iShares High Yield SystematiHYDBETF
13F holders, Q2 2024 (June 30)146holders +11
22new positions
12sold out
$45.09avg. 13F price*
At the end of Q2 2024, 146 institutions reported holding iShares High Yield Systemati (HYDB) in their 13F filings, up 11 from Q1 2024. 22 opened new positions and 12 sold out. The largest holders were State of New Jersey Common Pension Fund D ($47.0M), Captrust Financial Advisors ($29.1M) and Envestnet Asset Management Inc. ($27.0M).
- Company
- iShares High Yield Systemati
- CUSIP
- 46435G250
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 22 | $40.8M |
| Exits | 12 | $4.8M |
All 13F filers, Q1 2024 → Q2 2024: 2,282,689 shares bought and 587,108 shares sold, net +1,695,581 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 146 holders
| State of New Jersey Common Pension Fund D | 0.21% | Add +102.6% | 1,013,120 | $47.0M |
| Captrust Financial Advisors | 0.09% | Add +10.5% | 672,375 | $29.1M |
| Envestnet Asset Management Inc. | 0.01% | Add +12.5% | 582,228 | $27.0M |
| LPL Financial LLC | 0.01% | Add +14.3% | 394,843 | $18.3M |
| Ameriprise Financial Inc. | 0.00% | Reduce -5.9% | 318,303 | $14.8M |
| Cetera Investment Advisers | 0.03% | Add +58.1% | 318,093 | $14.8M |
| Kestra Investment Management, LLC | 0.98% | — | 310,334 | $14.4M |
| Assetmark, Inc. | 0.04% | Add +0.3% | 299,082 | $13.9M |
| Cornerstone Planning Group LLC | 3.67% | Add +7.5% | 276,569 | $12.8M |
| IMA Advisory Services, Inc. | 5.44% | Add +1.2% | 265,047 | $12.3M |
| Robertson Stephens Wealth Management, LLC | 0.60% | New | 247,981 | $11.5M |
| Hennion & Walsh Asset Management, Inc. | 0.55% | Add +19.1% | 231,521 | $10.8M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Add +6.5% | 225,689 | $10.5M |
| Arden Trust Co | 1.29% | Add +1.3% | 199,439 | $9.3M |
| Correct Capital Wealth Management | 2.14% | Add +14.5% | 197,553 | $9.2M |
| Morgan Stanley | 0.00% | Reduce -2.8% | 190,577 | $8.9M |
| TL Private Wealth | 3.93% | New | 184,691 | $8.7M |
| Advisory Resource Group | 1.63% | Add +14.5% | 155,259 | $7.2M |
| Synergy Asset Management, LLC | 0.95% | New | 130,967 | $6.1M |
| Systelligence, LLC | 1.57% | New | 126,898 | $5.9M |
| Wealthspire Advisors, LLC | 0.06% | Add +145.3% | 103,874 | $4.8M |
| Betterment LLC | 0.01% | Add +63.4% | 99,776 | $4.6M |
| Equitable Holdings, Inc. | 0.05% | Add +593.6% | 98,958 | $4.6M |
| OneDigital Investment Advisors LLC | 0.05% | Add +14.9% | 93,081 | $4.3M |
| Cwm, LLC | 0.02% | Reduce -66.0% | 86,741 | $4.0M |
| GM Advisory Group, LLC | 0.26% | Add +318.0% | 86,208 | $4.0M |
| Sax Wealth Advisors, LLC | 0.35% | Add +822.7% | 78,210 | $3.6M |
| Compound Planning, Inc. | 0.27% | Add +44.2% | 78,030 | $3.6M |
| Triad Wealth Partners, LLC | 1.88% | Add +20.4% | 77,038 | $3.6M |
| Insight Wealth Strategies, LLC | 0.46% | Add +0.9% | 69,901 | $3.2M |
| Osaic Holdings, Inc. | 0.01% | Reduce -10.8% | 69,357 | $3.2M |
| Bank of America Corp. | 0.00% | Reduce -72.9% | 62,521 | $2.9M |
| Kestra Advisory Services, LLC | 0.01% | Add +12.8% | 56,995 | $2.6M |
| United Capital Financial Advisors, LLC | 0.02% | Reduce -2.3% | 55,671 | $2.6M |
| Private Advisor Group, LLC | 0.02% | Add +26.8% | 53,591 | $2.5M |
| Cottonwood Capital Advisors, LLC | 1.85% | Add +20.7% | 50,931 | $2.4M |
| Oxinas Partners, LLC | 1.46% | Reduce -25.6% | 47,266 | $2.2M |
| MML Investors Services, LLC | 0.01% | Reduce -24.4% | 46,684 | $2.2M |
| Capital Investment Counsel, LLC | 0.41% | New | 45,001 | $2.1M |
| Summit X, LLC | 0.47% | Add +5.1% | 44,820 | $2.1M |
| JPMorgan Chase & Co. | 0.00% | Add +23.6% | 43,504 | $2.0M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +3.4% | 39,813 | $1.8M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -3.4% | 36,338 | $1.7M |
| Avestar Capital, LLC | 0.19% | Reduce -6.3% | 36,197 | $1.7M |
| Jane Street Group, LLC | 0.00% | New | 35,700 | $1.7M |
| Continuum Advisory, LLC | 0.23% | Add +1.5% | 34,775 | $1.6M |
