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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
Sunbeam Capital Management, LLC19,474$1.57M0.93%-26113F-HRTimeline
REDMONT WEALTH ADVISORS LLC19,251$1.55M2.35%+4,23613F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC19,152$1.54M0.11%+6,32913F-HRTimeline
Asset Allocation & Management Company, …19,130$1.54M0.61%013F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…19,086$1.54M0.02%+4,19313F-HRTimelineGroup
Ironwood Investment Counsel, LLC18,869$1.52M0.21%-1,29213F-HRTimeline
Prostatis Group LLC18,833$1.52M0.36%+19713F-HRTimeline
Sunbelt Securities, Inc.18,778$1.51M0.1%+2,63013F-HRTimeline
Qube Research & Technologies Ltd18,754$1.51M<0.01%-149,35313F-HRTimeline
Vertex Investment Solutions Co., Ltd.18,700$1.51M1.5%13F-HRTimeline
Betterment LLC18,476$1.49M<0.01%-1,05113F-HRTimeline
Integrated Capital Management, LLC18,477$1.49M0.64%-4413F-HRTimeline
Provenance Wealth Advisors, LLC18,428$1.49M0.16%new13F-HRTimeline
Park Square Financial Group, LLC18,682$1.47M8.72%-4,36513F-HRTimeline
Towerpoint Wealth, LLC17,921$1.44M0.57%-74513F-HRTimeline
Topor & Co. Korea17,665$1.42M1.07%13F-HR/ATimeline
WAYSTONE ADVISORS LLC17,611$1.42M1.22%13F-HRTimeline
Maven Securities LTDin group Maven Securities LTD17,600$1.42M0.18%013F-HRTimelineGroup
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC17,563$1.42M0.03%+8,02613F-HRTimelineGroup
RWA WEALTH PARTNERS, LLC17,542$1.41M0.02%-1,79613F-HRTimeline
MetLife Investment Management, LLCin group MetLife Investment Management…17,500$1.41M0.01%new13F-HRTimelineGroup
Diversify Advisory Services, LLCgroup of 2 filers holding17,285$1.4M-1,314Timeline
Florida Trust Wealth Management Co17,327$1.4M0.04%-46313F-HRTimeline
FMR LLCin group FMR LLC17,272$1.39M<0.01%+9,42113F-HRTimelineGroup
Stratos Wealth Partners, LTD.group of 2 filers holding17,258$1.39M+296Timeline
VestGen Advisors, LLC16,933$1.37M0.06%+3,72213F-HRTimeline
Soltis Investment Advisors LLC16,795$1.35M0.09%-4,01913F-HR/ATimeline
Edge Financial Advisors LLC16,702$1.35M0.57%-1,69313F-HRTimeline
Stirlingshire Investments, Inc.16,573$1.34M1.19%13F-HRTimeline
Snowden Capital Advisors LLC16,392$1.32M0.03%+5,35613F-HRTimeline
Virtue Capital Management, LLC16,274$1.31M0.2%+2,74113F-HR/ATimeline
ISLAY CAPITAL MANAGEMENT, LLC16,270$1.31M0.77%+50013F-HRTimeline
Midwest Trust Co16,203$1.31M0.02%+92413F-HRTimeline
Odyssey Capital Advisors, Inc.16,151$1.3M1.16%13F-HRTimeline
Arkadios Wealth Advisors16,088$1.3M0.03%+1,25113F-HRTimeline
DIMENSION CAPITAL MANAGEMENT LLC16,058$1.29M0.18%-15613F-HRTimeline
Sterling Investment Counsel, LLC16,381$1.29M0.37%new13F-HRTimeline
Concord Investment Counsel Inc.15,888$1.28M0.42%-73713F-HRTimeline
SWS Partners15,710$1.27M0.31%+26813F-HRTimeline
LANARK FINANCIAL, INC.15,701$1.27M0.09%-16013F-HRTimeline
ENDEAVOR PRIVATE WEALTH, INC.15,621$1.26M0.36%+1,53913F-HRTimeline
Coastline Trust Co15,579$1.26M0.12%-88713F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
SFG Wealth Management, LLC.15,189$1.22M0.48%013F-HRTimeline
Strategic Blueprint, LLC15,119$1.22M0.07%+55813F-HRTimeline
Cadent Capital Advisors, LLC15,004$1.21M0.32%-24913F-HRTimeline
B. Riley Wealth Advisors, Inc.14,718$1.19M0.06%+4,98413F-HRTimeline
WHITTIER TRUST CO14,514$1.17M0.01%013F-HRTimeline
Global Assets Advisory, LLC14,460$1.17M0.33%-5,59713F-HRTimeline
