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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
WealthShield Partners, LLC2,632$207K0.03%-5113F-HRTimeline
WBH ADVISORY INC2,604$205K0.02%+6713F-HRTimeline
GARRISON POINT ADVISORS, LLC2,594$204K0.1%new13F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC2,577$203K0.06%-213F-HRTimeline
Summit Wealth Group, LLC2,554$201K0.06%-1,50913F-HRTimeline
Providence First Trust Co2,535$199K0.08%new13F-HRTimeline
HM PAYSON & CO2,450$193K<0.01%013F-HRTimeline
FAS Wealth Partners, Inc.2,252$177K0.01%+2413F-HRTimeline
ROTHSCHILD INVESTMENT LLC2,237$176K0.01%013F-HRTimeline
Hexagon Capital Partners LLC2,173$171K0.03%-8213F-HRTimeline
Icon Wealth Advisors, LLC2,089$164K0.01%013F-HRTimeline
Federation des caisses Desjardins du Qu…2,011$158K<0.01%-50413F-HRTimeline
Ameliora Wealth Management Ltd.2,000$157K0.06%013F-HRTimeline
Capital Investment Counsel, Inc1,962$154K0.02%-35013F-HRTimeline
BOYD WATTERSON ASSET MANAGEMENT LLC/OH1,905$150K0.04%-58113F-HRTimeline
Balefire, LLC1,892$149K0.05%-2,51913F-HRTimeline
EPG Wealth Management LLC1,838$145K0.04%013F-HRTimeline
Union Bancaire Privee, UBP SA2,275$143K<0.01%13F-HR/ATimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC1,807$142K0.01%+113F-HRTimeline
Coppell Advisory Solutions LLC1,748$137K0.02%-8,78813F-HRTimeline
UNION SAVINGS BANK1,736$137K0.07%new13F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners1,727$136K0.02%+3313F-HRTimelineGroup
OPTIMUM INVESTMENT ADVISORS1,708$134K0.06%-813F-HRTimeline
Register Financial Advisors LLC1,702$134K0.07%+1713F-HRTimeline
Darwin Wealth Management, LLC1,624$128K0.04%-10613F-HR/ATimeline
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%-67713F-HRTimeline
Jackson Hole Capital Partners, LLC1,433$113K0.02%013F-HRTimeline
YANKCOM Partnership1,386$109K0.06%13F-HRTimeline
Sound Income Strategies, LLC1,382$109K0.01%+45213F-HRTimeline
Rosenberg Matthew Hamilton1,379$108K0.03%013F-HRTimeline
SALEM INVESTMENT COUNSELORS INC1,370$108K<0.01%+2513F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Cherry Tree Wealth Management, LLC1,365$107K0.03%013F-HRTimeline
Bellwether Advisors, LLC1,329$105K0.02%new13F-HRTimeline
Crewe Advisors LLC1,324$104K0.01%013F-HRTimeline
Arax Advisory Partners1,218$95.8K0.01%+1,02813F-HRTimeline
Amundiin group Amundi1,200$94.7K<0.01%-20013F-HRTimelineGroup
Medallion Wealth Advisors, LLC1,138$89.4K0.04%13F-HRTimeline
MeadowBrook Investment Advisors LLC1,130$88.9K0.08%013F-HRTimeline
LFA - Lugano Financial Advisors SA1,112$87.5K0.06%-1,10013F-HRTimeline
Harel Insurance Investments & Financial…in group Harel Insurance Investments &…1,100$87K<0.01%013F-HRTimelineGroup
Grove Bank & Trust1,100$86.5K0.01%+85613F-HRTimeline
CKW FINANCIAL GROUP1,040$82K0.01%-26913F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.1,036$81.5K0.04%-8313F-HRTimeline
LEE DANNER & BASS INC1,000$78.7K0.01%new13F-HRTimeline
Wilmington Savings Fund Society, FSB978$76.9K<0.01%013F-HRTimeline
Community Bank, N.A.956$75.2K0.01%013F-HRTimeline
Caitlin John, LLC903$71K0.05%013F-HRTimeline
Laurel Wealth Advisors LLC869$68.3K0.01%new13F-HRTimeline
Colony Family Offices, LLC850$66.9K0.02%new13F-HRTimeline
Financial Network Wealth Advisors LLC834$65.6K0.12%-46113F-HRTimeline
VALLEY NATIONAL ADVISERS INC833$65K0.01%new13F-HRTimeline
Founders Financial Alliance, LLC760$59.8K0.02%+813F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT751$59.1K<0.01%+1413F-HRTimeline
Avion Wealth755$59K0.02%013F-HRTimeline
Peoples Bank/KS745$58.6K0.04%013F-HRTimeline
