Skip to content
Disclosery

HYG ISHARES TR

Follow

IBOXX HI YD ETF (fund)

974 managers (987 13F filers) reported a position in HYG shares at 2026-03-31, 281,855,919 shares in all. 91 filers opened a position and 108 filers sold out during the quarter.

Managers
974
13F filers
987
New
91
Added
379
Reduced
352
Sold out
108
Shares held by filers
281,855,919

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Avory & Company, LLC2,686$214K0.28%-86113F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC2,672$213K<0.01%013F-HRTimelineGroup
Strait & Sound Wealth Management LLC2,668$212K0.08%013F-HRTimeline
PUREfi Wealth, LLC2,665$212K0.14%new13F-HRTimeline
Pinnacle Family Advisors, LLC2,657$211K0.1%+1113F-HRTimeline
Trifecta Capital Advisors, LLC2,642$210K0.03%013F-HRTimeline
New World Advisors LLC2,639$210K0.04%-1,54313F-HR/ATimeline
Triton Financial Group Inc2,620$210K0.37%new13F-HRTimeline
WMG Financial Advisors, LLC2,605$207K0.09%-2,89113F-HRTimeline
SOUTH PLAINS FINANCIAL, INC.2,600$207K0.12%013F-HRTimeline
UNIVEST FINANCIAL Corpin group UNIVEST FINANCIAL Corp2,579$205K0.01%-8,39213F-HRTimelineGroup
Summit Wealth Group, LLC2,554$203K0.05%013F-HRTimeline
Bellwether Advisors, LLC2,550$203K0.03%-1113F-HRTimeline
Black Diamond Financial, LLC2,537$202K0.02%new13F-HRTimeline
Providence First Trust Co2,535$202K0.07%-18613F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED2,442$194K0.01%-2,25113F-HRTimeline
HM PAYSON & CO2,350$187K<0.01%013F-HRTimeline
PlanVest Financial, Inc2,314$184K0.14%13F-HRTimeline
Willis Johnson & Associates, Inc.2,286$182K0.01%+1913F-HRTimeline
UMB Bank, n.a.2,189$174K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Capital Investment Advisory Services, L…2,184$174K0.01%+22013F-HRTimeline
Capital Investment Counsel, Inc2,162$172K0.02%013F-HRTimeline
BOYD WATTERSON ASSET MANAGEMENT LLC/OH2,158$172K0.05%013F-HRTimeline
WealthShield Partners, LLC2,148$171K0.02%-23413F-HRTimeline
Stelac Advisory Services LLC2,083$166K0.03%013F-HRTimeline
Crewe Advisors LLC2,019$161K0.01%+2013F-HRTimeline
MassMutual Private Wealth & Trust, FSB2,000$159K<0.01%013F-HRTimeline
AMERIFLEX GROUP, INC.1,929$153K0.08%-22413F-HRTimeline
Strategic Wealth Partners, Ltd.1,885$150K0.01%-6713F-HRTimeline
EPG Wealth Management LLC1,838$146K0.04%013F-HRTimeline
one8zero8, LLC1,802$143K0.03%-2613F-HRTimeline
Godfrey Financial Associates, Inc.1,719$137K0.12%013F-HRTimeline
Intesa Sanpaolo Wealth Managementin group Intesa Sanpaolo S.p.A.1,700$135K0.03%+50013F-HRTimelineGroup
PICTON MAHONEY ASSET MANAGEMENT1,590$126K<0.01%-2,70013F-HRTimeline
Capital Advisor Network LLC1,563$124K0.17%13F-HR/ATimeline
Darwin Wealth Management, LLC1,560$124K0.04%+11613F-HRTimeline
Wellington Grp LLC1,555$124K0.04%+2013F-HRTimeline
BARRETT & COMPANY, INC.1,518$121K0.04%-2,55213F-HRTimeline
Register Financial Advisors LLC1,517$121K0.04%+10613F-HRTimeline
TRUST CO OF TOLEDO NA /OH/1,500$119K0.01%013F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp1,483$118K<0.01%-2513F-HRTimelineGroup
SALEM INVESTMENT COUNSELORS INC1,469$117K<0.01%new13F-HR/ATimeline
Park Place Capital Corp1,462$116K0.02%013F-HRTimeline
CAMBIENT FAMILY OFFICE, LLC1,340$107K0.01%013F-HRTimeline
Cherry Tree Wealth Management, LLC1,333$106K0.02%-3213F-HRTimeline
YANKCOM Partnership1,331$106K0.04%013F-HRTimeline
Caitlin John, LLC1,310$104K0.06%+51013F-HRTimeline
SOA Wealth Advisors, LLC.1,232$98K0.02%+66013F-HRTimeline
Basepoint Wealth LLC1,160$92.3K0.05%+1413F-HRTimeline
MeadowBrook Investment Advisors LLC1,130$89.9K0.08%013F-HRTimeline
LFA - Lugano Financial Advisors SA1,139$89.7K0.05%+90013F-HRTimeline
Medallion Wealth Advisors, LLC1,122$89.2K0.03%+813F-HRTimeline
Harel Insurance Investments & Financial…in group Harel Insurance Investments &…1,100$88K<0.01%013F-HRTimelineGroup
