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Disclosery

HYG ISHARES TR

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IBOXX HI YD ETF (fund)

916 managers (928 13F filers) reported a position in HYG shares at 2025-06-30, 273,041,178 shares in all. 96 filers opened a position and 101 filers sold out during the quarter.

Managers
916
13F filers
928
New
96
Added
315
Reduced
361
Sold out
101
Shares held by filers
273,041,178

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
10Elms LLP5,115$413K0.39%+3013F-HRTimeline
Capital Investment Advisors, LLC5,092$411K0.01%-11213F-HR/ATimeline
E&G Advisors, LLC5,050$407K0.11%013F-HRTimeline
DEARBORN PARTNERS LLC9,426$407K0.02%new13F-HRTimeline
Haverford Trust Co5,023$405K<0.01%013F-HRTimeline
Stelac Advisory Services LLC5,009$403K0.15%-95813F-HRTimeline
Regal Investment Advisors LLC4,998$403K0.03%+1,32313F-HRTimeline
O'ROURKE & COMPANY, Inc4,995$403K0.19%+4813F-HRTimeline
WESTWOOD HOLDINGS GROUP INCin group WESTWOOD HOLDINGS GROUP INC4,952$399K<0.01%+513F-HR/ATimelineGroup
Crestwood Advisors Group, LLC4,942$399K0.01%013F-HRTimeline
Harvest Investment Services, LLC4,937$398K0.09%+1,67113F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …4,935$398K0.03%-4,84513F-HRTimelineGroup
BTG Pactual Asset Management US LLCin group BTG Pactual Asset Management …4,914$396K0.05%+1113F-HRTimelineGroup
Kovack Advisors, Inc.4,882$394K0.04%+1,32613F-HRTimeline
New World Advisors LLC4,835$390K0.08%+1713F-HRTimeline
Guardian Partners Inc.4,814$386K0.03%-39913F-HRTimeline
DEBUSSY CAPITAL MANAGEMENT LP4,767$384K0.06%-33013F-HRTimeline
MBL Wealth, LLC4,750$383K0.04%+1,77513F-HRTimeline
Headlands Technologies LLC4,745$383K0.05%new13F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS4,743$383K0.01%+56413F-HRTimelineGroup
Fortress Financial Solutions, LLC4,738$382K0.48%+24513F-HRTimeline
Omega Financial Group, LLC4,721$381K0.14%-2,42313F-HRTimeline
KORNITZER CAPITAL MANAGEMENT INC /KS4,641$374K0.01%013F-HRTimeline
Modera Wealth Management, LLC4,613$372K<0.01%-1313F-HRTimeline
Stewardship Advisors, LLC4,548$367K0.09%-9513F-HRTimeline
Diversified Enterprises, LLC4,513$364K0.03%+1,03813F-HRTimeline
Composition Wealth, LLC4,473$361K0.01%+47513F-HRTimeline
Cresset Asset Management, LLC4,469$360K<0.01%-1,18713F-HR/ATimeline
Sequoia Financial Advisors, LLC4,460$360K<0.01%-20313F-HRTimeline
Prosperity Wealth Management, Inc.in group Prosperity Financial Group, I…4,401$355K0.13%-7,68613F-HRTimelineGroup
DAVENPORT & Co LLC4,398$355K<0.01%+1,02213F-HRTimeline
Haven Private, LLC4,372$353K0.16%-2,40613F-HRTimeline
Coston, McIsaac & Partners4,356$351K0.09%-18213F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP4,282$345K<0.01%013F-HRTimelineGroup
INTRUST BANK NA4,273$345K0.03%013F-HRTimeline
City Center Advisors, LLC4,270$344K0.37%+1,14113F-HRTimeline
Alaska Permanent Fund Corp4,264$343K0.02%013F-HRTimeline
LOCKERMAN FINANCIAL GROUP, INC.4,208$339K0.46%-8513F-HRTimeline
Horst & Graben Wealth Management LLC4,203$339K0.06%new13F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…4,179$337K0.04%+80513F-HRTimeline
Red Wave Investments LLC4,155$335K0.11%013F-HRTimeline
Berkeley Capital Partners, LLC4,118$332K0.08%-14813F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC4,110$332K0.01%-92413F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding4,110$332K+129Timeline
White Lighthouse Investment Management …4,068$328K0.05%-18313F-HRTimeline
Walker Asset Management, LLC4,063$328K0.19%-5913F-HRTimeline
DISCOVERY CAPITAL MANAGEMENT, LLC / CT4,050$327K0.03%new13F-HRTimeline
