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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
Pinnacle Family Advisors, LLC2,646$213K0.09%+2213F-HRTimeline
Madison Wealth Partners, Inc2,645$213K0.04%-8913F-HRTimeline
Trifecta Capital Advisors, LLC2,642$213K0.03%013F-HRTimeline
Compound Planning, Inc.2,609$210K0.01%new13F-HRTimeline
SOUTH PLAINS FINANCIAL, INC.2,600$210K0.12%013F-HRTimeline
KINTRA WEALTH, LLC2,591$209K0.03%new13F-HRTimeline
LOCKERMAN FINANCIAL GROUP, INC.2,584$208K0.4%-1,62413F-HRTimeline
Legacy Capital Wealth Partners, LLC2,574$208K0.04%-1,65713F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC2,566$207K<0.01%-1,573,90913F-HRTimelineGroup
Bellwether Advisors, LLC2,561$207K0.03%new13F-HRTimeline
FSA WEALTH PARTNERS, INC.2,554$206K0.07%-18813F-HRTimeline
Summit Wealth Group, LLC2,554$206K0.05%013F-HRTimeline
Cresset Asset Management, LLC2,542$205K<0.01%-1,96913F-HRTimeline
Wealthfront Advisers LLC2,538$205K<0.01%new13F-HRTimeline
SWP FINANCIAL LLC2,532$204K0.1%-12913F-HRTimeline
Windsor Capital Management, LLC2,513$203K0.06%+1313F-HRTimeline
MARINER INVESTMENT GROUP LLC2,500$202K0.01%new13F-HRTimeline
Lynch Investment Planning, LLC2,496$201K0.19%13F-HRTimeline
Kesler, Norman & Wride, LLC2,492$201K0.03%new13F-HRTimeline
Sicart Associates LLC2,489$201K0.05%013F-HRTimeline
Badgley Phelps Wealth Managers, LLC2,481$200K<0.01%new13F-HRTimeline
WealthShield Partners, LLC2,382$192K0.02%-9513F-HRTimeline
HM PAYSON & CO2,350$189K<0.01%013F-HRTimeline
Willis Johnson & Associates, Inc.2,267$183K0.01%+5013F-HRTimeline
UMB Bank, n.a.2,189$176K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Capital Investment Counsel, Inc2,162$174K0.02%new13F-HRTimeline
BOYD WATTERSON ASSET MANAGEMENT LLC/OH2,158$174K0.05%013F-HRTimeline
AMERIFLEX GROUP, INC.2,153$174K0.09%+32713F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…2,147$173K<0.01%-8,14013F-HRTimelineGroup
Reflection Asset Management2,124$172K0.12%13F-HRTimeline
Stelac Advisory Services LLC2,083$168K0.06%-4,53213F-HRTimeline
MassMutual Private Wealth & Trust, FSB2,000$161K<0.01%013F-HRTimeline
Crewe Advisors LLC1,999$161K0.01%+3813F-HRTimeline
Capital Investment Advisory Services, L…1,964$158K0.01%+6213F-HRTimeline
Strategic Wealth Partners, Ltd.1,952$157K0.01%+50513F-HRTimeline
Hyposwiss Advisors SA1,950$157K0.15%13F-HRTimeline
Boreal Capital Management LLC0$149K0.11%013F-HRTimelineAmount filed as zero, left out of ratios.
