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Disclosery

HYG ISHARES TR

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IBOXX HI YD ETF (fund)

972 managers (984 13F filers) reported a position in HYG shares at 2024-12-31, 226,076,478 shares in all. 98 filers opened a position and 65 filers sold out during the quarter.

Managers
972
13F filers
984
New
98
Added
357
Reduced
314
Sold out
65
Shares held by filers
226,076,478

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
Prostatis Group LLC18,720$1.47M0.43%-91413F-HRTimeline
Florida Trust Wealth Management Co18,548$1.46M0.05%-57513F-HRTimeline
B. Riley Wealth Advisors, Inc.18,418$1.45M0.05%-5,40413F-HRTimeline
Sigma Planning Corp18,280$1.44M0.05%-43613F-HRTimeline
GeoWealth Management, LLC18,250$1.44M0.05%-7,53213F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …17,972$1.41M0.04%+10,20513F-HRTimelineGroup
Invesco Ltd.in group Invesco Ltd.17,858$1.4M<0.01%-36,30213F-HRTimelineGroup
Maven Securities LTDin group Maven Securities LTD17,600$1.38M0.22%013F-HRTimelineGroup
Jacobi Capital Management LLC17,498$1.38M0.1%-8713F-HRTimeline
SignalPoint Asset Management, LLC17,307$1.36M0.33%-2,54713F-HRTimeline
AtlasMark Financial, Inc17,243$1.36M1.25%+70213F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC17,156$1.35M0.11%-2,23213F-HRTimeline
Clearstead Advisors, LLC17,107$1.35M0.02%+4,17613F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC16,942$1.33M0.03%+14313F-HRTimelineGroup
Arrow Investment Advisors, LLC16,580$1.33M1.24%013F-HRTimeline
Global Assets Advisory, LLC16,724$1.32M0.73%-2,28213F-HRTimeline
Summit Financial, LLC16,678$1.31M0.05%+15113F-HRTimeline
Rossby Financial, LCC16,615$1.31M0.83%13F-HRTimeline
Adams Wealth Management16,335$1.28M0.25%+2,89113F-HRTimeline
Bain Capital Credit, LPin group Bain Capital Life Sciences In…16,234$1.28M0.28%-85,26513F-HRTimelineGroup
Arkadios Wealth Advisors16,008$1.26M0.07%+34813F-HRTimeline
Jump Financial, LLCin group Jump Financial, LLC15,987$1.26M0.03%new13F-HRTimelineGroup
Thrive Capital Management, LLC15,920$1.25M0.57%-3,17713F-HRTimeline
Sierra Capital LLC15,811$1.24M0.15%+6513F-HRTimeline
Sunbelt Securities, Inc.15,805$1.24M0.11%-3,24413F-HRTimeline
First Horizon Advisors, Inc.15,747$1.24M0.03%+9,43413F-HRTimeline
Verdence Capital Advisors LLC15,583$1.23M0.1%+9,21913F-HRTimeline
WHITTIER TRUST CO15,399$1.21M0.02%013F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC15,315$1.2M0.01%-2,48513F-HRTimelineGroup
BLB&B Advisors, LLC15,257$1.2M0.06%+1,16713F-HRTimeline
Continuum Advisory, LLC15,217$1.2M0.15%-43913F-HRTimeline
Summit Wealth Partners, LLC15,178$1.19M0.25%-82213F-HRTimeline
FINANCIAL COUNSELORS INC15,133$1.19M0.02%+5313F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…15,115$1.19M0.03%-1,30413F-HRTimelineGroup
Objective Capital Management, LLC15,082$1.19M0.79%+2,50813F-HRTimeline
Simplicity Wealth,LLC15,076$1.19M0.25%-45913F-HRTimeline
Coastline Trust Co14,982$1.18M0.14%+7,81013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Clear Creek Financial Management, LLC14,900$1.17M0.13%-67113F-HRTimeline
Stone Summit Wealth LLC14,723$1.16M0.39%-1,06113F-HRTimeline
Aveo Capital Partners, LLC14,650$1.15M0.13%+88613F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC14,631$1.15M0.29%-10913F-HRTimelineGroup
INSIGNEO ADVISORY SERVICES, LLC14,627$1.15M0.12%-2,10613F-HRTimeline
Creative Planningin group Creative Planning14,562$1.15M<0.01%+2,40613F-HRTimelineGroup
