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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
Capital Investment Advisors, LLC5,204$411K0.01%+13213F-HRTimeline
Guardian Partners Inc.5,213$407K0.04%-65013F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC5,144$406K0.01%-1,45213F-HRTimelineGroup
Savvy Advisors, Inc.5,127$404K0.04%new13F-HRTimeline
McElhenny Sheffield Capital Management,…5,121$404K0.15%-4,79813F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC5,120$404K0.01%+93413F-HRTimeline
Elk River Wealth Management LLC5,112$403K0.08%-1,68613F-HRTimeline
DEBUSSY CAPITAL MANAGEMENT LP5,097$402K0.06%-15213F-HRTimeline
10Elms LLP5,085$401K0.4%+31313F-HRTimeline
E&G Advisors, LLC5,050$398K0.11%013F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC5,034$397K0.01%new13F-HRTimeline
Haverford Trust Co5,023$396K<0.01%013F-HRTimeline
West Branch Capital LLC4,978$393K0.13%013F-HRTimeline
WESBANCO BANK INC4,964$392K0.01%+113F-HRTimeline
WESTWOOD HOLDINGS GROUP INCin group WESTWOOD HOLDINGS GROUP INC4,947$390K<0.01%+1,70613F-HRTimelineGroup
O'ROURKE & COMPANY, Inc4,947$390K0.19%+84013F-HRTimeline
Crestwood Advisors Group, LLC4,942$390K0.01%013F-HRTimeline
BTG Pactual Asset Management US LLCin group BTG Pactual Asset Management …4,903$387K0.05%013F-HRTimelineGroup
Hillcrest Wealth Advisors - NY, LLC4,875$385K0.19%-7513F-HRTimeline
New World Advisors LLC4,818$380K0.09%-3,25613F-HRTimeline
STOCK YARDS BANK & TRUST CO4,719$372K0.01%013F-HRTimeline
Empower Advisory Group, LLC4,673$369K<0.01%+1,23713F-HRTimeline
Sequoia Financial Advisors, LLC4,663$368K<0.01%new13F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…4,653$367K0.01%013F-HRTimelineGroup
Stewardship Advisors, LLC4,643$366K0.1%-33813F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…4,641$366K0.01%+25013F-HRTimelineGroup
KORNITZER CAPITAL MANAGEMENT INC /KS4,641$366K0.01%013F-HRTimeline
Modera Wealth Management, LLC4,626$365K<0.01%+1813F-HRTimeline
Rinkey Investments4,580$361K0.11%new13F-HRTimeline
Washington Trust Bank4,562$360K0.04%+27413F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
AMG National Trust Bank4,552$359K0.01%-12513F-HRTimeline
Coston, McIsaac & Partners4,538$358K0.1%+1513F-HRTimeline
GK Wealth Management LLC4,495$355K0.44%-23813F-HR/ATimeline
Fortress Financial Solutions, LLC4,493$354K0.51%+17013F-HRTimeline
Saiph Capital, LLC4,420$349K0.17%+71313F-HRTimeline
ASPIRIANT, LLC4,388$346K0.01%-33013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management4,380$346K0.01%-6213F-HRTimelineGroup
Diversify Advisory Services, LLCgroup of 2 filers holding4,299$340K-8,905Timeline
LOCKERMAN FINANCIAL GROUP, INC.4,293$339K0.51%+37713F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP4,282$338K<0.01%+1,21313F-HRTimelineGroup
INTRUST BANK NA4,273$337K0.03%013F-HRTimeline
Berkeley Capital Partners, LLC4,266$337K0.09%-21613F-HRTimeline
White Lighthouse Investment Management …4,251$335K0.06%+17813F-HRTimeline
Alaska Permanent Fund Corp4,264$335K<0.01%013F-HRTimeline
Brookwood Investment Group LLC4,189$330K0.06%13F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS4,179$330K0.01%013F-HRTimelineGroup
Red Wave Investments LLC4,155$328K0.12%-20013F-HRTimeline
