iShares High Yield SystematiHYDBETF

13F holders, Q3 2025 (September 30)
234holders +16
34new positions
14sold out
$47.83avg. 13F price*

At the end of Q3 2025, 234 institutions reported holding iShares High Yield Systemati (HYDB) in their 13F filings, up 16 from Q2 2025. 34 opened new positions and 14 sold out. The largest holders were Renaissancere Holdings Ltd. ($242.0M), Bank of America Corp. ($151.3M) and Envestnet Asset Management Inc. ($66.7M).

Company
iShares High Yield Systemati
CUSIP
46435G250
Latest filing quarter
Q2 2026

History

Number of 13F holders

050100150200250 Q1 2024: 135Q1 2024Q2 2024: 146Q2 2024Q3 2024: 144Q3 2024Q4 2024: 242Q4 2024Q1 2025: 246Q1 2025Q2 2025: 218Q2 2025Q3 2025: 234Q3 2025Q4 2025: 221Q4 2025Q1 2026: 217Q1 2026Q2 2026: 196Q2 2026

Total Exit/New Position Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions34$67.1M
Exits14$8.4M

All 13F filers, Q2 2025 → Q3 2025: 3,449,164 shares bought and 695,848 shares sold, net +2,753,316 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 234 holders

Renaissancere Holdings Ltd. 32.65% No change 5,057,726 $242.0M
Bank of America Corp. 0.01% Add +7.9% 3,161,745 $151.3M
Envestnet Asset Management Inc. 0.02% Add +6.3% 1,393,059 $66.7M
Wealthspire Advisors, LLC 0.33% Add +2.9% 1,299,739 $62.2M
Factory Mutual Insurance Co. 0.49% New 1,055,715 $50.5M
LPL Financial LLC 0.01% Add +10.3% 989,677 $47.4M
Ameriprise Financial Inc. 0.01% Add +8.7% 927,769 $44.4M
Strategic Planning Group, LLC 3.49% Add +8.7% 539,304 $25.8M
Insight Wealth Strategies, LLC 2.72% Add +4.4% 481,910 $23.1M
State of New Jersey Common Pension Fund D 0.08% Reduce -17.8% 463,120 $22.2M
Morgan Stanley 0.00% Add +22.9% 455,644 $21.8M
Ocean Park Asset Management, LLC 0.84% Add +77.7% 427,800 $20.5M
Capital Investment Counsel, LLC 2.61% Add +15.9% 370,924 $17.7M
Cornerstone Planning Group LLC 2.66% Add +3.0% 349,164 $16.6M
Cetera Investment Advisers 0.02% Add +13.4% 342,304 $16.4M
Apollon Wealth Management, LLC 0.27% Add +0.9% 319,296 $15.3M
Sofi Wealth, LLC 0.77% Add +29.4% 299,880 $14.3M
Betterment LLC 0.03% Add +17.6% 290,719 $13.9M
IMA Advisory Services, Inc. 1.34% Add +3.5% 278,651 $13.3M
JPMorgan Chase & Co. 0.00% Add +22.9% 277,216 $13.3M
Outlook Wealth Advisors, LLC 3.30% Reduce -5.1% 277,153 $13.3M
BlueStem Wealth Partners, LLC 1.44% Add +14.1% 262,857 $12.6M
Osaic Holdings, Inc. 0.02% Reduce -8.9% 252,849 $12.1M
UBS Group AG 0.00% Add +10.2% 250,447 $12.0M
Cwm, LLC 0.03% Reduce -8.3% 242,310 $11.6M
Sax Wealth Advisors, LLC 0.58% Add +41.2% 225,245 $10.8M
Compound Planning, Inc. 0.34% Add +5.5% 219,850 $10.5M
MML Investors Services, LLC 0.03% Reduce -1.6% 218,781 $10.5M
Assetmark, Inc. 0.02% Reduce -3.3% 216,455 $10.4M
TL Private Wealth 4.05% Add +6.4% 213,479 $10.1M
Liberty Square Wealth Partners LLC 3.08% Add +106.8% 208,583 $10.0M
BlackRock, Inc. 0.00% Reduce -0.3% 181,638 $8.7M
Captrust Financial Advisors 0.02% Reduce -29.0% 177,610 $8.5M
MA Private Wealth 1.38% Add +24.6% 171,759 $8.2M
Armor Investment Advisors, LLC 2.43% Add +669.9% 159,986 $7.7M
IHT Wealth Management, LLC 0.18% Reduce -7.8% 148,530 $7.1M
Savvy Advisors, Inc. 0.32% Add +83.7% 145,313 $7.0M
Raymond James Financial Inc. 0.00% Add +11.7% 135,571 $6.5M
Cottonwood Capital Advisors, LLC 4.24% Add +4.2% 121,730 $5.8M
Systelligence, LLC 1.08% Add +46.0% 118,948 $5.7M
Waverly Advisors, LLC 0.06% Add +0.3% 116,719 $5.6M
Jane Street Group, LLC 0.01% New 108,315 $5.2M
