iShares High Yield SystematiHYDBETF
13F holders, Q4 2024 (December 31)242holders +98
83new positions
6sold out
1famous investor
$47.04avg. 13F price*
At the end of Q4 2024, 242 institutions reported holding iShares High Yield Systemati (HYDB) in their 13F filings, up 98 from Q3 2024. 83 opened new positions and 6 sold out. The largest holders were Envestnet Asset Management Inc. ($126.0M), LPL Financial LLC ($66.5M) and State of New Jersey Common Pension Fund D ($57.0M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- iShares High Yield Systemati
- CUSIP
- 46435G250
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 83 | $92.5M |
| Exits | 6 | $861K |
All 13F filers, Q3 2024 → Q4 2024: 9,519,081 shares bought and 200,718 shares sold, net +9,318,363 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 242 holders
| Envestnet Asset Management Inc. | 0.04% | Add +366.3% | 2,680,702 | $126.0M |
| LPL Financial LLC | 0.03% | Add +200.0% | 1,414,515 | $66.5M |
| State of New Jersey Common Pension Fund D | 0.23% | Add +19.7% | 1,213,120 | $57.0M |
| Wealthspire Advisors, LLC | 0.56% | Add +12.6% | 1,188,263 | $55.9M |
| Ameriprise Financial Inc. | 0.01% | Add +129.0% | 676,319 | $31.8M |
| Captrust Financial Advisors | 0.09% | Add +1.6% | 648,984 | $30.5M |
| Assetmark, Inc. | 0.08% | Reduce -0.3% | 589,828 | $27.7M |
| IHT Wealth Management, LLC | 0.79% | New | 518,878 | $24.4M |
| Bank of America Corp. | 0.00% | Add +228.4% | 493,909 | $23.2M |
| BlackRock, Inc. | 0.00% | Add +158333.8% | 459,458 | $21.6M |
| Kestra Investment Management, LLC | 0.85% | Add +6.1% | 458,093 | $21.5M |
| Morgan Stanley | 0.00% | Add +144.1% | 443,184 | $20.8M |
| Cetera Investment Advisers | 0.04% | Add +43.5% | 442,491 | $20.8M |
| JPMorgan Chase & Co. | 0.00% | Add +371.2% | 441,120 | $20.7M |
| Manning & Napier Advisors LLC | 0.23% | New | 419,550 | $19.7M |
| Envestnet Portfolio Solutions, Inc. | 0.05% | Add +1572.9% | 329,048 | $15.5M |
| Cwm, LLC | 0.06% | Add +265.1% | 326,650 | $15.4M |
| Cornerstone Planning Group LLC | 3.60% | Add +2.2% | 307,970 | $14.7M |
| IMA Advisory Services, Inc. | 1.59% | Add +1.8% | 280,125 | $13.2M |
| Capital Investment Counsel, LLC | 1.96% | Add +75.0% | 249,735 | $11.7M |
| Outlook Wealth Advisors, LLC | 3.21% | Reduce -0.5% | 238,012 | $11.2M |
| Commonwealth Equity Services, LLC | 0.02% | Add +79.1% | 236,691 | $11.1M |
| TL Private Wealth | 4.26% | Add +2.5% | 201,348 | $9.5M |
| Osaic Holdings, Inc. | 0.02% | Add +46.3% | 199,359 | $9.4M |
| Betterment LLC | 0.02% | Add +18.9% | 180,280 | $8.5M |
| Ocean Park Asset Management, LLC | 0.28% | Add +0.1% | 175,199 | $8.2M |
| Compound Planning, Inc. | 0.40% | Add +44.0% | 168,089 | $7.9M |
| Dahring | Cusmano LLC | 7.09% | — | 166,356 | $7.8M |
| MML Investors Services, LLC | 0.03% | Add +232.1% | 156,334 | $7.3M |
| Advisory Resource Group | 1.53% | Reduce -10.1% | 152,953 | $7.2M |
| United Capital Financial Advisors, LLC | 0.06% | Add +204.7% | 147,930 | $7.0M |
| Correct Capital Wealth Management | 1.37% | Add +3.5% | 146,097 | $6.9M |
| Park Avenue Securities LLC | 0.07% | Add +1260.8% | 135,972 | $6.4M |
| Jane Street Group, LLC | 0.01% | Add +271.7% | 135,086 | $6.4M |
| Sax Wealth Advisors, LLC | 0.49% | Add +23.2% | 133,240 | $6.3M |
| Systelligence, LLC | 1.41% | Add +0.1% | 121,350 | $5.7M |
| OneDigital Investment Advisors LLC | 0.07% | Reduce -0.3% | 120,018 | $5.6M |
| Insight Wealth Strategies, LLC | 0.73% | Add +4.5% | 115,992 | $5.5M |
| Bank of New York Mellon Corp | 0.00% | Add +1022.7% | 110,878 | $5.2M |
| Creative Financial Designs Inc. | 0.41% | Add +2.7% | 106,750 | $5.0M |
| Waverly Advisors, LLC | 0.08% | Add +267.5% | 105,088 | $4.9M |
| Foundations Investment Advisors, LLC | 0.09% | Add +893.6% | 102,546 | $4.8M |
| GM Advisory Group, LLC | 0.26% | Add +5.2% | 101,074 | $4.8M |
| Janney Montgomery Scott LLC | 0.01% | Add +858.9% | 97,644 | $4.6M |
