Vault-13

ISHARES TR HYGW

HIGH YLD CORP BD · ETP · CUSIP 46436E320

69 institutional holders +0 vs Q1 2025
6,310,3636.3m shares reported held*
$193.2mreported value*
7 new 46 added 12 reduced 7 sold out net bought ≈ $15.8m (+514.7k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $30.61.

Trends to Q2 2025

Institutional holders

Managers reporting a position, each quarter

0255075Q3 22: 5Q4 22: 6Q1 23: 4Q2 23: 7Q3 23: 12Q4 23: 19Q1 24: 20Q2 24: 21Q3 24: 24Q4 24: 60Q1 25: 69Q2 25: 6969Q3 22Q2 23Q1 24Q4 24Q2 25
Numbers
QuarterHolders
Q3 20225
Q4 20226
Q1 20234
Q2 20237
Q3 202312
Q4 202319
Q1 202420
Q2 202421
Q3 202424
Q4 202460
Q1 202569
Q2 202569

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
1000100Q3 23: 9 bought or addedQ3 23: 1 cut or sold outQ4 23: 11 bought or addedQ4 23: 2 cut or sold outQ4 23Q1 24: 11 bought or addedQ1 24: 9 cut or sold outQ2 24: 8 bought or addedQ2 24: 10 cut or sold outQ2 24Q3 24: 11 bought or addedQ3 24: 5 cut or sold outQ4 24: 47 bought or addedQ4 24: 7 cut or sold outQ4 24Q1 25: 54 bought or addedQ1 25: 18 cut or sold outQ2 25: 53 bought or addedQ2 25: 19 cut or sold outQ2 25
Numbers
QuarterBought or addedCut or sold out
Q3 202391
Q4 2023112
Q1 2024119
Q2 2024810
Q3 2024115
Q4 2024477
Q1 20255418
Q2 20255319

Biggest buyers

ENVESTNET ASSET MANAGEMENT INC Added +221,440+221.4k
JPMORGAN CHASE & CO Added +62,234+62.2k
PNC Financial Services Group, Inc. Added +58,809+58.8k
Cetera Investment Advisers Added +55,952+56.0k
Hennion & Walsh Asset Management, Inc. Added +44,858+44.9k
OSAIC HOLDINGS, INC. Added +39,836+39.8k
Envestnet Portfolio Solutions, Inc. Added +38,938+38.9k
MML INVESTORS SERVICES, LLC Added +32,805+32.8k
COMMONWEALTH EQUITY SERVICES, LLC Added +28,207+28.2k
RiverFront Investment Group, LLC Added +20,843+20.8k

Biggest sellers

AE Wealth Management LLC Reduced -129,520-129.5k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced -49,181-49.2k
Eaton Financial Holdings Company, LLC Reduced -33,745-33.7k
CITADEL ADVISORS LLC Sold out -18,779-18.8k
Atria Wealth Solutions, Inc. Reduced -16,765-16.8k
HRT FINANCIAL LP Sold out -12,941-12.9k
World Investment Advisors Sold out -10,913-10.9k
Synergy Investment Management, LLC Sold out -4,614-4.6k
PSI Advisors, LLC Sold out -1,640-1.6k
NAPA WEALTH MANAGEMENT Reduced -1,436-1.4k

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

HolderStakeChangeShares Last filed
Hennion & Walsh Asset Management, Inc. 13G · institution new · filed 2026-02-13 7.5% new 643.9k≈ $18.7m 2026-02-13

