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
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 34 | $67.1M |
| Exits | 14 | $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 |
| Regal Investment Advisors LLC | 0.06% | Add +1.6% | 17,717 | $848K |
| Avior Wealth Management, LLC | 0.03% | New | 17,189 | $822K |
| Hennion & Walsh Asset Management, Inc. | 0.03% | Reduce -22.4% | 16,768 | $802K |
| SteelPeak Wealth, LLC | 0.03% | Reduce -9.7% | 16,611 | $795K |
| Kelly Financial Services LLC | 0.20% | Reduce -0.2% | 16,099 | $770K |
| Apollon Financial, LLC | 0.12% | Add +48.1% | 14,690 | $703K |
| Keystone Wealth Services, LLC | 0.15% | New | 14,204 | $680K |
| Atria Investments, Inc | 0.01% | Reduce -35.0% | 14,188 | $679K |
| Kingsview Wealth Management, LLC | 0.01% | Reduce -3.6% | 14,067 | $673K |
| Cerity Partners LLC | 0.00% | Reduce -14.0% | 13,877 | $657K |
| Equitable Holdings, Inc. | 0.00% | Reduce -4.6% | 13,712 | $656K |
| Principal Securities, Inc. | 0.01% | Add +44.0% | 13,323 | $637K |
| Riverchase Wealth Management, LLC | 0.35% | Add +3.0% | 12,965 | $620K |
| Strategic Blueprint, LLC | 0.03% | Add +2.2% | 12,779 | $611K |
| Meridian Wealth Management, LLC | 0.02% | Add +16.2% | 12,535 | $600K |
| TSA Wealth Managment LLC | 0.20% | Add +12.4% | 12,228 | $585K |
| Exchange Traded Concepts, LLC | 0.01% | No change | 11,975 | $573K |
| NorthRock Partners, LLC | 0.01% | New | 11,958 | $572K |
| Onyx Bridge Wealth Group LLC | 0.06% | Add +23.9% | 11,935 | $571K |
| Breakwater Capital Group | 0.08% | Add +3.5% | 11,302 | $541K |
| Capital Investment Advisors, LLC | 0.01% | Add +18.8% | 10,088 | $483K |
| Integrated Wealth Concepts LLC | 0.00% | Reduce -31.1% | 9,827 | $470K |
| 5T Wealth, LLC | 0.20% | Add +6.0% | 9,770 | $467K |
| NBT Bank, N.A. | 0.03% | Add +7.2% | 9,695 | $464K |
| Icon Wealth Advisors, LLC | 0.03% | Add +96.7% | 9,661 | $462K |
| Summit Wealth Partners, LLC | 0.08% | Reduce -18.3% | 9,603 | $459K |
| ShoreHaven Wealth Partners, LLC | 0.17% | New | 9,442 | $452K |
| Embree Financial Group | 0.06% | New | 9,124 | $437K |
| &partners | 0.00% | Add +5.3% | 8,843 | $425K |
| Copperleaf Capital, LLC | 0.19% | Reduce -19.6% | 8,492 | $406K |
| Turning Point Benefit Group, Inc. | 0.24% | New | 8,466 | $404K |
| Oxinas Partners, LLC | 0.21% | Reduce -9.9% | 8,378 | $401K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | Reduce -10.1% | 8,348 | $399K |
| JPL Wealth Management, LLC | 0.09% | Reduce -0.8% | 8,195 | $392K |
| Madrona Financial Services, LLC | 0.08% | Reduce -0.2% | 7,678 | $367K |
| TBH Global Asset Management, LLC | 0.07% | New | 7,652 | $366K |
| Atlatl Advisers LLC | 0.14% | Reduce -2.6% | 7,621 | $365K |
| Prime Capital Investment Advisors, LLC | 0.00% | Reduce -2.9% | 7,554 | $361K |
| Independent Advisor Alliance | 0.01% | Add +1.6% | 7,355 | $352K |
| Wealthcare Advisory Partners LLC | 0.01% | Add +69.3% | 7,341 | $351K |
| Journey Strategic Wealth LLC | 0.01% | New | 7,276 | $348K |
| Old Mission Capital LLC | 0.01% | New | 7,045 | $337K |