Avory & Company, LLC4,044$326K0.2%-3,00213F-HRTimeline
West Branch Capital LLC4,042$326K0.1%-93613F-HRTimeline
AlphaCore Capital LLC4,039$326K0.01%+3,60513F-HRTimeline
WHITE PINE CAPITAL LLC4,025$325K0.1%+5013F-HRTimeline
BARRETT & COMPANY, INC.4,007$323K0.12%+2713F-HRTimeline
IHT Wealth Management, LLC3,985$321K0.01%-2,81913F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC3,967$320K<0.01%-1,15313F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…3,952$318K0.01%-68913F-HRTimelineGroup
Strategies Wealth Advisors, LLC3,930$317K0.03%new13F-HRTimeline
Golden State Wealth Management, LLC3,884$313K0.04%-12113F-HRTimeline
Caldwell Trust Co3,844$310K0.03%+15413F-HRTimeline
MMBG INVESTMENT ADVISORS CO.3,825$308K0.03%-30013F-HRTimeline
Quest 10 Wealth Builders, Inc.3,819$308K0.3%-21613F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management3,817$308K0.01%-56313F-HRTimelineGroup
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…3,813$308K<0.01%-84013F-HRTimelineGroup
Chesapeake Wealth Management3,805$307K0.1%013F-HRTimeline
Madden Advisory Services, Inc.3,799$306K0.13%+58913F-HRTimeline
Legacy Financial Strategies, LLC3,754$303K0.06%-18813F-HRTimeline
Fortitude Advisory Group L.L.C.3,698$298K0.17%new13F-HRTimeline
5T Wealth, LLC3,669$296K0.15%-5,53213F-HRTimeline
U.S. Capital Wealth Advisors, LLC3,660$295K0.01%+26013F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED3,656$295K0.02%-3,20813F-HRTimeline
Invst, LLC3,633$293K0.04%-238,19213F-HRTimeline
ProVise Management Group, LLC3,597$290K0.02%+1213F-HRTimeline
GFS Advisors, LLC3,507$283K0.04%013F-HRTimeline
BRIGHTON JONES LLC3,491$282K0.01%+5413F-HRTimeline
BEACON FINANCIAL GROUP3,490$281K0.03%+16213F-HRTimeline
Cyndeo Wealth Partners, LLC3,436$277K0.02%new13F-HRTimeline
Performance Wealth Partners, LLC3,425$276K0.01%-2513F-HRTimeline
Cladis Investment Advisory, LLC3,400$274K0.17%013F-HRTimeline
CARDIFF PARK ADVISORS, LLC3,393$274K0.02%+5013F-HRTimeline
Yeomans Consulting Group, Inc.3,406$273K0.11%-50013F-HRTimeline
Empower Advisory Group, LLC3,370$272K<0.01%-1,30313F-HRTimeline
RAM Investment Partners, LLC3,353$270K0.06%+3113F-HRTimeline
Bricktown Capital, LLC3,349$270K0.05%013F-HRTimeline
West Wealth Group, LLC3,340$268K0.07%+18913F-HRTimeline
Abacus Wealth Partners, LLC3,312$267K0.04%new13F-HRTimeline
Madison Wealth Partners, Inc3,276$264K0.06%-24413F-HRTimeline
Cypress Capital Groupin group Cypress Capital Group3,250$262K0.03%013F-HRTimelineGroup
Sovereign Financial Group, Inc.3,247$262K0.05%-22213F-HRTimeline
Sage Mountain Advisors LLC3,247$262K0.02%013F-HRTimeline
Eldridge Investment Advisors, Inc.3,251$261K0.05%-34013F-HRTimeline
IFG Advisory, LLC3,230$261K0.01%+4713F-HRTimeline
Mission Creek Capital Partners, Inc.3,229$260K0.06%+413F-HRTimeline
Principle Wealth Partners LLC3,227$260K0.02%+34713F-HRTimeline
GARRISON POINT ADVISORS, LLC3,212$259K0.12%+41813F-HRTimeline
AMG National Trust Bank3,187$257K0.01%-1,36513F-HRTimeline
Forefront Analytics, LLC3,183$257K0.29%new13F-HR/ATimeline
SWP FINANCIAL LLC3,183$257K0.14%-4513F-HRTimeline
INFRASTRUCTURE CAPITAL ADVISORS, LLC3,183$256K0.03%new13F-HRTimeline
Financial Strategies Group, Inc.3,176$254K0.05%013F-HRTimeline
McGlone Suttner Wealth Management, Inc.3,137$253K0.04%013F-HRTimeline
HARBOUR INVESTMENTS, INC.3,131$253K0.01%+78813F-HRTimeline
Factor Wealth Management LTD3,128$252K0.07%+4013F-HRTimeline
Black Diamond Financial, LLC3,076$248K0.04%013F-HRTimeline
PARTNERS CAPITAL INVESTMENT GROUP, LLP3,041$245K0.01%-24,20913F-HRTimeline
