iShares High Yield SystematiHYDBETF

13F holders, Q2 2026 (June 30)
196holders −21
17new positions
35sold out
$46.80avg. 13F price*

At the end of Q2 2026, 196 institutions reported holding iShares High Yield Systemati (HYDB) in their 13F filings, down 21 from Q1 2026. 17 opened new positions and 35 sold out. The largest holders were Renaissancere Holdings Ltd. ($236.5M), Factory Mutual Insurance Co. ($99.0M) and LPL Financial LLC ($73.4M).

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 Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions17$11.3M
Exits35$38.4M

All 13F filers, Q1 2026 → Q2 2026: 2,445,855 shares bought and 1,962,376 shares sold, net +483,479 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 196 holders

Renaissancere Holdings Ltd. 56.12% No change 5,057,726 $236.5M
Factory Mutual Insurance Co. 0.93% No change 2,116,815 $99.0M
LPL Financial LLC 0.02% Add +32.4% 1,569,565 $73.4M
Wealthspire Advisors, LLC 0.40% Add +1.6% 1,538,885 $72.0M
Bank of America Corp. 0.00% Add +1.7% 1,453,017 $68.0M
Ameriprise Financial Inc. 0.01% Reduce -20.4% 741,981 $34.7M
Apollon Wealth Management, LLC 0.39% Add +42.8% 691,210 $32.3M
Morgan Stanley 0.00% Add +33.4% 672,278 $31.4M
Envestnet Asset Management Inc. 0.01% Reduce -29.9% 504,348 $23.6M
SHP Wealth Management 1.59% Add +244145.0% 493,375 $23.1M
Savvy Advisors, Inc. 0.46% Add +24.0% 463,561 $21.7M
Capital Investment Counsel, LLC 2.57% Add +3.8% 444,243 $20.8M
Liberty Square Wealth Partners LLC 4.88% Add +11.2% 438,332 $20.5M
Cornerstone Planning Group LLC 2.35% Add +4.4% 402,928 $18.7M
Manning & Napier Advisors LLC 0.21% Add +57.5% 342,455 $16.0M
Boyd Wealth Management, LLC 5.73% Add +12.3% 323,904 $15.1M
Avior Wealth Management, LLC 0.39% Add +167.8% 319,480 $14.9M
IMA Advisory Services, Inc. 0.87% Add +1.5% 297,804 $13.9M
Betterment LLC 0.02% Reduce -18.6% 296,948 $13.9M
Osaic Holdings, Inc. 0.02% Add +25.8% 279,478 $13.1M
Cetera Investment Advisers 0.01% Reduce -15.0% 245,107 $11.5M
Outlook Wealth Advisors, LLC 2.45% Reduce -2.1% 242,213 $11.3M
TL Private Wealth 4.12% Add +6.3% 241,161 $11.2M
Raymond James Financial Inc. 0.00% Add +7.1% 204,131 $9.5M
State of New Jersey Common Pension Fund D 0.03% No change 200,000 $9.4M
Daybright Advisory Services, Inc. 1.67% Add +7.5% 150,399 $7.0M
Equitable Holdings, Inc. 0.04% Add +17.8% 144,574 $6.8M
Cottonwood Capital Advisors, LLC 3.92% Add +3.6% 138,985 $6.5M
Envestnet Portfolio Solutions, Inc. 0.03% Add +0.7% 126,690 $5.9M
Waverly Advisors, LLC 0.03% Add +5.2% 122,603 $5.7M
Beacon Financial Planning, Inc. 1.86% Add +11.2% 117,216 $5.5M
Captrust Financial Advisors 0.01% Reduce -17.6% 116,964 $5.5M
Triad Wealth Partners, LLC 0.31% Add +10.8% 112,904 $5.2M
First Citizens Bank & Trust Co. 0.08% Add +6.0% 111,317 $5.2M
Pinnacle Financial Partners, Inc. 0.04% Add +42.4% 110,135 $5.2M
JPMorgan Chase & Co. 0.00% Add +14.1% 103,481 $4.8M
Sax Wealth Advisors, LLC 0.19% Reduce -0.3% 100,846 $4.7M
