iShares High Yield SystematiHYDBETF
13F holders, Q3 2024 (September 30)144holders −2
14new positions
13sold out
$48.02avg. 13F price*
At the end of Q3 2024, 144 institutions reported holding iShares High Yield Systemati (HYDB) in their 13F filings, down 2 from Q2 2024. 14 opened new positions and 13 sold out. The largest holders were Wealthspire Advisors, LLC ($50.7M), State of New Jersey Common Pension Fund D ($48.7M) and Captrust Financial Advisors ($30.7M).
- Company
- iShares High Yield Systemati
- CUSIP
- 46435G250
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 14 | $18.2M |
| Exits | 13 | $19.5M |
All 13F filers, Q2 2024 → Q3 2024: 2,777,972 shares bought and 1,078,416 shares sold, net +1,699,556 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 144 holders
| Wealthspire Advisors, LLC | 0.52% | Add +915.6% | 1,054,970 | $50.7M |
| State of New Jersey Common Pension Fund D | 0.20% | No change | 1,013,120 | $48.7M |
| Captrust Financial Advisors | 0.09% | Reduce -5.0% | 638,954 | $30.7M |
| Assetmark, Inc. | 0.08% | Add +97.9% | 591,870 | $28.4M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -1.3% | 574,878 | $27.6M |
| LPL Financial LLC | 0.01% | Add +19.4% | 471,510 | $22.7M |
| Kestra Investment Management, LLC | 0.89% | Add +39.1% | 431,738 | $20.7M |
| Cetera Investment Advisers | 0.03% | Reduce -3.1% | 308,247 | $14.8M |
| Cornerstone Planning Group LLC | 3.79% | Add +9.0% | 301,461 | $14.3M |
| Ameriprise Financial Inc. | 0.00% | Reduce -7.2% | 295,298 | $14.2M |
| IMA Advisory Services, Inc. | 2.88% | Add +3.9% | 275,319 | $13.2M |
| Outlook Wealth Advisors, LLC | 3.30% | Add +9.4% | 239,302 | $11.5M |
| TL Private Wealth | 4.16% | Add +6.3% | 196,350 | $9.3M |
| Morgan Stanley | 0.00% | Reduce -4.7% | 181,588 | $8.7M |
| Ocean Park Asset Management, LLC | 0.37% | New | 175,000 | $8.4M |
| Advisory Resource Group | 1.75% | Add +9.5% | 170,035 | $8.2M |
| Betterment LLC | 0.02% | Add +52.0% | 151,681 | $7.3M |
| Bank of America Corp. | 0.00% | Add +140.6% | 150,411 | $7.2M |
| Capital Investment Counsel, LLC | 1.19% | Add +217.2% | 142,724 | $6.9M |
| Correct Capital Wealth Management | 1.50% | Reduce -28.5% | 141,183 | $6.8M |
| Osaic Holdings, Inc. | 0.01% | Add +96.5% | 136,274 | $6.5M |
| Commonwealth Equity Services, LLC | 0.01% | Add +869.6% | 132,161 | $6.4M |
| Systelligence, LLC | 1.45% | Reduce -4.5% | 121,231 | $5.8M |
| OneDigital Investment Advisors LLC | 0.07% | Add +29.4% | 120,433 | $5.8M |
| Compound Planning, Inc. | 0.35% | Add +49.6% | 116,700 | $5.6M |
| Insight Wealth Strategies, LLC | 0.70% | Add +58.8% | 110,976 | $5.3M |
| Equitable Holdings, Inc. | 0.05% | Add +12.0% | 110,877 | $5.3M |
| Sax Wealth Advisors, LLC | 0.46% | Add +38.3% | 108,161 | $5.2M |
| Creative Financial Designs Inc. | 0.42% | Add +207756.0% | 103,928 | $5.0M |
| GM Advisory Group, LLC | 0.28% | Add +11.5% | 96,098 | $4.6M |
| JPMorgan Chase & Co. | 0.00% | Add +115.2% | 93,620 | $4.5M |
| Cwm, LLC | 0.02% | Add +3.1% | 89,460 | $4.3M |
| Sanctuary Advisors, LLC | 0.03% | New | 88,311 | $4.2M |
| Cottonwood Capital Advisors, LLC | 2.93% | Add +63.2% | 83,110 | $4.0M |
| Mariner, LLC | 0.01% | New | 64,079 | $3.1M |
| Triad Wealth Partners, LLC | 1.48% | Reduce -24.8% | 57,937 | $2.8M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Reduce -75.7% | 54,756 | $2.6M |
| United Capital Financial Advisors, LLC | 0.02% | Reduce -12.8% | 48,544 | $2.3M |
| MML Investors Services, LLC | 0.01% | Add +0.8% | 47,070 | $2.3M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -19.8% | 45,687 | $2.2M |
