iShares High Yield SystematiHYDBETF

13F holders, Q2 2026 (June 30)
196holders −21
17new positions
35sold out
$46.80avg. 13F price*

At the end of Q2 2026, 196 institutions reported holding iShares High Yield Systemati (HYDB) in their 13F filings, down 21 from Q1 2026. 17 opened new positions and 35 sold out. The largest holders were Renaissancere Holdings Ltd. ($236.5M), Factory Mutual Insurance Co. ($99.0M) and LPL Financial LLC ($73.4M).

Company
iShares High Yield Systemati
CUSIP
46435G250
Latest filing quarter
Q2 2026

History

Number of 13F holders

050100150200250 Q1 2024: 135Q1 2024Q2 2024: 146Q2 2024Q3 2024: 144Q3 2024Q4 2024: 242Q4 2024Q1 2025: 246Q1 2025Q2 2025: 218Q2 2025Q3 2025: 234Q3 2025Q4 2025: 221Q4 2025Q1 2026: 217Q1 2026Q2 2026: 196Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions17$11.3M
Exits35$38.4M

All 13F filers, Q1 2026 → Q2 2026: 2,445,855 shares bought and 1,962,376 shares sold, net +483,479 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 196 holders

Renaissancere Holdings Ltd. 56.12% No change 5,057,726 $236.5M
Factory Mutual Insurance Co. 0.93% No change 2,116,815 $99.0M
LPL Financial LLC 0.02% Add +32.4% 1,569,565 $73.4M
Wealthspire Advisors, LLC 0.40% Add +1.6% 1,538,885 $72.0M
Bank of America Corp. 0.00% Add +1.7% 1,453,017 $68.0M
Ameriprise Financial Inc. 0.01% Reduce -20.4% 741,981 $34.7M
Apollon Wealth Management, LLC 0.39% Add +42.8% 691,210 $32.3M
Morgan Stanley 0.00% Add +33.4% 672,278 $31.4M
Envestnet Asset Management Inc. 0.01% Reduce -29.9% 504,348 $23.6M
SHP Wealth Management 1.59% Add +244145.0% 493,375 $23.1M
Savvy Advisors, Inc. 0.46% Add +24.0% 463,561 $21.7M
Capital Investment Counsel, LLC 2.57% Add +3.8% 444,243 $20.8M
Liberty Square Wealth Partners LLC 4.88% Add +11.2% 438,332 $20.5M
Cornerstone Planning Group LLC 2.35% Add +4.4% 402,928 $18.7M
Manning & Napier Advisors LLC 0.21% Add +57.5% 342,455 $16.0M
Boyd Wealth Management, LLC 5.73% Add +12.3% 323,904 $15.1M
Avior Wealth Management, LLC 0.39% Add +167.8% 319,480 $14.9M
IMA Advisory Services, Inc. 0.87% Add +1.5% 297,804 $13.9M
Betterment LLC 0.02% Reduce -18.6% 296,948 $13.9M
Osaic Holdings, Inc. 0.02% Add +25.8% 279,478 $13.1M
Cetera Investment Advisers 0.01% Reduce -15.0% 245,107 $11.5M
Outlook Wealth Advisors, LLC 2.45% Reduce -2.1% 242,213 $11.3M
TL Private Wealth 4.12% Add +6.3% 241,161 $11.2M
Raymond James Financial Inc. 0.00% Add +7.1% 204,131 $9.5M
State of New Jersey Common Pension Fund D 0.03% No change 200,000 $9.4M
Daybright Advisory Services, Inc. 1.67% Add +7.5% 150,399 $7.0M
Equitable Holdings, Inc. 0.04% Add +17.8% 144,574 $6.8M
Cottonwood Capital Advisors, LLC 3.92% Add +3.6% 138,985 $6.5M
Envestnet Portfolio Solutions, Inc. 0.03% Add +0.7% 126,690 $5.9M
Waverly Advisors, LLC 0.03% Add +5.2% 122,603 $5.7M
Beacon Financial Planning, Inc. 1.86% Add +11.2% 117,216 $5.5M
Captrust Financial Advisors 0.01% Reduce -17.6% 116,964 $5.5M
Triad Wealth Partners, LLC 0.31% Add +10.8% 112,904 $5.2M
First Citizens Bank & Trust Co. 0.08% Add +6.0% 111,317 $5.2M
Pinnacle Financial Partners, Inc. 0.04% Add +42.4% 110,135 $5.2M
JPMorgan Chase & Co. 0.00% Add +14.1% 103,481 $4.8M
Sax Wealth Advisors, LLC 0.19% Reduce -0.3% 100,846 $4.7M
Mascagni Wealth Management, Inc. 2.82% Reduce -7.6% 97,118 $4.5M
Provident Living Financial Services, Inc. 4.45% Add +7.8% 96,437 $4.5M
IFP Advisors, Inc 0.08% Add +7.7% 92,977 $4.3M
Dynamic Advisor Solutions LLC 0.11% Add +15.5% 79,930 $3.7M
UBS Group AG 0.00% Add +166.0% 79,873 $3.7M