Mascagni Wealth Management, Inc. 2.82% Reduce -7.6% 97,118 $4.5M
Provident Living Financial Services, Inc. 4.45% Add +7.8% 96,437 $4.5M
IFP Advisors, Inc 0.08% Add +7.7% 92,977 $4.3M
Dynamic Advisor Solutions LLC 0.11% Add +15.5% 79,930 $3.7M
UBS Group AG 0.00% Add +166.0% 79,873 $3.7M
MML Investors Services, LLC 0.01% Reduce -10.8% 71,080 $3.3M
Simplicity Wealth,LLC 0.11% New 70,993 $3.3M
Sanctuary Advisors, LLC 0.02% Add +19.2% 70,059 $3.3M
MA Private Wealth 0.43% Reduce -60.3% 61,876 $2.9M
Assetmark, Inc. 0.00% Add +2.0% 59,552 $2.8M
Jane Street Group, LLC 0.00% Reduce -64.7% 54,689 $2.6M
Correct Capital Wealth Management 0.44% Add +0.3% 54,502 $2.5M
Retirement Planning Group, LLC / NY 1.36% Reduce -4.7% 53,381 $2.5M
Truist Financial Corp. 0.00% New 49,849 $2.3M
Kestra Advisory Services, LLC 0.01% Reduce -35.6% 49,211 $2.3M
Advisory Resource Group 0.34% Add +7.6% 49,050 $2.3M
TFB Advisors LLC 0.98% Add +1.1% 47,699 $2.2M
Commonwealth Equity Services, LLC 0.00% Reduce -25.4% 44,187 $2.1M
Lanark Financial, Inc. 0.14% Add +49.8% 43,585 $2.0M
J.W. Cole Advisors, Inc. 0.03% Add +17.7% 43,073 $2.0M
Apollon Financial, LLC 0.23% Add +37.3% 42,047 $2.0M
Sovran Advisors, LLC 0.15% Add +4.6% 42,228 $2.0M
Continuum Advisory, LLC 0.14% Reduce -11.5% 37,047 $1.7M
Cranbrook Wealth Management, LLC 0.32% Add +11.6% 36,974 $1.7M
PNC Financial Services Group, Inc. 0.00% Reduce -2.5% 36,000 $1.7M
Strategic Blueprint, LLC 0.08% Add +1.4% 34,157 $1.6M
Talisman Wealth Advisors LLC 1.17% New 8,381 $1.6M
HighTower Advisors, LLC 0.00% Add +1.9% 32,761 $1.5M
ROI Financial Advisors, LLC 0.79% Reduce -10.6% 32,669 $1.5M
Avestar Capital, LLC 0.09% Add +1.9% 32,319 $1.5M
Seamount Financial Group Inc. 0.59% Add +9.3% 31,335 $1.5M
Rooted Wealth Advisors, Inc. 0.32% New 28,334 $1.3M
Rockefeller Capital Management L.P. 0.00% Reduce -0.1% 27,149 $1.3M
Stifel Financial Corp. 0.00% Add +48.8% 26,764 $1.3M
Arkadios Wealth Advisors 0.02% Reduce -2.5% 22,196 $1.0M
Allworth Financial LP 0.00% Reduce -8.7% 21,681 $1.0M
Northwestern Mutual Wealth Management Co. 0.00% Reduce -8.3% 21,032 $984K
Dynasty Wealth Management, LLC 0.01% Add +98.5% 20,790 $972K
Farther Finance Advisors, LLC 0.01% Reduce -15.8% 19,444 $909K
Tidemark, LLC 0.20% Reduce -22.3% 19,036 $890K
Wealthcare Advisory Partners LLC 0.02% Reduce -2.1% 18,992 $888K
Thoroughbred Financial Services, LLC 0.04% Add +0.1% 18,833 $880K
Turning Point Benefit Group, Inc. 0.34% New 16,765 $780K
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -1.7% 16,471 $770K
Keystone Wealth Services, LLC 0.13% Add +4.3% 15,482 $724K
Onyx Bridge Wealth Group LLC 0.07% Reduce -63.5% 15,452 $723K
Kingsview Wealth Management, LLC 0.01% Add +1.4% 14,569 $681K
Riverchase Wealth Management, LLC 0.32% Reduce -3.8% 14,495 $678K
First Citizens Asset Management, Inc. 0.22% Add +5.8% 14,447 $676K
Watershed Private Wealth LLC 0.18% Reduce -0.4% 13,976 $654K
AE Wealth Management LLC 0.00% Add +5.4% 13,962 $653K