Maridea Wealth Management LLC14,277$1.15M0.17%+18313F-HRTimeline
Clearstead Advisors, LLC14,255$1.15M0.01%+29313F-HRTimeline
Joseph P. Lucia & Associates, LLC14,225$1.15M0.41%+40313F-HRTimeline
CacheTech Inc.14,169$1.14M0.21%+3,47413F-HRTimeline
Omnitrust Wealth Management, Inc14,111$1.14M1.45%13F-HRTimeline
Trilogy Capital Inc.14,094$1.14M0.05%013F-HRTimeline
Vericrest Private Wealth14,070$1.13M1.01%13F-HRTimeline
PINNACLE ASSOCIATES LTD14,054$1.13M0.01%-1,53013F-HRTimeline
Leeward Financial Partners, LLC13,934$1.12M0.32%+9713F-HRTimeline
WESTWOOD HOLDINGS GROUP INCin group WESTWOOD HOLDINGS GROUP INC13,907$1.12M0.01%+4,86413F-HRTimelineGroup
Koshinski Asset Management, Inc.13,790$1.11M0.07%-2,28113F-HRTimeline
BIRCH FINANCIAL GROUP, LLC13,734$1.11M0.63%+78113F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC13,675$1.1M0.37%-34713F-HRTimelineGroup
First Interstate Bank13,614$1.1M0.06%013F-HRTimeline
Elk River Wealth Management LLC13,759$1.09M0.18%+3,39613F-HRTimeline
ShoreHaven Wealth Partners, LLC13,341$1.08M0.39%-1213F-HRTimeline
Avantax Planning Partners, Inc.13,329$1.07M0.03%-12613F-HRTimeline
Objective Capital Management, LLC13,321$1.07M1.09%-90913F-HRTimeline
BURKE & HERBERT BANK & TRUST CO13,178$1.06M0.29%-5,40013F-HRTimeline
Jacobi Capital Management LLC13,158$1.06M0.06%-93113F-HRTimeline
Venture Visionary Partners LLC13,149$1.06M0.03%+30613F-HRTimeline
Arrow Investment Advisors, LLC13,130$1.06M1.18%013F-HRTimeline
Integrated Wealth Concepts LLC13,113$1.06M0.01%-10,45013F-HRTimeline
Ariadne Wealth Management, LP13,000$1.05M0.43%013F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.12,990$1.05M0.02%-97813F-HRTimelineGroup
Prossimo Advisors, LLC12,929$1.04M6.71%013F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC12,900$1.04M<0.01%new13F-HRTimeline
Belvedere Trading LLC12,874$1.04M0.19%new13F-HRTimeline
GWN SECURITIES INC.12,731$1.03M0.21%+1,11113F-HRTimeline
Arete Wealth Advisors, LLC12,625$1.02M0.07%+73613F-HR/ATimeline
Avior Wealth Management, LLC12,598$1.02M0.03%+4,11213F-HRTimeline
TT Capital Management LLC12,593$1.02M0.81%-2713F-HRTimeline
PRIVATE TRUST CO NA12,576$1.01M0.09%+93613F-HRTimeline
DISCOVERY CAPITAL MANAGEMENT, LLC / CT12,566$1.01M0.05%new13F-HRTimeline
Rehmann Capital Advisory Group12,432$1M0.05%-1,32513F-HRTimeline
United Advisor Group, LLC12,423$1M0.13%+213F-HRTimeline
Telos Capital Management, Inc.12,373$998K0.09%-8513F-HRTimeline
VICUS CAPITAL12,358$996K0.07%-4,16013F-HRTimeline
Argyle Capital Partners, LLC12,302$992K0.72%-92413F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC12,206$990K<0.01%-35,74113F-HRTimelineGroup
WASHINGTON TRUST Co12,145$979K0.03%+49513F-HRTimeline
Rialto Wealth Management, LLC12,044$971K0.23%-2,12713F-HRTimeline
HOWLAND CAPITAL MANAGEMENT LLC11,949$963K0.04%013F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC11,892$959K0.05%+1,16213F-HRTimeline
CALTON & ASSOCIATES, INC.11,654$940K0.14%+1,20413F-HRTimeline
Narus Financial Partners, LLC11,582$934K0.26%-4613F-HRTimeline
Sandro Wealth Management LLC11,564$932K0.77%13F-HRTimeline
Gladstone Institutional Advisory LLC11,268$909K0.03%-34113F-HRTimeline
HBK Sorce Advisory LLC11,105$897K0.02%-5,55213F-HRTimeline
Activest Wealth Management11,107$896K0.17%-44313F-HRTimeline
Visionary Wealth Advisors11,104$895K0.04%+1,14613F-HRTimeline
Diversified Enterprises, LLC11,101$895K0.05%+6,57813F-HRTimeline
