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 |
| Regal Investment Advisors LLC | 0.06% | Add +84.0% | 17,396 | $818K |
| Private Advisor Group, LLC | 0.00% | Reduce -40.7% | 17,337 | $815K |
| Sharkey, Howes & Javer | 0.11% | New | 16,131 | $758K |
| Westbourne Investments, Inc. | 0.45% | — | 16,878 | $756K |
| Strategic Blueprint, LLC | 0.04% | Add +36.3% | 15,126 | $711K |
| Trek Financial, LLC | 0.05% | New | 14,852 | $698K |
| Blue Trust, Inc. | 0.01% | New | 14,683 | $690K |
| IFP Advisors, Inc | 0.02% | Add +15280.0% | 14,611 | $687K |
| High Falls Advisors, Inc | 0.15% | New | 14,176 | $666K |
| Cook Wealth, LLC | 0.31% | Add +8.6% | 14,018 | $666K |
| TFB Advisors LLC | 0.18% | Add +95.0% | 13,606 | $640K |
| Kingsview Wealth Management, LLC | 0.01% | Reduce -5.0% | 13,261 | $623K |
| Exchange Traded Concepts, LLC | 0.01% | New | 12,784 | $601K |
| Icon Wealth Advisors, LLC | 0.05% | New | 12,450 | $585K |
| Atlatl Advisers LLC | 0.34% | — | 12,171 | $572K |
| Beacon Financial Planning, Inc. | 0.33% | New | 12,170 | $572K |
| 5T Wealth, LLC | 0.31% | — | 12,145 | $571K |
| ShoreHaven Wealth Partners, LLC | 0.27% | New | 11,968 | $563K |
| Citadel Advisors | 0.00% | New | 11,626 | $547K |
| Quadrant Private Wealth Management, LLC | 0.13% | New | 11,237 | $528K |
| Oxinas Partners, LLC | 0.30% | Reduce -44.5% | 11,023 | $518K |
| SigFig Wealth Management, LLC | 0.02% | New | 11,015 | $517K |
| Collier Financial | 0.46% | — | 10,843 | $510K |
| Absolute Capital Management, LLC | 0.28% | Add +84.1% | 10,702 | $503K |
| True Vision MN LLC | 0.28% | New | 10,090 | $474K |
| POM Investment Strategies, LLC | 0.36% | No change | 10,065 | $473K |
| Braun-Bostich & Associates Inc. | 0.34% | New | 10,023 | $471K |
| Brookstone Capital Management | 0.01% | New | 9,740 | $458K |
| Arkadios Wealth Advisors | 0.02% | Add +6.9% | 9,568 | $450K |
| TBH Global Asset Management, LLC | 0.10% | Add +0.2% | 9,275 | $436K |
| Invst, LLC | 0.05% | New | 9,249 | $435K |
| Integrated Advisors Network LLC | 0.02% | Add +11.2% | 9,064 | $426K |
| OneAscent Financial Services LLC | 0.04% | New | 9,048 | $425K |
| Shared Vision Wealth Group LLC | 0.22% | New | 8,936 | $420K |
| Tennessee Valley Asset Management Partners | 0.07% | Reduce -5.4% | 8,654 | $407K |
| WealthShield Partners, LLC | 0.06% | New | 8,293 | $390K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +472.9% | 8,290 | $390K |
| Cedar Point Capital Partners, LLC | 0.26% | Reduce -1.8% | 8,080 | $380K |
| ONE Advisory Partners, LLC | 0.17% | New | 8,015 | $377K |
| Summit Investment Advisors, Inc. | 0.33% | — | 7,828 | $371K |
| PAX Financial Group, LLC | 0.07% | New | 7,854 | $369K |
| West Wealth Group, LLC | 0.11% | New | 7,826 | $368K |
| Independent Advisor Alliance | 0.00% | New | 7,812 | $367K |
| Glass Jacobson Investment Advisors llc | 0.12% | Add +1.8% | 7,796 | $367K |
| Mosley Wealth Management | 0.22% | New | 7,593 | $361K |
| Synergy Investment Management, LLC | 0.15% | — | 7,593 | $357K |
| Prime Capital Investment Advisors, LLC | 0.01% | Reduce -9.8% | 7,573 | $356K |