Holders, Q2 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio Berwyn, PA 1,457,2551.5m $44.6m $44.6m 0.01% Added +221.4k +221,440
2 LPL Financial LLC 0.01% of their portfolio FORT MILL, SC 789,158789.2k $24.2m $24.2m 0.01% Added +15.7k +15,699
3 Hennion & Walsh Asset Management, Inc. 0.67% of their portfolio Parsippany, NJ 542,741542.7k $16.6m $16.6m 0.67% Added +44.9k +44,858
4 Cetera Investment Advisers 0.02% of their portfolio SCHAUMBURG, IL 477,264477.3k $14.6m $14.6m 0.02% Added +56.0k +55,952
5 Eaton Financial Holdings Company, LLC 3.75% of their portfolio Coral Springs, FL 398,559398.6k $12.2m $12.2m 3.75% Reduced -33.7k -33,745
6 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 363,200363.2k $11.1m $11.1m 0.01% Added +28.2k +28,207
7 ASSETMARK, INC 0.02% of their portfolio CONCORD, CA 292,949292.9k $9.0m $9.0m 0.02% Added +10.9k +10,946
8 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 248,222248.2k $7.6m $7.6m 0.00% Added +5.4k +5,448
9 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 194,549194.5k $6.0m $6.0m 0.00% Added +62.2k +62,234
10 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 162,968163.0k $5.0m $5.0m 0.00% Added +58.8k +58,809
11 Envestnet Portfolio Solutions, Inc. 0.02% of their portfolio BERWYN, PA 158,461158.5k $4.9m $4.9m 0.02% Added +38.9k +38,938
12 MML INVESTORS SERVICES, LLC 0.01% of their portfolio SPRINGFIELD, MA 125,960126.0k $3.9m $3.9m 0.01% Added +32.8k +32,805
13 Kelly Financial Services LLC 0.97% of their portfolio BRAINTREE, MA 107,814107.8k $3.3m $3.3m 0.97% Added +12.7k +12,699
14 Ashton Thomas Private Wealth, LLC 0.11% of their portfolio SCOTTSDALE, AZ 103,310103.3k $3.2m $3.2m 0.11% Added +500 +500
15 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 73,10273.1k $2.3m $2.3m 0.00% Added +39.8k +39,836
16 PARK AVENUE SECURITIES LLC 0.02% of their portfolio NEW YORK, NY 65,39865.4k $2.0m $2.0m 0.02% Added +5.9k +5,856
17 JB Capital LLC 0.09% of their portfolio WETHERSFIELD, CT 60,69360.7k $1.9m $1.9m 0.09% Added +13.4k +13,400
18 CreativeOne Wealth, LLC 0.04% of their portfolio OVERLAND PARK, KS 54,79754.8k $1.7m $1.7m 0.04% Added +5.8k +5,839
19 ShoreHaven Wealth Partners, LLC 0.63% of their portfolio Red Bank, NJ 50,55050.5k $1.5m $1.5m 0.63% Added +19.4k +19,355
20 Garde Capital, Inc. 0.06% of their portfolio SEATTLE, WA 38,65038.6k $1.2m $1.2m 0.06% Added +500 +500
21 C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.07% of their portfolio Westlake, OH 37,22837.2k $1.1m $1.1m 0.07% Added +6.0k +6,013
22 RiverFront Investment Group, LLC 0.02% of their portfolio RICHMOND, VA 34,87434.9k $1.1m $1.1m 0.02% Added +20.8k +20,843
23 Integrated Advisors Network LLC 0.05% of their portfolio DALLAS, TX 33,83833.8k $1.0m $1.0m 0.05% Added +6.5k +6,487
24 Sequoia Financial Advisors, LLC 0.01% of their portfolio Akron, OH 31,93031.9k $977.4k $977.4k 0.01% Added +13.1k +13,117
25 Sanctuary Advisors, LLC 0.01% of their portfolio INDIANAPOLIS, IN 28,47528.5k $871.6k $871.6k 0.01% Added +6.0k +5,990
26 Triad Wealth Partners, LLC 0.17% of their portfolio LAWRENCE, KS 27,67927.7k $847.2k $847.2k 0.17% Added +7.3k +7,275
27 Quadrant Private Wealth Management, LLC 0.15% of their portfolio Center Valley, PA 23,64123.6k $723.6k $723.6k 0.15% Added +4.7k +4,726
28 INTEGRITY ALLIANCE, LLC. 0.04% of their portfolio Urbandale, IA 22,69022.7k $694.5k $694.5k 0.04% Added +2.2k +2,200
29 Invst, LLC 0.08% of their portfolio INDIANAPOLIS, IN 22,18722.2k $679.1k $679.1k 0.08% Added +822 +822
30 SIGNET FINANCIAL MANAGEMENT, LLC 0.08% of their portfolio PARSIPPANY, NJ 20,96621.0k $641.8k $641.8k 0.08% Added +6.6k +6,635
31 NAPA WEALTH MANAGEMENT 0.28% of their portfolio Napa, CA 18,93418.9k $579.6k $579.6k 0.28% Reduced -1.4k -1,436
32 Detalus Advisors, LLC 0.16% of their portfolio ST. LOUIS, MO 17,50017.5k $535.7k $535.7k 0.16% Added +6.0k +6,026
33 Icon Wealth Advisors, LLC 0.04% of their portfolio HOUSTON, TX 17,22817.2k $527.3k $527.3k 0.04% Added +177 +177