| Apollon Wealth Management, LLC | 0.03% | Add +47.8% | 24,051 | $1.1M |
| Rovin Capital /Ut/ | 0.43% | Reduce -0.8% | 21,978 | $1.0M |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +32.2% | 20,574 | $955K |
| J.W. Cole Advisors, Inc. | 0.04% | New | 20,448 | $950K |
| Thoroughbred Financial Services, LLC | 0.06% | Reduce -21.8% | 19,987 | $928K |
| Waverly Advisors, LLC | 0.02% | New | 19,938 | $926K |
| Armor Investment Advisors, LLC | 0.41% | Add +14.9% | 19,078 | $886K |
| Stifel Financial Corp. | 0.00% | Reduce -22.9% | 17,805 | $827K |
| Claro Advisors Inc. | 0.13% | Add +68.6% | 17,252 | $801K |
| HighTower Advisors, LLC | 0.00% | Reduce -51.4% | 16,292 | $750K |
| Mercer Global Advisors Inc. | 0.00% | New | 16,069 | $746K |
| Kingsview Wealth Management, LLC | 0.02% | Reduce -3.3% | 13,742 | $638K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -73.3% | 13,631 | $633K |
| Dynamic Advisor Solutions LLC | 0.02% | Add +77.1% | 12,928 | $600K |
| Cook Wealth, LLC | 0.31% | Reduce -5.0% | 12,250 | $574K |
| Summit Investment Advisory Services, LLC | 0.66% | New | 12,071 | $561K |
| Park Avenue Securities LLC | 0.01% | Add +30.8% | 11,979 | $556K |
| Avantax Advisory Services, Inc. | 0.00% | Add +24.5% | 11,966 | $556K |
| Savvy Advisors, Inc. | 0.18% | Add +49.8% | 11,786 | $547K |
| Janney Montgomery Scott LLC | 0.00% | Add +1.3% | 11,463 | $532K |
| Strategic Blueprint, LLC | 0.04% | Reduce -5.3% | 11,295 | $525K |
| Cedar Point Capital Partners, LLC | 0.38% | Add +0.3% | 11,018 | $512K |
| TBH Global Asset Management, LLC | 0.11% | Add +3.0% | 10,770 | $500K |
| Summit Wealth Partners, LLC | 0.10% | Add +48.5% | 10,537 | $489K |
| Capital Investment Advisors, LLC | 0.01% | Add +0.4% | 10,110 | $470K |
| POM Investment Strategies, LLC | 0.37% | No change | 10,065 | $467K |
| Advisory Services Network, LLC | 0.01% | Reduce -8.5% | 9,929 | $461K |
| Regal Investment Advisors LLC | 0.03% | Add +0.8% | 9,772 | $454K |
| Prime Capital Investment Advisors, LLC | 0.01% | Add +1.6% | 9,720 | $451K |
| Foundations Investment Advisors, LLC | 0.01% | Reduce -2.8% | 9,697 | $450K |
| Bank of New York Mellon Corp | 0.00% | Add +3.2% | 9,273 | $431K |
| Watershed Private Wealth LLC | 0.18% | Add +5.5% | 9,186 | $427K |
| Tennessee Valley Asset Management Partners | 0.08% | Add +0.4% | 8,642 | $401K |
| US Bancorp \de | 0.00% | Add +159.8% | 8,514 | $395K |
| Private Ocean, LLC | 0.03% | New | 8,203 | $381K |
| Integrated Advisors Network LLC | 0.02% | Add +1.6% | 8,009 | $372K |
| Matthew Goff Investment Advisor, LLC | 0.07% | No change | 7,346 | $341K |
| Glass Jacobson Investment Advisors llc | 0.12% | Add +1.9% | 7,346 | $341K |
| Madrona Financial Services, LLC | 0.10% | Add +17.4% | 7,237 | $336K |
| Royal Bank of Canada | 0.00% | Reduce -10.5% | 7,227 | $336K |
| Seamount Financial Group Inc. | 0.27% | Add +0.3% | 7,159 | $332K |
| Absolute Capital Management, LLC | 0.18% | Add +19.7% | 6,313 | $293K |
| Arkadios Wealth Advisors | 0.02% | New | 6,268 | $291K |
| Outlook Wealth Advisors, LLC | 0.09% | Add +7.1% | 218,820 | $284K |
| Peapack Gladstone Financial Corp. | 0.00% | No change | 5,150 | $239K |
| AE Wealth Management LLC | 0.00% | Reduce -24.6% | 5,136 | $239K |
| Balanced Rock Investment Advisors LLC | 0.19% | Add +4.2% | 4,889 | $227K |
| Pennsylvania Capital Management Inc. | 0.09% | New | 4,781 | $222K |
| Focus Financial Network, Inc. | 0.01% | Add +1.8% | 4,652 | $218K |
| Ascent Group, LLC | 0.02% | Add +6.8% | 4,622 | $215K |
| Prosperity Consulting Group, LLC | 0.03% | Add +1.9% | 4,491 | $209K |
| ROI Financial Advisors, LLC | 0.15% | New | 4,320 | $201K |
| Comerica Bank | 0.00% | Add +38.0% | 3,940 | $183K |
| International Assets Investment Management, LLC | 0.02% | New | 3,600 | $167K |
"% of holder's portfolio" is HYDB's weight in each manager's 13F, not the share of iShares High Yield Systemati the manager owns.