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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
Cohen Investment Advisors LLC5,961$469K0.28%+29813F-HRTimeline
AUA CAPITAL MANAGEMENT, LLC5,947$468K0.3%013F-HRTimeline
Dynamic Financial Group5,886$463K0.47%13F-HRTimeline
Guardian Partners Inc.5,863$463K0.05%13F-HRTimeline
Tolleson Wealth Management, Inc.in group Tolleson Wealth Management, I…5,875$462K0.09%+33113F-HRTimelineGroup
SteelPeak Wealth, LLC5,857$461K0.02%new13F-HRTimeline
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,…5,834$459K0.02%-40013F-HRTimeline
Trace Wealth Advisors, LLC5,800$456K0.41%13F-HRTimeline
Elequin Capital, LP5,754$453K0.05%new13F-HRTimeline
PFG Investments, LLC5,723$450K0.03%-2,22913F-HRTimeline
Geller Advisors LLC5,711$449K0.03%+31013F-HRTimeline
Rooted Wealth Advisors, Inc.5,678$448K0.18%+39913F-HRTimeline
Annex Advisory Services, LLC5,670$446K0.01%-9513F-HRTimeline
NOESIS CAPITAL MANGEMENT CORP5,655$445K0.08%013F-HRTimeline
Haven Private, LLC5,647$444K0.25%13F-HRTimeline
BEACON FINANCIAL GROUP5,621$442K0.05%+1,76413F-HRTimeline
AEGON USA Investment Management, LLC5,575$438K0.34%013F-HRTimeline
Cresset Asset Management, LLC5,469$430K<0.01%+51613F-HRTimeline
Pinnacle Wealth Management Advisory Gro…5,468$430K0.04%+37813F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors5,465$430K0.06%-50513F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…5,452$429K0.01%+4,34513F-HRTimelineGroup
PENNINGTON PARTNERS & CO., LLC5,434$427K0.21%13F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC5,419$426K0.02%+64313F-HRTimeline
Kepos Capital LPin group Kepos Capital LP5,400$425K0.37%+2,80013F-HRTimelineGroup
NVWM, LLC5,400$425K0.11%+29513F-HRTimeline
Mayflower Financial Advisors, LLC5,381$423K0.06%013F-HRTimeline
DEBUSSY CAPITAL MANAGEMENT LP5,249$419K0.06%+60113F-HRTimeline
Quartz Partners, LLC5,273$415K0.25%+81513F-HRTimeline
Modern Wealth Management, LLC5,253$413K0.02%-2,98513F-HR/ATimeline
Rossmore Private Capital5,244$412K0.05%013F-HRTimeline
AmeriServ Wealth Advisorsin group AmeriServ Wealth Advisors5,229$411K0.22%13F-HRTimelineGroup
Efficient Advisors, LLC5,215$410K0.03%-1,38713F-HRTimeline
AE Wealth Management LLC5,179$407K<0.01%-22,14613F-HRTimeline
Midwest Professional Planners, LTD.5,172$407K0.12%-15913F-HRTimeline
Richard P Slaughter Associates Inc5,154$405K0.09%+67813F-HRTimeline
Concorde Asset Management, LLC5,140$404K0.21%-21113F-HRTimeline
Farther Finance Advisors, LLC5,139$404K0.01%+8613F-HRTimeline
Capital Investment Advisors, LLC5,072$399K0.01%-78113F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED5,055$398K0.04%-2713F-HRTimeline
E&G Advisors, LLC5,050$397K0.11%+95013F-HRTimeline
Advisors Capital Management, LLC5,033$396K0.01%new13F-HRTimeline
Leisure Capital Management5,031$396K0.15%new13F-HRTimeline
Haverford Trust Co5,023$395K<0.01%013F-HRTimeline
EP Wealth Advisors, LLC5,004$394K<0.01%+2,71913F-HRTimeline
GTS SECURITIES LLC4,999$393K0.02%-1,037,00213F-HRTimeline
Stewardship Advisors, LLC4,981$392K0.11%+74513F-HRTimeline
West Branch Capital LLC4,978$392K0.12%+20013F-HRTimeline
BTG Pactual Asset Management US LLCin group BTG Pactual Asset Management …4,903$390K0.05%-3,18013F-HRTimelineGroup