Sterling Investment Counsel, LLC14,475$1.14M0.75%-3,22013F-HRTimeline
Gladstone Institutional Advisory LLC14,358$1.13M0.05%+47713F-HRTimeline
Financial Advocates Investment Manageme…14,323$1.13M0.06%+8,21313F-HRTimeline
Joseph P. Lucia & Associates, LLC14,308$1.13M0.5%-16813F-HRTimeline
Coign Capital Advisors LLC14,230$1.12M1.03%13F-HRTimeline
Ellenbecker Investment Group14,187$1.12M0.2%-8,21813F-HRTimeline
Narus Financial Partners, LLC14,155$1.11M0.38%+1,97113F-HRTimeline
SVB WEALTH LLC14,152$1.11M0.02%new13F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/14,030$1.1M<0.01%new13F-HRTimelineGroup
Geneos Wealth Management Inc.13,857$1.09M0.04%+42513F-HRTimeline
WOODWARD DIVERSIFIED CAPITAL, LLC13,855$1.09M0.8%new13F-HRTimeline
BTS Asset Management, Inc.13,837$1.09M1.09%-70913F-HRTimeline
CENTAURUS FINANCIAL, INC.13,837$1.09M0.07%+12,13113F-HRTimeline
REDMONT WEALTH ADVISORS LLC13,769$1.08M1.87%+7413F-HRTimeline
Squarepoint Ops LLCin group Squarepoint Ops LLC13,655$1.07M<0.01%-45,53913F-HRTimelineGroup
First Interstate Bank13,614$1.07M0.06%013F-HRTimeline
TT Capital Management LLC13,386$1.06M0.85%13F-HRTimeline
Mesirow Financial Investment Management…13,470$1.06M0.02%-37513F-HRTimeline
Dakota Wealth Management13,396$1.05M0.02%+2,50013F-HRTimeline
CWM, LLCin group CWM, LLC13,257$1.04M<0.01%+76913F-HRTimelineGroup
Financial Partners Group, Inc13,240$1.04M0.15%+1413F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding13,204$1.04M+185Timeline
Ariadne Wealth Management, LP13,000$1.03M0.47%013F-HRTimeline
Telos Capital Management, Inc.13,085$1.03M0.11%-5,05913F-HRTimeline
MGO ONE SEVEN LLC13,068$1.03M0.04%+2,10013F-HRTimeline
ShoreHaven Wealth Partners, LLC12,898$1.01M0.48%-913F-HRTimeline
Owen LaRue, LLC12,844$1.01M0.53%-2,57313F-HRTimeline
Strive Asset Management, LLC12,715$1M0.75%13F-HRTimeline
Visionary Wealth Advisors12,687$998K0.06%+1,80713F-HRTimeline
HBK Sorce Advisory LLC12,654$995K0.03%+213F-HRTimeline
Trilogy Capital Inc.12,631$993K0.05%+1,56913F-HRTimeline
Petix & Botte Co12,501$983K0.26%-2,74813F-HRTimeline
Financial Partners Group, LLC12,377$973K0.4%new13F-HRTimeline
UNIVEST FINANCIAL Corpin group UNIVEST FINANCIAL Corp12,286$966K0.06%+5,98013F-HRTimelineGroup
PINNACLE ASSOCIATES LTD12,272$965K0.01%+5,81813F-HRTimeline
Arkos Global Advisors12,178$958K0.14%013F-HRTimeline
Prosperity Wealth Management, Inc.in group Prosperity Financial Group, I…12,170$957K0.39%-66413F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS12,101$952K<0.01%-82713F-HRTimeline
Snowden Capital Advisors LLC12,067$949K0.03%-2,03313F-HRTimeline
EPIQ Capital Group, LLC11,957$940K0.25%+23213F-HRTimeline
Argyle Capital Partners, LLC11,843$931K0.8%13F-HRTimeline
WASHINGTON TRUST Co11,837$931K0.03%-1,10713F-HRTimeline
RiverGlades Family Offices LLC11,824$930K0.66%013F-HRTimeline
Madison Asset Management, LLCgroup of 2 filers holding11,800$928K+5,900Timeline
Chicago Partners Investment Group LLC11,612$917K0.03%+20113F-HRTimeline
Pinnacle Wealth Planning Services, Inc.11,624$914K0.14%+8,43613F-HR/ATimeline
SWS Partners11,588$911K0.28%+5,92713F-HRTimeline
Callan Capital, LLC11,505$905K0.07%+20013F-HRTimeline
Richard W. Paul & Associates, LLC11,431$899K0.33%+1,86713F-HRTimeline
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC11,400$897K<0.01%-14,40013F-HRTimelineGroup
NORDEN GROUP LLC11,318$890K0.1%-4,92413F-HRTimeline
