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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
Tolleson Wealth Management, Inc.in group Tolleson Wealth Management, I…6,301$508K0.07%-7213F-HRTimelineGroup
White Lighthouse Investment Management …6,294$507K0.07%+2,08813F-HRTimeline
MANNING & NAPIER ADVISORS LLC6,246$504K0.01%+20813F-HRTimeline
AlphaCore Capital LLC6,202$500K0.01%+2,56813F-HRTimeline
BG Investment Services, LLC6,157$496K0.44%-64713F-HRTimeline
PRIMORIS WEALTH ADVISORS, LLC6,150$496K0.3%new13F-HRTimeline
NATIXISin group Natixis Investment Managers6,135$495K<0.01%-1,21613F-HRTimelineGroup
Consilium Wealth Advisory, LLC6,067$489K0.18%013F-HRTimeline
VERUS CAPITAL PARTNERS, LLC6,056$488K0.03%+1,55113F-HR/ATimeline
TruNorth Capital Management, LLC6,015$485K0.09%013F-HRTimeline
Perkins Coie Trust Co5,984$482K0.09%new13F-HRTimeline
AFT, FORSYTH & COMPANY, INC.5,977$482K0.21%new13F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…5,972$482K0.03%013F-HRTimeline
Navis Wealth Advisors, LLC5,966$481K0.2%new13F-HRTimeline
American Wealth Advisors, LLC5,956$480K0.47%+10813F-HRTimeline
AUA CAPITAL MANAGEMENT, LLC5,947$480K0.24%013F-HRTimeline
First Growth Capital LLC5,916$478K0.42%13F-HRTimeline
HARBOUR INVESTMENTS, INC.5,912$477K0.01%+1,07713F-HRTimeline
CHAPIN DAVIS, INC.5,893$475K0.11%+5613F-HRTimeline
5T Wealth, LLC5,890$475K0.19%+79913F-HRTimeline
Dynamic Financial Group5,886$475K0.4%013F-HRTimeline
Olde Wealth Management, LLC5,802$467K0.14%-413F-HRTimeline
Traynor Capital Management, Inc.5,739$463K0.03%-19213F-HRTimeline
Patriot Financial Group Insurance Agenc…5,729$462K0.06%-113F-HRTimeline
Rockport Wealth LLC5,622$453K0.09%new13F-HRTimeline
WESBANCO BANK INC5,613$453K0.01%+21313F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management5,612$452K0.01%+18813F-HRTimelineGroup
Everhart Financial Group, Inc.5,585$450K0.04%+1,14313F-HRTimeline
AEGON USA Investment Management, LLC5,575$450K0.32%013F-HRTimeline
Composition Wealth, LLC5,559$448K0.01%-18313F-HRTimeline
SigFig Wealth Management, LLC5,553$448K0.01%-3113F-HRTimeline
Encompass More Asset Management5,552$448K0.08%new13F-HRTimeline
PFG Investments, LLC5,552$448K0.02%-45313F-HRTimeline
Empower Advisory Group, LLCin group Empower Annuity Insurance Co …5,525$445K<0.01%+1,71513F-HRTimelineGroup
O'ROURKE & COMPANY, Inc5,525$445K0.17%+32213F-HRTimeline
Rossmore Private Capital5,524$445K0.04%+20513F-HRTimeline
Rathbones Group PLC5,501$444K<0.01%-2113F-HR/ATimeline
WMG Financial Advisors, LLC5,496$443K0.18%013F-HRTimeline
Point Nemo Capital, LLC5,459$440K0.44%13F-HRTimeline
Kovack Advisors, Inc.5,407$436K0.02%+2,50813F-HR/ATimeline
DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD.in group DYMON ASIA CAPITAL (SINGAPORE…5,400$435K0.1%new13F-HRTimelineGroup
IQ EQ FUND MANAGEMENT (IRELAND) Ltd5,377$434K0.03%+1,50213F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC5,346$431K0.01%-8413F-HRTimeline
Axis Wealth Partners, LLC5,335$430K0.24%-3,60513F-HRTimeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.5,292$427K<0.01%new13F-HRTimelineGroup
Joseph Group Capital Management5,252$423K0.11%-34713F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC5,193$419K0.01%+73213F-HRTimeline