Ausdal Financial Partners, Inc.11,027$889K0.04%-15,38213F-HRTimeline
Adams Wealth Management11,023$889K0.19%+32813F-HRTimeline
UNIVEST FINANCIAL Corpin group UNIVEST FINANCIAL Corp10,971$885K0.05%new13F-HRTimelineGroup
SeaCrest Wealth Management, LLC10,909$882K0.09%+4413F-HRTimeline
CITIZENS & NORTHERN CORPin group CITIZENS & NORTHERN CORP10,822$873K0.22%+3,80313F-HRTimelineGroup
INDEPENDENT FINANCIAL GROUP, LLC10,718$864K0.02%-27413F-HRTimeline
Mesirow Financial Investment Management…10,545$850K0.02%-2,85013F-HRTimeline
MAI Capital Management10,395$838K<0.01%-25113F-HRTimeline
Portfolio Strategies, Inc.10,190$822K0.1%-10,43113F-HRTimeline
Gryphon Financial Partners LLC10,170$820K0.09%+52213F-HRTimeline
Barden Capital Management, Inc.10,139$817K0.67%+88213F-HRTimeline
Pinion Investment Advisors, LLC10,128$817K0.2%+6013F-HRTimeline
Arax Advisory Partners10,075$813K0.02%new13F-HRTimeline
AdvisorNet Financial, Inc10,013$807K0.04%-37813F-HRTimeline
Red Door Wealth Management, LLC9,997$806K0.08%+1813F-HRTimeline
CIBC Asset Management Inc9,983$805K<0.01%+2,96313F-HRTimeline
Daiichi Life Insurance Co., Ltd.in group Daiichi Life Insurance Co., L…9,935$801K0.02%+2,71913F-HRTimelineGroupThe filing omitted confidential holdings, a later amendment may add them.
Valtrion Capital Management, LLC9,932$801K0.8%+1,03813F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC9,886$797K0.06%new13F-HRTimelineGroup
Thrive Capital Management, LLC9,810$791K0.18%-12113F-HRTimeline
MGO ONE SEVEN LLC9,805$791K0.02%-8,18913F-HRTimeline
Copia Wealth Management9,760$787K0.56%+1813F-HRTimeline
Rooted Wealth Advisors, Inc.9,707$783K0.22%+1,94213F-HRTimeline
Invesco Ltd.in group Invesco Ltd.9,552$770K<0.01%-29,60413F-HRTimelineGroup
OLD NATIONAL BANCORP /IN/9,462$763K0.01%+33013F-HRTimeline
Centennial Wealth Advisory LLC9,454$762K0.2%-98813F-HRTimeline
Washington Trust Bank9,302$750K0.05%+30913F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Wick Capital Partners, LLC9,272$748K0.13%013F-HR/ATimeline
Cosner Financial Group, LLC9,230$744K0.38%+14913F-HRTimeline
Farmers & Merchants Trust Co of Chamber…9,179$740K0.21%+1,53313F-HRTimeline
BTG Pactual Asset Management US LLCin group BTG Pactual Asset Management …9,099$734K0.08%+90813F-HRTimelineGroup
Sigma Planning Corp9,092$733K0.02%-76413F-HRTimeline
Perigon Wealth Management, LLC9,054$730K0.01%-7313F-HRTimeline
ZEVIN ASSET MANAGEMENT LLC9,023$728K0.1%new13F-HRTimeline
Owen LaRue, LLC9,010$727K0.28%-3,56113F-HRTimeline
CAPTRUST FINANCIAL ADVISORS8,929$720K<0.01%-46213F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…8,869$715K0.03%-80413F-HRTimelineGroup
ARGONAUTICA PRIVATE WEALTH MANAGEMENT, …8,799$709K0.21%-113F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.8,731$704K0.03%+2,84413F-HRTimelineGroup
AmeriServ Wealth Advisorsin group AmeriServ Wealth Advisors8,685$700K0.41%+23513F-HRTimelineGroup
PFG Advisors8,682$700K0.03%-8,49613F-HRTimeline
Petix & Botte Co8,670$699K0.16%-2,98013F-HRTimeline
WINCAP FINANCIAL LLC8,627$696K0.48%+68313F-HRTimeline
INTEGRITY ALLIANCE, LLC.8,521$687K0.03%-4813F-HRTimeline
WOODWARD DIVERSIFIED CAPITAL, LLC8,446$681K0.31%-4,31413F-HRTimeline
Single Point Partners, LLC8,415$678K0.13%+1813F-HRTimeline
Lexington Hill Partners, LLC8,333$672K0.51%13F-HRTimeline
Davies Financial Advisors, Inc.8,318$671K1.24%-19,00613F-HRTimeline