Principal Securities, Inc. 0.01% Reduce -2.3% 12,910 $604K
Private Advisor Group, LLC 0.00% Reduce -92.7% 12,595 $589K
Janney Montgomery Scott LLC 0.00% Reduce -22.2% 12,568 $588K
Sagespring Wealth Partners, LLC 0.01% Add +59.2% 12,469 $583K
Strategic Planning Group, LLC 0.06% Reduce -15.2% 12,386 $579K
Exchange Traded Concepts, LLC 0.00% Add +7.3% 12,256 $573K
Independent Advisor Alliance 0.01% Reduce -1.4% 12,168 $569K
Cerity Partners LLC 0.00% Reduce -19.7% 11,778 $551K
Regal Investment Advisors LLC 0.03% Add +15.9% 11,756 $550K
NBT Bank, N.A. 0.04% Reduce -6.0% 11,353 $531K
US Bancorp \de 0.00% Reduce -1.1% 11,292 $528K
Integrity Alliance, Llc. 0.02% Add +13.9% 10,459 $489K
Keating Financial Advisory Services, Inc. 0.06% Reduce -0.1% 10,097 $472K
Spire Wealth Management 0.01% Reduce -19.5% 9,958 $466K
JPL Wealth Management, LLC 0.09% Reduce -22.0% 9,886 $462K
Breakwater Capital Group 0.05% Reduce -6.2% 9,671 $452K
Modern Wealth Management, LLC 0.01% New 9,620 $450K
Pacific Sun Financial Corp 0.18% New 9,140 $427K
Merit Financial Group, LLC 0.00% Reduce -3.1% 9,093 $425K
Capital Investment Advisors, LLC 0.01% Add +1.6% 8,879 $415K
HRT Financial LP 0.00% Add +47.5% 8,817 $412K
Arax Advisory Partners 0.00% Add +2829.7% 8,672 $406K
Park Avenue Securities LLC 0.00% Reduce -61.4% 8,601 $402K
Embree Financial Group 0.04% Reduce -37.8% 8,569 $401K
Ameriflex Group, Inc. 0.16% Add +8.3% 8,548 $400K
Hennion & Walsh Asset Management, Inc. 0.01% Reduce -6.4% 8,512 $398K
Fifth Third Bancorp 0.00% Add +130.4% 8,324 $389K
Balanced Rock Investment Advisors LLC 0.23% Add +8.3% 7,885 $369K
TBH Global Asset Management, LLC 0.07% No change 7,652 $358K
NewEdge Advisors, LLC 0.00% Add +9.3% 7,431 $348K
Prime Capital Investment Advisors, LLC 0.00% Add +0.8% 7,286 $341K
OpenArc Corporate Advisory, LLC 0.00% New 6,972 $326K
Perigon Wealth Management, LLC 0.01% Add +1.7% 6,921 $324K
Choreo, LLC 0.00% Add +1.7% 6,785 $317K
Unique Wealth Strategies, LLC 0.11% Add +0.4% 6,308 $295K
Opus Capital Group, LLC 0.03% Add +6.4% 6,124 $286K
Regatta Capital Group, LLC 0.04% No change 5,989 $280K
Aptus Capital Advisors, LLC 0.00% Add +123.5% 5,892 $276K
Flagship Harbor Advisors, LLC 0.01% Add +1.7% 5,829 $273K
Oxinas Partners, LLC 0.11% Reduce -7.2% 5,822 $272K
Thrivent Financial for Lutherans 0.00% Reduce -84.7% 5,597 $262K
Royal Bank of Canada 0.00% Reduce -30.3% 5,583 $261K
PFG Advisors 0.01% Add +26.4% 5,466 $256K
Pennsylvania Capital Management Inc. 0.06% Add +1.6% 5,418 $253K
Everest Financial Group LLC 0.03% Add +1.7% 5,353 $250K
Dahring | Cusmano LLC 0.13% Reduce -68.6% 5,298 $248K
Stratos Wealth Partners, LTD. 0.00% New 5,286 $247K
Ankerstar Wealth, LLC 0.21% Reduce -10.6% 5,282 $247K
Summit Financial, LLC 0.00% Add +20.8% 5,233 $245K
FMR LLC 0.00% Add +2428.0% 5,233 $245K
5T Wealth, LLC 0.09% Reduce -20.1% 5,051 $236K
Compound Planning, Inc. 0.01% Reduce -49.6% 5,000 $234K
Avion Wealth 0.04% New 4,893 $228K
