iShares High Yield SystematiHYDBETF
13F holders, Q2 2025 (June 30)218holders −28
26new positions
51sold out
$47.46avg. 13F price*
At the end of Q2 2025, 218 institutions reported holding iShares High Yield Systemati (HYDB) in their 13F filings, down 28 from Q1 2025. 26 opened new positions and 51 sold out. The largest holders were Renaissancere Holdings Ltd. ($240.1M), Bank of America Corp. ($139.1M) and Envestnet Asset Management Inc. ($62.2M).
- Company
- iShares High Yield Systemati
- CUSIP
- 46435G250
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 26 | $22.7M |
| Exits | 51 | $23.6M |
All 13F filers, Q1 2025 → Q2 2025: 1,925,825 shares bought and 6,105,329 shares sold, net −4,179,504 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 218 holders
| Renaissancere Holdings Ltd. | 37.51% | No change | 5,057,726 | $240.1M |
| Bank of America Corp. | 0.01% | Reduce -1.5% | 2,929,987 | $139.1M |
| Envestnet Asset Management Inc. | 0.02% | Reduce -51.7% | 1,309,871 | $62.2M |
| Wealthspire Advisors, LLC | 0.34% | Add +1.6% | 1,263,546 | $60.0M |
| LPL Financial LLC | 0.01% | Reduce -20.5% | 897,478 | $42.6M |
| Ameriprise Financial Inc. | 0.01% | Add +12.8% | 853,852 | $40.5M |
| State of New Jersey Common Pension Fund D | 0.10% | No change | 563,120 | $26.7M |
| Strategic Planning Group, LLC | 3.83% | Add +8.7% | 496,220 | $23.6M |
| Insight Wealth Strategies, LLC | 2.75% | Add +99.9% | 461,563 | $21.8M |
| Morgan Stanley | 0.00% | Reduce -25.3% | 370,713 | $17.6M |
| Cornerstone Planning Group LLC | 3.27% | Add +6.6% | 339,170 | $16.0M |
| Capital Investment Counsel, LLC | 2.36% | Add +9.9% | 320,003 | $15.2M |
| Apollon Wealth Management, LLC | 0.30% | Add +868.0% | 316,362 | $15.0M |
| Cetera Investment Advisers | 0.02% | Reduce -31.0% | 301,795 | $14.3M |
| Outlook Wealth Advisors, LLC | 3.57% | Add +1.5% | 292,055 | $13.9M |
| Osaic Holdings, Inc. | 0.02% | Add +22.1% | 277,421 | $13.2M |
| IMA Advisory Services, Inc. | 1.37% | Add +2.4% | 269,294 | $12.8M |
| Cwm, LLC | 0.04% | Reduce -47.4% | 264,339 | $12.5M |
| Captrust Financial Advisors | 0.03% | Reduce -48.9% | 250,133 | $11.9M |
| Betterment LLC | 0.03% | Add +11.3% | 247,289 | $11.7M |
| Ocean Park Asset Management, LLC | 0.40% | No change | 240,799 | $11.3M |
| Sofi Wealth, LLC | 0.67% | New | 231,698 | $11.0M |
| BlueStem Wealth Partners, LLC | 1.34% | Add +5089.9% | 230,328 | $10.9M |
| UBS Group AG | 0.00% | Add +22.8% | 227,285 | $10.8M |
| JPMorgan Chase & Co. | 0.00% | Reduce -57.1% | 225,545 | $10.7M |
| Assetmark, Inc. | 0.03% | Reduce -63.0% | 223,929 | $10.6M |
| MML Investors Services, LLC | 0.03% | Reduce -19.1% | 222,439 | $10.6M |
| Compound Planning, Inc. | 0.37% | Add +8.5% | 208,301 | $9.9M |
| TL Private Wealth | 3.93% | Add +1.4% | 200,616 | $9.5M |
| BlackRock, Inc. | 0.00% | Reduce -63.0% | 182,180 | $8.6M |
| Dahring | Cusmano LLC | 6.61% | Reduce -0.5% | 178,596 | $8.5M |
| IHT Wealth Management, LLC | 0.21% | Reduce -63.6% | 161,078 | $7.6M |
| Sax Wealth Advisors, LLC | 0.46% | Add +1.6% | 159,550 | $7.6M |
| MA Private Wealth | 1.17% | Add +1340.3% | 137,856 | $6.5M |
| Raymond James Financial Inc. | 0.00% | Add +14.6% | 121,426 | $5.8M |
| Cottonwood Capital Advisors, LLC | 3.72% | Add +10.5% | 116,806 | $5.5M |
| Waverly Advisors, LLC | 0.06% | Reduce -1.2% | 116,319 | $5.5M |
| Liberty Square Wealth Partners LLC | 1.65% | Add +134.1% | 100,852 | $4.8M |
| Mascagni Wealth Management, Inc. | 3.86% | Add +1.6% | 95,560 | $4.5M |
| Correct Capital Wealth Management | 0.86% | Reduce -2.4% | 92,769 | $4.4M |
| Kestra Investment Management, LLC | 0.13% | Reduce -29.1% | 90,080 | $4.3M |
| Bank of New York Mellon Corp | 0.00% | Reduce -43.0% | 84,846 | $4.0M |
| Sanctuary Advisors, LLC | 0.02% | Reduce -17.1% | 83,619 | $4.0M |
| Systelligence, LLC | 0.71% | Reduce -16.9% | 81,442 | $3.9M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Reduce -69.4% | 80,666 | $3.8M |