Kestra Investment Management, LLC 0.13% Add +16.2% 104,702 $5.0M
Correct Capital Wealth Management 0.88% Add +8.2% 100,388 $4.8M
Sanctuary Advisors, LLC 0.03% Add +18.3% 98,899 $4.7M
Mascagni Wealth Management, Inc. 3.64% Add +3.0% 98,398 $4.7M
Bank of New York Mellon Corp 0.00% Add +11.4% 94,483 $4.5M
Mariner, LLC 0.01% Add +8.7% 80,637 $3.9M
Envestnet Portfolio Solutions, Inc. 0.01% Reduce -1.7% 79,260 $3.8M
Tennessee Valley Asset Management Partners 0.49% New 75,164 $3.6M
Beacon Financial Planning, Inc. 1.76% Add +6.0% 71,226 $3.4M
Park Avenue Securities LLC 0.02% Add +8.9% 62,720 $3.0M
OneDigital Investment Advisors LLC 0.03% Reduce -14.3% 62,686 $3.0M
CreativeOne Wealth, LLC 0.07% Add +6.1% 60,640 $2.9M
Triad Wealth Partners, LLC 0.36% Add +8.0% 58,829 $2.8M
IFP Advisors, Inc 0.07% Add +16.0% 58,274 $2.8M
Foundations Investment Advisors, LLC 0.04% Add +4.8% 57,829 $2.8M
Kestra Advisory Services, LLC 0.01% Add +20.6% 57,253 $2.7M
Dynamic Advisor Solutions LLC 0.08% Add +25.8% 57,097 $2.7M
Retirement Planning Group, LLC / NY 2.00% Reduce -0.5% 55,930 $2.7M
Stratos Wealth Partners, LTD. 0.03% Add +4.2% 55,629 $2.7M
United Capital Financial Advisors, LLC 0.02% Add +1.1% 49,891 $2.4M
Synovus Financial Corp. 0.02% Add +57.6% 45,440 $2.2M
NewEdge Advisors, LLC 0.01% Add +5.8% 44,522 $2.1M
Thrivent Financial for Lutherans 0.00% Add +108.9% 43,180 $2.1M
Security Financial Services, INC. 0.33% Add +50.4% 42,694 $2.0M
Commonwealth Equity Services, LLC 0.00% Add +42.3% 40,709 $1.9M
Advisory Resource Group 0.34% Reduce -45.9% 40,059 $1.9M
TFB Advisors LLC 0.51% Add +53.9% 37,354 $1.8M
Janney Montgomery Scott LLC 0.00% Add +3.0% 35,165 $1.7M
Continuum Advisory, LLC 0.18% Add +0.1% 34,868 $1.7M
Private Advisor Group, LLC 0.01% Add +45.5% 34,854 $1.7M
Sovran Advisors, LLC 0.15% Add +43.1% 34,830 $1.7M
ROI Financial Advisors, LLC 0.93% Add +101.9% 32,535 $1.6M
Dahring | Cusmano LLC 1.12% Reduce -81.8% 32,425 $1.6M
BNP Paribas Financial Markets 0.00% New 32,400 $1.6M
Royal Bank of Canada 0.00% Add +53.3% 30,657 $1.5M
J.W. Cole Advisors, Inc. 0.03% Add +6.0% 30,625 $1.5M
Avestar Capital, LLC 0.10% Reduce -0.8% 29,601 $1.4M
Rovin Capital /Ut/ 0.39% Add +0.6% 29,463 $1.4M
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -34.0% 29,182 $1.4M
Merit Financial Group, LLC 0.01% Add +27.4% 28,567 $1.4M
Watershed Private Wealth LLC 0.43% Add +20.0% 28,338 $1.4M
Seamount Financial Group Inc. 0.64% Add +2.8% 28,143 $1.3M
JFS Wealth Advisors, LLC 0.08% Add +65.4% 27,958 $1.3M
Stifel Financial Corp. 0.00% Reduce -2.5% 27,459 $1.3M
Sonoma Allocations LLC 0.46% — 26,861 $1.3M
Rockefeller Capital Management L.P. 0.00% Add +66.3% 25,035 $1.2M
Ascent Group, LLC 0.04% Add +14.7% 24,261 $1.2M
Tidemark, LLC 0.34% Add +60.4% 24,042 $1.2M
Allworth Financial LP 0.00% Add +4.3% 23,235 $1.1M
HighTower Advisors, LLC 0.00% Add +0.6% 21,799 $1.0M
Arkadios Wealth Advisors 0.02% Add +27.0% 20,023 $958K
Manning & Napier Advisors LLC 0.01% Add +1695.3% 19,946 $955K
Truist Financial Corp. 0.00% Add +5.7% 19,684 $942K
Thoroughbred Financial Services, LLC 0.06% Reduce -19.7% 18,959 $907K
US Bancorp \de 0.00% Add +0.4% 18,497 $885K
Cranbrook Wealth Management, LLC 0.18% Add +89.2% 18,444 $882K
Arista Wealth Management, LLC 0.11% Add +76.8% 18,430 $882K
Trek Financial, LLC 0.05% Add +36.5% 17,909 $857K

"% of holder's portfolio" is HYDB's weight in each manager's 13F, not the share of iShares High Yield Systemati the manager owns.

Show all 234 holders