iShares HY Corp. BD Buywr ETFHYGWETF

13F holders, Q1 2025 (March 31)
68holders +8
17new positions
7sold out
1famous investor
$31.45avg. 13F price*

At the end of Q1 2025, 68 institutions reported holding iShares HY Corp. BD Buywr ETF (HYGW) in their 13F filings, up 8 from Q4 2024. 17 opened new positions and 7 sold out. The largest holders were Envestnet Asset Management Inc. ($38.9M), LPL Financial LLC ($24.3M) and Hennion & Walsh Asset Management, Inc. ($15.7M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
iShares HY Corp. BD Buywr ETF
CUSIP
46436E320
Latest filing quarter
Q2 2026

History

Number of 13F holders

020406080100 Q1 2024: 19Q1 2024Q2 2024: 20Q2 2024Q3 2024: 23Q3 2024Q4 2024: 60Q4 2024Q1 2025: 68Q1 2025Q2 2025: 67Q2 2025Q3 2025: 73Q3 2025Q4 2025: 86Q4 2025Q1 2026: 76Q1 2026Q2 2026: 50Q2 2026

Total Exit/New Position Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions17$6.5M
Exits7$1.0M

All 13F filers, Q4 2024 → Q1 2025: 967,014 shares bought and 43,644 shares sold, net +923,370 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 68 holders

Envestnet Asset Management Inc. 0.01% Add +9.9% 1,235,815 $38.9M
LPL Financial LLC 0.01% Add +7.4% 773,459 $24.3M
Hennion & Walsh Asset Management, Inc. 0.70% Add +7.3% 497,883 $15.7M
Eaton Financial Holdings Company, LLC 5.64% Add +124.5% 432,304 $13.6M
Cetera Investment Advisers 0.03% Add +11.3% 421,312 $13.3M
Commonwealth Equity Services, LLC 0.01% Add +7.7% 334,993 $10.5M
Assetmark, Inc. 0.02% Reduce -1.4% 282,003 $8.9M
Morgan Stanley 0.00% Add +5.1% 242,774 $7.6M
AE Wealth Management LLC 0.04% Add +44.4% 136,364 $4.3M
JPMorgan Chase & Co. 0.00% Add +12.6% 132,315 $4.2M
Envestnet Portfolio Solutions, Inc. 0.01% Add +2.6% 119,523 $3.8M
PNC Financial Services Group, Inc. 0.00% Add +53.8% 104,159 $3.3M
Ashton Thomas Private Wealth, LLC 0.12% Add +68.4% 102,810 $3.2M
Kelly Financial Services LLC 1.04% Add +25.6% 95,115 $3.0M
MML Investors Services, LLC 0.01% Add +15.9% 93,155 $2.9M
Susquehanna International Group, LLP 0.00% Add +26.4% 62,996 $2.0M
Park Avenue Securities LLC 0.02% Reduce -3.1% 59,542 $1.9M
CreativeOne Wealth, LLC 0.05% Reduce -1.8% 48,958 $1.5M
JB Capital LLC 0.08% Add +38.5% 47,293 $1.5M
Garde Capital, Inc. 0.07% New 38,150 $1.2M
Osaic Holdings, Inc. 0.00% Add +67.3% 33,266 $1.0M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.08% Add +20.1% 31,215 $985K
ShoreHaven Wealth Partners, LLC 0.47% Add +3.1% 31,195 $981K
Atria Wealth Solutions, Inc. 0.01% Add +9.6% 29,549 $929K
Integrated Advisors Network LLC 0.04% New 27,351 $860K
Sanctuary Advisors, LLC 0.01% Add +16.3% 22,485 $707K
Invst, LLC 0.09% Add +9.9% 21,365 $672K
Integrity Alliance, Llc. 0.03% Add +0.9% 20,490 $644K
Triad Wealth Partners, LLC 0.20% Add +66.8% 20,404 $642K
Napa Wealth Management 0.36% Reduce -1.3% 20,370 $641K
Quadrant Private Wealth Management, LLC 0.15% Add +17.1% 18,915 $595K
Sequoia Financial Advisors, LLC 0.00% New 18,813 $592K
Citadel Advisors 0.00% New 18,779 $591K
Icon Wealth Advisors, LLC 0.04% Add +2.6% 17,051 $536K
Signet Financial Management, LLC 0.06% New 14,331 $451K
RiverFront Investment Group, LLC 0.01% Add +16.1% 14,031 $441K
Avantra Family Wealth, Inc. 0.40% New 13,160 $414K
HRT Financial LP 0.00% New 12,941 $406K
Ascentis Independent Advisors 0.08% New 12,643 $398K
Wedbush Securities Inc. 0.01% No change 12,300 $387K
Orion Porfolio Solutions, LLC 0.00% New 12,021 $378K
Orion Portfolio Solutions, LLC 0.00% New 12,021 $378K
High Falls Advisors, Inc 0.09% Reduce -18.8% 11,584 $364K
Detalus Advisors, LLC 0.11% New 11,474 $361K
World Investment Advisors 0.01% Add +71.8% 10,913 $343K
Steward Partners Investment Advisory, LLC 0.00% Add +2.5% 10,419 $328K
Summit X, LLC 0.07% Add +4.0% 10,324 $325K
NewEdge Advisors, LLC 0.00% Add +5.6% 10,214 $321K
Ausdal Financial Partners, Inc. 0.02% Reduce -3.3% 9,861 $310K
Raymond James Financial Inc. 0.00% New 6,939 $218K
SigFig Wealth Management, LLC 0.01% New 6,790 $214K
Synergy Investment Management, LLC 0.06% Reduce -7.3% 4,614 $145K
Luminist Capital LLC 0.12% Reduce -1.3% 3,516 $111K
LGT Financial Advisors LLC 0.30% Add +1.4% 3,146 $99K
Private Trust Co. NA 0.01% No change 2,267 $71K
Comerica Bank 0.00% Add +1.6% 1,809 $57K
PSI Advisors, LLC 0.02% Add +7.9% 1,640 $52K
First Horizon Advisors, Inc. 0.00% Reduce -18.2% 1,483 $47K
BlackRock, Inc. 0.00% Reduce -35.3% 1,157 $36K
IFP Advisors, Inc 0.00% Add +414.0% 699 $22K
Principal Securities, Inc. 0.00% No change 520 $17K
Cornerstone Planning Group LLC 0.00% New 366 $11K
Golden State Wealth Management, LLC 0.00% Add +2.0% 200 $6K
Aptus Capital Advisors, LLC 0.00% No change 91 $3K
Park Square Financial Group, LLC 0.00% Add +1.3% 80 $3K
Rossby Financial, LCC 0.00% New 77 $2K
Legacy Wealth Managment, LLC 0.00% New 5 $158
Wells Fargo & Company 0.00% New 1 $25

"% of holder's portfolio" is HYGW's weight in each manager's 13F, not the share of iShares HY Corp. BD Buywr ETF the manager owns.