iShares High Yield SystematiHYDBETF
13F holders, Q1 2025 (March 31)246holders +4
38new positions
27sold out
$47.05avg. 13F price*
At the end of Q1 2025, 246 institutions reported holding iShares High Yield Systemati (HYDB) in their 13F filings, up 4 from Q4 2024. 38 opened new positions and 27 sold out. The largest holders were Renaissancere Holdings Ltd. ($238.2M), Bank of America Corp. ($140.1M) and Envestnet Asset Management Inc. ($127.8M).
- Company
- iShares High Yield Systemati
- CUSIP
- 46435G250
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 38 | $272.9M |
| Exits | 27 | $21.6M |
All 13F filers, Q4 2024 → Q1 2025: 10,131,960 shares bought and 2,498,692 shares sold, net +7,633,268 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 246 holders
| Renaissancere Holdings Ltd. | 38.06% | New | 5,057,726 | $238.2M |
| Bank of America Corp. | 0.01% | Add +502.5% | 2,975,615 | $140.1M |
| Envestnet Asset Management Inc. | 0.04% | Add +1.2% | 2,713,773 | $127.8M |
| Wealthspire Advisors, LLC | 0.35% | Add +4.7% | 1,243,992 | $58.6M |
| LPL Financial LLC | 0.02% | Reduce -20.2% | 1,128,859 | $53.2M |
| Ameriprise Financial Inc. | 0.01% | Add +12.0% | 757,183 | $35.7M |
| Assetmark, Inc. | 0.08% | Add +2.7% | 605,844 | $28.5M |
| State of New Jersey Common Pension Fund D | 0.12% | Reduce -53.6% | 563,120 | $26.5M |
| JPMorgan Chase & Co. | 0.00% | Add +19.1% | 525,357 | $24.7M |
| Cwm, LLC | 0.09% | Add +53.9% | 502,686 | $23.7M |
| Morgan Stanley | 0.00% | Add +12.0% | 496,438 | $23.4M |
| BlackRock, Inc. | 0.00% | Add +7.1% | 492,282 | $23.2M |
| Captrust Financial Advisors | 0.06% | Reduce -24.6% | 489,381 | $23.0M |
| Strategic Planning Group, LLC | 4.21% | New | 456,706 | $21.5M |
| IHT Wealth Management, LLC | 0.65% | Reduce -14.8% | 441,983 | $20.8M |
| Cetera Investment Advisers | 0.04% | Reduce -1.1% | 437,594 | $20.6M |
| Manning & Napier Advisors LLC | 0.23% | Reduce -6.4% | 392,550 | $18.5M |
| Cornerstone Planning Group LLC | 3.49% | Add +3.3% | 318,044 | $14.6M |
| Capital Investment Counsel, LLC | 2.27% | Add +16.6% | 291,149 | $13.7M |
| Outlook Wealth Advisors, LLC | 3.77% | Add +20.9% | 287,863 | $13.6M |
| MML Investors Services, LLC | 0.04% | Add +75.8% | 274,802 | $12.9M |
| Envestnet Portfolio Solutions, Inc. | 0.05% | Reduce -19.9% | 263,605 | $12.4M |
| IMA Advisory Services, Inc. | 1.47% | Reduce -6.1% | 262,984 | $12.4M |
| Ocean Park Asset Management, LLC | 0.40% | Add +37.4% | 240,799 | $11.3M |
| Insight Wealth Strategies, LLC | 1.46% | Add +99.1% | 230,917 | $10.9M |
| Osaic Holdings, Inc. | 0.02% | Add +13.9% | 227,139 | $10.7M |
| Betterment LLC | 0.02% | Add +23.2% | 222,167 | $10.5M |
| Compound Planning, Inc. | 0.41% | Add +14.2% | 192,001 | $9.0M |
| TL Private Wealth | 4.38% | Reduce -1.7% | 197,846 | $8.8M |
| UBS Group AG | 0.00% | Add +175.7% | 185,043 | $8.7M |
| Dahring | Cusmano LLC | 7.28% | Add +7.8% | 179,411 | $8.4M |
| Sax Wealth Advisors, LLC | 0.53% | Add +17.9% | 157,017 | $7.4M |
| Park Avenue Securities LLC | 0.09% | Add +9.7% | 149,170 | $7.0M |
| Bank of New York Mellon Corp | 0.00% | Add +34.2% | 148,760 | $7.0M |
| Foundations Investment Advisors, LLC | 0.13% | Add +40.5% | 144,124 | $6.8M |
| Kestra Investment Management, LLC | 0.11% | Reduce -72.3% | 126,984 | $5.8M |
| United Capital Financial Advisors, LLC | 0.05% | Reduce -18.2% | 120,958 | $5.7M |
| Waverly Advisors, LLC | 0.07% | Add +12.0% | 117,692 | $5.5M |
| Creative Financial Designs Inc. | 0.41% | Add +2.5% | 109,381 | $5.2M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -53.8% | 109,286 | $5.1M |
| Raymond James Financial Inc. | 0.00% | Add +24.2% | 105,987 | $5.0M |
| Cottonwood Capital Advisors, LLC | 3.66% | Add +17.5% | 105,697 | $5.0M |
| Janney Montgomery Scott LLC | 0.01% | Add +4.6% | 102,178 | $4.8M |
| Sanctuary Advisors, LLC | 0.03% | Add +4.9% | 100,931 | $4.8M |
| NewEdge Advisors, LLC | 0.03% | Add +15.0% | 99,933 | $4.7M |