Kestra Investment Management, LLC 0.00% Reduce -60.7% 4,631 $217K
KLCM Advisors, Inc. 0.02% No change 4,473 $209K
Tennessee Valley Asset Management Partners 0.02% Reduce -41.0% 4,366 $204K
Creative Planning 0.00% New 4,345 $203K
Matthew Goff Investment Advisor, LLC 0.03% No change 4,302 $201K
International Assets Investment Management, LLC 0.01% No change 3,949 $184K
Armor Investment Advisors, LLC 0.05% Reduce -81.9% 3,007 $141K
Ashton Thomas Private Wealth, LLC 0.00% Reduce -19.2% 2,847 $133K
Founders Financial Alliance, LLC 0.01% Reduce -67.5% 1,925 $90K
Global Retirement Partners, LLC 0.00% — 1,867 $87K
Adirondack Trust Co. 0.02% Reduce -3.1% 1,629 $76K
North Star Investment Management Corp. 0.00% No change 1,175 $55K
Keystone Financial Group, Inc. 0.03% Reduce -43.9% 1,144 $54K
Steward Partners Investment Advisory, LLC 0.00% Reduce -2.4% 1,032 $48K
Bravera Wealth 0.02% Reduce -10.2% 842 $39K
Harbour Investments, Inc. 0.00% Add +1.5% 742 $35K
Twin City Private Wealth, LLC 0.02% Add +0.3% 696 $33K
Caitlin John, LLC 0.02% No change 684 $32K
Geneos Wealth Management Inc. 0.00% Add +11.6% 634 $30K
Imprint Wealth LLC 0.11% Add +1.9% 594 $28K
Tsfg, LLC 0.00% Add +0.9% 458 $21K
Trust Co. of Vermont 0.00% — 400 $19K
IFG Advisory, LLC 0.00% New 343 $16K
Sofi Wealth, LLC 0.00% Reduce -50.1% 338 $16K
Private Trust Co. NA 0.00% No change 337 $16K
BlackRock, Inc. 0.00% No change 321 $15K
Moisand Fitzgerald Tamayo, LLC 0.00% No change 306 $14K
Plante Moran Financial Advisors, LLC 0.00% New 218 $10K
Harborfront Financial Group LLC 0.04% — 206 $10K
St Germain D J Co. Inc. 0.00% No change 190 $9K
Asset Dedication, LLC 0.00% New 181 $8K
Mosley Wealth Management 0.00% Reduce -79.0% 180 $8K
JFS Wealth Advisors, LLC 0.00% Reduce -75.4% 180 $8K
Midwest Capital Advisors, LLC 0.00% Reduce -90.1% 175 $8K
CoreCap Advisors, LLC 0.00% Reduce -17.5% 156 $7K
Harbor Investment Advisory, LLC 0.00% No change 148 $7K
Milestone Investment Advisors LLC 0.00% No change 140 $7K
FAS Wealth Partners, Inc. 0.00% No change 118 $6K
Front Row Advisors LLC 0.00% No change 100 $5K
Rossby Financial, LCC 0.00% No change 71 $3K
Collier Financial 0.00% Add +1.9% 55 $3K
Capital Advisor Network LLC 0.00% No change 52 $2K
EverSource Wealth Advisors, LLC 0.00% Reduce -5.8% 49 $2K
AdvisorNet Financial, Inc 0.00% Reduce -63.5% 42 $2K
Vision Retirement, LLC 0.00% Reduce -77.5% 20 $935
Richard W. Paul & Associates, LLC 0.00% New 16 $748
Tower Research Capital LLC (TRC) 0.00% New 15 $702
Fiduciary Financial Advisors 0.00% New 12 $574
Creative Financial Designs Inc. 0.00% No change 10 $468
Strategic Wealth Partners, Ltd. 0.00% No change 8 $374
BNP Paribas Financial Markets 0.00% Reduce -71.4% 2 $94
Allspring Global Investments Holdings, LLC 0.00% No change 1 $66
Citigroup Inc. 0.00% No change 1 $47
Maseco LLP 0.00% No change 1 $47
Wells Fargo & Company 0.00% Reduce -95.5% 1 $40

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