WESBANCO BANK INC4,963$390K0.01%-80113F-HRTimeline
Hillcrest Wealth Advisors - NY, LLC4,950$389K0.19%+1,47513F-HRTimeline
Blueprint Investment Partners LLCin group Blueprint Investment Partners…4,943$389K0.06%new13F-HRTimelineGroup
Crestwood Advisors Group, LLC4,942$389K0.01%+1,27713F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.4,824$379K0.02%new13F-HR/ATimelineGroup
10Elms LLP4,772$375K0.39%13F-HRTimeline
GK Wealth Management LLC4,733$372K0.47%13F-HRTimeline
STOCK YARDS BANK & TRUST CO4,719$371K0.01%013F-HRTimeline
ASPIRIANT, LLC4,718$371K0.01%+1,37213F-HRTimeline
AMG National Trust Bank4,677$368K0.01%+2513F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…4,653$366K0.01%013F-HRTimelineGroup
KORNITZER CAPITAL MANAGEMENT INC /KS4,641$365K0.01%013F-HRTimeline
Wolf Group Capital Advisors4,854$364K0.18%013F-HRTimeline
Modera Wealth Management, LLC4,608$362K<0.01%+20513F-HRTimeline
Wealthspire Advisors, LLC4,601$362K<0.01%+48313F-HRTimeline
Worth Asset Management, LLC4,591$361K0.19%-1,57213F-HRTimeline
Coston, McIsaac & Partners4,523$355K0.11%-92213F-HRTimeline
Berkeley Capital Partners, LLC4,482$353K0.1%-71913F-HRTimeline
Moneda S.A. Administradora General de F…4,481$352K0.37%-4,14513F-HRTimeline
U.S. Capital Wealth Advisors, LLC4,451$350K0.01%+1,32713F-HRTimeline
GUIDANCE CAPITAL, INC4,388$350K0.11%-7,43813F-HRTimeline
KFA Private Wealth Group, LLC4,444$349K0.15%+1,93413F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management4,442$349K0.01%-1,17013F-HRTimelineGroup
Pathstone Holdings, LLCin group Pathstone Holdings, LLC4,410$347K<0.01%-1,96113F-HRTimelineGroup
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…4,391$346K0.01%-60613F-HRTimelineGroup
DHK Financial Advisors, Inc.4,389$345K0.21%013F-HRTimeline
Red Wave Investments LLC4,355$343K0.12%013F-HRTimeline
CHAPIN DAVIS, INC.4,238$340K0.11%013F-HRTimeline
Proficio Capital Partners LLC4,325$340K0.03%013F-HR/ATimeline
Fortress Financial Solutions, LLC4,323$340K0.48%13F-HRTimeline
Regal Investment Advisors LLC4,307$339K0.03%-1,91413F-HRTimeline
Washington Trust Bank4,288$337K0.03%+513F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
OLD MISSION CAPITAL LLC4,286$337K0.01%new13F-HRTimeline
SWP FINANCIAL LLC4,279$337K0.2%-10613F-HRTimeline
Yeomans Consulting Group, Inc.4,277$336K0.13%-1013F-HRTimeline
INTRUST BANK NA4,273$336K0.03%013F-HRTimeline
Alaska Permanent Fund Corp4,264$335K<0.01%013F-HRTimeline
BARRETT & COMPANY, INC.4,264$335K0.14%+3513F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC4,186$329K<0.01%+1,62613F-HRTimeline
NewEdge Wealth, LLC4,180$329K0.01%-7613F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS4,179$329K0.01%new13F-HRTimelineGroup
GWN SECURITIES INC.4,166$329K0.09%13F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding4,175$328K+217Timeline
Walker Asset Management, LLC4,159$327K0.2%-4513F-HRTimeline
New Century Financial Group, LLC4,139$327K0.14%-99713F-HRTimeline
MMBG INVESTMENT ADVISORS CO.4,125$324K0.03%013F-HRTimeline
Axis Wealth Partners, LLC4,116$324K0.27%13F-HRTimeline
O'ROURKE & COMPANY, Inc4,107$323K0.16%+18213F-HRTimeline
White Lighthouse Investment Management …4,073$320K0.06%+1,09413F-HRTimeline
WHITE PINE CAPITAL LLC4,065$320K0.11%+16213F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …4,027$317K0.03%new13F-HRTimelineGroup
