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iShares High Yield Systematic Bond ETF (HYDB) Institutional Ownership

iShares High Yield Systematic Bond ETF logo
$46.57 0.00 (0.00%)
As of 07/2/2026 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for iShares High Yield Systematic Bond ETF (BATS:HYDB)

Number of
Institutional Buyers
(last 12 months)
26
Total
Institutional Inflows
(last 12 months)
$35.70M
Number of
Institutional Sellers
(last 12 months)
21
Total
Institutional Outflows
(last 12 months)
$53.67M
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HYDB Institutional Buying and Selling by Quarter

iShares High Yield Systematic Bond ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/19/2026Mascagni Wealth Management Inc.105,072$4.89M3.5%+3.1%0.336%
5/19/2026Arkadios Wealth Advisors22,767$1.06M0.0%+9.4%0.073%
5/6/2026IMA Advisory Services Inc.293,361$13.65M1.3%-0.5%0.937%
5/6/2026Cornerstone Planning Group LLC385,864$18.06M2.5%+9.3%1.233%
5/5/2026Bank of New York Mellon Corp17,228$801K0.0%-75.9%0.055%
5/4/2026Northland Securities Inc.4,395$204K0.2%-11.9%0.014%
5/1/2026Manning & Napier Advisors LLC217,378$10.02M0.1%+78.3%0.694%
4/28/2026NBT Bank N A NY12,080$562K0.0%+13.3%0.039%
4/22/2026Janney Montgomery Scott LLC16,162$752K0.0%-14.1%0.052%
4/17/2026First Citizens Asset Management Inc.13,661$636K0.2%N/A0.044%
2/18/2026NewEdge Advisors LLC8,156$386K0.0%-81.7%0.026%
2/17/2026Captrust Financial Advisors160,484$7.60M0.0%-9.6%0.513%
2/16/2026Icon Wealth Advisors LLC7,573$359K0.0%-21.6%0.024%
2/13/2026Arkadios Wealth Advisors20,814$986K0.0%+4.0%0.066%
2/12/2026Correct Capital Wealth Management54,404$2.58M0.5%-45.8%0.174%
2/11/2026Janney Montgomery Scott LLC18,816$891K0.0%-46.5%0.060%
2/11/2026JPMorgan Chase & Co.203,968$9.66M0.0%-26.4%0.652%
2/11/2026IMA Advisory Services Inc.294,840$13.96M1.3%+5.8%0.942%
2/11/2026Mascagni Wealth Management Inc.101,929$4.83M3.6%+3.6%0.326%
2/11/2026Continuum Advisory LLC41,839$1.98M0.2%+20.0%0.134%
2/10/2026Tidemark LLC26,395$1.25M0.4%+9.8%0.084%
2/4/2026Tsfg LLC546$26K0.0%-52.4%0.002%
2/3/2026Manning & Napier Advisors LLC121,945$5.78M0.1%+511.4%0.390%
2/2/2026Cornerstone Planning Group LLC352,931$16.81M2.6%+1.1%1.128%
1/30/2026Strategic Blueprint LLC29,621$1.40M0.1%+131.8%0.095%
1/23/2026Farther Finance Advisors LLC15,149$717K0.0%+178.1%0.048%
1/23/2026Northland Securities Inc.4,990$236K0.2%N/A0.016%
1/23/2026NBT Bank N A NY10,660$505K0.0%+10.0%0.034%
1/21/2026Prime Capital Investment Advisors LLC7,256$344K0.0%-3.9%0.023%
1/21/2026Flagship Harbor Advisors LLC5,665$268K0.0%N/A0.018%
1/1/2026JPMorgan Chase & Co.277,216$13.26M0.0%+22.9%0.886%
12/2/2025IFP Advisors Inc58,293$2.79M0.1%+16.1%0.186%
11/19/2025Sunbelt Securities Inc.581$28K0.0%-69.1%0.002%
11/19/2025Captrust Financial Advisors177,610$8.50M0.0%-29.0%0.567%
11/17/2025NewEdge Advisors LLC44,522$2.13M0.0%+5.8%0.142%
11/17/2025United Capital Financial Advisors LLC49,891$2.39M0.0%+1.1%0.159%
11/17/2025Integrated Wealth Concepts LLC9,827$470K0.0%-31.1%0.031%
11/17/2025Ameriprise Financial Inc.927,769$44.36M0.0%+8.7%2.964%
11/13/2025BNP Paribas Financial Markets32,400$1.55M0.0%N/A0.104%
11/12/2025BlueStem Wealth Partners LLC262,857$12.58M1.4%+14.1%0.840%
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11/12/2025Creative Financial Designs Inc. ADV1,787$85K0.0%-23.0%0.006%
11/10/2025Thoroughbred Financial Services LLC18,959$907K0.1%-19.7%0.061%
11/7/2025JPMorgan Chase & Co.277,216$13.26M0.0%+22.9%0.886%
11/6/2025IMA Advisory Services Inc.278,651$13.33M1.3%+3.5%0.890%