| Sanctuary Advisors, LLC | 0.03% | Add +9.0% | 96,233 | $4.6M |
| Mascagni Wealth Management, Inc. | 4.41% | — | 94,074 | $4.4M |
| Cottonwood Capital Advisors, LLC | 3.03% | Add +8.3% | 89,972 | $4.2M |
| NewEdge Advisors, LLC | 0.02% | Add +27928.1% | 86,887 | $4.1M |
| Raymond James Financial Inc. | 0.00% | — | 85,310 | $4.0M |
| Kelly Financial Services LLC | 1.36% | New | 80,181 | $3.8M |
| NorthCoast Asset Management LLC | 0.02% | New | 72,046 | $3.4M |
| Summit X, LLC | 0.71% | Add +57.4% | 68,036 | $3.2M |
| UBS Group AG | 0.00% | New | 67,115 | $3.2M |
| Triad Wealth Partners, LLC | 1.06% | Add +7.8% | 62,433 | $2.9M |
| Dynasty Wealth Management, LLC | 0.05% | New | 57,538 | $2.7M |
| Stifel Financial Corp. | 0.00% | Add +219.3% | 56,942 | $2.7M |
| Retirement Planning Group, LLC / NY | 2.88% | — | 55,708 | $2.6M |
| CreativeOne Wealth, LLC | 0.08% | New | 53,894 | $2.5M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +28.1% | 53,363 | $2.5M |
| Avantax Advisory Services, Inc. | 0.01% | Add +102.1% | 50,834 | $2.4M |
| Sagespring Wealth Partners, LLC | 0.06% | — | 50,258 | $2.4M |
| Kestra Advisory Services, LLC | 0.01% | Add +3.7% | 47,375 | $2.2M |
| Veridan Wealth LLC | 1.04% | — | 47,126 | $2.2M |
| Truist Financial Corp. | 0.00% | New | 44,242 | $2.1M |
| Mariner, LLC | 0.00% | Reduce -33.0% | 42,918 | $2.0M |
| Atria Wealth Solutions, Inc. | 0.02% | New | 40,647 | $1.9M |
| US Bancorp \de | 0.00% | Add +314.1% | 39,490 | $1.9M |
| Dynamic Advisor Solutions LLC | 0.08% | Add +44.8% | 37,132 | $1.7M |
| Atria Investments, Inc | 0.02% | Add +93.8% | 36,957 | $1.7M |
| Continuum Advisory, LLC | 0.21% | Add +0.6% | 35,062 | $1.6M |
| Fig Financial Advisory Services Inc. | 1.12% | — | 35,010 | $1.6M |
| Security Financial Services, INC. | 0.33% | New | 34,759 | $1.6M |
| Concourse Financial Group Securities, Inc. | 0.09% | Add +4241.5% | 32,952 | $1.6M |
| Apollon Wealth Management, LLC | 0.03% | Add +10.3% | 31,129 | $1.5M |
| Strategic Wealth Investment Group, LLC | 0.08% | New | 23,683 | $1.4M |
| Summit Wealth Partners, LLC | 0.28% | Add +5.7% | 28,819 | $1.4M |
| Avestar Capital, LLC | 0.12% | Reduce -11.0% | 27,952 | $1.3M |
| Savvy Advisors, Inc. | 0.15% | Add +65.5% | 27,262 | $1.3M |
| Modern Wealth Management, LLC | 0.05% | New | 27,227 | $1.3M |
| SteelPeak Wealth, LLC | 0.05% | New | 25,829 | $1.2M |
| Equitable Holdings, Inc. | 0.01% | Reduce -76.8% | 25,680 | $1.2M |
| TSA Wealth Managment LLC | 0.47% | New | 24,718 | $1.2M |
| J.W. Cole Advisors, Inc. | 0.05% | Add +4.5% | 24,061 | $1.1M |
| Thoroughbred Financial Services, LLC | 0.07% | Reduce -16.3% | 23,473 | $1.1M |
| Rovin Capital /Ut/ | 0.39% | Add +4.2% | 23,297 | $1.1M |
| Liberty Square Wealth Partners LLC | 0.40% | — | 22,968 | $1.1M |
| U.S. Capital Wealth Advisors, LLC | 0.03% | New | 22,791 | $1.1M |
| Midwest Capital Advisors, LLC | 0.78% | — | 22,713 | $1.1M |
| Watershed Private Wealth LLC | 0.41% | Add +125.8% | 22,154 | $1.0M |
| Leo Wealth, LLC | 0.09% | New | 21,539 | $1.0M |
| Hennion & Walsh Asset Management, Inc. | 0.05% | Add +22.4% | 21,462 | $1.0M |
| HighTower Advisors, LLC | 0.00% | Add +26.6% | 21,461 | $1.0M |
| Scarborough Advisors, LLC | 0.14% | New | 20,727 | $974K |
| Horst & Graben Wealth Management LLC | 0.16% | New | 19,389 | $911K |
| CFS Investment Advisory Services, LLC | 0.08% | Add +246.8% | 19,361 | $910K |
| Armor Investment Advisors, LLC | 0.37% | Add +0.1% | 19,125 | $899K |
| Ascent Group, LLC | 0.07% | Add +307.9% | 19,063 | $896K |
| Thrivent Financial for Lutherans | 0.00% | Reduce -14.4% | 18,482 | $883K |
| Royal Bank of Canada | 0.00% | Add +67.2% | 18,247 | $858K |
| Seamount Financial Group Inc. | 0.57% | Add +153.6% | 17,422 | $819K |
"% of holder's portfolio" is HYDB's weight in each manager's 13F, not the share of iShares High Yield Systemati the manager owns.