| Capital Investment Advisors, LLC | 0.01% | Add +18.7% | 7,452 | $350K |
| Riverchase Wealth Management, LLC | 0.26% | — | 7,411 | $348K |
| Merit Financial Group, LLC | 0.01% | New | 7,204 | $339K |
| Buttonwood Financial Group, LLC | 0.19% | New | 7,114 | $338K |
| ROI Financial Advisors, LLC | 0.23% | Add +4.9% | 7,065 | $332K |
| Advocacy Wealth Management, LLC | 0.03% | New | 7,041 | $331K |
| Madrona Financial Services, LLC | 0.09% | Reduce -3.9% | 6,956 | $327K |
| Claro Advisors Inc. | 0.04% | Reduce -72.0% | 6,930 | $326K |
| AE Wealth Management LLC | 0.00% | Add +18.9% | 6,709 | $315K |
| JB Capital LLC | 0.02% | New | 6,627 | $312K |
| International Assets Investment Management, LLC | 0.03% | New | 6,599 | $311K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +38435.3% | 6,551 | $308K |
| Meridian Wealth Management, LLC | 0.01% | Add +7.2% | 6,461 | $304K |
| Matthew Goff Investment Advisor, LLC | 0.06% | Reduce -13.3% | 6,370 | $299K |
| Advus Financial Partners, LLC | 0.08% | New | 6,228 | $293K |
| Liberty Wealth Management LLC | 0.05% | New | 6,303 | $291K |
| Peapack Gladstone Financial Corp. | 0.00% | No change | 6,150 | $289K |
| Snider Financial Group | 0.09% | New | 6,145 | $289K |
| Cypress Wealth Services, LLC | 0.06% | New | 5,987 | $281K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.04% | New | 5,880 | $276K |
| Balanced Rock Investment Advisors LLC | 0.22% | Add +10.1% | 5,866 | $276K |
| Cyndeo Wealth Partners, LLC | 0.02% | New | 5,773 | $271K |
| Principal Securities, Inc. | 0.01% | New | 5,545 | $261K |
| BOS Asset Management, LLC | 0.09% | New | 5,512 | $259K |
| Bay Harbor Wealth Management, LLC | 0.08% | New | 5,512 | $259K |
| JPL Wealth Management, LLC | 0.07% | — | 5,263 | $247K |
| Opus Capital Group, LLC | 0.03% | Add +4.3% | 5,157 | $242K |
| Farther Finance Advisors, LLC | 0.01% | Add +1242.3% | 5,074 | $239K |
| Comerica Bank | 0.00% | Add +51.3% | 5,043 | $237K |
| Pennsylvania Capital Management Inc. | 0.08% | Add +2.0% | 4,956 | $233K |
| Orion Porfolio Solutions, LLC | 0.00% | New | 4,946 | $233K |
| Orion Portfolio Solutions, LLC | 0.00% | New | 4,946 | $233K |
| Cobblestone Asset Management LLC | 0.15% | New | 4,941 | $232K |
| Snowden Capital Advisors LLC | 0.01% | New | 4,909 | $231K |
| Spectrum Wealth Counsel, LLC | 0.03% | New | 4,861 | $229K |
| Peninsula Wealth, LLC | 0.04% | New | 4,752 | $223K |
| Unique Wealth Strategies, LLC | 0.10% | Add +8.8% | 4,737 | $223K |
| Prosperity Consulting Group, LLC | 0.02% | Add +2.3% | 4,675 | $220K |
| Global Retirement Partners, LLC | 0.01% | Add +150.4% | 4,657 | $219K |
| Alterna Wealth Management, Inc. | 0.18% | New | 4,585 | $216K |
| Allworth Financial LP | 0.00% | Add +31.9% | 4,314 | $205K |
| Capital Analysts, LLC | 0.01% | New | 4,050 | $190K |
| Cranbrook Wealth Management, LLC | 0.04% | Add +99.6% | 4,034 | $190K |
| Mather Group, Llc. | 0.00% | Add +17.1% | 3,811 | $179K |
| First Horizon Advisors, Inc. | 0.01% | Add +317.5% | 3,778 | $178K |
| Aptus Capital Advisors, LLC | 0.00% | Add +18.1% | 3,578 | $168K |