MMBG INVESTMENT ADVISORS CO.4,125$325K0.04%013F-HRTimeline
Walker Asset Management, LLC4,122$325K0.2%-3713F-HRTimeline
EQ LLC4,092$323K0.15%-64,92313F-HRTimeline
NEW WAVE WEALTH ADVISORS LLC4,088$323K0.14%+3,83213F-HRTimeline
Claro Advisors Inc.4,082$322K0.04%new13F-HRTimeline
Quest 10 Wealth Builders, Inc.4,035$318K0.34%-1,93513F-HRTimeline
Golden State Wealth Management, LLC4,005$316K0.05%+30113F-HR/ATimeline
Composition Wealth, LLC3,998$315K0.01%-3,61113F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding3,981$314K-194Timeline
BARRETT & COMPANY, INC.3,980$314K0.14%-28413F-HRTimeline
WHITE PINE CAPITAL LLC3,975$314K0.11%-9013F-HRTimeline
Legacy Financial Strategies, LLC3,942$311K0.07%-3413F-HRTimeline
Yeomans Consulting Group, Inc.3,906$308K0.12%-37113F-HRTimeline
HUB Investment Partners, LLC3,868$305K0.01%013F-HRTimeline
Cooper Financial Group3,856$304K0.04%+67113F-HRTimeline
MainStreet Investment Advisors LLC3,826$302K0.04%013F-HRTimeline
MassMutual Private Wealth & Trust, FSB3,823$302K0.01%-15413F-HRTimeline
Chesapeake Wealth Management3,805$300K0.11%013F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC3,769$297K0.03%013F-HRTimeline
DOHJ, LLC3,752$296K0.07%-3,26213F-HRTimeline
SkyOak Wealth, LLC3,740$295K0.06%013F-HRTimeline
LJI Wealth Management, LLC3,719$293K0.06%-14113F-HRTimeline
Efficient Advisors, LLC3,702$292K0.02%-1,51313F-HR/ATimeline
RTD Financial Advisors, Inc.3,701$292K0.04%+3413F-HRTimeline
Tassel Capital Management, Inc.3,695$292K0.25%+4613F-HRTimeline
Caldwell Trust Co3,690$291K0.03%+15213F-HRTimeline
Regal Investment Advisors LLC3,675$290K0.02%-63213F-HRTimeline
NWF Advisory Services Inc.3,650$288K0.04%-17713F-HRTimeline
Eldridge Investment Advisors, Inc.3,591$283K0.07%-35013F-HRTimeline
ProVise Management Group, LLC3,585$283K0.02%-10313F-HRTimeline
Kovack Advisors, Inc.3,556$281K0.03%+23513F-HRTimeline
Sabal Trust CO3,531$279K0.02%013F-HRTimeline
Madison Wealth Partners, Inc3,520$278K0.07%-4613F-HRTimeline
McGinn Penninger Investment Management,…3,517$277K0.18%new13F-HRTimeline
GFS Advisors, LLC3,507$277K0.06%013F-HRTimeline
Diversified Enterprises, LLC3,475$274K0.02%+14513F-HRTimeline
Sovereign Financial Group, Inc.3,469$274K0.06%-8013F-HRTimeline
MAINSTAY CAPITAL MANAGEMENT LLC /ADV3,461$273K0.04%013F-HRTimeline
Performance Wealth Partners, LLC3,450$272K0.01%013F-HRTimeline
BRIGHTON JONES LLC3,437$271K0.01%-7813F-HRTimeline
U.S. Capital Wealth Advisors, LLC3,400$268K0.01%-1,05113F-HRTimeline
Cladis Investment Advisory, LLC3,400$268K0.19%new13F-HRTimeline
DAVENPORT & Co LLC3,376$266K<0.01%new13F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…3,374$266K0.04%+49513F-HRTimeline
Bricktown Capital, LLC3,349$264K0.05%013F-HRTimeline
CARDIFF PARK ADVISORS, LLC3,343$264K0.03%+3113F-HRTimeline
BEACON FINANCIAL GROUP3,328$263K0.03%-2,29313F-HRTimeline
RAM Investment Partners, LLC3,322$262K0.06%+6213F-HRTimeline
EP Wealth Advisors, LLC3,304$261K<0.01%-1,70013F-HRTimeline
Fortis Group Advisors, LLC3,297$260K0.05%-105,17713F-HRTimeline
Modern Wealth Management, LLC3,293$260K0.01%-1,96013F-HR/ATimeline
Harvest Investment Services, LLC3,266$258K0.07%new13F-HRTimeline
Cypress Capital Groupin group Cypress Capital Group3,250$256K0.03%+5013F-HRTimelineGroup