EPG Wealth Management LLC1,838$148K0.04%013F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners1,829$147K0.02%+3413F-HRTimelineGroup
one8zero8, LLC1,828$147K0.03%+10313F-HRTimeline
Police & Firemen's Retirement System of…1,800$145K<0.01%-40013F-HRTimeline
Allworth Financial LP1,775$143K<0.01%+64313F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC1,735$140K0.01%new13F-HRTimeline
Godfrey Financial Associates, Inc.1,719$139K0.12%13F-HRTimeline
Wellington Grp LLC1,535$124K0.04%13F-HR/ATimeline
First PREMIER Bank1,517$122K0.03%+87013F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp1,508$122K<0.01%+2513F-HRTimelineGroup
TRUST CO OF TOLEDO NA /OH/1,500$121K0.01%013F-HRTimeline
Park Place Capital Corp1,462$118K0.02%013F-HRTimeline
Darwin Wealth Management, LLC1,444$116K0.04%+4313F-HRTimeline
Jackson Hole Capital Partners, LLC1,433$116K0.02%013F-HRTimeline
Register Financial Advisors LLC1,411$114K0.04%+313F-HRTimeline
Cherry Tree Wealth Management, LLC1,365$110K0.02%013F-HRTimeline
CAMBIENT FAMILY OFFICE, LLC1,340$108K0.02%13F-HRTimeline
YANKCOM Partnership1,331$107K0.05%-5513F-HRTimeline
GoalVest Advisory LLC1,302$105K0.02%013F-HRTimeline
Intesa Sanpaolo Wealth Managementin group Intesa Sanpaolo S.p.A.1,200$96.8K0.02%13F-HRTimelineGroup
Basepoint Wealth LLC1,146$92.4K0.06%new13F-HRTimeline
MeadowBrook Investment Advisors LLC1,130$91.1K0.08%013F-HRTimeline
Cape Investment Advisory, Inc.1,124$90.6K0.03%+70313F-HRTimeline
Medallion Wealth Advisors, LLC1,114$89.6K0.03%+5113F-HRTimeline
Luminist Capital LLC1,104$89K0.11%-6,48713F-HRTimeline
Harel Insurance Investments & Financial…in group Harel Insurance Investments &…1,100$89K<0.01%013F-HRTimelineGroup
Plante Moran Financial Advisors, LLC1,102$88.9K0.01%new13F-HRTimeline
CKW FINANCIAL GROUP1,040$84K0.01%013F-HRTimeline
BITTERROOT CAPITAL ADVISORS LLC1,013$81.7K0.06%13F-HRTimeline
IFC & Insurance Marketing, Inc.1,007$81K0.08%13F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…1,004$80.9K<0.01%013F-HRTimeline
Wilmington Savings Fund Society, FSB978$78.9K<0.01%013F-HRTimeline
Sound Income Strategies, LLC930$75.4K<0.01%013F-HRTimeline
Private Wealth Asset Management, LLC916$73.9K0.01%+813F-HRTimeline
Signature Equity Partners, LLC894$72.1K0.04%13F-HRTimeline
Laurel Wealth Advisors LLC869$70.1K0.01%new13F-HRTimeline
Bank of New Hampshire811$65.4K0.01%013F-HRTimeline
Caitlin John, LLC800$64.5K0.04%-10813F-HRTimeline
Founders Financial Alliance, LLC784$63.3K0.01%+813F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.748$60.3K0.03%013F-HRTimeline
Cornerstone Planning Group LLC736$59.6K0.01%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…695$56K<0.01%new13F-HRTimeline
Financial Network Wealth Advisors LLC686$55.3K0.06%013F-HRTimeline
Rosenberg Matthew Hamilton630$50.8K0.01%013F-HRTimeline
MONTAG A & ASSOCIATES INC586$47.2K<0.01%+51213F-HRTimeline
SOA Wealth Advisors, LLC.572$46.1K0.01%-213F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC518$41.9K<0.01%+1413F-HRTimeline
WELLINGTON-ALTUS USA INC.510$41.1K0.03%13F-HRTimeline
TUCKER ASSET MANAGEMENT LLC506$40.8K0.01%013F-HRTimeline
Strategic Investment Solutions, Inc. /IL492$39.7K0.01%-4213F-HRTimeline