MKD WEALTH COACHES, LLC8,314$670K0.67%-1113F-HRTimeline
Fortis Group Advisors, LLC8,191$664K0.11%+5,48113F-HRTimeline
Fortis Capital Advisors, LLC8,231$664K0.1%+23813F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…8,230$664K0.02%+4513F-HRTimelineGroup
KFA Private Wealth Group, LLC8,201$661K0.16%-5713F-HRTimeline
Accredited Investors Inc.8,150$657K0.03%013F-HRTimeline
Arkos Global Advisors8,147$657K0.08%-75813F-HRTimeline
HERITAGE OAK WEALTH ADVISORS LLC8,131$656K0.24%-6,39813F-HRTimeline
Pinnacle Wealth Management Advisory Gro…8,030$647K0.04%-1,61513F-HRTimeline
Accurate Wealth Management, LLC7,983$647K0.08%+82313F-HRTimeline
Cedrus Wealth Group LLC8,017$646K0.6%13F-HRTimeline
Yorktown Management & Research Co Inc8,000$645K0.52%013F-HRTimeline
Creative Planningin group Creative Planning7,946$641K<0.01%-91613F-HRTimelineGroup
Alliance Wealth Advisors, LLC /UT7,943$640K0.14%-4,97313F-HRTimeline
Summit Wealth Partners, LLC7,913$638K0.12%-1,42313F-HRTimeline
BAR HARBOR WEALTH MANAGEMENTin group BAR HARBOR WEALTH MANAGEMENT7,900$637K0.04%-7713F-HRTimelineGroup
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC7,878$635K0.01%+1,55813F-HRTimelineGroup
Westwood Wealth Management7,845$633K0.48%new13F-HRTimeline
Lionshead Wealth Management, LLC7,845$633K0.48%-1,24813F-HRTimeline
CV Advisors LLC7,821$631K0.16%013F-HRTimeline
Focus Financial Network, Inc.7,802$629K0.02%-27313F-HRTimeline
Geneos Wealth Management Inc.7,798$629K0.02%+22513F-HRTimeline
SONATA CAPITAL GROUP INC7,635$616K0.22%013F-HRTimeline
VICTORY FINANCIAL GROUP, LLC7,626$615K0.08%-11,49413F-HRTimeline
MONEY CONCEPTS CAPITAL CORP7,602$613K0.03%+3,52813F-HRTimeline
SAX WEALTH ADVISORS, LLC7,520$606K0.03%-31913F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…7,433$599K0.01%+2,98813F-HRTimelineGroup
WEBSTER BANK, N. A.7,353$593K0.06%+16913F-HRTimeline
COMMERCE BANKin group COMMERCE BANK7,339$592K<0.01%+40913F-HRTimelineGroup
Bridgewater Associates, LP7,334$591K<0.01%013F-HRTimeline
DEROY & DEVEREAUX PRIVATE INVESTMENT CO…7,255$585K0.03%-13513F-HRTimeline
Daybright Advisory Services, Inc.7,255$585K0.16%13F-HRTimeline
Sterling Wealth Management, Inc.7,198$580K0.17%013F-HRTimeline
Bryn Mawr Trust Advisors, LLC7,148$576K0.03%new13F-HRTimeline
PKS Advisory Services, LLC7,085$571K0.13%+9313F-HRTimeline
Cabana LLC6,923$558K4.18%new13F-HRTimeline
PROATHLETE WEALTH MANAGEMENT LLC6,899$556K0.15%013F-HRTimeline
CoreCap Advisors, LLC6,858$553K0.02%-21,14113F-HRTimeline
GARRISON POINT ADVISORS, LLC6,649$536K0.24%+1,49213F-HRTimeline
Chicago Partners Investment Group LLC6,543$531K0.01%-5,80213F-HRTimeline
Fortress Financial Solutions, LLC6,558$529K0.54%+50213F-HRTimeline
Box Hill Private Wealth LLC6,526$526K0.53%13F-HRTimeline
Ellenbecker Investment Group6,475$522K0.07%+6713F-HRTimeline
DEARBORN PARTNERS LLC12,176$522K0.03%+1,00013F-HRTimeline
Oldfather Financial Services, LLC6,471$522K0.16%013F-HRTimeline
Gotham Asset Management, LLC6,416$517K<0.01%013F-HRTimeline
City Center Advisors, LLC6,389$515K0.47%+1,46513F-HRTimeline
RIK SAYLOR FINANCIAL, INC.6,380$514K0.38%-213F-HRTimeline
Cohen Investment Advisors LLC6,349$512K0.24%013F-HRTimeline
GRANVILLE CAPITAL, INC.6,340$511K0.27%13F-HRTimeline
WHITE PINE CAPITAL LLC6,327$510K0.14%+1,85413F-HRTimeline
Wealthspire Advisors, LLC6,306$508K<0.01%-8,62613F-HRTimeline