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iShares High Yield Bond Factor ETF (HYDB) Institutional Ownership

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$45.62
+0.06 (+0.13%)
(As of 04/17/2024 ET)
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Institutional Ownership Changes (13F Filings) for iShares High Yield Bond Factor ETF (BATS:HYDB)

Number of
Institutional Buyers
(last 12 months)
79
Total
Institutional Inflows
(last 12 months)
$162.88M
Number of
Institutional Sellers
(last 12 months)
26
Total
Institutional Outflows
(last 12 months)
$12.89M
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HYDB Institutional Buying and Selling by Quarter

iShares High Yield Bond Factor ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/17/2024Hennion & Walsh Asset Management Inc.194,414$9.08M0.5%+17.2%4.685%
4/15/2024Sunbelt Securities Inc.1,825$85K0.0%+76.7%0.044%
4/12/2024 Fermata Advisors LLC8,233$385K0.1%-83.7%0.198%
4/10/2024 Park Avenue Securities LLC9,162$428K0.0%-71.4%0.221%
4/10/2024 Legacy Financial Group LLC41,446$1.94M0.4%N/A0.999%
4/9/2024 Mather Group LLC.945$44K0.0%N/A0.023%
4/5/2024 Insight Wealth Strategies LLC69,265$3.24M0.5%N/A1.669%
4/3/2024 Arden Trust Co196,887$9.20M1.3%N/A4.744%
3/8/2024ICA Group Wealth Management LLC2,335$108K0.0%N/A0.056%
2/26/2024Integrated Advisors Network LLC7,749$358K0.0%N/A0.187%
2/16/2024Harbour Investments Inc.1,372$63K0.0%+142.8%0.033%
2/16/2024O Dell Group LLC1,604$74K0.0%N/A0.039%
2/15/2024Comerica Bank552$26K0.0%N/A0.013%
2/14/2024Continuum Advisory LLC30,829$1.42M0.2%N/A0.743%
2/14/2024Icon Wealth Advisors LLC2,509$116K0.0%N/A0.060%
2/14/2024Regal Investment Advisors LLC11,858$548K0.0%+22.0%0.286%
2/13/2024Envestnet Asset Management Inc.600,714$27.75M0.0%+4,366.3%14.475%
2/13/2024Cetera Advisor Networks LLC28,319$1.31M0.0%+95.0%0.682%
2/12/2024Avestar Capital LLC14,202$656K0.1%+24.0%0.342%
2/12/2024Stifel Financial Corp17,376$803K0.0%N/A0.419%
2/9/2024TBH Global Asset Management LLC10,435$482K0.1%-9.0%0.251%
2/9/2024US Bancorp DE12,799$591K0.0%+100.4%0.308%
2/9/2024TSA Wealth Managment LLC13,286$614K0.3%N/A0.320%
2/9/2024CreativeOne Wealth LLC6,753$312K0.0%N/A0.163%
2/9/2024Milestone Investment Advisors LLC20,892$965K0.3%N/A0.503%
2/9/2024Thoroughbred Financial Services LLC22,826$1.05M0.1%N/A0.550%
2/8/2024Summit X LLC42,010$1.94M0.6%-1.7%1.012%
2/8/2024Kingsview Wealth Management LLC14,306$661K0.0%-15.5%0.345%
2/8/2024Foundations Investment Advisors LLC9,378$437K0.0%N/A0.226%
2/8/2024Janney Montgomery Scott LLC25,262$1.17M0.0%N/A0.609%
2/7/2024Envestnet Portfolio Solutions Inc.75,167$3.47M0.0%+1,286.6%1.811%
2/7/2024Concourse Financial Group Securities Inc.2,551$118K0.0%N/A0.061%
2/6/2024Apollon Wealth Management LLC13,005$601K0.0%N/A0.313%
2/5/2024IMA Wealth Inc.251,301$11.61M5.8%-0.6%6.055%
2/3/2024Cedar Point Capital Partners LLC11,058$511K0.4%N/A0.266%
2/2/2024Absolute Capital Management LLC4,805$222K0.2%N/A0.116%
2/2/2024Truist Financial Corp12,407$573K0.0%N/A0.299%
2/2/2024Atria Wealth Solutions Inc.7,987$369K0.0%N/A0.192%
2/1/2024 CWM LLC301,839$13.95M0.1%N/A7.273%
1/29/2024Simplicity Wealth LLC5,494$254K0.1%N/A0.132%
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1/29/2024Outlook Wealth Advisors LLC139,322$6.44M2.3%+7.1%3.357%
1/29/2024Horst & Graben Wealth Management LLC4,605$213K0.0%N/A0.111%
