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iShares High Yield Systematic Bond ETF (HYDB) Institutional Ownership

iShares High Yield Systematic Bond ETF logo
$46.50 -0.03 (-0.06%)
As of 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)
22
Total
Institutional Inflows
(last 12 months)
$34.87M
Number of
Institutional Sellers
(last 12 months)
15
Total
Institutional Outflows
(last 12 months)
$27.21M
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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
5/19/2026 Mascagni Wealth Management Inc.105,072$4.89M3.5%+3.1%0.336%
5/19/2026 Arkadios Wealth Advisors22,767$1.06M0.0%+9.4%0.073%
5/6/2026 IMA Advisory Services Inc.293,361$13.65M1.3%-0.5%0.937%
5/6/2026 Cornerstone Planning Group LLC385,864$18.06M2.5%+9.3%1.233%
5/5/2026 Bank of New York Mellon Corp17,228$801K0.0%-75.9%0.055%
5/4/2026 Northland Securities Inc.4,395$204K0.2%-11.9%0.014%
5/1/2026Manning & Napier Advisors LLC217,378$10.02M0.1%+78.3%0.694%
4/28/2026 NBT Bank N A NY12,080$562K0.0%+13.3%0.039%
4/22/2026 Janney Montgomery Scott LLC16,162$752K0.0%-14.1%0.052%
4/17/2026 First Citizens Asset Management Inc.13,661$636K0.2%N/A0.044%
2/18/2026 NewEdge Advisors LLC8,156$386K0.0%-81.7%0.026%
2/17/2026 Captrust Financial Advisors160,484$7.60M0.0%-9.6%0.513%
2/16/2026 Icon Wealth Advisors LLC7,573$359K0.0%-21.6%0.024%
2/13/2026 Arkadios Wealth Advisors20,814$986K0.0%+4.0%0.066%
2/12/2026 Correct Capital Wealth Management54,404$2.58M0.5%-45.8%0.174%
2/11/2026 Janney Montgomery Scott LLC18,816$891K0.0%-46.5%0.060%
2/11/2026 JPMorgan Chase & Co.203,968$9.66M0.0%-26.4%0.652%
2/11/2026 IMA Advisory Services Inc.294,840$13.96M1.3%+5.8%0.942%
2/11/2026 Mascagni Wealth Management Inc.101,929$4.83M3.6%+3.6%0.326%
2/11/2026 Continuum Advisory LLC41,839$1.98M0.2%+20.0%0.134%
2/10/2026 Tidemark LLC26,395$1.25M0.4%+9.8%0.084%
2/4/2026 Tsfg LLC546$26K0.0%-52.4%0.002%
2/3/2026Manning & Napier Advisors LLC121,945$5.78M0.1%+511.4%0.390%
2/2/2026 Cornerstone Planning Group LLC352,931$16.81M2.6%+1.1%1.128%
1/30/2026 Strategic Blueprint LLC29,621$1.40M0.1%+131.8%0.095%
1/23/2026 Farther Finance Advisors LLC15,149$717K0.0%+178.1%0.048%
1/23/2026 Northland Securities Inc.4,990$236K0.2%N/A0.016%
1/23/2026 NBT Bank N A NY10,660$505K0.0%+10.0%0.034%
1/21/2026 Prime Capital Investment Advisors LLC7,256$344K0.0%-3.9%0.023%
1/21/2026 Flagship Harbor Advisors LLC5,665$268K0.0%N/A0.018%
1/1/2026 JPMorgan Chase & Co.277,216$13.26M0.0%+22.9%0.886%
12/2/2025 IFP Advisors Inc58,293$2.79M0.1%+16.1%0.186%
11/19/2025Sunbelt Securities Inc.581$28K0.0%-69.1%0.002%
11/19/2025 Captrust Financial Advisors177,610$8.50M0.0%-29.0%0.567%
11/17/2025 NewEdge 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%
11/17/2025 Integrated Wealth Concepts LLC9,827$470K0.0%-31.1%0.031%
11/17/2025Ameriprise Financial Inc.927,769$44.36M0.0%+8.7%2.964%
11/13/2025 BNP Paribas Financial Markets32,400$1.55M0.0%N/A0.104%
11/12/2025 BlueStem Wealth Partners LLC262,857$12.58M1.4%+14.1%0.840%
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11/12/2025 Creative Financial Designs Inc. ADV1,787$85K0.0%-23.0%0.006%
11/10/2025 Thoroughbred Financial Services LLC18,959$907K0.1%-19.7%0.061%
11/7/2025 JPMorgan Chase & Co.277,216$13.26M0.0%+22.9%0.886%
11/6/2025 IMA Advisory Services Inc.278,651$13.33M1.3%+3.5%0.890%
