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Disclosery

HYGW ISHARES TR

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HIGH YLD CORP BD (fund)

68 managers (69 13F filers) reported a position in HYGW shares at 2025-06-30, 6,309,990 shares in all. 7 filers opened a position and 7 filers sold out during the quarter.

Managers
68
13F filers
69
New
7
Added
46
Reduced
12
Sold out
7
Shares held by filers
6,309,990

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding1,615,716$49.5M+260,378Timeline
LPL Financial LLC789,158$24.2M0.01%+15,69913F-HRTimeline
Hennion & Walsh Asset Management, Inc.542,741$16.6M0.67%+44,85813F-HRTimeline
Cetera Investment Advisers477,264$14.6M0.02%+55,95213F-HRTimeline
Eaton Financial Holdings Company, LLC398,559$12.2M3.75%-33,74513F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC363,200$11.1M0.01%+28,20713F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC292,949$8.97M0.02%+10,94613F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY248,222$7.6M<0.01%+5,44813F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO194,549$5.96M<0.01%+62,23413F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…162,968$4.99M<0.01%+58,80913F-HRTimelineGroup
MML INVESTORS SERVICES, LLC125,960$3.86M0.01%+32,80513F-HRTimeline
Kelly Financial Services LLC107,814$3.3M0.97%+12,69913F-HRTimeline
Ashton Thomas Private Wealth, LLC103,310$3.16M0.11%+50013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.73,102$2.26M<0.01%+39,83613F-HR/ATimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC65,398$2M0.02%+5,85613F-HRTimelineGroup
JB Capital LLC60,693$1.86M0.09%+13,40013F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC54,797$1.68M0.04%+5,83913F-HRTimelineGroup
ShoreHaven Wealth Partners, LLC50,550$1.55M0.63%+19,35513F-HRTimeline
Garde Capital, Inc.38,650$1.18M0.06%+50013F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …37,228$1.14M0.07%+6,01313F-HR/ATimeline
RiverFront Investment Group, LLC34,874$1.07M0.02%+20,84313F-HRTimeline
Integrated Advisors Network LLC33,838$1.04M0.05%+6,48713F-HRTimeline
Sequoia Financial Advisors, LLC31,930$977K0.01%+13,11713F-HRTimeline
Sanctuary Advisors, LLC28,475$872K0.01%+5,99013F-HRTimeline
Triad Wealth Partners, LLC27,679$847K0.17%+7,27513F-HRTimeline
Quadrant Private Wealth Management, LLC23,641$724K0.15%+4,72613F-HRTimeline
INTEGRITY ALLIANCE, LLC.22,690$695K0.04%+2,20013F-HRTimeline
Invst, LLC22,187$679K0.08%+82213F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC20,966$642K0.08%+6,63513F-HRTimeline
NAPA WEALTH MANAGEMENT18,934$580K0.28%-1,43613F-HRTimeline
Detalus Advisors, LLC17,500$536K0.16%+6,02613F-HRTimeline
Icon Wealth Advisors, LLC17,228$527K0.04%+17713F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC14,946$457K<0.01%new13F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…13,815$423K<0.01%-49,18113F-HRTimelineGroup
Orion Porfolio Solutions, LLC13,141$402K<0.01%+1,12013F-HR/ATimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…12,789$391K0.07%+14613F-HRTimelineGroup
Atria Wealth Solutions, Inc.12,784$391K0.01%-16,76513F-HRTimeline
Avantra Family Wealth, Inc.12,384$379K0.31%-77613F-HRTimeline
WEDBUSH SECURITIES INC12,100$370K0.01%-20013F-HRTimeline
High Falls Advisors, Inc11,539$353K0.08%-4513F-HRTimeline
Steward Partners Investment Advisory, L…11,495$352K<0.01%+1,07613F-HRTimeline
NewEdge Advisors, LLC11,403$349K<0.01%+1,18913F-HRTimeline
Summit X, LLC11,331$347K0.06%+1,00713F-HRTimeline
Ausdal Financial Partners, Inc.10,836$332K0.02%+97513F-HRTimeline
CAP Partners, LLC10,713$328K0.21%new13F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC9,587$293K<0.01%+2,64813F-HRTimelineGroup
SigFig Wealth Management, LLC7,442$227K0.01%+65213F-HRTimeline
AE Wealth Management LLC6,844$209K<0.01%-129,52013F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors4,740$145K0.02%new13F-HRTimelineGroup
LGT Financial Advisors LLC3,251$99.5K0.25%+10513F-HRTimeline
Luminist Capital LLC3,206$98.1K0.1%-31013F-HRTimeline
COMERICA BANK2,823$86.4K<0.01%+1,01413F-HRTimeline
Global Retirement Partners, LLC1,904$58.3K<0.01%13F-HRTimeline
PRIVATE TRUST CO NA1,447$44.3K<0.01%-82013F-HRTimeline
First Horizon Advisors, Inc.1,355$41.5K<0.01%-12813F-HRTimeline
IFP Advisors, Inc1,345$41.2K<0.01%+64613F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.1,246$38.1K<0.01%+8913F-HRTimelineGroup
ELEVATION POINT WEALTH PARTNERS, LLC941$28.8K<0.01%new13F-HR/ATimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC520$15.9K<0.01%013F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA373$11K<0.01%new13F-HR/ATimelineGroup
Rossby Financial, LCC291$8.91K<0.01%+21413F-HRTimeline
Golden State Wealth Management, LLC208$6.39K<0.01%+813F-HRTimeline
EASTERN BANK136$4.16K<0.01%new13F-HRTimeline
Parallel Advisors, LLC109$3.34K<0.01%new13F-HRTimeline
Aptus Capital Advisors, LLC91$2.78K<0.01%013F-HRTimeline
Park Square Financial Group, LLC85$2.6K<0.01%+513F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN0$5<0.01%-113F-HRTimelineGroupAmount filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.