Accurate Wealth Management, LLC11,298$887K0.17%-16213F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC11,087$872K0.03%+32113F-HRTimelineGroup
BURNS J W & CO INC/NY11,058$870K0.11%+3,59313F-HRTimeline
Moss Adams Wealth Advisors LLC10,931$860K0.09%+1,52413F-HRTimeline
Global Endowment Management, LPin group Global Endowment Management, …10,844$853K0.11%-14,96813F-HRTimelineGroup
Pinnacle Financial Partners Inc10,838$852K0.02%-48413F-HRTimeline
Pinion Investment Advisors, LLC10,624$836K0.33%-92013F-HRTimeline
May Hill Capital, LLC10,611$835K0.32%13F-HRTimeline
True Freedom Investing, LLC10,583$832K0.36%13F-HRTimeline
Activest Wealth Management10,560$831K0.23%-1,51313F-HRTimeline
IHT Wealth Management, LLC10,551$830K0.03%-6,72813F-HRTimeline
Independent Advisor Alliance10,443$821K0.01%new13F-HRTimeline
Perennial Investment Advisors, LLC10,259$807K0.1%+75413F-HRTimeline
Valtrion Capital Management, LLC10,183$801K1.05%13F-HRTimeline
Strategic Blueprint, LLC10,114$795K0.05%-32413F-HRTimeline
Perigon Wealth Management, LLC9,844$782K0.02%-22613F-HRTimeline
McElhenny Sheffield Capital Management,…9,919$780K0.26%-31613F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC9,886$778K0.03%+78413F-HRTimeline
Avantax Planning Partners, Inc.9,769$768K0.03%-49713F-HRTimeline
Betterment LLC9,766$768K<0.01%+35213F-HRTimeline
Bremer Bank National Association9,753$767K0.15%+8213F-HRTimeline
Single Point Partners, LLC9,758$767K0.18%new13F-HRTimeline
Merit Financial Group, LLC9,663$760K0.01%+13513F-HRTimeline
American Financial Advisors, LLC9,625$757K0.11%-21713F-HRTimeline
Sovereign Investment Advisors, LLC9,614$756K0.23%+7513F-HRTimeline
ARGONAUTICA PRIVATE WEALTH MANAGEMENT, …9,583$754K0.24%-15013F-HRTimeline
Roberts Financial Services LLC9,581$754K0.14%013F-HRTimeline
Avory & Company, LLC9,569$753K0.42%+68513F-HRTimeline
Avior Wealth Management, LLC9,300$731K0.03%-5413F-HRTimeline
5T Wealth, LLC9,278$730K0.4%13F-HRTimeline
INTEGRITY ALLIANCE, LLC.9,220$725K0.08%13F-HRTimeline
Barden Capital Management, Inc.9,169$721K0.62%+56313F-HRTimeline
CIBC WORLD MARKET INC.9,152$720K<0.01%+71413F-HRTimeline
Cosner Financial Group, LLC9,150$720K0.46%+4213F-HRTimeline
Fulcrum Equity Management9,049$712K0.7%-6,20613F-HRTimeline
OLD NATIONAL BANCORP /IN/9,014$709K0.02%-77813F-HRTimeline
HOWLAND CAPITAL MANAGEMENT LLC8,949$704K0.03%+10013F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC8,807$693K0.02%-16,50413F-HRTimeline
WEDBUSH SECURITIES INC8,763$689K0.02%-1,94113F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC8,648$680K0.03%-30713F-HR/ATimeline
MAI Capital Management8,642$680K0.01%new13F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…8,565$674K0.05%+26613F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC8,563$673K<0.01%+38413F-HRTimelineGroup
Venture Visionary Partners LLC8,456$665K0.03%new13F-HR/ATimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…8,392$660K0.03%-6113F-HRTimelineGroup
VICUS CAPITAL8,384$659K0.06%-21,31413F-HRTimeline
MKD WEALTH COACHES, LLC8,302$653K0.66%13F-HRTimeline
Accredited Investors Inc.8,150$641K0.04%013F-HRTimeline
Copia Wealth Management8,146$641K0.61%13F-HRTimeline
New World Advisors LLC8,074$635K0.15%+2,89213F-HRTimeline
Pacer Advisors, Inc.8,065$634K<0.01%013F-HRTimeline
Focus Financial Network, Inc.8,035$632K0.03%-19013F-HRTimeline
PFG Advisors7,884$620K0.04%+60313F-HRTimeline
Wick Capital Partners, LLC7,872$619K0.18%-32813F-HR/ATimeline
