iShares High Yield SystematiHYDBETF
13F holders, Q1 2024 (March 31)135holders
$46.70avg. 13F price*
At the end of Q1 2024, 135 institutions reported holding iShares High Yield Systemati (HYDB) in their 13F filings. The largest holders were Captrust Financial Advisors ($28.4M), Envestnet Asset Management Inc. ($24.2M) and State of New Jersey Common Pension Fund D ($23.4M).
- Company
- iShares High Yield Systemati
- CUSIP
- 46435G250
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 37 | $96.9M |
| Exits | 23 | $8.0M |
Ownership 135 holders
| Captrust Financial Advisors | 0.10% | New | 608,492 | $28.4M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -13.9% | 517,394 | $24.2M |
| State of New Jersey Common Pension Fund D | 0.07% | New | 500,000 | $23.4M |
| LPL Financial LLC | 0.01% | Add +132.0% | 345,295 | $16.1M |
| Ameriprise Financial Inc. | 0.00% | Add +293.2% | 338,399 | $15.8M |
| Assetmark, Inc. | 0.05% | New | 298,161 | $13.9M |
| IMA Advisory Services, Inc. | 5.79% | Add +4.3% | 262,015 | $12.2M |
| Cornerstone Planning Group LLC | 3.72% | Add +12.6% | 257,321 | $11.9M |
| Cwm, LLC | 0.06% | Reduce -15.5% | 255,075 | $11.9M |
| Bank of America Corp. | 0.00% | Add +239.8% | 230,509 | $10.8M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Add +878.0% | 211,942 | $9.9M |
| Outlook Wealth Advisors, LLC | 2.95% | Add +46.6% | 204,238 | $9.5M |
| Cetera Investment Advisers | 0.02% | Add +386.9% | 201,213 | $9.4M |
| Arden Trust Co | 1.28% | New | 196,887 | $9.2M |
| Morgan Stanley | 0.00% | Add +13.4% | 196,028 | $9.2M |
| Hennion & Walsh Asset Management, Inc. | 0.49% | Add +17.2% | 194,414 | $9.1M |
| Correct Capital Wealth Management | 1.86% | Add +4.7% | 172,503 | $8.1M |
| Advisory Resource Group | 1.45% | Add +13.5% | 135,610 | $6.3M |
| OneDigital Investment Advisors LLC | 0.06% | Add +465.6% | 81,040 | $3.8M |
| Osaic Holdings, Inc. | 0.01% | Reduce -37.6% | 77,712 | $3.6M |
| Insight Wealth Strategies, LLC | 0.48% | New | 69,265 | $3.2M |
| Triad Wealth Partners, LLC | 2.29% | — | 63,983 | $3.0M |
| Oxinas Partners, LLC | 1.93% | Reduce -6.3% | 63,539 | $3.0M |
| MML Investors Services, LLC | 0.01% | Add +19.1% | 61,761 | $2.9M |
| Betterment LLC | 0.01% | New | 61,061 | $2.9M |
| United Capital Financial Advisors, LLC | 0.02% | Add +83.5% | 56,989 | $2.7M |
| Compound Planning, Inc. | 0.23% | Add +199.0% | 54,116 | $2.5M |
| Commonwealth Equity Services, LLC | 0.00% | Add +293.2% | 50,948 | $2.4M |
| Kestra Advisory Services, LLC | 0.02% | New | 50,538 | $2.4M |
| Summit X, LLC | 0.51% | Add +1.5% | 42,629 | $2.0M |
| Wealthspire Advisors, LLC | 0.03% | New | 42,343 | $2.0M |
| Private Advisor Group, LLC | 0.01% | New | 42,259 | $2.0M |
| Legacy Financial Group LLC | 0.39% | New | 41,446 | $1.9M |
| Cottonwood Capital Advisors, LLC | 1.53% | New | 42,185 | $1.9M |
| Avestar Capital, LLC | 0.21% | Add +172.1% | 38,641 | $1.8M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +362.4% | 38,518 | $1.8M |
| Thrivent Financial for Lutherans | 0.00% | Add +120.0% | 37,634 | $1.8M |
| JPMorgan Chase & Co. | 0.00% | Reduce -41.4% | 35,205 | $1.6M |
| Continuum Advisory, LLC | 0.24% | Add +11.2% | 34,267 | $1.6M |
| HighTower Advisors, LLC | 0.00% | Add +255.2% | 33,508 | $1.6M |