MML Investors Services, LLC 0.01% Reduce -10.8% 71,080 $3.3M
Simplicity Wealth,LLC 0.11% New 70,993 $3.3M
Sanctuary Advisors, LLC 0.02% Add +19.2% 70,059 $3.3M
MA Private Wealth 0.43% Reduce -60.3% 61,876 $2.9M
Assetmark, Inc. 0.00% Add +2.0% 59,552 $2.8M
Jane Street Group, LLC 0.00% Reduce -64.7% 54,689 $2.6M
Correct Capital Wealth Management 0.44% Add +0.3% 54,502 $2.5M
Retirement Planning Group, LLC / NY 1.36% Reduce -4.7% 53,381 $2.5M
Truist Financial Corp. 0.00% New 49,849 $2.3M
Kestra Advisory Services, LLC 0.01% Reduce -35.6% 49,211 $2.3M
Advisory Resource Group 0.34% Add +7.6% 49,050 $2.3M
TFB Advisors LLC 0.98% Add +1.1% 47,699 $2.2M
Commonwealth Equity Services, LLC 0.00% Reduce -25.4% 44,187 $2.1M
Lanark Financial, Inc. 0.14% Add +49.8% 43,585 $2.0M
J.W. Cole Advisors, Inc. 0.03% Add +17.7% 43,073 $2.0M
Apollon Financial, LLC 0.23% Add +37.3% 42,047 $2.0M
Sovran Advisors, LLC 0.15% Add +4.6% 42,228 $2.0M
Continuum Advisory, LLC 0.14% Reduce -11.5% 37,047 $1.7M
Cranbrook Wealth Management, LLC 0.32% Add +11.6% 36,974 $1.7M
PNC Financial Services Group, Inc. 0.00% Reduce -2.5% 36,000 $1.7M
Strategic Blueprint, LLC 0.08% Add +1.4% 34,157 $1.6M
Talisman Wealth Advisors LLC 1.17% New 8,381 $1.6M
HighTower Advisors, LLC 0.00% Add +1.9% 32,761 $1.5M
ROI Financial Advisors, LLC 0.79% Reduce -10.6% 32,669 $1.5M
Avestar Capital, LLC 0.09% Add +1.9% 32,319 $1.5M
Seamount Financial Group Inc. 0.59% Add +9.3% 31,335 $1.5M
Rooted Wealth Advisors, Inc. 0.32% New 28,334 $1.3M
Rockefeller Capital Management L.P. 0.00% Reduce -0.1% 27,149 $1.3M
Stifel Financial Corp. 0.00% Add +48.8% 26,764 $1.3M
Arkadios Wealth Advisors 0.02% Reduce -2.5% 22,196 $1.0M
Allworth Financial LP 0.00% Reduce -8.7% 21,681 $1.0M
Northwestern Mutual Wealth Management Co. 0.00% Reduce -8.3% 21,032 $984K
Dynasty Wealth Management, LLC 0.01% Add +98.5% 20,790 $972K
Farther Finance Advisors, LLC 0.01% Reduce -15.8% 19,444 $909K
Tidemark, LLC 0.20% Reduce -22.3% 19,036 $890K
Wealthcare Advisory Partners LLC 0.02% Reduce -2.1% 18,992 $888K
Thoroughbred Financial Services, LLC 0.04% Add +0.1% 18,833 $880K
Turning Point Benefit Group, Inc. 0.34% New 16,765 $780K
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -1.7% 16,471 $770K
Keystone Wealth Services, LLC 0.13% Add +4.3% 15,482 $724K
Onyx Bridge Wealth Group LLC 0.07% Reduce -63.5% 15,452 $723K
Kingsview Wealth Management, LLC 0.01% Add +1.4% 14,569 $681K
Riverchase Wealth Management, LLC 0.32% Reduce -3.8% 14,495 $678K
First Citizens Asset Management, Inc. 0.22% Add +5.8% 14,447 $676K
Watershed Private Wealth LLC 0.18% Reduce -0.4% 13,976 $654K
AE Wealth Management LLC 0.00% Add +5.4% 13,962 $653K
Principal Securities, Inc. 0.01% Reduce -2.3% 12,910 $604K
Private Advisor Group, LLC 0.00% Reduce -92.7% 12,595 $589K
Janney Montgomery Scott LLC 0.00% Reduce -22.2% 12,568 $588K
Sagespring Wealth Partners, LLC 0.01% Add +59.2% 12,469 $583K
Strategic Planning Group, LLC 0.06% Reduce -15.2% 12,386 $579K
Exchange Traded Concepts, LLC 0.00% Add +7.3% 12,256 $573K
Independent Advisor Alliance 0.01% Reduce -1.4% 12,168 $569K
Cerity Partners LLC 0.00% Reduce -19.7% 11,778 $551K
Regal Investment Advisors LLC 0.03% Add +15.9% 11,756 $550K
NBT Bank, N.A. 0.04% Reduce -6.0% 11,353 $531K
US Bancorp \de 0.00% Reduce -1.1% 11,292 $528K
Integrity Alliance, Llc. 0.02% Add +13.9% 10,459 $489K

"% of holder's portfolio" is HYDB's weight in each manager's 13F, not the share of iShares High Yield Systemati the manager owns.

Show all 196 holders