| Balanced Rock Investment Advisors LLC | 0.24% | Add +7.8% | 6,884 | $329K |
| AE Wealth Management LLC | 0.00% | Add +7.3% | 6,744 | $323K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +35.2% | 6,578 | $315K |
| Perigon Wealth Management, LLC | 0.01% | Add +1.8% | 6,574 | $315K |
| Ballentine Partners, LLC | 0.00% | New | 6,299 | $301K |
| Global Retirement Partners, LLC | 0.01% | Reduce -2.1% | 6,278 | $300K |
| Choreo, LLC | 0.00% | Add +0.6% | 6,260 | $300K |
| Opus Capital Group, LLC | 0.03% | Reduce -2.3% | 6,000 | $287K |
| Regatta Capital Group, LLC | 0.05% | No change | 5,989 | $287K |
| CFS Investment Advisory Services, LLC | 0.02% | Add +12.4% | 5,881 | $280K |
| Transamerica Financial Advisors, LLC | 0.02% | New | 5,700 | $273K |
| Advus Financial Partners, LLC | 0.06% | Reduce -35.8% | 5,508 | $264K |
| Liberty Wealth Management LLC | 0.04% | Reduce -0.8% | 5,454 | $261K |
| Farther Finance Advisors, LLC | 0.00% | Add +2.7% | 5,448 | $261K |
| Simplicity Wealth,LLC | 0.02% | Reduce -51.2% | 5,442 | $260K |
| Blue Trust, Inc. | 0.00% | Reduce -15.8% | 5,383 | $258K |
| Matthew Goff Investment Advisor, LLC | 0.04% | No change | 5,321 | $255K |
| Pennsylvania Capital Management Inc. | 0.07% | Add +1.6% | 5,172 | $247K |
| Alterna Wealth Management, Inc. | 0.20% | New | 5,141 | $246K |
| International Assets Investment Management, LLC | 0.02% | No change | 5,049 | $238K |
| Two West Capital Advisors LLC | 0.14% | Add +0.9% | 4,922 | $235K |
| JB Capital LLC | 0.01% | Add +1.9% | 4,859 | $232K |
| Unique Wealth Strategies, LLC | 0.09% | Add +5.7% | 4,837 | $231K |
| SigFig Wealth Management, LLC | 0.01% | Add +4.5% | 4,810 | $230K |
| WealthShield Partners, LLC | 0.03% | Add +2.5% | 4,716 | $226K |
| Mather Group, Llc. | 0.00% | New | 4,579 | $219K |
| Absolute Capital Management, LLC | 0.09% | Reduce -44.3% | 4,497 | $215K |
| BOS Asset Management, LLC | 0.06% | New | 4,365 | $209K |
| Comerica Bank | 0.00% | Add +9.3% | 4,319 | $207K |
| GTS Securities LLC | 0.01% | New | 4,311 | $206K |
| Brookstone Capital Management | 0.00% | New | 4,231 | $202K |
| GeoWealth Management, LLC | 0.01% | Add +1.8% | 4,035 | $193K |
| Midwest Capital Advisors, LLC | 0.09% | Add +7.1% | 3,916 | $187K |
| Capital Analysts, LLC | 0.00% | Reduce -5.8% | 2,716 | $129K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 2,666 | $128K |
| Keystone Financial Group, Inc. | 0.07% | Reduce -12.9% | 2,593 | $124K |
| Bay Harbor Wealth Management, LLC | 0.03% | Add +0.9% | 2,380 | $114K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +12.7% | 2,338 | $112K |
| MAI Capital Management | 0.00% | Add +13606.3% | 2,193 | $105K |
| Ameriflex Group, Inc. | 0.03% | Add +0.1% | 1,796 | $86K |
| Creative Financial Designs Inc. | 0.01% | Reduce -23.0% | 1,787 | $85K |
| PNC Financial Services Group, Inc. | 0.00% | Add +12.3% | 1,610 | $77K |
| Scarborough Advisors, LLC | 0.01% | Reduce -5.5% | 1,344 | $64K |
| Private Trust Co. NA | 0.01% | No change | 1,176 | $56K |