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,…5,184$418K0.02%-65013F-HRTimeline
Graetz Wealth LLC5,119$413K0.38%13F-HRTimeline
10Elms LLP5,085$410K0.38%-3013F-HRTimeline
PENNINGTON PARTNERS & CO., LLC5,052$407K0.16%-30813F-HRTimeline
Avidian Wealth Enterprises, LLC5,039$406K0.01%-2,65813F-HRTimeline
Haverford Trust Co5,023$405K<0.01%013F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors5,009$404K0.05%-2,09013F-HRTimelineGroup
E&G Advisors, LLC5,000$403K0.09%-5013F-HRTimeline
Mayflower Financial Advisors, LLC4,959$400K0.05%-53813F-HRTimeline
Omega Financial Group, LLC4,939$398K0.13%+18513F-HRTimeline
Crestwood Advisors Group, LLC4,927$397K0.01%013F-HRTimeline
Silverleafe Capital Partners, LLC4,898$395K0.12%new13F-HRTimeline
EFG International AGin group EFG International AG4,804$387K0.01%13F-HRTimelineGroup
Stewardship Advisors, LLC4,801$387K0.09%+17313F-HRTimeline
BANTA ASSET MANAGEMENT LP4,765$384K0.35%13F-HRTimeline
Fi3 FINANCIAL ADVISORS, LLC4,739$382K0.12%new13F-HRTimeline
DAVENPORT & Co LLC4,738$382K<0.01%+33113F-HRTimeline
RPg Family Wealth Advisory, LLC4,714$380K0.08%-34113F-HRTimeline
DEBUSSY CAPITAL MANAGEMENT LP4,711$380K0.05%013F-HRTimeline
Hillcrest Wealth Advisors - NY, LLC4,700$379K0.16%+1,30013F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED4,693$379K0.03%-10313F-HRTimeline
MBL Wealth, LLC4,665$376K0.03%+48513F-HRTimeline
Capital Investment Advisors, LLC4,639$374K0.01%-21413F-HRTimeline
NOESIS CAPITAL MANGEMENT CORP4,626$373K0.05%-68213F-HRTimeline
Modera Wealth Management, LLC4,609$372K<0.01%-813F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP4,538$366K<0.01%new13F-HRTimelineGroup
KMG FIDUCIARY PARTNERS, LLC4,528$365K0.03%-12,79913F-HRTimeline
Mann Financial Group, Inc.4,464$360K0.35%+1,11913F-HR/ATimeline
Wagner Wealth Management, Corp4,433$357K0.35%13F-HRTimeline
Annex Advisory Services, LLC4,408$355K0.01%-14113F-HRTimeline
Dorsey Wright & Associates4,393$354K0.08%-42713F-HRTimeline
New England Private Wealth Advisors LLC4,389$354K0.04%013F-HR/ATimeline
CLEAR INVESTMENT RESEARCH, LLC4,319$348K0.58%-2,19313F-HRTimeline
PICTON MAHONEY ASSET MANAGEMENT4,290$346K<0.01%013F-HRTimeline
Alaska Permanent Fund Corp4,264$346K0.02%013F-HRTimeline
IHT Wealth Management, LLC4,269$344K0.01%-39813F-HRTimeline
Prosperity Wealth Management, Inc.in group Prosperity Financial Group, I…4,263$344K0.11%013F-HRTimelineGroup
Berkeley Capital Partners, LLC4,238$342K0.08%+8613F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP4,191$338K<0.01%-9113F-HRTimelineGroup
New World Advisors LLC4,182$337K0.06%-63013F-HRTimeline
Red Wave Investments LLC4,155$335K0.1%013F-HRTimeline
American Financial Advisors, LLC4,108$331K0.04%-60413F-HRTimeline
Concorde Asset Management, LLC4,091$330K0.13%-22413F-HRTimeline
Pinnacle Wealth Planning Services, Inc.4,087$330K0.03%-4,33113F-HRTimeline
BARRETT & COMPANY, INC.4,070$328K0.11%+3613F-HRTimeline
SVB WEALTH LLC4,061$327K0.02%-73313F-HRTimeline
Savvy Advisors, Inc.4,029$325K0.01%new13F-HRTimeline
FIRST HORIZON CORP3,919$316K0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management3,907$315K0.01%+4713F-HRTimelineGroup
MONETA GROUP INVESTMENT ADVISORS LLC3,889$314K<0.01%+23213F-HRTimeline