WEBSTER BANK, N. A.7,831$616K0.07%-44613F-HRTimeline
CV Advisors LLC7,821$615K0.21%new13F-HRTimeline
BAR HARBOR WEALTH MANAGEMENTin group BAR HARBOR WEALTH MANAGEMENT7,743$609K0.04%-30413F-HRTimelineGroup
DEROY & DEVEREAUX PRIVATE INVESTMENT CO…7,640$601K0.03%013F-HRTimeline
Composition Wealth, LLC7,609$598K0.01%new13F-HRTimeline
a16z Perennial Management, L.P.in group a16z Capital Management, L.L.…7,600$598K0.07%013F-HR/ATimelineGroup
Leeward Financial Partners, LLC7,582$596K0.21%+76913F-HRTimeline
NewEdge Advisors, LLC7,420$584K<0.01%-7,47113F-HRTimeline
PKS Advisory Services, LLC7,357$579K0.14%13F-HRTimeline
Sterling Wealth Management, Inc.7,341$577K0.21%013F-HRTimeline
Bridgewater Associates, LP7,334$577K<0.01%-1,49213F-HRTimeline
Atlas Private Wealth Advisors7,317$576K0.08%-3,90913F-HRTimeline
FMR LLCin group FMR LLC7,316$575K<0.01%-63,88813F-HRTimelineGroup
Guardian Wealth Advisors, LLC7,310$575K0.37%-90013F-HRTimeline
SONATA CAPITAL GROUP INC7,285$573K0.24%013F-HRTimeline
Lifeworks Advisors, LLC7,283$573K0.1%new13F-HRTimeline
Avidian Wealth Enterprises, LLC7,262$571K0.03%+1,37013F-HRTimeline
Estate Counselors, LLC7,256$571K0.06%+2,31013F-HRTimeline
Traynor Capital Management, Inc.7,254$571K0.04%-5913F-HRTimeline
PRIVATE TRUST CO NA7,148$562K0.06%+1,64513F-HRTimeline
Advyzon Investment Management, LLC7,126$560K0.22%13F-HRTimeline
Dorsey Wright & Associates7,095$558K0.13%013F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management7,084$557K0.01%-18413F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.7,066$556K0.02%+19813F-HRTimeline
CITIZENS & NORTHERN CORPin group CITIZENS & NORTHERN CORP7,057$555K0.15%-62913F-HRTimelineGroup
DOHJ, LLC7,014$552K0.13%+1,55313F-HRTimeline
Omega Financial Group, LLC6,969$548K0.21%-85613F-HRTimeline
Saxony Capital Management, LLC6,933$545K0.48%-10,14713F-HRTimeline
PROATHLETE WEALTH MANAGEMENT LLC6,899$543K0.2%013F-HRTimeline
Elk River Wealth Management LLC6,798$535K0.1%+1,64313F-HRTimeline
Centennial Wealth Advisory LLC6,726$529K0.21%+86913F-HRTimeline
Forefront Analytics, LLC6,708$528K0.25%+3,81913F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC6,676$525K0.04%new13F-HRTimeline
RIK SAYLOR FINANCIAL, INC.6,665$524K0.48%13F-HRTimeline
COMMERCE BANKin group COMMERCE BANK6,643$522K<0.01%-4,84413F-HRTimelineGroup
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC6,596$519K0.01%+2,59413F-HRTimelineGroup
Oldfather Financial Services, LLC6,539$514K0.2%-38613F-HRTimeline
Vise Technologies, Inc.6,537$514K0.04%new13F-HRTimeline
FEDERATED HERMES, INC.in group FEDERATED HERMES, INC.6,500$511K<0.01%new13F-HRTimelineGroup
CLEAR INVESTMENT RESEARCH, LLC6,495$511K0.66%+313F-HRTimeline
Belvedere Trading LLC6,336$498K0.04%new13F-HRTimeline
TruNorth Capital Management, LLC6,332$498K0.14%-2413F-HRTimeline
GC Wealth Management RIA, LLC6,279$494K0.09%-2,43513F-HRTimeline
SigFig Wealth Management, LLC6,226$490K0.02%-41513F-HRTimeline
POM Investment Strategies, LLC6,139$483K0.36%+20013F-HRTimeline
FWG Holdings, LLC6,088$483K0.23%+2313F-HRTimeline
Portside Wealth Group, LLC6,114$481K0.08%-1,89113F-HR/ATimeline
Flagship Private Wealth, LLC6,026$474K0.23%new13F-HRTimeline
IEQ CAPITAL, LLC6,022$474K<0.01%new13F-HRTimeline
MANNING & NAPIER ADVISORS LLC6,012$473K0.01%+7513F-HRTimeline
Quest 10 Wealth Builders, Inc.5,970$470K0.47%13F-HRTimeline
Olde Wealth Management, LLC5,971$469K0.17%-29213F-HRTimeline