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Disclosery

HYG ISHARES TR

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IBOXX HI YD ETF (fund)

923 managers (931 13F filers) reported a position in HYG shares at 2025-03-31, 247,190,323 shares in all. 64 filers opened a position and 103 filers sold out during the quarter.

Managers
923
13F filers
931
New
64
Added
362
Reduced
335
Sold out
103
Shares held by filers
247,190,323

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Copia Wealth Management17,031$1.34M1.24%+8,88513F-HRTimeline
Continuum Advisory, LLC16,923$1.34M0.17%+1,70613F-HRTimeline
Florin Court Capital LLP16,900$1.33M1.38%-13,80013F-HRTimeline
Coastline Trust Co16,724$1.32M0.16%+1,74213F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
HBK Sorce Advisory LLC16,654$1.31M0.04%+4,00013F-HRTimeline
Arrow Investment Advisors, LLC16,580$1.31M1.38%013F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…16,528$1.3M0.03%+1,41313F-HRTimelineGroup
BLB&B Advisors, LLC16,393$1.29M0.07%+1,13613F-HRTimeline
IEQ CAPITAL, LLC16,337$1.29M0.01%+10,31513F-HRTimeline
Clearstead Advisors, LLC16,318$1.29M0.02%-78913F-HRTimeline
DIMENSION CAPITAL MANAGEMENT LLC16,303$1.29M0.23%-3,35113F-HRTimeline
Rehmann Capital Advisory Group16,052$1.27M0.08%-4,37613F-HRTimeline
Peoples Bank/KS16,045$1.27M0.86%+15,30013F-HRTimeline
BANK OF NOVA SCOTIAin group BANK OF NOVA SCOTIA16,035$1.27M<0.01%-3,45213F-HR/ATimelineGroup
Elequin Capital, LP15,948$1.26M0.24%+10,19413F-HRTimeline
PINNACLE ASSOCIATES LTD15,917$1.26M0.02%+3,64513F-HRTimeline
Dakota Wealth Management15,757$1.24M0.03%+2,36113F-HRTimeline
B. Riley Wealth Advisors, Inc.15,640$1.23M0.04%-2,77813F-HRTimeline
WHITTIER TRUST CO15,399$1.21M0.02%013F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC15,238$1.2M0.31%+60713F-HRTimelineGroup
NWAM LLC15,234$1.2M0.1%-5,89513F-HRTimeline
Objective Capital Management, LLC15,079$1.19M1.52%-313F-HRTimeline
Perennial Investment Advisors, LLC14,953$1.18M0.13%+4,69413F-HRTimeline
FINANCIAL COUNSELORS INC14,919$1.18M0.02%-21413F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding14,936$1.18M-5,968Timeline
Invesco Ltd.in group Invesco Ltd.14,901$1.18M<0.01%-2,95713F-HRTimelineGroup
ShoreHaven Wealth Partners, LLC14,747$1.16M0.56%+1,84913F-HRTimeline
Gladstone Institutional Advisory LLC14,396$1.14M0.05%+3813F-HRTimeline
Lifeworks Advisors, LLC14,316$1.13M0.19%+7,03313F-HRTimeline
PRELUDE CAPITAL MANAGEMENT, LLC14,263$1.13M0.11%new13F-HRTimeline
Joseph P. Lucia & Associates, LLC14,233$1.12M0.51%-7513F-HRTimeline
Financial Advocates Investment Manageme…14,230$1.12M0.08%-9313F-HRTimeline
Summit Wealth Partners, LLC14,134$1.12M0.23%-1,04413F-HRTimeline
NATIXISin group Natixis Investment Managers14,146$1.11M0.01%-22,54713F-HR/ATimelineGroup
Pinnacle Wealth Planning Services, Inc.14,065$1.11M0.17%+2,44113F-HRTimeline
Richard W. Paul & Associates, LLC13,920$1.1M0.43%+2,48913F-HRTimeline
VestGen Advisors, LLC13,862$1.09M0.05%13F-HRTimeline
Financial Partners Group, Inc13,836$1.09M0.17%+59613F-HRTimeline
Advyzon Investment Management, LLC13,787$1.09M0.38%+6,66113F-HRTimeline
REDMONT WEALTH ADVISORS LLC13,769$1.09M2.12%013F-HRTimeline
Lionshead Wealth Management, LLC13,723$1.08M1.12%-46,59013F-HRTimeline
First Interstate Bank13,614$1.07M0.06%013F-HRTimeline
Narus Financial Partners, LLC13,506$1.07M0.36%-64913F-HRTimeline
Telos Capital Management, Inc.13,492$1.06M0.12%+40713F-HRTimeline