| Summit X, LLC | 0.49% | Reduce -3.6% | 43,225 | $2.0M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +4.6% | 41,648 | $2.0M |
| Jane Street Group, LLC | 0.00% | Add +1.8% | 36,346 | $1.7M |
| Continuum Advisory, LLC | 0.21% | Add +0.2% | 34,859 | $1.7M |
| Avestar Capital, LLC | 0.16% | Reduce -13.3% | 31,393 | $1.5M |
| Private Advisor Group, LLC | 0.01% | Reduce -45.5% | 29,217 | $1.4M |
| Waverly Advisors, LLC | 0.03% | Add +43.4% | 28,598 | $1.4M |
| Apollon Wealth Management, LLC | 0.04% | Add +17.3% | 28,214 | $1.4M |
| Thoroughbred Financial Services, LLC | 0.09% | Add +40.4% | 28,057 | $1.3M |
| Summit Wealth Partners, LLC | 0.25% | Add +158.7% | 27,254 | $1.3M |
| Dynamic Advisor Solutions LLC | 0.04% | Add +98.3% | 25,640 | $1.2M |
| Avantax Advisory Services, Inc. | 0.01% | Add +110.2% | 25,153 | $1.2M |
| Claro Advisors Inc. | 0.15% | Add +43.7% | 24,790 | $1.2M |
| J.W. Cole Advisors, Inc. | 0.05% | Add +12.6% | 23,020 | $1.1M |
| Rovin Capital /Ut/ | 0.40% | Add +1.7% | 22,356 | $1.1M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -40.6% | 21,592 | $1.0M |
| Oxinas Partners, LLC | 0.58% | Reduce -58.0% | 19,864 | $955K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -4.4% | 19,669 | $945K |
| Armor Investment Advisors, LLC | 0.38% | Add +0.1% | 19,098 | $918K |
| Atria Investments, Inc | 0.01% | New | 19,075 | $917K |
| Stifel Financial Corp. | 0.00% | Add +0.2% | 17,834 | $857K |
| Hennion & Walsh Asset Management, Inc. | 0.04% | Reduce -92.4% | 17,530 | $842K |
| HighTower Advisors, LLC | 0.00% | Add +4.1% | 16,957 | $811K |
| Savvy Advisors, Inc. | 0.16% | Add +39.7% | 16,468 | $791K |
| Kingsview Wealth Management, LLC | 0.01% | Add +1.6% | 13,959 | $671K |
| Cook Wealth, LLC | 0.31% | Add +5.4% | 12,906 | $612K |
| Strategic Blueprint, LLC | 0.03% | Reduce -1.8% | 11,094 | $533K |
| Royal Bank of Canada | 0.00% | Add +51.0% | 10,915 | $525K |
| Foundations Investment Advisors, LLC | 0.01% | Add +6.4% | 10,321 | $496K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -11.2% | 10,183 | $489K |
| POM Investment Strategies, LLC | 0.38% | No change | 10,065 | $484K |
| Park Avenue Securities LLC | 0.01% | Reduce -16.6% | 9,992 | $480K |
| Bank of New York Mellon Corp | 0.00% | Add +6.5% | 9,876 | $475K |
| Watershed Private Wealth LLC | 0.19% | Add +6.8% | 9,810 | $471K |
| Advisory Services Network, LLC | 0.01% | No change | 9,929 | $461K |
| US Bancorp \de | 0.00% | Add +12.0% | 9,537 | $458K |
| Regal Investment Advisors LLC | 0.03% | Reduce -3.3% | 9,454 | $454K |
| TBH Global Asset Management, LLC | 0.10% | Reduce -14.1% | 9,255 | $445K |
| Tennessee Valley Asset Management Partners | 0.07% | Add +5.9% | 9,151 | $440K |
| Arkadios Wealth Advisors | 0.02% | Add +42.9% | 8,954 | $430K |
| Prime Capital Investment Advisors, LLC | 0.01% | Reduce -13.7% | 8,392 | $403K |
| Cedar Point Capital Partners, LLC | 0.27% | Reduce -25.3% | 8,227 | $395K |
| Integrated Advisors Network LLC | 0.02% | Add +1.8% | 8,152 | $392K |
| Glass Jacobson Investment Advisors llc | 0.12% | Add +4.3% | 7,662 | $368K |
| Matthew Goff Investment Advisor, LLC | 0.07% | No change | 7,346 | $353K |
| Madrona Financial Services, LLC | 0.10% | No change | 7,237 | $348K |
| TFB Advisors LLC | 0.10% | New | 6,979 | $335K |
| SFI Advisors, LLC | 0.24% | New | 6,965 | $335K |
| Seamount Financial Group Inc. | 0.25% | Reduce -4.0% | 6,870 | $330K |
| ROI Financial Advisors, LLC | 0.22% | Add +55.9% | 6,736 | $324K |
| Capital Investment Advisors, LLC | 0.01% | Reduce -37.9% | 6,280 | $302K |