SMITH CHAS P & ASSOCIATES PA CPASin group SMITH CHAS P & ASSOCIATES PA …3,030$244K0.01%013F-HRTimelineGroup
SIGNATUREFD, LLC3,007$243K<0.01%013F-HRTimeline
PEOPLES BANK /OH3,000$242K0.15%013F-HRTimeline
RDA Financial Network2,999$242K0.07%+1113F-HRTimeline
SkyOak Wealth, LLC2,990$241K0.05%-75013F-HRTimeline
NewEdge Wealth, LLC3,005$241K<0.01%-17513F-HRTimeline
DIVERSIFIED TRUST CO2,971$240K0.01%013F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC2,966$239K<0.01%-11813F-HRTimelineGroup
Financial Management Professionals, Inc.2,963$239K0.03%-19413F-HRTimeline
Rathbones Group PLC2,948$238K<0.01%+7313F-HRTimeline
Capital Investment Counsel, Inc2,912$235K0.03%013F-HRTimeline
TRUST POINT INC.2,897$234K0.02%+20013F-HRTimeline
BOYD WATTERSON ASSET MANAGEMENT LLC/OH2,876$232K0.07%+71813F-HRTimeline
Litman Gregory Wealth Management LLC2,860$231K0.02%013F-HRTimeline
FSA WEALTH PARTNERS, INC.2,811$227K0.11%-160,10113F-HRTimeline
Hillcrest Wealth Advisors - NY, LLC2,800$226K0.11%-2,07513F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC2,789$225K0.02%-30213F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC2,778$224K<0.01%-5113F-HR/ATimelineGroup
Compass Ion Advisors, LLC2,769$223K0.02%013F-HRTimeline
SOUTH PLAINS FINANCIAL, INC.2,759$223K0.16%-30613F-HRTimeline
Independent Wealth Network Inc.2,747$222K0.08%-213F-HRTimeline
Fortis Group Advisors, LLC2,728$219K0.04%-56913F-HRTimeline
COMPASS CAPITAL CORP /MA/ /ADV2,732$219K0.1%+3913F-HRTimeline
HOWARD WEALTH MANAGEMENT, LLC2,718$219K0.11%new13F-HRTimeline
DUMONT & BLAKE INVESTMENT ADVISORS LLC2,712$219K0.06%013F-HRTimeline
Sincerus Advisory, LLC2,699$217K0.2%+3613F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…2,692$217K0.03%+113F-HRTimeline
Connor, Clark & Lunn Investment Managem…2,683$216K<0.01%013F-HRTimeline
Strait & Sound Wealth Management LLC2,668$215K0.09%013F-HRTimeline
DAHRING | CUSMANO LLC2,647$214K0.17%-16013F-HRTimeline
Trifecta Capital Advisors, LLC2,642$213K0.04%013F-HRTimeline
CANTOR FITZGERALD INVESTMENT ADVISORS L…in group CANTOR FITZGERALD, L. P.2,631$212K0.01%+9213F-HRTimelineGroup
BLALOCK WILLIAMS, LLC2,615$211K0.21%-213F-HRTimeline
IQ EQ FUND MANAGEMENT (IRELAND) Ltd2,598$210K0.02%-37013F-HRTimeline
AMERIFLEX GROUP, INC.2,587$208K0.11%-24713F-HRTimeline
VERUS CAPITAL PARTNERS, LLC2,567$207K0.02%new13F-HR/ATimeline
WealthShield Partners, LLC2,557$206K0.02%-9213F-HRTimeline
Summit Wealth Group, LLC2,554$206K0.05%013F-HRTimeline
Enterprise Bank & Trust Co2,550$206K0.08%013F-HRTimeline
Efficient Advisors, LLC2,537$205K0.01%-1,16513F-HRTimeline
Providence First Trust Co2,535$204K0.07%new13F-HRTimeline
Western Wealth Management, LLC2,532$204K0.01%new13F-HRTimeline
NorthLanding Financial Partners, LLC2,525$203K0.18%new13F-HRTimeline
17 CAPITAL PARTNERS, LLC2,513$203K0.12%new13F-HRTimeline
Windsor Capital Management, LLC2,494$201K0.06%new13F-HRTimeline
Sicart Associates LLC2,489$201K0.07%new13F-HRTimeline
Tassel Capital Management, Inc.2,485$200K0.15%-1,21013F-HRTimeline
HM PAYSON & CO2,350$190K<0.01%013F-HRTimeline
FAS Wealth Partners, Inc.2,306$186K0.01%+3313F-HRTimeline
ROTHSCHILD INVESTMENT LLC2,237$180K0.01%013F-HRTimeline
UMB Bank, n.a.2,189$177K<0.01%-45213F-HR/ATimeline
Capital Investment Advisory Services, L…2,111$170K0.01%-1,11313F-HRTimeline
MassMutual Private Wealth & Trust, FSB2,000$161K<0.01%-1,82313F-HRTimeline
EP Wealth Advisors, LLC1,922$155K<0.01%-1,38213F-HRTimeline
Boreal Capital Management LLC0$149K0.12%13F-HRTimelineAmount filed as zero, left out of ratios.