Mesirow Financial Investment Management…13,470$1.06M0.02%013F-HRTimeline
SWS Partners13,430$1.06M0.35%+1,84213F-HR/ATimeline
WOODWARD DIVERSIFIED CAPITAL, LLC13,276$1.05M0.74%-57913F-HRTimeline
Trilogy Capital Inc.13,241$1.04M0.05%+61013F-HRTimeline
TT Capital Management LLC13,226$1.04M0.88%-16013F-HRTimeline
Owen LaRue, LLC13,224$1.04M0.52%+38013F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC13,041$1.03M0.04%+4,39313F-HR/ATimeline
Ariadne Wealth Management, LP13,000$1.02M0.53%013F-HRTimeline
NORDEN GROUP LLC12,839$1.01M0.12%+1,52113F-HRTimeline
Moss Adams Wealth Advisors LLC12,661$999K0.11%+1,73013F-HRTimeline
GWN SECURITIES INC.12,579$993K0.06%+8,41313F-HRTimeline
Petix & Botte Co12,533$989K0.26%+3213F-HRTimeline
Ascentis Wealth Management, LLCgroup of 2 filers holding12,493$986K-7,739Timeline
Arkos Global Advisors12,275$968K0.14%+9713F-HRTimeline
CAPTRUST FINANCIAL ADVISORS12,178$961K<0.01%+7713F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC12,178$961K0.09%+5,50213F-HR/ATimeline
New Age Alpha Advisors, LLC12,168$960K0.04%-59,94713F-HRTimeline
Chicago Partners Investment Group LLC12,187$957K0.03%+57513F-HRTimeline
AE Wealth Management LLC12,119$956K0.01%+6,94013F-HRTimeline
Prosperity Wealth Management, Inc.in group Prosperity Financial Group, I…12,087$954K0.45%-8313F-HRTimelineGroup
Snowden Capital Advisors LLC11,938$942K0.03%-12913F-HRTimeline
Argyle Capital Partners, LLC11,867$936K0.8%+2413F-HRTimeline
RiverGlades Family Offices LLC11,824$933K0.67%013F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC11,792$930K0.03%+1,90613F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC11,709$924K0.02%-5,23313F-HRTimelineGroup
Red Door Wealth Management, LLC11,633$918K0.14%new13F-HRTimeline
WASHINGTON TRUST Co11,462$904K0.03%-37513F-HRTimeline
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC11,400$899K<0.01%013F-HRTimelineGroup
United Advisor Group, LLC11,328$894K0.18%new13F-HRTimeline
Axis Wealth Partners, LLC11,316$893K0.66%+7,20013F-HRTimeline
SCOTIA CAPITAL INC.11,193$883K<0.01%-30,21013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…11,066$873K0.05%-14,33913F-HRTimelineGroup
Callan Capital, LLC11,005$868K0.06%-50013F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC10,772$850K0.03%-31513F-HRTimelineGroup
PINKERTON WEALTH, LLC10,747$848K0.11%-100,57313F-HRTimeline
FMR LLCin group FMR LLC10,726$846K<0.01%+3,41013F-HRTimelineGroup
Activest Wealth Management10,560$833K0.22%013F-HRTimeline
Betterment LLC10,558$833K<0.01%+79213F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/10,548$832K<0.01%-3,48213F-HRTimelineGroup
Sigma Planning Corp10,087$796K0.03%-8,19313F-HRTimeline
CTC Alternative Strategies, Ltd.10,000$789K0.96%new13F-HRTimeline
Financial Partners Group, LLC9,962$786K0.34%-2,41513F-HRTimeline
INTEGRITY ALLIANCE, LLC.9,888$780K0.03%+66813F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC9,866$778K0.02%+1,05913F-HRTimeline
Perigon Wealth Management, LLC9,854$777K0.02%+1013F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …9,780$774K0.05%+5,75313F-HRTimelineGroup
NVWM, LLC9,627$759K0.2%+4,22713F-HRTimeline
Roberts Financial Services LLC9,581$756K0.15%013F-HRTimeline
Barden Capital Management, Inc.9,528$752K0.67%+35913F-HRTimeline
American Financial Advisors, LLC9,419$743K0.11%-20613F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC9,415$743K0.08%-5,21213F-HRTimeline
Sovereign Investment Advisors, LLC9,350$727K0.25%-26413F-HRTimeline