Legacy Financial Strategies, LLC3,976$313K0.07%+36713F-HRTimeline
MassMutual Private Wealth & Trust, FSB3,977$313K0.01%-1,54213F-HRTimeline
Eldridge Investment Advisors, Inc.3,941$310K0.07%013F-HRTimeline
HARBOR CAPITAL ADVISORS, INC.3,919$308K0.01%+2,25713F-HRTimeline
LOCKERMAN FINANCIAL GROUP, INC.3,916$308K0.52%013F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC3,876$305K0.04%new13F-HRTimeline
HUB Investment Partners, LLC3,868$304K0.01%new13F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC3,862$304K<0.01%+313F-HRTimelineGroup
LJI Wealth Management, LLC3,860$304K0.06%-5,81413F-HRTimeline
NWF Advisory Services Inc.3,827$301K0.04%new13F-HRTimeline
MainStreet Investment Advisors LLC3,826$301K0.04%-22113F-HRTimeline
First Heartland Consultants, Inc.3,811$300K0.03%-13313F-HRTimeline
Chesapeake Wealth Management3,805$299K0.1%-213F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC3,769$299K0.03%new13F-HRTimeline
Thompson David Blair3,768$296K0.22%13F-HRTimeline
Stelac Advisory Services LLC3,764$296K0.12%013F-HRTimeline
Fortitude Advisory Group L.L.C.3,749$295K0.18%-6013F-HRTimeline
SkyOak Wealth, LLC3,740$294K0.06%new13F-HRTimeline
Saiph Capital, LLC3,707$292K0.13%new13F-HRTimeline
Golden State Wealth Management, LLC3,704$291K0.04%13F-HRTimeline
Everhart Financial Group, Inc.3,691$290K0.06%-11213F-HRTimeline
ProVise Management Group, LLC3,688$290K0.02%-4413F-HRTimeline
Enterprise Bank & Trust Co3,677$289K0.1%-17413F-HRTimeline
RTD Financial Advisors, Inc.3,667$288K0.04%+45013F-HRTimeline
Tassel Capital Management, Inc.3,649$287K0.25%13F-HRTimeline
Madison Wealth Partners, Inc3,566$280K0.08%-11113F-HRTimeline
Sovereign Financial Group, Inc.3,549$279K0.06%-79213F-HRTimeline
Caldwell Trust Co3,538$278K0.03%-8713F-HRTimeline
Sabal Trust CO3,531$278K0.02%013F-HRTimeline
BRIGHTON JONES LLC3,515$276K0.01%new13F-HR/ATimeline
GFS Advisors, LLC3,507$276K0.04%013F-HRTimeline
MAINSTAY CAPITAL MANAGEMENT LLC /ADV3,461$272K0.04%-2213F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC3,454$272K<0.01%-2,27213F-HRTimelineGroup
Performance Wealth Partners, LLC3,450$271K0.01%-40013F-HRTimeline
Empower Advisory Group, LLC3,436$270K<0.01%-59313F-HRTimeline
Bricktown Capital, LLC3,349$263K0.05%013F-HRTimeline
Willis Johnson & Associates, Inc.3,333$262K0.02%-26713F-HRTimeline
Diversified Enterprises, LLC3,330$262K0.03%+12113F-HRTimeline
Kovack Advisors, Inc.3,321$261K0.03%+5413F-HRTimeline
CARDIFF PARK ADVISORS, LLC3,312$261K0.02%+6413F-HRTimeline
WMG Financial Advisors, LLC3,296$259K0.11%+7413F-HRTimeline
RAM Investment Partners, LLC3,260$256K0.06%new13F-HRTimeline
Sage Mountain Advisors LLC3,247$255K0.02%013F-HRTimeline
WESTWOOD HOLDINGS GROUP INCin group WESTWOOD HOLDINGS GROUP INC3,241$255K<0.01%+513F-HRTimelineGroup
BIRCH FINANCIAL GROUP, LLC3,237$255K0.29%13F-HRTimeline
Mission Creek Capital Partners, Inc.3,233$254K0.06%+513F-HRTimeline
Cypress Capital Groupin group Cypress Capital Group3,200$252K0.03%-1,42513F-HRTimelineGroup
UMB Bank, n.a.3,189$251K<0.01%-1,50913F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Cooper Financial Group3,185$250K0.03%+27613F-HRTimeline
AMERIFLEX GROUP, INC.3,130$250K0.11%13F-HRTimeline