Bravera Wealth482$38.9K0.02%13F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC482$38.9K<0.01%+113F-HRTimelineGroup
BARTLETT & CO. WEALTH MANAGEMENT LLC478$38.5K<0.01%013F-HRTimeline
High Point Wealth Management, LLC477$38.5K0.04%13F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC464$37.4K<0.01%-31313F-HRTimeline
McIlrath & Eck, LLC447$36.1K<0.01%013F-HRTimeline
Federation des caisses Desjardins du Qu…442$35.6K<0.01%013F-HRTimeline
Greenline Wealth Management LLC437$35.3K0.04%13F-HRTimeline
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …430$34.7K<0.01%013F-HRTimelineGroup
EASTERN BANK418$33.7K<0.01%+9313F-HRTimeline
Asset Dedication, LLC405$32.7K<0.01%013F-HRTimeline
SHP Wealth Management400$32.3K<0.01%13F-HRTimeline
Elyxium Wealth, LLC397$32K0.01%new13F-HRTimeline
NFSG Corp396$31.9K<0.01%new13F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…385$31K0.01%-8013F-HRTimelineGroup
ARMSTRONG ADVISORY GROUP, INC377$30.4K<0.01%013F-HRTimeline
Quarry LP370$29.8K<0.01%new13F-HRTimeline
Realta Investment Advisors364$29.4K0.01%+113F-HRTimeline
WEST PACES ADVISORS INC.345$27.8K0.01%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC327$26.4K<0.01%013F-HRTimelineGroup
DELTA ASSET MANAGEMENT LLC/TN300$24.2K<0.01%013F-HRTimeline
CONSULTIVA WEALTH MANAGEMENT, CORP.287$23.1K0.06%013F-HRTimeline
Keating Financial Advisory Services, In…283$22.8K<0.01%13F-HRTimeline
N.E.W. Advisory Services LLC282$22.7K<0.01%+4513F-HRTimeline
AMERICAN NATIONAL BANK & TRUST278$22.4K<0.01%013F-HRTimeline
Covestor Ltd275$22K0.01%+6513F-HRTimeline
CX Institutional255$21K<0.01%-24513F-HRTimeline
Triumph Capital Management257$20.7K<0.01%new13F-HRTimeline
Key Financial Inc252$20.3K<0.01%-8213F-HRTimeline
Signature Resources Capital Management,…246$19.8K0.01%new13F-HRTimeline
Grove Bank & Trust244$19.7K<0.01%013F-HRTimeline
HAGER INVESTMENT MANAGEMENT SERVICES, L…243$19.6K0.01%new13F-HRTimeline
LFA - Lugano Financial Advisors SA239$19.3K0.01%013F-HRTimeline
Key Capital Management, INC239$19.3K0.02%13F-HRTimeline
WestEnd Advisors, LLC235$18.9K<0.01%-313F-HRTimeline
Winch Advisory Services, LLC221$17.9K<0.01%+413F-HRTimeline
TOTH FINANCIAL ADVISORY CORP200$16.1K<0.01%013F-HRTimeline
North Star Investment Management Corp.200$16.1K<0.01%013F-HRTimeline
Biltmore Family Office, LLC200$16.1K<0.01%new13F-HRTimeline
CNB Bank195$15.7K0.01%013F-HRTimeline
FAS Wealth Partners, Inc.182$14.7K<0.01%-2,15813F-HRTimeline
Glass Jacobson Investment Advisors llc176$14.2K0.01%-25913F-HRTimeline
Greykasell Wealth Strategies, Inc.170$13.7K0.01%new13F-HRTimeline
Investors Research Corp169$13.6K<0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV168$13.5K<0.01%+4613F-HRTimeline
Fairscale Capital, LLC166$13.4K0.01%013F-HRTimeline
FINANCIAL CONSULATE, INC157$12.7K<0.01%new13F-HRTimeline
Archer Investment Corp155$12.5K<0.01%013F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP153$12.3K<0.01%013F-HRTimelineGroup
Pinnacle Bancorp, Inc.153$12.3K<0.01%new13F-HRTimeline
Noble Wealth Management PBC150$12.1K0.01%013F-HRTimeline
Garton & Associates Financial Advisors …150$12.1K0.01%13F-HRTimeline
Armor Investment Advisors, LLC148$11.9K<0.01%013F-HRTimeline
Pacifica Partners Inc.141$11.4K0.01%013F-HRTimeline
Community Bank, N.A.137$11K<0.01%-10013F-HRTimeline