| Systelligence, LLC | 1.11% | Reduce -19.2% | 98,013 | $4.6M |
| Correct Capital Wealth Management | 0.89% | Reduce -34.9% | 95,071 | $4.5M |
| Mascagni Wealth Management, Inc. | 4.41% | No change | 94,074 | $4.4M |
| Kelly Financial Services LLC | 1.35% | Add +2.8% | 82,384 | $3.9M |
| OneDigital Investment Advisors LLC | 0.05% | Reduce -32.7% | 80,820 | $3.8M |
| NorthCoast Asset Management LLC | 0.02% | Reduce -0.6% | 71,627 | $3.4M |
| Tennessee Valley Asset Management Partners | 0.53% | Add +704.8% | 69,645 | $3.3M |
| Advisory Resource Group | 0.65% | Reduce -55.4% | 68,178 | $3.2M |
| Triad Wealth Partners, LLC | 1.00% | Add +9.1% | 68,081 | $3.2M |
| Dynasty Wealth Management, LLC | 0.05% | Add +15.2% | 66,304 | $3.1M |
| Stifel Financial Corp. | 0.00% | Add +9.1% | 62,145 | $2.9M |
| Savvy Advisors, Inc. | 0.28% | Add +118.7% | 59,626 | $2.8M |
| Sagespring Wealth Partners, LLC | 0.07% | Add +14.3% | 57,448 | $2.7M |
| Beacon Financial Planning, Inc. | 1.54% | Add +366.4% | 56,757 | $2.7M |
| Avantax Advisory Services, Inc. | 0.02% | Add +10.9% | 56,366 | $2.7M |
| Summit X, LLC | 0.56% | Reduce -17.2% | 56,364 | $2.7M |
| Retirement Planning Group, LLC / NY | 2.68% | Add +0.6% | 56,033 | $2.6M |
| Ascent Group, LLC | 0.11% | Add +193.3% | 55,918 | $2.6M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +3.9% | 55,444 | $2.6M |
| CreativeOne Wealth, LLC | 0.08% | Add +1.6% | 54,766 | $2.6M |
| Merit Financial Group, LLC | 0.04% | Add +651.1% | 54,111 | $2.5M |
| Stratos Wealth Partners, LTD. | 0.04% | New | 50,151 | $2.4M |
| Kestra Advisory Services, LLC | 0.01% | Add +4.0% | 49,247 | $2.3M |
| Veridan Wealth LLC | 1.04% | Add +3.6% | 48,822 | $2.3M |
| Truist Financial Corp. | 0.00% | Add +1.3% | 44,837 | $2.1M |
| Dynamic Advisor Solutions LLC | 0.07% | Add +16.1% | 43,103 | $2.0M |
| Liberty Square Wealth Partners LLC | 0.77% | Add +87.5% | 43,073 | $2.0M |
| Fig Financial Advisory Services Inc. | 1.43% | Add +22.9% | 43,015 | $2.0M |
| Atria Wealth Solutions, Inc. | 0.02% | Add +0.6% | 40,906 | $1.9M |
| Atria Investments, Inc | 0.02% | Add +10.4% | 40,812 | $1.9M |
| US Bancorp \de | 0.00% | Reduce -0.1% | 39,430 | $1.9M |
| SteelPeak Wealth, LLC | 0.07% | Add +41.9% | 36,656 | $1.7M |
| Continuum Advisory, LLC | 0.21% | Add +0.0% | 35,064 | $1.7M |
| Integrated Wealth Concepts LLC | 0.02% | New | 34,308 | $1.6M |
| Apollon Wealth Management, LLC | 0.03% | Add +5.0% | 32,681 | $1.5M |
| Security Financial Services, INC. | 0.30% | Reduce -8.2% | 31,916 | $1.5M |
| Avestar Capital, LLC | 0.13% | Add +5.1% | 29,388 | $1.4M |
| Modern Wealth Management, LLC | 0.04% | Add +5.9% | 28,836 | $1.4M |
| IFP Advisors, Inc | 0.04% | Add +88.6% | 27,552 | $1.3M |
| TSA Wealth Managment LLC | 0.51% | Add +10.0% | 27,194 | $1.3M |
| Rovin Capital /Ut/ | 0.41% | Add +16.5% | 27,132 | $1.3M |
| Regal Investment Advisors LLC | 0.10% | Add +52.7% | 26,571 | $1.3M |
| Seamount Financial Group Inc. | 0.85% | Add +51.7% | 26,436 | $1.2M |
| Trek Financial, LLC | 0.09% | Add +77.4% | 26,341 | $1.2M |
| U.S. Capital Wealth Advisors, LLC | 0.04% | Add +14.8% | 26,155 | $1.2M |
| Midwest Capital Advisors, LLC | 0.74% | Add +12.8% | 25,626 | $1.2M |
| Private Advisor Group, LLC | 0.01% | Add +43.4% | 24,856 | $1.2M |
| Watershed Private Wealth LLC | 0.45% | Add +8.1% | 23,944 | $1.1M |
| Thoroughbred Financial Services, LLC | 0.07% | Add +0.2% | 23,521 | $1.1M |
| Royal Bank of Canada | 0.00% | Add +27.9% | 23,331 | $1.1M |
| Summit Wealth Partners, LLC | 0.22% | Reduce -19.6% | 23,184 | $1.1M |
| Sharkey, Howes & Javer | 0.15% | Add +38.8% | 22,396 | $1.1M |
| Allworth Financial LP | 0.01% | Add +424.6% | 22,632 | $1.0M |
| HighTower Advisors, LLC | 0.00% | Add +2.5% | 21,992 | $1.0M |
| Hennion & Walsh Asset Management, Inc. | 0.05% | Add +2.3% | 21,958 | $1.0M |
"% of holder's portfolio" is HYDB's weight in each manager's 13F, not the share of iShares High Yield Systemati the manager owns.