| North Star Investment Management Corp. | 0.00% | No change | 1,175 | $56K |
| Lanark Financial, Inc. | 0.00% | No change | 1,155 | $55K |
| Tsfg, LLC | 0.01% | Reduce -26.3% | 1,147 | $55K |
| Sound Income Strategies, LLC | 0.00% | No change | 1,091 | $52K |
| Twin City Private Wealth, LLC | 0.04% | Reduce -13.7% | 1,009 | $48K |
| Ameritas Advisory Services, LLC | 0.00% | Reduce -61.9% | 925 | $44K |
| Advisory Services Network, LLC | 0.00% | New | 897 | $43K |
| Adirondack Trust Co. | 0.01% | No change | 882 | $42K |
| Wealth Watch Advisors, INC | 0.02% | New | 788 | $38K |
| Caitlin John, LLC | 0.02% | New | 684 | $33K |
| FMR LLC | 0.00% | Reduce -25.1% | 591 | $28K |
| Sunbelt Securities, Inc. | 0.00% | Reduce -69.1% | 581 | $28K |
| Spire Wealth Management | 0.00% | Reduce -41.3% | 550 | $26K |
| CoreCap Advisors, LLC | 0.00% | Add +488.6% | 518 | $25K |
| Imprint Wealth LLC | 0.08% | — | 506 | $24K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -21.3% | 500 | $24K |
| Cape Investment Advisory, Inc. | 0.02% | Add +43.3% | 493 | $24K |
| Jones Financial Companies LLLP | 0.00% | New | 486 | $23K |
| Eukles Asset Management | 0.01% | No change | 477 | $23K |
| Wells Financial Advisors INC | 0.02% | No change | 320 | $15K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 306 | $15K |
| Stone House Investment Management, LLC | 0.00% | Reduce -32.3% | 233 | $11K |
| Wells Fargo & Company | 0.00% | Add +985.7% | 228 | $11K |
| LGT Financial Advisors LLC | 0.02% | Add +10050.0% | 203 | $10K |
| Colonial Trust Co / SC | 0.00% | No change | 196 | $9K |
| St Germain D J Co. Inc. | 0.00% | No change | 190 | $9K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -68.5% | 181 | $9K |
| Retirement Wealth Solutions LLC | 0.01% | No change | 171 | $8K |
| Park Square Financial Group, LLC | 0.03% | Reduce -6.4% | 161 | $8K |
| Milestone Investment Advisors LLC | 0.00% | No change | 140 | $7K |
| AdvisorNet Financial, Inc | 0.00% | Add +0.9% | 113 | $5K |
| Front Row Advisors LLC | 0.00% | No change | 100 | $5K |
| Rossby Financial, LCC | 0.00% | Add +1.1% | 92 | $4K |
| Smartleaf Asset Management LLC | 0.00% | New | 84 | $4K |
| Harbour Investments, Inc. | 0.00% | No change | 84 | $4K |
| Parallel Advisors, LLC | 0.00% | No change | 79 | $4K |
| Park Place Capital Corp | 0.00% | No change | 70 | $3K |
| Ashton Thomas Securities, LLC | 0.00% | New | 57 | $3K |
| Whittier Trust Co. | 0.00% | New | 57 | $3K |
| Collier Financial | 0.00% | — | 53 | $3K |
| ORG Partners LLC | 0.00% | New | 50 | $2K |
| Root Financial Partners, LLC | 0.00% | New | 32 | $2K |
| Richardson Financial Services Inc. | 0.00% | Reduce -13.6% | 19 | $909 |
| Larson Financial Group LLC | 0.00% | New | 15 | $718 |
| Strategic Wealth Partners, Ltd. | 0.00% | New | 8 | $383 |
| Guerra Advisors Inc | 0.00% | New | 6 | $287 |
| Russell Investments Group, Ltd. | 0.00% | New | 1 | $48 |
| Maseco LLP | 0.00% | New | 1 | $48 |
"% of holder's portfolio" is HYDB's weight in each manager's 13F, not the share of iShares High Yield Systemati the manager owns.