11/5/2025Correct Capital Wealth Management100,388$4.80M0.7%+8.2%0.321%
11/5/2025Prime Capital Investment Advisors LLC7,554$361K0.0%-2.9%0.024%
11/4/2025Cornerstone Planning Group LLC349,164$16.59M2.0%+2.9%1.116%
11/4/2025Tsfg LLC1,147$55K0.0%-26.3%0.004%
11/3/2025Tidemark LLC24,042$1.15M0.3%+60.4%0.077%
10/29/2025Arkadios Wealth Advisors20,023$958K0.0%+27.0%0.064%
10/28/2025NBT Bank N A NY9,695$464K0.0%+7.2%0.031%
10/27/2025Manning & Napier Advisors LLC19,946$955K0.0%+1,695.3%0.064%
10/23/2025Strategic Blueprint LLC12,779$611K0.0%+2.2%0.041%
10/22/2025CoreCap Advisors LLC518$25K0.0%+488.6%0.002%
10/15/2025Mascagni Wealth Management Inc.98,398$4.71M3.6%+3.0%0.314%
8/15/2025Captrust Financial Advisors250,133$11.87M0.0%-48.9%0.799%
8/15/2025Ameriprise Financial Inc.853,852$40.54M0.0%+12.8%2.728%
8/14/2025NewEdge Advisors LLC42,073$2.00M0.0%-57.9%0.134%
8/13/2025EverSource Wealth Advisors LLC575$27K0.0%-38.7%0.002%
8/13/2025Correct Capital Wealth Management92,769$4.40M0.6%-2.4%0.296%
8/12/2025JPMorgan Chase & Co.225,545$10.71M0.0%-57.1%0.721%
8/8/2025PNC Financial Services Group Inc.1,434$68K0.0%+36.7%0.005%
8/8/2025IMA Advisory Services Inc.269,294$12.79M1.4%+2.4%0.860%
8/6/2025Mascagni Wealth Management Inc.95,560$4.54M3.9%+5.1%0.305%
8/6/2025First Horizon Advisors Inc.3,147$149K0.0%-35.7%0.010%
8/5/2025Tsfg LLC1,556$74K0.0%-67.0%0.005%
8/4/2025Creative Financial Designs Inc. ADV2,322$110K0.0%-97.9%0.007%
8/4/2025Arkadios Wealth Advisors15,761$748K0.0%+12.9%0.050%
7/31/2025Atlatl Advisers LLC7,822$371K0.2%-34.5%0.025%
7/31/2025Opus Capital Group LLC6,141$292K0.0%+4.5%0.020%
7/30/2025Strategic Blueprint LLC12,500$593K0.0%-23.6%0.040%
7/23/2025NBT Bank N A NY9,045$429K0.0%+5.2%0.029%
7/23/2025Prime Capital Investment Advisors LLC7,777$369K0.0%-2.7%0.025%
7/22/2025Bay Harbor Wealth Management LLC2,358$112K0.0%-61.5%0.008%
7/21/2025Ameriflex Group Inc.1,795$85K0.0%+66.4%0.006%
7/18/2025SOA Wealth Advisors LLC.2,940$140K0.0%N/A0.009%
7/17/2025Janney Montgomery Scott LLC34,131$1.62M0.0%-66.6%0.109%
7/11/2025Farther Finance Advisors LLC5,307$252K0.0%-49.5%0.017%
5/22/2025BOS Asset Management LLC5,928$279K0.1%+7.5%0.017%
5/21/2025Westbourne Investments Inc.17,123$806K0.5%+1.5%0.050%
5/16/2025Ascent Group LLC55,918$2.63M0.1%+193.3%0.162%
5/16/2025Kestra Investment Management LLC63,492$2.81M0.1%-86.1%0.184%
5/16/2025Legacy Wealth Managment LLC ID999$47K0.0%N/A0.003%
5/16/2025NewEdge Advisors LLC99,933$4.71M0.0%+15.0%0.290%
5/16/2025Integrated Wealth Concepts LLC34,308$1.62M0.0%N/A0.099%
5/16/2025Cook Wealth LLC14,791$681K0.3%+5.5%0.043%
5/16/2025Copperleaf Capital LLC9,065$427K0.3%N/A0.026%
5/15/2025Capital Investment Counsel LLC291,149$13.71M2.3%+16.6%0.844%
5/15/2025Royal Bank of Canada23,331$1.10M0.0%+27.9%0.068%
5/15/2025Betterment LLC222,167$10.46M0.0%+23.2%0.644%
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5/14/2025Triad Wealth Partners LLC68,081$3.21M1.0%+9.0%0.197%
5/14/2025CreativeOne Wealth LLC54,766$2.58M0.1%+1.6%0.159%
5/14/2025PKS Advisory Services LLC5,477$258K0.1%N/A0.016%
5/14/2025Comerica Bank5,593$263K0.0%+10.9%0.016%
5/14/2025Synovus Financial Corp13,516$636K0.0%N/A0.039%
5/14/2025Northwestern Mutual Wealth Management Co.5,737$270K0.0%-12.4%0.017%
5/14/2025Sax Wealth Advisors LLC157,017$7.39M0.5%+17.8%0.455%
5/14/2025Kestra Advisory Services LLC49,247$2.32M0.0%+4.0%0.143%
5/14/2025Compound Planning Inc.192,001$9.04M0.4%+14.2%0.557%
5/14/2025Barnes Wealth Management Group Inc4,435$209K0.1%N/A0.013%