1/29/2024Cook Wealth Management Group LLC11,691$540K0.3%+44.2%0.282%
1/29/2024Perigon Wealth Management LLC5,954$275K0.0%N/A0.143%
1/26/2024Bay Harbor Wealth Management LLC2,224$103K0.0%N/A0.054%
1/25/2024Madrona Financial Services LLC6,165$285K0.1%+6.8%0.149%
1/25/2024 International Assets Investment Management LLC131,670$6.08M0.0%N/A3.173%
1/25/2024Strategic Blueprint LLC13,896$642K0.1%+143.2%0.335%
1/24/2024Allworth Financial LP3,234$149K0.0%-15.3%0.078%
1/24/2024Sowell Financial Services LLC10,156$469K0.0%N/A0.245%
1/24/2024Park Place Capital Corp3,668$169K0.1%N/A0.088%
1/24/2024 International Assets Investment Management LLC131,670$6.08M0.0%N/A3.173%
1/23/2024WealthShield Partners LLC3,045$141K0.0%N/A0.073%
1/22/2024Parsons Capital Management Inc. RI6,447$298K0.0%-6.3%0.155%
1/22/2024JB Capital LLC6,245$288K0.0%N/A0.150%
1/22/2024Oxinas Partners Wealth Management LLC67,844$3.13M2.2%-12.0%1.635%
1/22/2024Glass Jacobson Investment Advisors llc6,340$293K0.1%+35.0%0.153%
1/19/2024 AdvisorNet Financial Inc1,257$58K0.0%N/A0.030%
1/19/2024 Fermata Advisors LLC50,648$2.34M0.6%-1.3%1.220%
1/19/2024Armor Investment Advisors LLC16,112$744K0.4%-4.2%0.388%
1/16/2024Raymond James Financial Services Advisors Inc.21,671$1.00M0.0%+74.2%0.522%
1/16/2024Wealthsource Partners LLC16,370$756K0.0%N/A0.394%
1/12/2024FFG Retirement Advisors LLC18,829$870K0.7%N/A0.454%
1/11/2024BKM Wealth Management LLC704$33K0.0%N/A0.017%
1/11/2024Advisory Resource Group119,488$5.52M1.4%+46.6%2.879%
1/11/2024 Dynamic Advisor Solutions LLC5,772$265K0.0%N/A0.139%
1/11/2024BKM Wealth Management LLC704$33K0.0%N/A0.017%
1/10/2024Creative Financial Designs Inc. ADV1,326$61K0.0%N/A0.032%
1/9/2024 Matthew Goff Investment Advisor LLC7,346$339K0.1%-30.7%0.177%
1/5/2024Capital Investment Advisors LLC5,515$255K0.0%N/A0.133%
12/5/2023Advisory Resource Group81,487$3.58M1.0%+8.6%1.964%
11/28/2023IMA Wealth Inc.252,798$11.11M2.9%+0.6%6.092%
11/15/2023Ameriprise Financial Inc.194,155$8.58M0.0%-15.4%4.678%
11/13/2023LPL Financial LLC64,795$2.85M0.0%+1.9%1.561%
11/13/2023Envestnet Asset Management Inc.13,450$591K0.0%-46.9%0.324%
11/13/2023Envestnet Portfolio Solutions Inc.5,421$238K0.0%N/A0.131%
11/9/2023Atomi Financial Group Inc.12,933$568K0.2%+162.8%0.312%
11/7/2023Kingsview Wealth Management LLC16,927$744K0.0%-6.0%0.408%
11/7/2023Glass Jacobson Investment Advisors llc4,695$206K0.1%+158.5%0.113%
11/7/2023 Fermata Advisors LLC51,319$2.25M0.6%N/A1.237%
11/6/2023Summit X LLC42,727$1.88M0.6%+16.1%1.030%
11/4/2023 NBC Securities Inc.1,190$52K0.0%N/A0.029%
11/4/2023Column Capital Advisors LLC691,365$30.37M1.8%+5.1%16.659%
11/3/2023MGO One Seven LLC11,774$517K0.0%N/A0.284%
11/1/2023TBH Global Asset Management LLC11,469$504K0.1%-12.1%0.276%
10/31/2023Cook Wealth Management Group LLC8,108$351K0.3%N/A0.195%
10/27/2023Hennion & Walsh Asset Management Inc.182,153$8.00M0.5%+7.3%4.389%
10/25/2023Rovin Capital UT ADV20,313$892K0.4%+12.5%0.489%
10/25/2023Oxinas Partners Wealth Management LLC77,102$3.39M2.5%-3.0%1.858%
10/24/2023Raymond James Financial Services Advisors Inc.12,442$547K0.0%+16.4%0.300%
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Gold has already reached all-time highs, and experts believe it's not slowing down any time soon. In fact, some analysts predict a $7,000 price tag by 2025.