Sage Mountain Advisors LLC3,247$256K0.02%013F-HRTimeline
SWP FINANCIAL LLC3,228$255K0.16%-1,05113F-HRTimeline
Mission Creek Capital Partners, Inc.3,225$254K0.06%-813F-HRTimeline
Capital Investment Advisory Services, L…3,224$254K0.02%+2,80113F-HRTimeline
Madden Advisory Services, Inc.3,210$253K0.12%+41213F-HRTimeline
IFG Advisory, LLC3,183$251K0.01%new13F-HRTimeline
NewEdge Wealth, LLC3,180$251K<0.01%-1,00013F-HRTimeline
Financial Management Professionals, Inc.3,157$249K0.03%+9113F-HRTimeline
West Wealth Group, LLC3,151$248K0.07%+13113F-HRTimeline
McGlone Suttner Wealth Management, Inc.3,137$247K0.04%new13F-HRTimeline
City Center Advisors, LLC3,129$247K0.29%+33313F-HRTimeline
Financial Strategies Group, Inc.3,176$246K0.06%013F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC3,091$244K0.03%-78513F-HRTimeline
Factor Wealth Management LTD3,088$244K0.07%new13F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC3,084$243K<0.01%-1,32613F-HRTimelineGroup
Worth Financial Advisory Group, LLC3,080$243K0.15%+6713F-HRTimeline
Black Diamond Financial, LLC3,076$243K0.04%013F-HRTimeline
Heritage Wealth Partners, LLC3,067$242K0.37%new13F-HRTimeline
SOUTH PLAINS FINANCIAL, INC.3,065$242K0.19%013F-HRTimeline
IPG Investment Advisors LLC3,038$240K0.05%-1513F-HRTimeline
SMITH CHAS P & ASSOCIATES PA CPASin group SMITH CHAS P & ASSOCIATES PA …3,030$239K0.01%013F-HRTimelineGroup
SIGNATUREFD, LLC3,007$237K<0.01%+1013F-HRTimeline
PEOPLES BANK /OH3,000$237K0.16%013F-HRTimeline
RDA Financial Network2,988$236K0.07%013F-HRTimeline
MBL Wealth, LLC2,975$235K0.02%+5013F-HRTimeline
DIVERSIFIED TRUST CO2,971$234K0.01%013F-HRTimeline
IQ EQ FUND MANAGEMENT (IRELAND) Ltd2,968$234K0.03%new13F-HRTimeline
Apex Wealth Management, LLC2,953$233K0.21%-9713F-HRTimeline
Capital Investment Counsel, Inc2,912$230K0.03%+95013F-HRTimeline
JTC Employer Solutions Trustee Ltd2,884$228K0.02%013F-HRTimeline
Principle Wealth Partners LLC2,880$227K0.02%+12113F-HRTimeline
Rathbones Group PLC2,875$227K<0.01%+10013F-HRTimeline
Litman Gregory Wealth Management LLC2,860$226K0.02%-18613F-HRTimeline
FIRST CITIZENS BANK & TRUST CO2,855$225K0.01%-2013F-HRTimeline
AMERIFLEX GROUP, INC.2,834$224K0.09%-29613F-HRTimeline
NOVUS ADVISORS, LLC2,829$223K0.23%-2113F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC2,829$223K<0.01%-62513F-HR/ATimelineGroup
DAHRING | CUSMANO LLC2,807$221K0.19%-10013F-HRTimeline
GARRISON POINT ADVISORS, LLC2,794$220K0.11%+20013F-HRTimeline
Compass Ion Advisors, LLC2,769$218K0.03%new13F-HRTimeline
Willis Johnson & Associates, Inc.2,755$217K0.02%-57813F-HRTimeline
Independent Wealth Network Inc.2,749$217K0.09%-1813F-HRTimeline
PMG Wealth Management, Inc.2,750$216K0.23%013F-HRTimeline
Fisher Asset Management, LLC2,734$216K<0.01%+7113F-HRTimeline
BRASS TAX WEALTH MANAGEMENT, INC2,720$215K0.05%013F-HRTimeline
DUMONT & BLAKE INVESTMENT ADVISORS LLC2,712$214K0.06%013F-HRTimeline
TRUST POINT INC.2,697$213K0.02%013F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…2,691$212K0.03%-11013F-HRTimeline
Connor, Clark & Lunn Investment Managem…2,683$212K<0.01%013F-HRTimeline
Strait & Sound Wealth Management LLC2,668$210K0.1%013F-HRTimeline
Sincerus Advisory, LLC2,663$210K0.22%+1513F-HRTimeline