| Thoroughbred Financial Services, LLC | 0.11% | Add +11.9% | 25,549 | $1.2M |
| Stifel Financial Corp. | 0.00% | Add +33.0% | 23,101 | $1.1M |
| Rovin Capital /Ut/ | 0.42% | Add +9.5% | 22,149 | $1.0M |
| FFG Retirement Advisors LLC | 0.69% | Add +11.1% | 20,925 | $978K |
| GM Advisory Group, LLC | 0.07% | New | 20,623 | $964K |
| Armor Investment Advisors, LLC | 0.37% | Add +3.0% | 16,599 | $775K |
| Apollon Wealth Management, LLC | 0.02% | Add +25.1% | 16,276 | $760K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -79.3% | 15,568 | $727K |
| Equitable Holdings, Inc. | 0.01% | Add +21.8% | 14,268 | $667K |
| Kingsview Wealth Management, LLC | 0.02% | Reduce -0.7% | 14,206 | $664K |
| Cook Wealth, LLC | 0.36% | Add +10.3% | 12,898 | $596K |
| Strategic Blueprint, LLC | 0.04% | Reduce -14.2% | 11,928 | $557K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -55.2% | 11,318 | $529K |
| Cedar Point Capital Partners, LLC | 0.39% | Reduce -0.7% | 10,986 | $513K |
| Sowell Financial Services LLC | 0.02% | Add +6.8% | 10,844 | $507K |
| Advisory Services Network, LLC | 0.01% | Add +1735.5% | 10,848 | $507K |
| TBH Global Asset Management, LLC | 0.10% | Add +0.2% | 10,460 | $489K |
| Claro Advisors Inc. | 0.08% | New | 10,231 | $478K |
| Capital Investment Advisors, LLC | 0.01% | Add +82.7% | 10,073 | $471K |
| POM Investment Strategies, LLC | 0.39% | No change | 10,065 | $470K |
| Foundations Investment Advisors, LLC | 0.01% | Add +6.4% | 9,976 | $466K |
| Regal Investment Advisors LLC | 0.03% | Reduce -18.3% | 9,691 | $453K |
| Avantax Advisory Services, Inc. | 0.00% | New | 9,614 | $449K |
| Prime Capital Investment Advisors, LLC | 0.01% | New | 9,572 | $447K |
| Park Avenue Securities LLC | 0.01% | Reduce -71.4% | 9,162 | $428K |
| Bank of New York Mellon Corp | 0.00% | Reduce -57.4% | 8,988 | $420K |
| Watershed Private Wealth LLC | 0.18% | New | 8,708 | $407K |
| Tennessee Valley Asset Management Partners | 0.10% | New | 8,605 | $402K |
| Sax Wealth Advisors, LLC | 0.05% | New | 8,476 | $396K |
| Fermata Advisors, LLC | 0.09% | Reduce -83.7% | 8,233 | $385K |
| Royal Bank of Canada | 0.00% | Add +14855.6% | 8,076 | $377K |
| Integrated Advisors Network LLC | 0.02% | Add +1.7% | 7,884 | $368K |
| Savvy Advisors, Inc. | 0.21% | New | 7,870 | $368K |
| Matthew Goff Investment Advisor, LLC | 0.07% | No change | 7,346 | $343K |
| Dynamic Advisor Solutions LLC | 0.01% | Add +26.5% | 7,301 | $341K |
| Glass Jacobson Investment Advisors llc | 0.13% | Add +13.7% | 7,206 | $337K |
| Seamount Financial Group Inc. | 0.29% | Add +2.5% | 7,139 | $334K |
| Summit Wealth Partners, LLC | 0.07% | New | 7,096 | $332K |
| AE Wealth Management LLC | 0.00% | Reduce -69.2% | 6,814 | $318K |
| Madrona Financial Services, LLC | 0.10% | No change | 6,165 | $288K |
| Copperleaf Capital, LLC | 0.22% | Add +4.7% | 5,550 | $259K |
| Parsons Capital Management Inc. | 0.02% | Reduce -14.0% | 5,544 | $259K |
| Mutual Advisors, LLC | 0.01% | New | 5,421 | $253K |
| Absolute Capital Management, LLC | 0.16% | Add +9.8% | 5,274 | $246K |
| Peapack Gladstone Financial Corp. | 0.00% | New | 5,150 | $241K |
| Goldman Sachs Group Inc. | 0.00% | New | 5,128 | $240K |