Golden State Wealth Management, LLC3,873$312K0.03%013F-HRTimeline
RAM Investment Partners, LLC3,865$312K0.06%+25113F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …3,851$310K0.02%-4,80613F-HRTimeline
Fortitude Advisory Group L.L.C.3,848$310K0.13%+15013F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC3,843$310K0.01%-10613F-HRTimeline
MMBG INVESTMENT ADVISORS CO.3,825$308K0.03%013F-HRTimeline
Smartleaf Asset Management LLC3,813$308K0.01%+2,31313F-HRTimeline
Van Diest Capital, LLC3,792$306K0.46%13F-HRTimeline
17 CAPITAL PARTNERS, LLC3,781$305K0.16%+57713F-HRTimeline
ARWA LLC3,770$304K0.18%13F-HRTimeline
Caldwell Trust Co3,764$303K0.03%-8013F-HRTimeline
FWG Holdings, LLC3,738$303K0.12%-7,30713F-HR/ATimeline
Madden Advisory Services, Inc.3,752$303K0.12%+11313F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding3,728$301K-356Timeline
MMA ASSET MANAGEMENT LLC3,718$300K0.11%-99013F-HRTimeline
Independent Wealth Advisors LLC3,718$300K0.31%13F-HRTimeline
Horst & Graben Wealth Management LLC3,703$299K0.05%-44113F-HRTimeline
Yeomans Consulting Group, Inc.3,669$296K0.09%+3913F-HRTimeline
SEVEN MILE ADVISORY3,636$293K0.05%-1713F-HRTimeline
GK Wealth Management LLC3,626$292K0.21%-17313F-HRTimeline
West Wealth Group, LLC3,613$291K0.06%+1113F-HRTimeline
IFG Advisory, LLC3,606$291K0.01%+5513F-HRTimeline
U.S. Capital Wealth Advisors, LLC3,577$288K0.01%+5613F-HRTimeline
STEINBERGANNA WEALTH MANAGEMENT3,572$288K0.13%+2713F-HRTimeline
Quest 10 Wealth Builders, Inc.3,560$287K0.26%-21813F-HRTimeline
Avory & Company, LLC3,547$286K0.18%-49813F-HRTimeline
Coston, McIsaac & Partners3,561$286K0.07%-74313F-HRTimeline
CCG WEALTH MANAGEMENT, LLC3,539$285K0.12%new13F-HRTimeline
Sequoia Financial Advisors, LLC3,536$285K<0.01%-59113F-HRTimeline
BEACON FINANCIAL GROUP3,525$284K0.03%-51513F-HRTimeline
CARDIFF PARK ADVISORS, LLC3,509$283K0.02%+6713F-HRTimeline
Braeburn Wealth Management LLC3,500$282K0.14%13F-HRTimeline
Global Trust Asset Management, LLC3,467$280K0.11%-67013F-HRTimeline
Silver Grove Financial Group, Inc.3,441$279K0.24%013F-HRTimeline
AMG National Trust Bank3,437$277K0.01%013F-HRTimeline
Atlas Private Wealth Advisors3,420$276K0.06%-11713F-HRTimeline
Independent Wealth Network Inc.3,414$275K0.08%+10613F-HRTimeline
Cladis Investment Advisory, LLC3,400$274K0.15%013F-HRTimeline
Peoples Bank/KS3,390$273K0.27%-37513F-HRTimeline
Performance Wealth Partners, LLC3,375$272K0.01%-5013F-HRTimeline
Risk Paradigm Group, LLC3,374$272K0.26%13F-HRTimeline
Triton Wealth Management, PLLC3,308$267K0.1%new13F-HRTimeline
INVESTED ADVISORS3,294$266K0.28%-34113F-HRTimeline
Forefront Analytics, LLC3,290$265K0.23%+6113F-HRTimeline
Chesapeake Wealth Management3,254$262K0.08%-43113F-HRTimeline
Sage Mountain Advisors LLC3,247$262K0.01%013F-HRTimeline
Cyndeo Wealth Partners, LLC3,244$262K0.01%-19213F-HRTimeline
Mission Creek Capital Partners, Inc.3,238$261K0.05%+513F-HRTimeline
West Branch Capital LLC3,225$260K0.07%-93713F-HRTimeline
Factor Wealth Management LTD3,220$260K0.06%+5313F-HRTimeline
ROTHSCHILD INVESTMENT LLC3,212$259K0.01%+57513F-HRTimeline
RDA Financial Network3,199$258K0.06%+20013F-HRTimeline
Financial Strategies Group, Inc.3,176$257K0.05%013F-HRTimeline