Vantage Financial Partners, LLC2,652$209K0.05%-12713F-HRTimeline
WealthShield Partners, LLC2,649$209K0.03%+1713F-HRTimeline
Trifecta Capital Advisors, LLC2,642$208K0.04%013F-HRTimeline
UMB Bank, n.a.2,641$208K<0.01%-54813F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
COMPASS CAPITAL CORP /MA/ /ADV2,693$208K0.11%013F-HRTimeline
BLALOCK WILLIAMS, LLC2,617$206K0.23%-9813F-HRTimeline
CX Institutional2,567$203K0.01%new13F-HRTimeline
CORNERSTONE ADVISORS ASSET MANAGEMENT, …2,565$202K0.04%new13F-HRTimeline
Insight Advisors, LLC/ PA2,558$202K0.04%new13F-HRTimeline
Enterprise Bank & Trust Co2,550$201K0.08%-1,12713F-HRTimeline
Summit Wealth Group, LLC2,554$201K0.06%013F-HRTimeline
CANTOR FITZGERALD INVESTMENT ADVISORS L…in group CANTOR FITZGERALD, L. P.2,539$200K0.01%new13F-HRTimelineGroup
HM PAYSON & CO2,350$185K<0.01%-10013F-HRTimeline
HARBOUR INVESTMENTS, INC.2,343$185K0.01%-4,72313F-HRTimeline
FAS Wealth Partners, Inc.2,273$179K0.01%+2113F-HRTimeline
ROTHSCHILD INVESTMENT LLC2,237$176K0.01%013F-HRTimeline
Hexagon Capital Partners LLC2,176$172K0.03%+313F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC2,162$171K0.06%-41513F-HRTimeline
BOYD WATTERSON ASSET MANAGEMENT LLC/OH2,158$170K0.05%+25313F-HRTimeline
Police & Firemen's Retirement System of…2,100$166K<0.01%new13F-HRTimeline
HARBOR CAPITAL ADVISORS, INC.2,055$162K0.01%-1,86413F-HRTimeline
Federation des caisses Desjardins du Qu…2,011$159K<0.01%013F-HRTimeline
Ameliora Wealth Management Ltd.2,000$158K0.06%013F-HRTimeline
EPG Wealth Management LLC1,838$145K0.04%013F-HRTimeline
Union Bancaire Privee, UBP SA2,275$139K<0.01%013F-HRTimeline
OPTIMUM INVESTMENT ADVISORS1,750$138K0.07%+4213F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners1,743$138K0.02%+1613F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…1,701$135K<0.01%-3,75113F-HRTimelineGroup
Register Financial Advisors LLC1,710$135K0.07%+813F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC1,660$131K<0.01%new13F-HRTimeline
UNION SAVINGS BANK1,642$130K0.06%-9413F-HRTimeline
Darwin Wealth Management, LLC1,624$128K0.04%013F-HRTimeline
Farmers & Merchants Trust Co of Chamber…1,577$124K0.04%+84513F-HRTimeline
Bellwether Advisors, LLC1,568$124K0.03%+23913F-HRTimeline
Allworth Financial LP1,513$119K<0.01%-1,54513F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC1,486$117K0.01%-32113F-HRTimeline
Sandy Spring Bank1,483$117K<0.01%013F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC1,473$116K<0.01%013F-HRTimeline
Park Place Capital Corp1,462$115K0.03%013F-HRTimeline
Jackson Hole Capital Partners, LLC1,433$113K0.02%013F-HRTimeline
YANKCOM Partnership1,386$109K0.06%013F-HRTimeline
SALEM INVESTMENT COUNSELORS INC1,385$109K<0.01%+1513F-HRTimeline
Rosenberg Matthew Hamilton1,379$109K0.03%013F-HRTimeline
Arax Advisory Partners1,373$108K0.01%+15513F-HRTimeline
Cherry Tree Wealth Management, LLC1,365$108K0.03%013F-HRTimeline
MeadowBrook Investment Advisors LLC1,130$89.1K0.08%013F-HRTimeline
Harel Insurance Investments & Financial…in group Harel Insurance Investments &…1,100$87K<0.01%013F-HRTimelineGroup
Amundiin group Amundi1,100$85.7K<0.01%-10013F-HRTimelineGroup
CKW FINANCIAL GROUP1,040$82K0.01%013F-HRTimeline