34 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 14,94614.9k $457.5k $457.5k 0.00% New
35 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 13,81513.8k $422.9k $422.9k 0.00% Reduced -49.2k -49,181
36 Orion Porfolio Solutions, LLC 0.00% of their portfolio OMAHA, NE 13,14113.1k $402.2k $402.2k 0.00% Added +1.1k +1,120
37 Ascentis Independent Advisors 0.07% of their portfolio DALLAS, TX 12,78912.8k $391.5k $391.5k 0.07% Added +146 +146
38 Atria Wealth Solutions, Inc. 0.01% of their portfolio NEW YORK, NY 12,78412.8k $391.3k $391.3k 0.01% Reduced -16.8k -16,765
39 Avantra Family Wealth, Inc. 0.31% of their portfolio MECHANICSBURG, PA 12,38412.4k $379.1k $379.1k 0.31% Reduced -776 -776
40 WEDBUSH SECURITIES INC 0.01% of their portfolio PASADENA, CA 12,10012.1k $370.0k $370.0k 0.01% Reduced -200 -200
41 High Falls Advisors, Inc 0.08% of their portfolio ROCHESTER, NY 11,53911.5k $353.2k $353.2k 0.08% Reduced -45 -45
42 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 11,49511.5k $351.9k $351.9k 0.00% Added +1.1k +1,076
43 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 11,40311.4k $349.1k $349.1k 0.00% Added +1.2k +1,189
44 Summit X, LLC 0.06% of their portfolio CHESTERFIELD, MO 11,33111.3k $346.8k $346.8k 0.06% Added +1.0k +1,007
45 Ausdal Financial Partners, Inc. 0.02% of their portfolio Davenport, IA 10,83610.8k $331.7k $331.7k 0.02% Added +975 +975
46 CAP Partners, LLC 0.21% of their portfolio FRANKLIN, TN 10,71310.7k $327.9k $327.9k 0.21% New
47 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 9,5879.6k $293.5k $293.5k 0.00% Added +2.6k +2,648
48 SigFig Wealth Management, LLC 0.01% of their portfolio SAN FRANCISCO, CA 7,4427.4k $227.2k $227.2k 0.01% Added +652 +652
49 AE Wealth Management LLC 0.00% of their portfolio TOPEKA, KS 6,8446.8k $209.5k $209.5k 0.00% Reduced -129.5k -129,520
50 Colonial Trust Co / SC 0.02% of their portfolio SPARTANBURG, SC 4,7404.7k $145.1k $145.1k 0.02% New
51 LGT Financial Advisors LLC 0.25% of their portfolio DALLAS, TX 3,2513.3k $99.5k $99.5k 0.25% Added +105 +105
52 Luminist Capital LLC 0.10% of their portfolio GRAND RAPIDS, MI 3,2063.2k $98.1k $98.1k 0.10% Reduced -310 -310
53 COMERICA BANK 0.00% of their portfolio DALLAS, TX 2,8232.8k $86.4k $86.4k 0.00% Added +1.0k +1,014
54 Global Retirement Partners, LLC 0.00% of their portfolio San Rafael, CA 1,9041.9k $58.3k $58.3k 0.00% First filing
55 PRIVATE TRUST CO NA 0.00% of their portfolio CLEVELAND, OH 1,4471.4k $44.3k $44.3k 0.00% Reduced -820 -820
56 First Horizon Advisors, Inc. 0.00% of their portfolio MEMPHIS, TN 1,3551.4k $41.5k $41.5k 0.00% Reduced -128 -128
57 IFP Advisors, Inc 0.00% of their portfolio TAMPA, FL 1,3451.3k $41.2k $41.2k 0.00% Added +646 +646
58 BlackRock, Inc. 0.00% of their portfolio New York, NY 1,2461.2k $38.1k $38.1k 0.00% Added +89 +89
59 ELEVATION POINT WEALTH PARTNERS, LLC 0.00% of their portfolio DENVER, CO 941941 $28.8k $28.8k 0.00% New
60 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 746746 $22.0k $22.0k 0.00% New
61 PRINCIPAL SECURITIES, INC. 0.00% of their portfolio DES MOINES, IA 520520 $15.9k $15.9k 0.00% Unchanged
62 Rossby Financial, LCC 0.00% of their portfolio MELBOURNE, FL 291291 $8.9k $8.9k 0.00% Added +214 +214
63 Golden State Wealth Management, LLC 0.00% of their portfolio SANTA ANA, CA 208208 $6.4k $6.4k 0.00% Added +8 +8
64 EASTERN BANK 0.00% of their portfolio BOSTON, MA 136136 $4.2k $4.2k 0.00% New
65 Parallel Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 109109 $3.3k $3.3k 0.00% New
66 Aptus Capital Advisors, LLC 0.00% of their portfolio FAIRHOPE, AL 9191 $2.8k $2.8k 0.00% Unchanged
67 Park Square Financial Group, LLC 0.00% of their portfolio ROSWELL, GA 8585 $2.6k $2.6k 0.00% Added +5 +5
68 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 00 $5 $5 0.00% Reduced -1 -1
69 CONCOURSE FINANCIAL GROUP SECURITIES, INC. — of their portfolio BIRMINGHAM, AL 00 $0 $0 — Unchanged