HYDB Institutional Ownership - Frequently Asked Questions

During the previous two years, 242 institutional investors and hedge funds held shares of iShares High Yield Systematic Bond ETF. The most heavily invested institutionals were Renaissancere Holdings Ltd. ($238.17M), Envestnet Asset Management Inc. ($127.79M), Wealthspire Advisors LLC ($58.58M), LPL Financial LLC ($53.16M), Ameriprise Financial Inc. ($44.36M), Assetmark Inc. ($28.53M), and State of New Jersey Common Pension Fund D ($26.52M).Learn more on iShares High Yield Systematic Bond ETF's institutional investors.

Of the 225 institutional investors that purchased iShares High Yield Systematic Bond ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Renaissancere Holdings Ltd. ($5.06M), Envestnet Asset Management Inc. ($2.20M), LPL Financial LLC ($943.01K), State of New Jersey Common Pension Fund D ($713.12K), Manning & Napier Advisors LLC ($635.82K), Ameriprise Financial Inc. ($551.61K), and IHT Wealth Management LLC ($518.88K).

Institutional investors have bought a total of 753,033 shares in the last 24 months. This purchase volume represents approximately $35.70M in transactions.

Of the 21 institutional investors that sold iShares High Yield Systematic Bond ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: JPMorgan Chase & Co. ($373.06K), Captrust Financial Advisors ($328.90K), Creative Financial Designs Inc. ADV ($107.59K), NewEdge Advisors LLC ($94.23K), Janney Montgomery Scott LLC ($87.05K), Bank of New York Mellon Corp ($54.26K), and Correct Capital Wealth Management ($48.29K).

Institutional investors have sold a total of 1,131,867 shares in the last 24 months. This volume of shares sold represents approximately $53.67M in transactions.


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This page (BATS:HYDB) was last updated on 7/5/2026 by MarketBeat.com Staff.
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