| Balanced Rock Investment Advisors LLC | 0.19% | New | 4,690 | $219K |
| Focus Financial Network, Inc. | 0.01% | — | 4,569 | $209K |
| Prosperity Consulting Group, LLC | 0.03% | New | 4,405 | $206K |
| Ascent Group, LLC | 0.02% | Reduce -10.6% | 4,329 | $202K |
| Aptus Capital Advisors, LLC | 0.00% | Add +9594.1% | 3,296 | $154K |
| US Bancorp \de | 0.00% | Reduce -74.4% | 3,277 | $153K |
| Allworth Financial LP | 0.00% | Reduce -0.8% | 3,207 | $150K |
| ICA Group Wealth Management, LLC | 0.03% | Add +37.2% | 3,203 | $150K |
| Comerica Bank | 0.00% | Add +417.4% | 2,856 | $133K |
| Geneos Wealth Management Inc. | 0.00% | New | 2,091 | $98K |
| Sunbelt Securities, Inc. | 0.01% | Add +76.7% | 1,825 | $85K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +303.9% | 1,769 | $83K |
| UBS Group AG | 0.00% | New | 1,763 | $82K |
| Creative Financial Designs Inc. | 0.01% | Add +5.2% | 1,395 | $65K |
| AdvisorNet Financial, Inc | 0.01% | Add +4.3% | 1,311 | $61K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -11.1% | 1,256 | $58K |
| North Star Investment Management Corp. | 0.00% | No change | 1,175 | $55K |
| Lanark Financial, Inc. | 0.00% | No change | 1,134 | $52K |
| FMR LLC | 0.00% | Add +0.1% | 1,075 | $50K |
| Park Place Capital Corp | 0.02% | Reduce -72.6% | 1,004 | $47K |
| Kelly Financial Services LLC | 0.02% | Reduce -92.3% | 977 | $46K |
| Mather Group, Llc. | 0.00% | New | 945 | $44K |
| Tyler-Stone Wealth Management | 0.02% | No change | 795 | $37K |
| Caitlin John, LLC | 0.02% | No change | 684 | $32K |
| Global Retirement Partners, LLC | 0.00% | Add +43.0% | 609 | $28K |
| Harbour Investments, Inc. | 0.00% | Reduce -57.1% | 588 | $27K |
| Adirondack Trust Co. | 0.01% | No change | 554 | $26K |
| Aspire Private Capital, LLC | 0.01% | Reduce -10.4% | 438 | $20K |
| Eukles Asset Management | 0.01% | New | 369 | $17K |
| Spire Wealth Management | 0.00% | Reduce -37.1% | 317 | $15K |
| BlackRock Inc. | 0.00% | Reduce -99.8% | 316 | $15K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 306 | $14K |
| NewEdge Advisors, LLC | 0.00% | Reduce -93.4% | 292 | $14K |
| Spectrum Wealth Counsel, LLC | 0.00% | No change | 279 | $13K |
| PNC Financial Services Group, Inc. | 0.00% | New | 262 | $12K |
| Milestone Investment Advisors LLC | 0.00% | Reduce -99.0% | 208 | $10K |
| Principal Securities, Inc. | 0.00% | Reduce -35.2% | 197 | $9K |
| Avior Wealth Management, LLC | 0.00% | New | 178 | $8K |
| Concourse Financial Group Securities, Inc. | 0.00% | Reduce -93.2% | 174 | $8K |
| Wells Fargo & Company | 0.00% | Reduce -54.7% | 172 | $8K |
| Ancora Advisors LLC | 0.00% | Add +14.1% | 162 | $8K |
| First Horizon Advisors, Inc. | 0.00% | Reduce -50.6% | 115 | $5K |
| WR Wealth Planners, LLC | 0.00% | New | 113 | $5K |
| Front Row Advisors LLC | 0.00% | No change | 100 | $5K |
| IFP Advisors, Inc | 0.00% | New | 48 | $2K |
| Capital Investment Advisory Services, LLC | 0.00% | New | 46 | $2K |
| City State Bank | 0.00% | New | 40 | $2K |
| Richardson Financial Services Inc. | 0.00% | New | 22 | $1K |
| NBT Bank, N.A. | 0.00% | New | 17 | $794 |
"% of holder's portfolio" is HYDB's weight in each manager's 13F, not the share of iShares High Yield Systemati the manager owns.