Wealthspire Advisors, LLC9,202$726K<0.01%+4,60113F-HRTimeline
5T Wealth, LLC9,201$726K0.41%-7713F-HRTimeline
Single Point Partners, LLC9,124$720K0.17%-63413F-HRTimeline
Cosner Financial Group, LLC9,110$719K0.44%-4013F-HRTimeline
OLD NATIONAL BANCORP /IN/9,072$716K0.02%+5813F-HRTimeline
Avior Wealth Management, LLC8,988$709K0.03%-31213F-HRTimeline
HOWLAND CAPITAL MANAGEMENT LLC8,949$706K0.03%013F-HRTimeline
Bremer Bank National Association8,892$701K0.12%-86113F-HRTimeline
ARGONAUTICA PRIVATE WEALTH MANAGEMENT, …8,856$699K0.24%-72713F-HRTimeline
May Hill Capital, LLC8,699$686K0.26%-1,91213F-HRTimeline
KFA Private Wealth Group, LLC8,689$685K0.24%+4,24513F-HRTimeline
PFG Advisors8,637$681K0.04%+75313F-HRTimeline
Leeward Financial Partners, LLC8,555$675K0.25%+97313F-HRTimeline
Foundations Investment Advisors, LLC8,525$673K0.01%-15,27713F-HRTimeline
Strategic Blueprint, LLC8,438$666K0.04%-1,67613F-HRTimeline
MAI Capital Management8,435$665K0.01%-20713F-HRTimeline
FWG Holdings, LLC8,406$664K0.33%+2,31813F-HRTimeline
Venture Visionary Partners LLC8,407$663K0.03%-4913F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…8,402$663K0.03%+1013F-HRTimelineGroup
MKD WEALTH COACHES, LLC8,301$655K0.74%-113F-HRTimeline
Avantax Planning Partners, Inc.8,237$650K0.02%-1,53213F-HRTimeline
BIRCH FINANCIAL GROUP, LLC8,205$647K0.58%+4,96813F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC8,179$645K<0.01%-38413F-HRTimelineGroup
Accredited Investors Inc.8,150$643K0.04%013F-HRTimeline
Global Trust Asset Management, LLC8,103$639K0.39%-20,64913F-HRTimeline
Valtrion Capital Management, LLC8,094$639K0.86%-2,08913F-HRTimeline
Focus Financial Network, Inc.8,026$633K0.03%-913F-HRTimeline
Fulcrum Equity Management7,897$623K0.68%-1,15213F-HRTimeline
BAR HARBOR WEALTH MANAGEMENTin group BAR HARBOR WEALTH MANAGEMENT7,859$620K0.04%+11613F-HRTimelineGroup
CV Advisors LLC7,821$617K0.22%013F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC7,793$615K0.02%+2,37413F-HRTimeline
DEROY & DEVEREAUX PRIVATE INVESTMENT CO…7,640$603K0.03%013F-HRTimeline
Wick Capital Partners, LLC7,572$597K0.18%-30013F-HRTimeline
Pinnacle Wealth Management Advisory Gro…7,568$597K0.06%+2,10013F-HRTimeline
Estate Counselors, LLC7,561$596K0.06%+30513F-HRTimeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.7,550$596K0.01%-1,991,97013F-HRTimelineGroup
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…7,530$594K0.04%-1,03513F-HRTimeline
WEBSTER BANK, N. A.7,506$592K0.07%-32513F-HRTimeline
Pinnacle Financial Partners Inc7,405$584K0.01%-3,43313F-HRTimeline
Bridgewater Associates, LP7,334$579K<0.01%013F-HRTimeline
SONATA CAPITAL GROUP INC7,285$575K0.25%013F-HRTimeline
Avidian Wealth Enterprises, LLC7,286$575K0.03%+2413F-HRTimeline
DHK Financial Advisors, Inc.7,189$567K0.31%+2,80013F-HRTimeline
Atlas Private Wealth Advisors7,175$566K0.08%-14213F-HRTimeline
Guardian Wealth Advisors, LLC7,160$565K0.36%-15013F-HRTimeline
Omega Financial Group, LLC7,144$564K0.22%+17513F-HRTimeline
WEDBUSH SECURITIES INC7,060$557K0.02%-1,70313F-HRTimeline
Avory & Company, LLC7,046$556K0.37%-2,52313F-HRTimeline
Ellenbecker Investment Group7,013$553K0.1%-7,17413F-HRTimeline
PROATHLETE WEALTH MANAGEMENT LLC6,899$544K0.2%013F-HRTimeline
COMMERCE BANKin group COMMERCE BANK6,859$541K<0.01%+21613F-HRTimelineGroup
SILVER OAK SECURITIES, INCORPORATED6,864$541K0.05%+1,80913F-HR/ATimeline