| Tsfg, LLC | 0.03% | New | 3,380 | $159K |
| Colonial Trust Co / SC | 0.02% | New | 3,127 | $147K |
| Endeavor Private Wealth, Inc. | 0.13% | — | 2,964 | $139K |
| Tidemark, LLC | 0.04% | New | 2,106 | $99K |
| Sunbelt Securities, Inc. | 0.01% | Add +1.1% | 1,879 | $88K |
| Ameriflex Group, Inc. | 0.04% | — | 1,702 | $81K |
| Twin City Private Wealth, LLC | 0.06% | Reduce -21.9% | 1,472 | $69K |
| Private Trust Co. NA | 0.01% | New | 1,282 | $60K |
| FMR LLC | 0.00% | Add +16.0% | 1,259 | $59K |
| North Star Investment Management Corp. | 0.00% | No change | 1,175 | $55K |
| Spire Wealth Management | 0.00% | Add +107.7% | 1,101 | $52K |
| Sound Income Strategies, LLC | 0.00% | No change | 1,077 | $51K |
| Geneos Wealth Management Inc. | 0.00% | No change | 954 | $45K |
| Adirondack Trust Co. | 0.02% | Add +59.2% | 882 | $41K |
| Synergy Asset Management, LLC | 0.00% | New | 779 | $37K |
| Caitlin John, LLC | 0.02% | No change | 684 | $32K |
| GeoWealth Management, LLC | 0.00% | Add +391.8% | 659 | $31K |
| LGT Financial Advisors LLC | 0.07% | New | 637 | $30K |
| Retirement Wealth Solutions LLC | 0.02% | — | 617 | $29K |
| Wintrust Investments LLC | 0.02% | Add +31.3% | 613 | $28K |
| Eukles Asset Management | 0.01% | No change | 477 | $22K |
| Oliver Lagore Vanvalin Investment Group | 0.01% | New | 425 | $20K |
| Park Square Financial Group, LLC | 0.01% | — | 404 | $19K |
| Wells Financial Advisors INC | 0.02% | New | 320 | $15K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 306 | $14K |
| Venturi Wealth Management, LLC | 0.00% | New | 255 | $12K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -17.7% | 237 | $11K |
| New Republic Capital, LLC | 0.01% | New | 231 | $11K |
| CoreCap Advisors, LLC | 0.00% | New | 165 | $8K |
| AdvisorNet Financial, Inc | 0.00% | Reduce -86.8% | 162 | $8K |
| Milestone Investment Advisors LLC | 0.00% | No change | 140 | $7K |
| Cape Investment Advisory, Inc. | 0.00% | New | 132 | $6K |
| Ancora Advisors LLC | 0.00% | No change | 124 | $6K |
| Parallel Advisors, LLC | 0.00% | New | 118 | $6K |
| Raleigh Capital Management Inc. | 0.00% | New | 115 | $5K |
| Avior Wealth Management, LLC | 0.00% | No change | 115 | $5K |
| Park Place Capital Corp | 0.00% | Reduce -75.6% | 111 | $5K |
| FLP Wealth Management, LLC | 0.01% | — | 106 | $5K |
| Front Row Advisors LLC | 0.00% | No change | 100 | $5K |
| EverSource Wealth Advisors, LLC | 0.00% | New | 85 | $4K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | New | 78 | $4K |
| ORG Partners LLC | 0.00% | New | 78 | $4K |
| Richardson Financial Services Inc. | 0.00% | Add +57.1% | 33 | $2K |
| Wells Fargo & Company | 0.00% | Reduce -91.8% | 25 | $1K |
| Tucker Asset Management LLC | 0.00% | New | 22 | $1K |
| Jones Financial Companies LLLP | 0.00% | New | 21 | $987 |
| MAI Capital Management | 0.00% | New | 16 | $753 |
| WR Wealth Planners, LLC | 0.00% | Reduce -20.0% | 8 | $376 |
| Lanark Financial, Inc. | 0.00% | — | 1 | $53 |
"% of holder's portfolio" is HYDB's weight in each manager's 13F, not the share of iShares High Yield Systemati the manager owns.