11/5/2025 Correct Capital Wealth Management100,388$4.80M0.7%+8.2%0.321%
11/5/2025 Prime Capital Investment Advisors LLC7,554$361K0.0%-2.9%0.024%
11/4/2025 Cornerstone Planning Group LLC349,164$16.59M2.0%+2.9%1.116%
11/4/2025 Tsfg LLC1,147$55K0.0%-26.3%0.004%
11/3/2025 Tidemark LLC24,042$1.15M0.3%+60.4%0.077%
10/29/2025 Arkadios Wealth Advisors20,023$958K0.0%+27.0%0.064%
10/28/2025 NBT 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%
10/23/2025 Strategic Blueprint LLC12,779$611K0.0%+2.2%0.041%
10/22/2025 CoreCap Advisors LLC518$25K0.0%+488.6%0.002%
10/15/2025 Mascagni Wealth Management Inc.98,398$4.71M3.6%+3.0%0.314%
8/15/2025 Captrust Financial Advisors250,133$11.87M0.0%-48.9%0.799%
8/15/2025Ameriprise Financial Inc.853,852$40.54M0.0%+12.8%2.728%
8/14/2025 NewEdge Advisors LLC42,073$2.00M0.0%-57.9%0.134%
8/13/2025 EverSource Wealth Advisors LLC575$27K0.0%-38.7%0.002%
8/13/2025 Correct Capital Wealth Management92,769$4.40M0.6%-2.4%0.296%
8/12/2025 JPMorgan Chase & Co.225,545$10.71M0.0%-57.1%0.721%
8/8/2025 PNC Financial Services Group Inc.1,434$68K0.0%+36.7%0.005%
8/8/2025 IMA Advisory Services Inc.269,294$12.79M1.4%+2.4%0.860%
8/6/2025 Mascagni 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%
8/5/2025 Tsfg LLC1,556$74K0.0%-67.0%0.005%
8/4/2025 Creative Financial Designs Inc. ADV2,322$110K0.0%-97.9%0.007%
8/4/2025 Arkadios Wealth Advisors15,761$748K0.0%+12.9%0.050%
7/31/2025 Atlatl Advisers LLC7,822$371K0.2%-34.5%0.025%
7/31/2025 Opus Capital Group LLC6,141$292K0.0%+4.5%0.020%
7/30/2025 Strategic Blueprint LLC12,500$593K0.0%-23.6%0.040%
7/23/2025 NBT Bank N A NY9,045$429K0.0%+5.2%0.029%
7/23/2025 Prime Capital Investment Advisors LLC7,777$369K0.0%-2.7%0.025%
7/22/2025 Bay Harbor Wealth Management LLC2,358$112K0.0%-61.5%0.008%
7/21/2025Ameriflex Group Inc.1,795$85K0.0%+66.4%0.006%
7/18/2025 SOA Wealth Advisors LLC.2,940$140K0.0%N/A0.009%
7/17/2025 Janney Montgomery Scott LLC34,131$1.62M0.0%-66.6%0.109%
7/11/2025 Farther 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, 233 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 216 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. ($2.14M), LPL Financial LLC ($943.01K), Manning & Napier Advisors LLC ($635.82K), Ameriprise Financial Inc. ($551.61K), IHT Wealth Management LLC ($518.88K), and JPMorgan Chase & Co. ($500.96K).

Institutional investors have bought a total of 735,570 shares in the last 24 months. This purchase volume represents approximately $34.87M in transactions.

Of the 15 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: Captrust Financial Advisors ($328.90K), JPMorgan Chase & Co. ($73.25K), Bank of New York Mellon Corp ($54.26K), Correct Capital Wealth Management ($45.98K), NewEdge Advisors LLC ($36.37K), Janney Montgomery Scott LLC ($19.00K), and Thoroughbred Financial Services LLC ($4.64K).

Institutional investors have sold a total of 574,349 shares in the last 24 months. This volume of shares sold represents approximately $27.21M in transactions.


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Institutional ownership data for BATS:HYDB is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 5/19/2026. New 13F filings are added each quarter as they're published.
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