CITIZENS & NORTHERN CORPin group CITIZENS & NORTHERN CORP6,837$539K0.15%-22013F-HRTimelineGroup
IHT Wealth Management, LLC6,804$537K0.02%-3,74713F-HRTimeline
Haven Private, LLC6,778$535K0.3%+1,13113F-HRTimeline
UNIVEST FINANCIAL Corpin group UNIVEST FINANCIAL Corp6,737$531K0.03%-5,54913F-HRTimelineGroup
PKS Advisory Services, LLC6,701$529K0.14%-65613F-HRTimeline
RIK SAYLOR FINANCIAL, INC.6,667$526K0.46%+213F-HRTimeline
Oldfather Financial Services, LLC6,608$521K0.2%+6913F-HRTimeline
Blue Oak Capital, LLC6,501$513K0.28%new13F-HRTimeline
CLEAR INVESTMENT RESEARCH, LLC6,483$512K0.68%-1213F-HRTimeline
Proficio Capital Partners LLC6,465$510K0.04%+2,14013F-HRTimeline
Centennial Wealth Advisory LLC6,461$510K0.19%-26513F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management6,437$508K0.01%-64713F-HRTimelineGroup
Moneda S.A. Administradora General de F…6,364$502K0.54%+1,88313F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC6,347$501K0.02%+3,29713F-HRTimelineGroup
Tolleson Wealth Management, Inc.in group Tolleson Wealth Management, I…6,272$495K0.1%+39713F-HR/ATimelineGroup
GC Wealth Management RIA, LLC6,203$489K0.09%-7613F-HRTimeline
Rooted Wealth Advisors, Inc.6,367$489K0.21%+68913F-HRTimeline
Midwest Professional Planners, LTD.6,105$482K0.15%+93313F-HRTimeline
RWA WEALTH PARTNERS, LLC6,096$481K0.01%-136,48313F-HRTimeline
PFG Investments, LLC6,046$477K0.03%+32313F-HRTimeline
Dorsey Wright & Associates6,034$476K0.12%-1,06113F-HRTimeline
TruNorth Capital Management, LLC6,015$475K0.12%-31713F-HRTimeline
CHAPIN DAVIS, INC.5,998$473K0.16%+1,76013F-HRTimeline
SigFig Wealth Management, LLC5,998$473K0.02%-22813F-HRTimeline
MANNING & NAPIER ADVISORS LLC5,988$472K0.01%-2413F-HRTimeline
Stelac Advisory Services LLC5,967$470K0.19%+2,20313F-HRTimeline
PRIVATE TRUST CO NA5,955$470K0.05%-1,19313F-HRTimeline
AUA CAPITAL MANAGEMENT, LLC5,947$469K0.31%013F-HRTimeline
Cohen Investment Advisors LLC5,917$467K0.27%-4413F-HR/ATimeline
Madison Asset Management, LLCin group Madison Asset Management, LLC5,900$465K0.01%013F-HRTimelineGroup
Dynamic Financial Group5,886$464K0.47%013F-HRTimeline
Olde Wealth Management, LLC5,888$464K0.16%-8313F-HRTimeline
Everhart Financial Group, Inc.5,836$460K0.06%+2,14513F-HRTimeline
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,…5,834$460K0.02%013F-HRTimeline
SAX WEALTH ADVISORS, LLC5,833$460K0.03%+2,76913F-HRTimeline
Cresset Asset Management, LLC5,656$446K<0.01%+18713F-HRTimeline
NOESIS CAPITAL MANGEMENT CORP5,655$446K0.09%013F-HR/ATimeline
Traynor Capital Management, Inc.5,640$445K0.04%-1,61413F-HRTimeline
Accurate Wealth Management, LLC5,782$444K0.08%-5,51613F-HRTimeline
Annex Advisory Services, LLC5,606$442K0.01%-6413F-HRTimeline
Rossmore Private Capital5,598$442K0.05%+35413F-HRTimeline
AEGON USA Investment Management, LLC5,575$440K0.35%013F-HRTimeline
WMG Financial Advisors, LLC5,496$434K0.18%+2,20013F-HRTimeline
ELEVATUS WELATH MANAGEMENT5,487$433K0.25%-70,72413F-HRTimeline
PENNINGTON PARTNERS & CO., LLC5,446$430K0.25%+1213F-HRTimeline
Portside Wealth Group, LLC5,413$427K0.07%-70113F-HR/ATimeline
CALTON & ASSOCIATES, INC.5,376$424K0.1%new13F-HR/ATimeline
RPg Family Wealth Advisory, LLC5,374$424K0.12%new13F-HRTimeline
Mayflower Financial Advisors, LLC5,364$423K0.06%-1713F-HRTimeline
First Horizon Advisors, Inc.5,335$421K0.01%-10,41213F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors5,291$417K0.06%-17413F-HRTimelineGroup
McCarthy & Cox5,258$415K0.18%+2,59813F-HRTimeline