| Savvy Advisors, Inc. | 0.25% | Add +32.6% | 79,087 | $3.8M |
| Mariner, LLC | 0.01% | New | 74,203 | $3.5M |
| Advisory Resource Group | 0.68% | Add +8.7% | 74,098 | $3.5M |
| OneDigital Investment Advisors LLC | 0.04% | Reduce -9.5% | 73,142 | $3.5M |
| Beacon Financial Planning, Inc. | 1.78% | Add +18.3% | 67,167 | $3.2M |
| Dynasty Wealth Management, LLC | 0.05% | Reduce -2.4% | 64,735 | $3.1M |
| Park Avenue Securities LLC | 0.03% | Reduce -61.4% | 57,598 | $2.7M |
| Avantax Advisory Services, Inc. | 0.01% | Add +1.9% | 57,445 | $2.7M |
| CreativeOne Wealth, LLC | 0.07% | Add +4.3% | 57,148 | $2.7M |
| Retirement Planning Group, LLC / NY | 2.35% | Add +0.3% | 56,218 | $2.7M |
| Foundations Investment Advisors, LLC | 0.04% | Reduce -61.7% | 55,174 | $2.6M |
| Triad Wealth Partners, LLC | 0.52% | Reduce -20.0% | 54,495 | $2.6M |
| Stratos Wealth Partners, LTD. | 0.03% | Add +6.5% | 53,407 | $2.5M |
| IFP Advisors, Inc | 0.07% | Add +82.3% | 50,217 | $2.4M |
| United Capital Financial Advisors, LLC | 0.02% | Reduce -59.2% | 49,329 | $2.3M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -3.6% | 47,490 | $2.3M |
| Summit X, LLC | 0.42% | Reduce -16.7% | 46,940 | $2.2M |
| Dynamic Advisor Solutions LLC | 0.07% | Add +5.3% | 45,373 | $2.2M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -20.3% | 44,203 | $2.1M |
| NewEdge Advisors, LLC | 0.01% | Reduce -57.9% | 42,073 | $2.0M |
| Continuum Advisory, LLC | 0.20% | Reduce -0.7% | 34,837 | $1.7M |
| Janney Montgomery Scott LLC | 0.00% | Reduce -66.6% | 34,131 | $1.6M |
| Avestar Capital, LLC | 0.10% | Add +1.6% | 29,852 | $1.4M |
| Leo Wealth, LLC | 0.11% | New | 29,345 | $1.4M |
| Rovin Capital /Ut/ | 0.42% | Add +8.0% | 29,291 | $1.4M |
| J.W. Cole Advisors, Inc. | 0.03% | New | 28,902 | $1.4M |
| Synovus Financial Corp. | 0.02% | Add +113.4% | 28,840 | $1.4M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -73.8% | 28,599 | $1.4M |
| Security Financial Services, INC. | 0.24% | Reduce -11.1% | 28,383 | $1.3M |
| Stifel Financial Corp. | 0.00% | Reduce -54.7% | 28,166 | $1.3M |
| Seamount Financial Group Inc. | 0.67% | Add +3.5% | 27,370 | $1.3M |
| TFB Advisors LLC | 0.30% | Add +19.4% | 24,275 | $1.2M |
| Sovran Advisors, LLC | 0.12% | Add +71.0% | 24,346 | $1.1M |
| Private Advisor Group, LLC | 0.01% | Reduce -3.7% | 23,946 | $1.1M |
| Watershed Private Wealth LLC | 0.41% | Reduce -1.4% | 23,609 | $1.1M |
| Thoroughbred Financial Services, LLC | 0.08% | Add +0.3% | 23,600 | $1.1M |
| Atria Wealth Solutions, Inc. | 0.02% | Reduce -43.7% | 23,019 | $1.1M |
| Merit Financial Group, LLC | 0.01% | Reduce -58.5% | 22,428 | $1.1M |
| Allworth Financial LP | 0.01% | Reduce -1.5% | 22,286 | $1.1M |
| Atria Investments, Inc | 0.01% | Reduce -46.5% | 21,832 | $1.0M |
| HighTower Advisors, LLC | 0.00% | Reduce -1.5% | 21,663 | $1.0M |
| Hennion & Walsh Asset Management, Inc. | 0.04% | Reduce -1.6% | 21,614 | $1.0M |
| Ascent Group, LLC | 0.04% | Reduce -62.2% | 21,150 | $1.0M |
| Armor Investment Advisors, LLC | 0.37% | Add +5.7% | 20,781 | $987K |
| Thrivent Financial for Lutherans | 0.00% | Add +11.8% | 20,672 | $981K |
| Royal Bank of Canada | 0.00% | Reduce -14.3% | 19,994 | $949K |
| Truist Financial Corp. | 0.00% | Reduce -58.5% | 18,615 | $884K |
| US Bancorp \de | 0.00% | Reduce -53.3% | 18,430 | $875K |
| SteelPeak Wealth, LLC | 0.03% | Reduce -49.8% | 18,399 | $873K |
| Regal Investment Advisors LLC | 0.06% | Reduce -34.4% | 17,429 | $827K |
| Modern Wealth Management, LLC | 0.02% | Reduce -40.0% | 17,288 | $821K |
| Westbourne Investments, Inc. | 0.43% | No change | 17,123 | $813K |
| JFS Wealth Advisors, LLC | 0.05% | Add +1.5% | 16,902 | $802K |
| Cerity Partners LLC | 0.00% | New | 16,142 | $766K |
| Kelly Financial Services LLC | 0.23% | Reduce -80.4% | 16,134 | $766K |
"% of holder's portfolio" is HYDB's weight in each manager's 13F, not the share of iShares High Yield Systemati the manager owns.