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Disclosery

HYG ISHARES TR

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IBOXX HI YD ETF (fund)

Filings received so far for Q3 2026: 74 13F filers report a position in HYG shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.

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, Q3 2026

Filers in the available 13F reports with a share position at 2026-09-30, 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
PartnerRe Asset Management CORP1,397,745$108M66.78%013F-HRTimeline
Stairway Partners, LLC356,328$27.5M1.3%+1,00013F-HRTimeline
KWMG, LLC340,156$26.3M1.89%+25,64813F-HRTimeline
Trust Co314,782$24.3M2.11%+24,76513F-HRTimeline
Twele Capital Management, Inc.242,175$18.7M3.09%-3013F-HRTimeline
Strong Tower Advisory Services241,677$18.7M3.28%+59313F-HRTimeline
Acasta Partners UK LLP168,095$13M5.82%-30,74613F-HRTimeline
OxenFree Capital LLC94,995$7.34M3.17%+7,38813F-HRTimeline
Boltwood Capital Management81,600$6.3M1.42%-2,04013F-HRTimeline
Paladin Partners, LLC80,810$6.24M3.84%013F-HRTimeline
Worth Asset Management, LLC79,221$6.12M1.78%+2,67213F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…68,301$5.27M0.01%+7,40713F-HRTimeline
Farther Finance Advisors, LLC62,968$4.86M0.03%-110,44513F-HRTimeline
CENTRAL BANK & TRUST CO59,295$4.58M0.65%+9813F-HRTimeline
Gladwyn Financial Advisors, Inc.46,436$3.59M2.29%+89013F-HRTimeline
Balefire, LLC41,157$3.18M0.5%-58,44613F-HRTimeline
David J Yvars Group39,887$3.08M1.42%+3,01413F-HRTimeline
Avior Wealth Management, LLC26,176$2.02M0.05%+3,92513F-HRTimeline
Galvin, Gaustad & Stein, LLC25,298$1.95M0.15%+12,45013F-HRTimeline
Dynamic Advisor Solutions LLC24,083$1.86M0.05%-4713F-HRTimeline
Cadent Capital Advisors, LLC21,637$1.67M0.36%-5013F-HRTimeline
FELL CAPITAL MANAGEMENT /ADV19,932$1.54M1.32%-35013F-HRTimeline
First PREMIER Bank19,527$1.51M0.24%+3,62813F-HRTimeline
AtlasMark Financial, Inc19,162$1.48M0.72%-3,30113F-HRTimeline
Asset Allocation & Management Company, …19,130$1.48M0.46%013F-HRTimeline
Towerpoint Wealth, LLC17,961$1.39M0.49%+813F-HRTimeline
Stone Summit Wealth LLC17,430$1.35M0.36%-1,22013F-HRTimeline
Aventus Investment Advisors, Inc.14,949$1.15M0.84%+21413F-HRTimeline
Venture Visionary Partners LLC12,897$996K0.03%+4113F-HRTimeline
Buska Wealth Management, LLC12,611$974K0.34%-12,27813F-HRTimeline
Tactive Advisors, LLC11,642$899K0.22%new13F-HRTimeline
City Center Advisors, LLC11,499$888K0.68%+2,66713F-HRTimeline
Everhart Financial Group, Inc.10,841$837K0.05%-46713F-HRTimeline
Barden Capital Management, Inc.10,446$807K0.73%+32613F-HRTimeline
Objective Capital Management, LLC9,611$742K0.67%-1,93613F-HRTimeline
CoreCap Advisors, LLC9,311$719K0.02%+2,98113F-HRTimeline
MKD WEALTH COACHES, LLC8,533$659K0.54%+26113F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC8,293$640K0.01%+12913F-HRTimeline
Sincerus Advisory, LLC8,012$619K0.4%new13F-HRTimeline
CHAPIN DAVIS, INC.7,832$605K0.12%+5513F-HRTimeline
CV Advisors LLC7,620$588K0.1%-20113F-HRTimeline
SAX WEALTH ADVISORS, LLC7,109$549K0.02%-89013F-HRTimeline
Coastline Trust Co6,518$503K0.05%-2,14513F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Focus Financial Network, Inc.6,456$499K0.02%+43113F-HRTimeline
B. Riley Wealth Advisors, Inc.6,442$497K0.02%-5,43813F-HRTimeline
E&G Advisors, LLC5,000$386K0.07%013F-HRTimeline
Signal Advisors Wealth, LLC4,911$379K0.02%-1,16913F-HRTimeline
SigFig Wealth Management, LLC4,829$373K0.01%-16813F-HRTimeline
Avidian Wealth Enterprises, LLC4,715$364K0.01%013F-HRTimeline
Box Hill Private Wealth LLC4,462$344K0.25%-45313F-HRTimeline
Emergent Wealth Advisors, LLC4,421$341K0.18%-28513F-HRTimeline
Alaska Permanent Fund Corp4,264$329K0.03%013F-HRTimeline
KFA Private Wealth Group, LLC3,731$288K0.07%-5813F-HRTimeline
GK Wealth Management LLC3,351$259K0.15%-813F-HRTimeline
Peoples Bank/KS3,200$247K0.24%-12513F-HRTimeline
McGlone Suttner Wealth Management, Inc.3,137$242K0.03%013F-HRTimeline
Downshift Financial, LLC2,235$173K0.08%013F-HRTimeline
MassMutual Private Wealth & Trust, FSB2,000$154K<0.01%013F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC849$65.6K0.02%new13F-HRTimeline
Rosenberg Matthew Hamilton630$48.6K0.01%013F-HRTimeline
Bank of New Hampshire500$38.6K0.01%-25513F-HRTimeline
WEST PACES ADVISORS INC.481$37.1K0.01%013F-HRTimeline
EASTERN BANK325$25.1K<0.01%013F-HRTimeline
AMERICAN NATIONAL BANK & TRUST278$21.5K<0.01%013F-HRTimeline
Grove Bank & Trust244$18.8K<0.01%013F-HRTimeline
TOTH FINANCIAL ADVISORY CORP200$15.4K<0.01%013F-HRTimeline
CX Institutional172$13K<0.01%-1513F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP153$11.8K<0.01%013F-HRTimelineGroup
Cape Investment Advisory, Inc.107$8.26K<0.01%-61713F-HRTimeline
Bangor Savings Bank95$7.33K<0.01%013F-HRTimeline
Investors Research Corp72$5.56K<0.01%-9713F-HRTimeline
Pacifica Partners Inc.56$4.3K<0.01%-8513F-HRTimeline
Rydar Equities, Inc.29$2.25K<0.01%new13F-HRTimeline
Horizons Wealth Management13$1K<0.01%13F-HRTimeline