Arax Advisory Partners1,080$85.9K<0.01%-8,99513F-HRTimeline
Sound Income Strategies, LLC1,068$84.7K<0.01%+13813F-HRTimeline
CKW FINANCIAL GROUP1,040$83K0.01%013F-HRTimeline
BITTERROOT CAPITAL ADVISORS LLC1,013$80.6K0.05%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC1,007$80.1K<0.01%+68013F-HRTimelineGroup
Wilmington Savings Fund Society, FSB978$77.8K<0.01%013F-HRTimeline
Private Wealth Asset Management, LLC916$72.9K0.01%013F-HRTimeline
Founders Financial Alliance, LLC789$62.8K0.01%+513F-HRTimeline
Cornerstone Planning Group LLC785$62.7K0.01%+4913F-HRTimeline
NFSG Corp774$61.5K0.01%+37813F-HRTimeline
Bank of New Hampshire755$60.1K0.01%-5613F-HRTimeline
Signature Equity Partners, LLC750$59.7K0.03%-14413F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.748$59.5K0.02%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…697$55.3K<0.01%+213F-HRTimeline
Financial Network Wealth Advisors LLC657$52.3K0.05%-2913F-HRTimeline
Rosenberg Matthew Hamilton630$50.1K0.01%013F-HRTimeline
STANCE CAPITAL LLC606$48.2K0.02%new13F-HRTimeline
FAS Wealth Partners, Inc.604$48K<0.01%+42213F-HRTimeline
Synergy Investment Management, LLC553$44K0.01%new13F-HRTimeline
Virginia Estate & Retirement Planning A…392$42.4K0.07%13F-HRTimeline
Asset Dedication, LLC527$41.9K<0.01%+12213F-HRTimeline
WELLINGTON-ALTUS USA INC.510$40.8K0.02%013F-HRTimeline
Strategic Investment Solutions, Inc. /IL497$39.5K0.01%+513F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC478$38.3K<0.01%013F-HRTimeline
High Point Wealth Management, LLC481$38.3K0.04%+413F-HRTimeline
WEST PACES ADVISORS INC.481$38.3K0.01%+13613F-HRTimeline
TUCKER ASSET MANAGEMENT LLC468$37.2K0.01%-3813F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC464$36.9K<0.01%013F-HRTimeline
ADVISORTRUST PARTNERS, LLC443$35.3K0.01%new13F-HRTimeline
Federation des caisses Desjardins du Qu…442$35.2K<0.01%013F-HRTimeline
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …430$34.2K<0.01%013F-HRTimelineGroup
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC413$32.8K<0.01%-6913F-HRTimelineGroup
Magnolia Wealth Management, LLC405$32.2K0.02%new13F-HRTimeline
CX Institutional406$32K<0.01%+15113F-HRTimeline
SHP Wealth Management400$31.8K<0.01%013F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC398$31.7K<0.01%-12013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC377$30K<0.01%013F-HRTimeline
EASTERN BANK372$29.6K<0.01%-4613F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.317$25K<0.01%+21813F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Covestor Ltd312$25K0.02%+3713F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN300$23.9K<0.01%013F-HRTimeline
Jackson Hole Capital Partners, LLC294$23.4K<0.01%-1,13913F-HRTimeline
CONSULTIVA WEALTH MANAGEMENT, CORP.287$22.8K0.07%013F-HRTimeline
Realta Investment Advisors286$22.8K0.01%-7813F-HRTimeline
Keating Financial Advisory Services, In…283$22.5K<0.01%013F-HRTimeline
AMERICAN NATIONAL BANK & TRUST278$22.1K<0.01%013F-HRTimeline
MATHER GROUP, LLC.268$21.3K<0.01%new13F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.258$20.5K0.01%+21213F-HRTimeline
Triumph Capital Management257$20.4K<0.01%013F-HRTimeline
Grove Bank & Trust244$19.4K<0.01%013F-HRTimeline
WOLFF WIESE MAGANA LLC239$19K0.01%+21013F-HRTimeline
N.E.W. Advisory Services LLC237$18.9K<0.01%-4513F-HRTimeline
Winch Advisory Services, LLC224$17.8K<0.01%+313F-HRTimeline
Key Financial Inc204$16.2K<0.01%-4813F-HRTimeline
TOTH FINANCIAL ADVISORY CORP200$15.9K<0.01%013F-HRTimeline
North Star Investment Management Corp.200$15.9K<0.01%013F-HRTimeline
VISION FINANCIAL MARKETS LLC200$15.9K0.02%new13F-HRTimeline
McIlrath & Eck, LLC200$15.9K<0.01%-24713F-HRTimeline
CNB Bank195$15.5K0.01%013F-HRTimeline