EPG Wealth Management LLC1,838$148K0.04%013F-HRTimeline
OPTIMUM INVESTMENT ADVISORS1,829$147K0.06%+7913F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners1,769$143K0.02%+2613F-HRTimelineGroup
Union Bancaire Privee, UBP SA2,275$133K<0.01%013F-HRTimeline
Bellwether Advisors, LLC1,640$132K0.02%+7213F-HRTimeline
UNION SAVINGS BANK1,642$132K0.06%013F-HRTimeline
Police & Firemen's Retirement System of…1,600$129K<0.01%-50013F-HRTimeline
Beacon Capital Management, LLC1,569$127K0.02%+1,53813F-HRTimeline
TRUST CO OF TOLEDO NA /OH/1,500$121K0.01%new13F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp1,483$120K<0.01%new13F-HRTimelineGroup
Darwin Wealth Management, LLC1,458$118K0.04%-16613F-HRTimeline
Park Place Capital Corp1,462$117K0.03%013F-HRTimeline
Jackson Hole Capital Partners, LLC1,433$116K0.02%013F-HRTimeline
CENTAURUS FINANCIAL, INC.1,426$115K0.01%new13F-HRTimeline
SALEM INVESTMENT COUNSELORS INC1,407$113K<0.01%+2213F-HR/ATimeline
YANKCOM Partnership1,386$112K0.05%013F-HRTimeline
Cherry Tree Wealth Management, LLC1,365$110K0.03%013F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC1,363$110K0.01%-12313F-HRTimeline
Register Financial Advisors LLC1,345$108K0.05%-36513F-HRTimeline
Allworth Financial LP1,336$108K<0.01%-17713F-HRTimeline
GoalVest Advisory LLC1,302$105K0.03%new13F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…1,196$96.2K<0.01%+54813F-HRTimeline
MeadowBrook Investment Advisors LLC1,130$91.1K0.08%013F-HRTimeline
Harel Insurance Investments & Financial…in group Harel Insurance Investments &…1,100$89K<0.01%013F-HRTimelineGroup
ATTICUS WEALTH MANAGEMENT, LLC1,084$87.4K0.02%-1,07813F-HRTimeline
CKW FINANCIAL GROUP1,040$83K0.01%013F-HRTimeline
VISION FINANCIAL MARKETS LLC1,000$80.7K0.08%new13F-HRTimeline
Manchester Capital Management LLC1,000$80.7K0.01%new13F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.978$78.9K0.04%013F-HRTimeline
Wilmington Savings Fund Society, FSB978$78.9K<0.01%013F-HRTimeline
Grove Bank & Trust964$77.7K0.01%013F-HRTimeline
Sound Income Strategies, LLC930$75K<0.01%013F-HRTimeline
Private Wealth Asset Management, LLC908$73.2K0.01%+613F-HRTimeline
Medallion Wealth Advisors, LLC912$73K0.03%-613F-HRTimeline
Hurley Capital, LLC830$66.9K0.05%new13F-HRTimeline
Bank of New Hampshire811$65.4K0.02%+10013F-HRTimeline
Founders Financial Alliance, LLC770$62.1K0.01%+613F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT768$61.9K<0.01%+1013F-HRTimeline
Realta Investment Advisors704$56.7K0.02%+7213F-HRTimeline
Rosenberg Matthew Hamilton615$49.6K0.01%-76413F-HRTimeline
Avion Wealth609$49K0.01%-14613F-HR/ATimeline
FNY Investment Advisers, LLC600$48K0.02%new13F-HRTimeline