Skip to content
Disclosery

HYGW ISHARES TR

Follow

HIGH YLD CORP BD (fund)

59 managers (60 13F filers) reported a position in HYGW shares at 2024-12-31, 4,904,658 shares in all. 34 filers opened a position and 3 filers sold out during the quarter.

Managers
59
13F filers
60
New
34
Added
13
Reduced
4
Sold out
3
Shares held by filers
4,904,658

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
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding1,240,520$39.4MnewTimeline
LPL Financial LLC719,959$22.9M0.01%+675,50913F-HRTimeline
Hennion & Walsh Asset Management, Inc.464,159$14.7M0.67%+98,51413F-HRTimeline
Cetera Investment Advisers378,356$12M0.03%+356,55413F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC310,954$9.88M0.01%new13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC285,883$9.08M0.02%new13F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY231,054$7.34M<0.01%+231,05213F-HR/ATimelineGroup
Eaton Financial Holdings Company, LLC192,539$6.12M2.36%new13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO117,492$3.73M<0.01%new13F-HRTimelineGroup
AE Wealth Management LLC94,453$3M0.03%+8,57613F-HRTimeline
MML INVESTORS SERVICES, LLC80,382$2.55M0.01%new13F-HRTimeline
Kelly Financial Services LLC75,722$2.41M0.87%+68,33913F-HR/ATimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…67,722$2.15M<0.01%new13F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC61,433$1.95M0.02%new13F-HRTimelineGroup
Ashton Thomas Private Wealth, LLC61,058$1.94M0.08%new13F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC49,831$1.58M0.05%new13F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…49,828$1.58M<0.01%+41,97813F-HRTimelineGroup
JB Capital LLC34,139$1.08M0.06%new13F-HRTimeline
ShoreHaven Wealth Partners, LLC30,268$962K0.45%new13F-HRTimeline
Atria Wealth Solutions, Inc.26,965$857K0.01%new13F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …25,980$825K0.07%new13F-HR/ATimeline
Arete Wealth Advisors, LLC21,289$676K0.05%+1,03313F-HRTimeline
NAPA WEALTH MANAGEMENT20,634$656K0.28%-5,31013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…20,344$650K0.04%+20,34413F-HRTimeline
INTEGRITY ALLIANCE, LLC.20,300$645K0.07%13F-HRTimeline
Sanctuary Advisors, LLC19,329$619K<0.01%-2,10213F-HRTimeline
Invst, LLC19,448$618K0.08%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.19,890$562K<0.01%+17,72613F-HR/ATimelineGroup
Icon Wealth Advisors, LLC16,617$528K0.04%new13F-HRTimeline
Quadrant Private Wealth Management, LLC16,149$513K0.13%new13F-HRTimeline
High Falls Advisors, Inc14,265$453K0.11%new13F-HRTimeline
WEDBUSH SECURITIES INC12,300$391K0.01%+2,10013F-HRTimeline
Triad Wealth Partners, LLC12,230$389K0.14%new13F-HRTimeline
RiverFront Investment Group, LLC12,085$384K0.01%new13F-HRTimeline
Ausdal Financial Partners, Inc.10,199$324K0.03%new13F-HRTimeline
Steward Partners Investment Advisory, L…10,169$323K<0.01%-48113F-HRTimeline
Summit X, LLC9,923$315K0.07%new13F-HRTimeline
NewEdge Advisors, LLC9,670$307K<0.01%new13F-HRTimeline
OLD MISSION CAPITAL LLC8,305$264K0.01%-28,12013F-HRTimeline
World Investment Advisors6,354$202K0.01%new13F-HRTimeline
Synergy Investment Management, LLC4,977$158K0.07%13F-HRTimeline
Luminist Capital LLC3,561$113K0.2%13F-HRTimeline
LGT Financial Advisors LLC3,103$98.6K0.22%new13F-HRTimeline
PRIVATE TRUST CO NA2,267$72K0.01%+58213F-HRTimeline
Global Retirement Partners, LLC1,876$59.6K<0.01%new13F-HRTimeline
First Horizon Advisors, Inc.1,813$57.6K<0.01%new13F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.1,788$56.8K<0.01%new13F-HRTimelineGroup
COMERICA BANK1,780$56.6K<0.01%new13F-HR/ATimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,630$51.8K<0.01%new13F-HRTimelineGroup
PSI Advisors, LLC1,520$48.3K0.01%new13F-HRTimeline
TUCKER ASSET MANAGEMENT LLC628$20K<0.01%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC520$16.5K<0.01%013F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA265$8K<0.01%new13F-HRTimelineGroup
Golden State Wealth Management, LLC196$6.25K<0.01%13F-HRTimeline
IFP Advisors, Inc136$4.32K<0.01%013F-HRTimeline
UBS Group AGin group UBS Group AG131$4.16K<0.01%new13F-HRTimelineGroup
OARSMAN CAPITAL, INC.100$3.18K<0.01%013F-HRTimeline
Aptus Capital Advisors, LLC91$2.89K<0.01%+1613F-HRTimeline
Park Square Financial Group, LLC79$2.51K<0.01%13F-HRTimeline