Portside Wealth Group, LLC3,184$257K0.03%-92013F-HRTimeline
Sovereign Financial Group, Inc.3,171$256K0.05%-7713F-HRTimeline
Ascentis Wealth Management, LLCgroup of 2 filers holding3,162$255K+2,985Timeline
COMPASS CAPITAL CORP /MA/ /ADV3,152$255K0.1%new13F-HRTimeline
McGlone Suttner Wealth Management, Inc.3,137$253K0.03%013F-HRTimeline
HOWARD WEALTH MANAGEMENT, LLC3,131$253K0.11%+11813F-HRTimeline
Navigation Wealth Management, Inc.3,124$252K0.37%+18213F-HRTimeline
FIRST NATIONAL BANK OF OMAHAin group FIRST NATIONAL BANK OF OMAHA3,100$250K0.01%new13F-HRTimelineGroup
ProVise Management Group, LLC3,070$248K0.02%-53613F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…3,063$247K0.03%+18613F-HRTimeline
CENTAURUS FINANCIAL, INC.3,048$246K0.01%+1,34913F-HRTimeline
SIGNATUREFD, LLC3,048$246K<0.01%+4113F-HRTimeline
BLUEFIN CAPITAL MANAGEMENT, LLC3,032$244K0.07%-62,28113F-HRTimeline
SMITH CHAS P & ASSOCIATES PA CPASin group SMITH CHAS P & ASSOCIATES PA …3,030$244K0.01%013F-HRTimelineGroup
Sun Financial Inc3,011$243K0.14%13F-HRTimeline
NewEdge Wealth, LLC3,003$242K<0.01%+3113F-HRTimeline
SteelPeak Wealth, LLC2,998$242K0.01%new13F-HRTimeline
SkyOak Wealth, LLC2,990$241K0.04%013F-HRTimeline
Genesis Financial Group, LLC2,984$241K0.14%13F-HRTimeline
Financial Management Professionals, Inc.2,983$241K0.02%+113F-HRTimeline
Haven Private, LLC2,976$240K0.1%+10913F-HRTimeline
Western Wealth Management, LLC2,973$240K0.01%new13F-HRTimeline
Wealth Quarterback LLC2,947$238K0.09%new13F-HRTimeline
DIVERSIFIED TRUST CO2,944$237K<0.01%013F-HRTimeline
Cypress Capital Groupin group Cypress Capital Group2,925$236K0.03%013F-HRTimelineGroup
Principle Wealth Partners LLC2,924$236K0.01%+1713F-HRTimeline
PARTNERS CAPITAL INVESTMENT GROUP, LLP2,890$233K0.01%+5513F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…2,877$232K<0.01%-81113F-HRTimelineGroup
Quantum Portfolio Management LLC2,866$231K0.1%new13F-HRTimeline
Zhang Financial LLC2,865$231K0.01%new13F-HRTimeline
NEW WAVE WEALTH ADVISORS LLC2,862$231K0.08%new13F-HRTimeline
Litman Gregory Wealth Management LLC2,860$231K0.02%013F-HRTimeline
Farmers National Bank2,852$230K0.05%+12413F-HRTimeline
MAINSTAY CAPITAL MANAGEMENT LLC /ADV2,826$228K0.02%-17113F-HRTimeline
BECK MACK & OLIVER LLC2,799$226K<0.01%new13F-HRTimeline
NORDEN GROUP LLC2,790$225K0.02%013F-HRTimeline
Worth Financial Advisory Group, LLC2,779$224K0.11%new13F-HRTimeline
Benchmark Financial Wealth Advisors, LLC2,770$223K0.06%new13F-HRTimeline
Eldridge Investment Advisors, Inc.2,757$222K0.05%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…2,725$220K0.08%+2,55513F-HRTimeline
Providence First Trust Co2,721$219K0.08%013F-HRTimeline
DUMONT & BLAKE INVESTMENT ADVISORS LLC2,712$219K0.05%013F-HRTimeline
Wealth Forward, LLC2,716$219K0.12%013F-HRTimeline
UNION SAVINGS BANK2,697$217K0.09%13F-HRTimeline
Sincerus Advisory, LLC2,684$216K0.17%+10113F-HRTimeline
Estate Counselors, LLC2,675$216K0.02%-3,99513F-HRTimeline
Total Clarity Wealth Management, Inc.2,675$216K0.05%new13F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC2,672$215K<0.01%-31513F-HRTimelineGroup
Strait & Sound Wealth Management LLC2,668$215K0.08%013F-HRTimeline
McCarthy & Cox2,667$215K2.61%-2,59113F-HRTimeline