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10/24/2023RHS Financial LLC7,330$322K0.2%-34.7%0.177%
10/23/2023Armor Investment Advisors LLC16,818$739K0.4%+2.2%0.405%
10/23/2023Commonwealth Equity Services LLC9,514$418K0.0%+29.9%0.229%
10/20/2023Avestar Capital LLC11,457$503K0.1%-23.0%0.276%
10/10/2023Outlook Wealth Advisors LLC130,060$5.71M2.2%+8.0%3.134%
8/21/2023Osaic Holdings Inc.15,072$673K0.0%+69.7%0.363%
8/15/2023IMA Wealth Inc.251,222$11.23M2.9%N/A6.054%
8/15/2023Tyler Stone Wealth Management795$36K0.0%N/A0.019%
8/15/2023Citadel Advisors LLC16,554$740K0.0%N/A0.399%
8/14/2023Sowell Financial Services LLC10,795$483K0.0%N/A0.260%
(Data available from 1/1/2016 forward)

HYDB Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of HYDB shares?

During the previous two years, 90 institutional investors and hedge funds held shares of iShares High Yield Bond Factor ETF. The most heavily invested institutionals were Column Capital Advisors LLC ($30.37M), Envestnet Asset Management Inc. ($27.75M), CWM LLC ($13.95M), IMA Wealth Inc. ($11.61M), Arden Trust Co ($9.20M), Hennion & Walsh Asset Management Inc. ($9.08M), and Ameriprise Financial Inc. ($8.58M).Learn more on HYDB's institutional investors.

Which institutional investors have been buying iShares High Yield Bond Factor ETF stock?

Of the 81 institutional investors that purchased iShares High Yield Bond Factor ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Column Capital Advisors LLC ($691.37K), Envestnet Asset Management Inc. ($597.35K), CWM LLC ($301.84K), International Assets Investment Management LLC ($263.34K), IMA Wealth Inc. ($252.80K), Arden Trust Co ($196.89K), and Outlook Wealth Advisors LLC ($139.32K).

How much institutional buying is happening at iShares High Yield Bond Factor ETF?

Institutional investors have bought a total of 3,644,042 shares in the last 24 months. This purchase volume represents approximately $165.81M in transactions.

Which iShares High Yield Bond Factor ETF major shareholders have been selling company stock?

Of the 29 institutional investors that sold iShares High Yield Bond Factor ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Flow Traders U.S. LLC ($57.50K), Creative Financial Designs Inc. ADV ($49.34K), Bank of America Corp DE ($43.49K), Fermata Advisors LLC ($43.09K), Ameriprise Financial Inc. ($35.23K), Oxinas Partners Wealth Management LLC ($28.67K), and Jane Street Group LLC ($23.58K).

How much institutional selling is happening at iShares High Yield Bond Factor ETF?

Institutional investors have sold a total of 393,709 shares in the last 24 months. This volume of shares sold represents approximately $17.56M in transactions.


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This page (BATS:HYDB) was last updated on 4/18/2024 by MarketBeat.com Staff

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