Key Capital Management, INC185$14.7K0.01%-5413F-HRTimeline
Glass Jacobson Investment Advisors llc176$14K<0.01%013F-HRTimeline
Greykasell Wealth Strategies, Inc.170$13.5K0.01%013F-HRTimeline
Investors Research Corp169$13.4K<0.01%013F-HRTimeline
PUNCH & ASSOCIATES INVESTMENT MANAGEMEN…168$13.4K<0.01%+7013F-HRTimeline
Fairscale Capital, LLC166$13.2K0.01%013F-HRTimeline
FINANCIAL CONSULATE, INC157$12.5K<0.01%013F-HRTimeline
Archer Investment Corp155$12.3K<0.01%013F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP153$12.2K<0.01%013F-HRTimelineGroup
Noble Wealth Management PBC150$11.9K0.01%013F-HRTimeline
Armor Investment Advisors, LLC148$11.8K<0.01%013F-HRTimeline
Pacifica Partners Inc.141$11.2K<0.01%013F-HRTimeline
IAG Wealth Partners, LLC137$10.9K<0.01%+2413F-HRTimeline
Community Bank, N.A.137$10.9K<0.01%013F-HRTimeline
Crews Bank & Trust134$10.7K<0.01%new13F-HRTimeline
BLUELINE ADVISORS LLC133$10.6K0.01%new13F-HRTimeline
Princeton Global Asset Management LLC132$10.5K<0.01%013F-HRTimeline
Wilkerson Advisory Group LLC117$9.31K<0.01%013F-HRTimeline
Nova Wealth Management, Inc.103$8.2K0.01%new13F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.100$7.96K<0.01%013F-HRTimeline
New Republic Capital, LLC97$7.73K<0.01%+7613F-HRTimeline
Bangor Savings Bank95$7.56K<0.01%013F-HRTimeline
Millstone Evans Group, LLC95$7.56K<0.01%013F-HRTimeline
Salomon & Ludwin, LLC93$7.4K<0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV92$7.32K<0.01%-7613F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…90$7.16K<0.01%new13F-HRTimelineGroup
WOLVERINE ASSET MANAGEMENT LLCin group WOLVERINE ASSET MANAGEMENT LLC86$6.84K<0.01%new13F-HRTimelineGroup
SJS Investment Consulting Inc.67$5.33K<0.01%013F-HRTimeline
High Note Wealth, LLC65$5.17K<0.01%013F-HRTimeline
Strategic Wealth Advisors LLC75$5K<0.01%+513F-HRTimeline
Bradley & Co. Private Wealth Management…62$4.93K<0.01%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC60$4.77K<0.01%013F-HRTimeline
Team Financial Group, LLC58$4.61K<0.01%new13F-HRTimeline
MATRIX PRIVATE CAPITAL GROUP LLC58$4.61K<0.01%013F-HRTimeline
Root Financial Partners, LLC58$4.61K<0.01%013F-HRTimeline
Physician Wealth Advisors, Inc.56$4.47K<0.01%+313F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC55$4.43K<0.01%-5013F-HRTimeline
PIN OAK INVESTMENT ADVISORS INC52$4K<0.01%013F-HRTimeline
Strive Financial Group ,LLC50$4K<0.01%new13F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT49$3.9K<0.01%013F-HRTimeline
PARK NATIONAL CORP /OH/40$3.18K<0.01%new13F-HRTimeline
HHM Wealth Advisors, LLC35$2.79K<0.01%013F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC33$2.62K<0.01%new13F-HRTimeline
Founders Capital Management31$2.5K<0.01%013F-HRTimeline
Front Row Advisors LLC30$2.39K<0.01%013F-HRTimeline
Blue Trust, Inc.25$1.99K<0.01%-1413F-HRTimeline
Rakuten Securities, Inc.in group Rakuten Group, Inc.23$1.83K<0.01%+1113F-HRTimelineGroup
HOEY INVESTMENTS, INC23$1.81K<0.01%013F-HRTimeline
Westfuller Advisors, LLC20$1.56K<0.01%+113F-HRTimeline
Plante Moran Financial Advisors, LLC16$1.27K<0.01%-1,08613F-HRTimeline
Topsail Wealth Management, LLC15$1.19K<0.01%013F-HRTimeline
SOFI WEALTH, LLC14$1.14K<0.01%-1313F-HRTimeline
Horizons Wealth Management13$1.03K<0.01%013F-HRTimeline
PayPay Securities Corp11$8840.03%-313F-HRTimeline
Larson Financial Group LLC10$796<0.01%013F-HRTimeline
USA FINANCIAL FORMULAS9$716<0.01%-81,17213F-HRTimeline
Dunhill Financial, LLC7$556<0.01%new13F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …6$477<0.01%+513F-HRTimelineGroup
Bogart Wealth, LLC3$223<0.01%new13F-HRTimeline
Aventura Private Wealth, LLC1$80<0.01%013F-HRTimeline
Powell Investment Advisors, LLC1$74<0.01%013F-HRTimeline
Cornerstone Financial Management LLC0$20<0.01%013F-HR/ATimelineAmount filed as zero, left out of ratios.