| Peapack Gladstone Financial Corp. | 0.00% | Add +19.4% | 6,150 | $296K |
| Meridian Wealth Management, LLC | 0.01% | New | 6,029 | $290K |
| Absolute Capital Management, LLC | 0.17% | Reduce -7.9% | 5,814 | $279K |
| AE Wealth Management LLC | 0.00% | Add +9.8% | 5,640 | $271K |
| CFS Investment Advisory Services, LLC | 0.02% | New | 5,583 | $268K |
| Balanced Rock Investment Advisors LLC | 0.20% | Add +9.0% | 5,328 | $256K |
| Opus Capital Group, LLC | 0.03% | New | 4,946 | $238K |
| Pennsylvania Capital Management Inc. | 0.08% | Add +1.6% | 4,857 | $233K |
| Ascent Group, LLC | 0.02% | Add +1.1% | 4,674 | $225K |
| Prosperity Consulting Group, LLC | 0.02% | Add +1.8% | 4,571 | $220K |
| Unique Wealth Strategies, LLC | 0.09% | Add +33.1% | 4,355 | $209K |
| Comerica Bank | 0.00% | Reduce -15.4% | 3,333 | $160K |
| Allworth Financial LP | 0.00% | No change | 3,270 | $157K |
| Mather Group, Llc. | 0.00% | Add +56.3% | 3,254 | $156K |
| Aptus Capital Advisors, LLC | 0.00% | Add +2.0% | 3,029 | $146K |
| Cranbrook Wealth Management, LLC | 0.02% | New | 2,021 | $97K |
| Twin City Private Wealth, LLC | 0.08% | Add +5.3% | 1,885 | $91K |
| Global Retirement Partners, LLC | 0.00% | Add +51.2% | 1,860 | $89K |
| Sunbelt Securities, Inc. | 0.01% | Add +0.9% | 1,859 | $89K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +3.1% | 1,447 | $70K |
| AdvisorNet Financial, Inc | 0.00% | No change | 1,226 | $59K |
| North Star Investment Management Corp. | 0.00% | No change | 1,175 | $56K |
| Lanark Financial, Inc. | 0.00% | No change | 1,134 | $54K |
| FMR LLC | 0.00% | Reduce -4.2% | 1,085 | $52K |
| Sound Income Strategies, LLC | 0.00% | No change | 1,077 | $52K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -56.9% | 954 | $46K |
| First Horizon Advisors, Inc. | 0.00% | Add +76.4% | 905 | $43K |
| Concourse Financial Group Securities, Inc. | 0.00% | Add +336.2% | 759 | $36K |
| Caitlin John, LLC | 0.02% | No change | 684 | $33K |
| Aspire Private Capital, LLC | 0.01% | Add +37.3% | 663 | $32K |
| Adirondack Trust Co. | 0.01% | No change | 554 | $27K |
| Spire Wealth Management | 0.00% | Add +1666.7% | 530 | $25K |
| SWAN Capital LLC | 0.01% | New | 519 | $25K |
| Eukles Asset Management | 0.01% | No change | 477 | $23K |
| Wintrust Investments LLC | 0.02% | New | 467 | $22K |
| Park Place Capital Corp | 0.01% | No change | 455 | $22K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -17.8% | 378 | $18K |
| NewEdge Advisors, LLC | 0.00% | Add +6.2% | 310 | $15K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 306 | $15K |
| Wells Fargo & Company | 0.00% | Add +76.7% | 304 | $15K |
| BlackRock, Inc. | 0.00% | — | 290 | $14K |
| PNC Financial Services Group, Inc. | 0.00% | Add +0.3% | 288 | $14K |
| Jaffetilchin Investment Partners, LLC | 0.00% | New | 165 | $8K |
| Milestone Investment Advisors LLC | 0.00% | Add +40.0% | 140 | $7K |
| GeoWealth Management, LLC | 0.00% | New | 134 | $6K |
| Ancora Advisors LLC | 0.00% | Reduce -6.8% | 124 | $6K |
| Avior Wealth Management, LLC | 0.00% | Reduce -35.4% | 115 | $6K |
| Front Row Advisors LLC | 0.00% | No change | 100 | $5K |
| IFP Advisors, Inc | 0.00% | No change | 95 | $5K |
| Richardson Financial Services Inc. | 0.00% | No change | 21 | $975 |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -76.1% | 17 | $817 |
| WR Wealth Planners, LLC | 0.00% | Reduce -91.2% | 10 | $481 |
| Harbour Investments, Inc. | 0.00% | Reduce -99.5% | 3 | $144 |
"% of holder's portfolio" is HYDB's weight in each manager's 13F, not the share of iShares High Yield Systemati the manager owns.