Princeton Global Asset Management LLC132$10.6K<0.01%013F-HRTimeline
Wilkerson Advisory Group LLC117$9.43K<0.01%13F-HRTimeline
IAG Wealth Partners, LLC113$9.11K<0.01%013F-HRTimeline
Turning Point Benefit Group, Inc.106$8.55K<0.01%new13F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC105$8.47K<0.01%+113F-HRTimeline
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC100$8.06K<0.01%013F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.100$8.06K<0.01%013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.99$8K<0.01%-313F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Vermillion & White Wealth Management Gr…99$7.98K<0.01%013F-HRTimeline
PUNCH & ASSOCIATES INVESTMENT MANAGEMEN…98$7.9K<0.01%013F-HRTimeline
Bangor Savings Bank95$7.66K<0.01%013F-HRTimeline
Millstone Evans Group, LLC95$7.66K<0.01%013F-HRTimeline
Comprehensive Financial Planning, Inc./…94$7.58K0.01%new13F-HRTimeline
Salomon & Ludwin, LLC93$7.52K<0.01%013F-HRTimeline
Jessup Wealth Management, Inc84$6.77K<0.01%new13F-HRTimeline
SJS Investment Consulting Inc.67$5.4K<0.01%new13F-HRTimeline
High Note Wealth, LLC65$5.24K<0.01%013F-HRTimeline
Premier Financial Group63$5.08K<0.01%new13F-HRTimeline
Strategic Wealth Advisors LLC70$5K<0.01%13F-HRTimeline
Bradley & Co. Private Wealth Management…62$5K<0.01%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC60$4.84K<0.01%-1013F-HRTimeline
MATRIX PRIVATE CAPITAL GROUP LLC58$4.68K<0.01%013F-HRTimeline
Root Financial Partners, LLC58$4.68K<0.01%-43113F-HRTimeline
HFM Investment Advisors, LLC58$4.68K<0.01%new13F-HRTimeline
Physician Wealth Advisors, Inc.53$4.25K<0.01%-5313F-HRTimeline
PIN OAK INVESTMENT ADVISORS INC52$4K<0.01%013F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT49$3.95K<0.01%-73013F-HRTimeline
Networth Advisors, LLC49$3.95K<0.01%13F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.46$3.71K<0.01%013F-HRTimeline
Blue Trust, Inc.39$3.15K<0.01%013F-HRTimeline
Kohmann Bosshard Financial Services, LLC36$2.9K<0.01%new13F-HRTimeline
HHM Wealth Advisors, LLC35$2.82K<0.01%013F-HRTimeline
Founders Capital Management31$2.5K<0.01%+113F-HRTimeline
Front Row Advisors LLC30$2.42K<0.01%013F-HRTimeline
WOLFF WIESE MAGANA LLC29$2.34K<0.01%013F-HRTimeline
SOFI WEALTH, LLC27$2.21K<0.01%+713F-HRTimeline
Horizon Investments, LLC23$1.85K<0.01%+113F-HRTimeline
Measured Wealth Private Client Group, L…23$1.85K<0.01%-3713F-HRTimeline
HOEY INVESTMENTS, INC23$1.83K<0.01%013F-HRTimeline
New Republic Capital, LLC21$1.69K<0.01%new13F-HRTimeline
Westfuller Advisors, LLC19$1.56K<0.01%013F-HRTimeline
Topsail Wealth Management, LLC15$1.21K<0.01%new13F-HRTimeline
PayPay Securities Corp14$1.13K0.03%+313F-HRTimeline
Horizons Wealth Management13$1.05K<0.01%013F-HRTimeline
Rakuten Securities, Inc.in group Rakuten Group, Inc.12$968<0.01%+613F-HRTimelineGroup
Larson Financial Group LLC10$806<0.01%new13F-HRTimeline
Estate Planners Group, LLC4$319<0.01%13F-HRTimeline
TRUST CO OF VERMONT1$81<0.01%-1,11713F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …1$81<0.01%-8113F-HRTimelineGroup
Aventura Private Wealth, LLC1$81<0.01%013F-HRTimeline
Powell Investment Advisors, LLC1$74<0.01%013F-HRTimeline
Cornerstone Financial Management LLC0$20<0.01%13F-HR/ATimelineAmount filed as zero, left out of ratios.