, LPin group Global Endowment Management, …26,715$2.12M0.24%013F-HRTimelineGroup
FOCUS Wealth Advisors, LLC26,691$2.12M1.04%-1,02413F-HRTimeline
Prosperity Consulting Group, LLC26,691$2.12M0.09%+6113F-HRTimeline
Creative Planningin group Creative Planning26,127$2.08M<0.01%+18,18113F-HRTimelineGroup
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …25,890$2.06M0.03%+2,33613F-HRTimelineGroup
Global Trust Wealth Management LLC25,882$2.06M1.56%-51913F-HRTimeline
CCG WEALTH MANAGEMENT, LLC25,749$2.05M0.56%+22,21013F-HRTimeline
BANK OF NOVA SCOTIAin group BANK OF NOVA SCOTIA25,625$2.04M<0.01%-192,40513F-HRTimelineGroup
L & S Advisors Inc25,597$2.04M0.26%+35113F-HRTimeline
NEW ENGLAND ASSET MANAGEMENT INC25,470$2.03M0.26%013F-HRTimeline
Continuum Advisory, LLC25,341$2.02M0.19%+1,01113F-HRTimeline
Arkadios Wealth Advisors25,340$2.02M0.03%+9,25213F-HRTimeline
Ramiah Investment Group25,237$2.01M1.75%+2413F-HRTimeline
Dynamic Advisor Solutions LLC25,101$2M0.06%-7,58913F-HRTimeline
Lorne Steinberg Wealth Management Inc.25,080$2M0.47%new13F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.25,000$1.99M<0.01%new13F-HRTimelineGroup
D.A. DAVIDSON & CO.24,830$1.98M0.01%-19413F-HRTimeline
BlueSky Wealth Advisors, LLC24,665$1.96M0.25%-192,78913F-HRTimeline
Simplicity Wealth,LLC24,595$1.96M0.11%-74813F-HRTimeline
Grey Fox Wealth Advisors, LLC24,437$1.94M0.38%+2,58213F-HRTimeline
PRUDENTIAL PLCin group PRUDENTIAL PLC24,130$1.92M0.01%-5,28013F-HRTimelineGroup
Foundations Investment Advisors, LLC23,701$1.89M0.02%-192,88913F-HRTimeline
Horizon Wealth Management, LLC23,398$1.86M0.27%-90,64813F-HRTimeline
SCOTIA CAPITAL INC.23,364$1.86M0.01%-20,13313F-HRTimeline
ALLIANCEBERNSTEIN L.P.36,130$1.84M<0.01%-1,200,68013F-HRTimeline
Neumann Capital Management, LLC23,074$1.84M0.54%-2,64313F-HRTimeline
Clear Creek Financial Management, LLC22,703$1.81M0.14%-1,89113F-HRTimeline
Bensler, LLC22,585$1.8M0.19%-12,46613F-HRTimeline
IEQ CAPITAL, LLC22,497$1.79M0.01%-84613F-HRTimeline
GROUP ONE TRADING LLC22,476$1.79M0.06%new13F-HRTimeline
Orion Porfolio Solutions, LLC22,416$1.78M0.02%-96,75013F-HRTimeline
GeoWealth Management, LLC22,347$1.78M0.06%+1,09813F-HRTimeline
Prospera Financial Services Inc22,103$1.76M0.03%-73213F-HRTimeline
Buck Wealth Strategies, LLC22,005$1.75M0.22%new13F-HRTimeline
Integrated Wealth Concepts LLC21,958$1.75M0.01%+8,84513F-HRTimeline
1ST SOURCE BANK21,669$1.72M0.09%-30113F-HRTimeline
Summit Financial, LLC21,665$1.72M0.02%-61,28613F-HRTimeline
Sumitomo Mitsui Trust Group, Inc.in group Sumitomo Mitsui Trust Group, …21,400$1.7M<0.01%+53013F-HRTimelineGroup
Coign Capital Advisors LLC21,258$1.69M0.89%+68213F-HRTimeline
NWAM LLC20,850$1.66M0.1%-97113F-HRTimeline
FELL CAPITAL MANAGEMENT /ADV20,727$1.65M1.57%+9213F-HRTimeline
CALTON & ASSOCIATES, INC.20,540$1.63M0.23%+8,88613F-HRTimeline
Sierra Capital LLC20,506$1.63M0.18%+51313F-HRTimeline
Crabel Capital Management, LLC20,350$1.62M14.98%-158,81313F-HRTimeline
Perennial Investment Advisors, LLC20,305$1.62M0.13%-64213F-HRTimeline
Guardian Capital, LLC20,036$1.59M1.53%-8,50713F-HRTimeline
FMR LLCin group FMR LLC19,811$1.58M<0.01%+2,53913F-HRTimelineGroup
Odyssey Capital Advisors, Inc.19,744$1.57M1.41%+3,59313F-HRTimeline
Sunbeam Capital Management, LLC19,647$1.56M0.89%+17313F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/19,458$1.55M<0.01%-21613F-HRTimelineGroup
Western Wealth Management, LLC19,171$1.53M0.06%+16,19813F-HR/ATimeline
Asset Allocation & Management Company, …19,130$1.52M0.56%013F-HRTimeline
Integrated Capital Management, LLC19,023$1.51M0.64%+54613F-HRTimeline
Stone Summit Wealth LLC18,200$1.45M0.4%-1,82213F-HRTimeline
Perigon Wealth Management, LLC18,176$1.45M0.03%+9,12213F-HRTimeline
Towerpoint Wealth, LLC18,066$1.44M0.58%+14513F-HRTimeline
SWS Partners17,866$1.42M0.35%+2,15613F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC17,830$1.42M0.03%+26713F-HRTimelineGroup
Topor & Co. Korea17,763$1.41M1.2%+9813F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…17,656$1.4M0.02%-1,43013F-HRTimelineGroup