Financial Strategies Group, Inc.3,176$249K0.06%013F-HRTimeline
Allworth Financial LP3,058$243K<0.01%-1,73413F-HRTimeline
Black Diamond Financial, LLC3,076$242K0.04%-24813F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP3,069$241K<0.01%+18113F-HRTimelineGroup
Financial Management Professionals, Inc.3,066$241K0.03%+34213F-HRTimeline
SOUTH PLAINS FINANCIAL, INC.3,065$241K0.18%13F-HRTimeline
SAX WEALTH ADVISORS, LLC3,064$241K0.02%+20013F-HRTimeline
IPG Investment Advisors LLC3,053$240K0.05%+16013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC3,050$240K0.01%+80813F-HRTimelineGroup
Apex Wealth Management, LLC3,050$240K0.21%13F-HRTimeline
Litman Gregory Wealth Management LLC3,046$240K0.02%+40113F-HRTimeline
SMITH CHAS P & ASSOCIATES PA CPASin group SMITH CHAS P & ASSOCIATES PA …3,030$238K0.01%013F-HRTimelineGroup
West Wealth Group, LLC3,020$238K0.07%-1513F-HRTimeline
Worth Financial Advisory Group, LLC3,013$237K0.15%new13F-HRTimeline
Strategies Wealth Advisors, LLC2,974$237K0.03%-1,88613F-HRTimeline
PEOPLES BANK /OH3,000$236K0.14%-3,27713F-HRTimeline
SIGNATUREFD, LLC2,997$236K<0.01%+2013F-HRTimeline
RDA Financial Network2,988$235K0.07%-34713F-HRTimeline
DIVERSIFIED TRUST CO2,971$234K0.01%013F-HRTimeline
Patriot Financial Group Insurance Agenc…2,954$232K0.03%-35513F-HRTimeline
MBL Wealth, LLC2,925$230K0.02%+9513F-HRTimeline
Lion Street Advisors, LLC2,920$230K0.07%new13F-HRTimeline
DAHRING | CUSMANO LLC2,907$229K0.21%13F-HRTimeline
JTC Employer Solutions Trustee Ltd2,884$227K0.02%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…2,879$226K0.05%+1,30313F-HRTimeline
FIRST CITIZENS BANK & TRUST CO2,875$226K<0.01%-4,18913F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd2,869$226K0.02%new13F-HRTimelineGroup
NOVUS ADVISORS, LLC2,850$224K0.22%13F-HRTimeline
Phoenix Financial Ltd.in group Phoenix Financial Ltd.2,845$223K<0.01%-77713F-HRTimelineGroup
Bay Colony Advisory Group, Inc d/b/a Ba…2,801$220K0.03%013F-HRTimeline
Madden Advisory Services, Inc.2,798$220K0.1%new13F-HRTimeline
City Center Advisors, LLC2,796$220K0.25%new13F-HRTimeline
Vantage Financial Partners, LLC2,779$219K0.05%-23813F-HRTimeline
Arrowroot Family Office, LLC2,775$218K0.11%-71313F-HRTimeline
Rathbones Group PLC2,775$218K<0.01%new13F-HRTimeline
Independent Wealth Network Inc.2,767$218K0.09%-1,27313F-HRTimeline
Principle Wealth Partners LLC2,759$217K0.02%+1713F-HRTimeline
PMG Wealth Management, Inc.2,750$216K0.2%13F-HRTimeline
Arete Wealth Advisors, LLC2,733$215K0.02%new13F-HRTimeline
BRASS TAX WEALTH MANAGEMENT, INC2,720$214K0.05%-7913F-HRTimeline
BLALOCK WILLIAMS, LLC2,715$214K0.25%13F-HRTimeline
DUMONT & BLAKE INVESTMENT ADVISORS LLC2,712$213K0.06%013F-HRTimeline
VERUS CAPITAL PARTNERS, LLC2,698$212K0.02%-4013F-HR/ATimeline
TRUST POINT INC.2,697$212K0.01%new13F-HRTimeline
COMPASS CAPITAL CORP /MA/ /ADV2,693$212K0.08%13F-HRTimeline
Connor, Clark & Lunn Investment Managem…2,683$211K<0.01%013F-HRTimeline
Strait & Sound Wealth Management LLC2,668$210K0.1%013F-HRTimeline
Fisher Asset Management, LLC2,663$209K<0.01%-2313F-HRTimeline
McCarthy & Cox2,660$209K0.07%013F-HRTimeline
Sincerus Advisory, LLC2,648$208K0.22%13F-HRTimeline
Trifecta Capital Advisors, LLC2,642$208K0.04%013F-HRTimeline