Blue Trust, Inc.744$58.6K<0.01%-19813F-HR/ATimeline
Farmers & Merchants Trust Co of Chamber…732$58K0.02%+20713F-HRTimeline
Realta Investment Advisors700$55.3K0.02%+2713F-HRTimeline
McIlrath & Eck, LLC694$54.6K0.01%013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC687$54K<0.01%-37113F-HRTimeline
MONTAG A & ASSOCIATES INC681$53.6K<0.01%-49513F-HRTimeline
Luminist Capital LLC656$51.6K0.09%13F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…648$50.9K<0.01%013F-HR/ATimeline
Bank of New Hampshire606$47.7K0.01%013F-HRTimeline
Lindbrook Capital, LLC600$47.2K<0.01%013F-HRTimeline
TUCKER ASSET MANAGEMENT LLC594$46.7K<0.01%+5713F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC574$45.1K0.01%new13F-HRTimeline
Strategic Investment Solutions, Inc. /IL555$43.2K0.01%-22413F-HRTimeline
Van Hulzen Asset Management, LLC532$41.9K<0.01%new13F-HRTimeline
Glass Jacobson Investment Advisors llc527$41.4K0.01%+813F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
SOA Wealth Advisors, LLC.526$41.4K0.01%-20013F-HR/ATimeline
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …475$37.4K<0.01%013F-HRTimelineGroup
Anfield Capital Management, LLCin group Anfield Capital Management, L…465$36.6K0.01%013F-HRTimelineGroup
SYM FINANCIAL Corp451$35.5K<0.01%+8013F-HRTimeline
Element Wealth, LLC443$34.9K0.02%+20313F-HRTimeline
Capital Investment Advisory Services, L…423$33.3K<0.01%-18713F-HRTimeline
Parkworth Wealth Management, Inc.417$32.8K0.03%13F-HRTimeline
WR Wealth Planners, LLC406$31.9K0.01%+13213F-HRTimeline
Asset Dedication, LLC405$31.9K<0.01%new13F-HRTimeline
Larson Financial Group LLC392$30.8K<0.01%+113F-HRTimeline
Venturi Wealth Management, LLC380$29.9K<0.01%+10913F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC377$29.7K<0.01%+18213F-HRTimeline
Aspect Partners, LLC362$28.5K0.02%-213F-HRTimeline
Smartleaf Asset Management LLC339$26.7K<0.01%new13F-HRTimeline
Investors Research Corp339$26.7K0.01%013F-HRTimeline
Key Financial Inc334$26.3K0.01%013F-HRTimeline
WEST PACES ADVISORS INC.330$26K0.01%013F-HRTimeline
EASTERN BANK325$25.6K<0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV309$24.3K<0.01%-413F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN300$23.6K<0.01%013F-HRTimeline
CONSULTIVA WEALTH MANAGEMENT, CORP.287$22.6K0.11%new13F-HRTimeline
Measured Risk Portfolios, Inc.285$22.4K0.02%13F-HRTimeline
Physician Wealth Advisors, Inc.280$22K<0.01%new13F-HRTimeline
OLIVER LAGORE VANVALIN INVESTMENT GROUP261$20.5K0.01%-77,63513F-HRTimeline
CENTRAL TRUST Co259$20.4K<0.01%-8913F-HRTimeline
NEW WAVE WEALTH ADVISORS LLC256$20.1K0.01%new13F-HRTimeline
EnRich Financial Partners LLC247$19.4K0.01%013F-HRTimeline
Vermillion & White Wealth Management Gr…236$18.6K0.01%013F-HRTimeline
WestEnd Advisors, LLC233$18.3K<0.01%+2513F-HRTimeline
Bangor Savings Bank226$17.8K<0.01%013F-HRTimeline
Winch Advisory Services, LLC209$16.4K<0.01%new13F-HRTimeline
TOTH FINANCIAL ADVISORY CORP200$15.7K<0.01%013F-HRTimeline
North Star Investment Management Corp.200$15.7K<0.01%013F-HRTimeline
Cassady Schiller Wealth Management, LLC200$15.7K0.01%013F-HRTimeline
CNB Bank195$15.3K0.01%013F-HRTimeline
Pathway Financial Advisers, LLC189$14.8K<0.01%-34313F-HRTimeline
Powell Investment Advisors, LLC175$13.8K0.01%+313F-HRTimeline
Security National Bank175$13.8K<0.01%new13F-HRTimeline
Princeton Global Asset Management LLC175$13.8K<0.01%013F-HRTimeline
Fairscale Capital, LLC166$13.1K0.01%013F-HRTimeline
Archer Investment Corp160$12.6K<0.01%013F-HRTimeline
Noble Wealth Management PBC150$11.8K0.01%13F-HRTimeline
Armor Investment Advisors, LLC148$11.6K<0.01%-44013F-HRTimeline
Pacifica Partners Inc.141$11.1K<0.01%013F-HRTimeline
GoalVest Advisory LLC137$10.8K<0.01%new13F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC131$10.5K<0.01%new13F-HRTimelineGroup
Rakuten Securities, Inc.128$10.1K<0.01%+3913F-HRTimeline
Transce3nd, LLC128$10.1K<0.01%13F-HRTimeline
AllSquare Wealth Management LLC125$9.83K0.01%013F-HRTimeline
ORG Partners LLC121$9.58K<0.01%+113F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC115$9.04K0.01%13F-HRTimeline
IAG Wealth Partners, LLC113$8.89K<0.01%013F-HRTimeline
Cape Investment Advisory, Inc.107$8.42K<0.01%013F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC102$8.02K<0.01%+113F-HRTimeline
Symetra Investment Management Coin group Symetra Investment Management…100$8K<0.01%013F-HRTimelineGroup
BARINGS LLCin group BARINGS LLC100$7.87K<0.01%new13F-HRTimelineGroup
GABLES CAPITAL MANAGEMENT INC.100$7.87K<0.01%013F-HRTimeline
CROWLEY WEALTH MANAGEMENT, INC.100$7.87K0.01%13F-HRTimeline
Eagle Bay Advisors LLC98$7.71K<0.01%+6213F-HRTimeline
Millstone Evans Group, LLC95$7.47K0.01%13F-HRTimeline
NorthRock Partners, LLC94$7.39K<0.01%-1313F-HR/ATimeline
Salomon & Ludwin, LLC93$7.31K<0.01%-413F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …83$6.53K<0.01%+913F-HRTimelineGroup
HARBOR INVESTMENT ADVISORY, LLC80$6.29K<0.01%013F-HRTimeline
Glen Eagle Advisors, LLC79$6.22K<0.01%013F-HRTimeline
PUNCH & ASSOCIATES INVESTMENT MANAGEMEN…78$6.13K<0.01%013F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP71$5.58K<0.01%+4013F-HRTimelineGroup
Ancora Advisors LLCin group Ancora Advisors LLC70$5.5K<0.01%013F-HRTimelineGroup
High Note Wealth, LLC65$5.11K<0.01%new13F-HRTimeline
Bradley & Co. Private Wealth Management…62$4.88K<0.01%13F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC61$4.82K<0.01%+6013F-HRTimelineGroup
Promus Capital, LLC59$4.64K<0.01%13F-HR/ATimeline
MATRIX PRIVATE CAPITAL GROUP LLC58$4.56K<0.01%013F-HRTimeline
Tortoise Investment Management, LLC50$3.93K<0.01%013F-HR/ATimeline
BROWN, LISLE/CUMMINGS, INC.46$3.62K<0.01%013F-HRTimeline
Ridgewood Investments LLC44$3.46K<0.01%013F-HRTimeline
TSFG, LLC34$3K<0.01%013F-HRTimeline
Northwest Capital Management Inc36$2.86K<0.01%013F-HRTimeline
Kohmann Bosshard Financial Services, LLC36$2.83K<0.01%new13F-HRTimeline
HHM Wealth Advisors, LLC35$2.75K<0.01%013F-HRTimeline
Horizon Investments, LLC34$2.66K<0.01%013F-HRTimeline
Beacon Capital Management, LLC30$2.39K<0.01%-5613F-HRTimeline
Front Row Advisors LLC30$2.36K<0.01%013F-HRTimeline
BOKF, NAin group BOKF, NA25$1.96K<0.01%-21713F-HRTimelineGroup
Graney & King, LLC22$1.73K<0.01%13F-HRTimeline
LANARK FINANCIAL, INC.21$1.72K0.16%-26,68213F-HRTimeline
North Ridge Wealth Advisors, Inc.18$1.42K<0.01%new13F-HRTimeline
Raleigh Capital Management Inc.13$1.02K<0.01%013F-HRTimeline
Horizons Wealth Management13$1.02K<0.01%013F-HRTimeline
PayPay Securities Corp11$8650.04%+913F-HRTimeline
GPS Wealth Strategies Group, LLC10$802<0.01%013F-HRTimeline
Sugarloaf Wealth Management, LLC4$337<0.01%013F-HRTimeline
Iron Horse Wealth Management, LLC3$267<0.01%013F-HRTimeline
BNP PARIBASin group BNP PARIBAS1$79<0.01%-2,820,70013F-HRTimelineGroup
CAPSTONE INVESTMENT ADVISORS, LLCin group CAPSTONE INVESTMENT ADVISORS,…1$79<0.01%-113,40013F-HRTimelineGroup
PSI Advisors, LLC1$79<0.01%013F-HRTimeline
Aventura Private Wealth, LLC1$79<0.01%13F-HRTimeline
HOEY INVESTMENTS, INC1$52<0.01%013F-HRTimeline
NewSquare Capital LLC1$46<0.01%013F-HRTimeline
Covestor Ltd5$00%-1413F-HRTimelineValue filed as zero, left out of ratios.