Vault-13

ISHARES TR HYGW

HIGH YLD CORP BD · ETP · CUSIP 46436E320

51 institutional holders -25 vs Q1 2026
1,907,0891.9m shares reported held*
$55.5mreported value*
9 new 11 added 23 reduced 32 sold out net sold ≈ $75.6m (-3.2m 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 ≈ $29.10.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

050100Q3 22: 5Q4 22: 6Q1 23: 4Q2 23: 7Q3 23: 12Q4 23: 19Q1 24: 20Q2 24: 21Q3 24: 24Q4 24: 60Q1 25: 69Q2 25: 69Q3 25: 74Q4 25: 86Q1 26: 76Q2 26: 5151Q3 22Q3 23Q3 24Q3 25Q2 26
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
Q3 202574
Q4 202586
Q1 202676
Q2 202651

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q3 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 25Q3 25: 52 bought or addedQ3 25: 26 cut or sold outQ4 25: 65 bought or addedQ4 25: 21 cut or sold outQ4 25Q1 26: 25 bought or addedQ1 26: 62 cut or sold outQ2 26: 20 bought or addedQ2 26: 55 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 2024115
Q4 2024477
Q1 20255418
Q2 20255319
Q3 20255226
Q4 20256521
Q1 20262562
Q2 20262055

Biggest buyers

Hennion & Walsh Asset Management, Inc. Added +93,117+93.1k
BANK OF AMERICA CORP /DE/ Added +92,165+92.2k
Garde Capital, Inc. New +36,422+36.4k
WealthPlan Investment Management, LLC New +15,898+15.9k
JANE STREET GROUP, LLC New +11,536+11.5k
Private Advisor Group, LLC New +8,797+8.8k
Strategic Blueprint, LLC New +7,868+7.9k
RAYMOND JAMES FINANCIAL INC Added +6,778+6.8k
RiverFront Investment Group, LLC Added +6,286+6.3k
PNC Financial Services Group, Inc. Added +5,264+5.3k

Biggest sellers

ENVESTNET ASSET MANAGEMENT INC Reduced -836,255-836.3k
Jordan Park Group LLC Sold out -798,083-798.1k
LPL Financial LLC Reduced -320,163-320.2k
Cetera Investment Advisers Reduced -232,985-233.0k
MORGAN STANLEY Reduced -195,371-195.4k
MML INVESTORS SERVICES, LLC Sold out -140,545-140.5k
COMMONWEALTH EQUITY SERVICES, LLC Reduced -127,392-127.4k
ASSETMARK, INC Reduced -126,005-126.0k
Envestnet Portfolio Solutions, Inc. Sold out -117,400-117.4k
JPMORGAN CHASE & CO Reduced -99,808-99.8k

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 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Hennion & Walsh Asset Management, Inc. 0.64% of their portfolio Parsippany, NJ 767,189767.2k $22.3m $22.3m 0.64% Added +93.1k +93,117
2 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 251,220251.2k $7.3m $7.3m 0.00% Added +92.2k +92,165
3 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 185,074185.1k $5.4m $5.4m 0.00% Reduced -320.2k -320,163
4 RiverFront Investment Group, LLC 0.05% of their portfolio RICHMOND, VA 121,131121.1k $3.5m $3.5m 0.05% Added +6.3k +6,286
5 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 84,69084.7k $2.5m $2.5m 0.00% Reduced -233.0k -232,985
6 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 47,39547.4k $1.4m $1.4m 0.00% Reduced -99.8k -99,808
7 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 47,34647.3k $1.4m $1.4m 0.00% Reduced -6.9k -6,926
8 Garde Capital, Inc. 0.05% of their portfolio SEATTLE, WA 36,42236.4k $1.1m $1.1m 0.05% New
9 Prosperity Consulting Group, LLC 0.04% of their portfolio OWINGS MILLS, MD 32,20732.2k $937.2k $937.2k 0.04% Reduced -1.9k -1,852
10 INTEGRITY ALLIANCE, LLC. 0.03% of their portfolio Urbandale, IA 30,55030.6k $889.0k $889.0k 0.03% Added +4.5k +4,500
11 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 27,88327.9k $811.4k $811.4k 0.00% Reduced -836.3k -836,255
12 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 24,31624.3k $707.6k $707.6k 0.00% Added +6.8k +6,778
13 Fortis Group Advisors, LLC 0.11% of their portfolio WESTWOOD, NJ 23,79023.8k $692.3k $692.3k 0.11% Added +1.1k +1,131
14 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 23,55323.6k $685.4k $685.4k 0.00% Reduced -12.7k -12,652
15 Eaton Financial Holdings Company, LLC 0.17% of their portfolio Coral Springs, FL 21,46021.5k $624.5k $624.5k 0.17% Reduced -2.4k -2,385
16 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 17,19217.2k $500.3k $500.3k 0.00% Added +5.3k +5,264
17 WealthPlan Investment Management, LLC 0.02% of their portfolio OMAHA, NE 15,89815.9k $462.6k $462.6k 0.02% New
18 MATHER GROUP, LLC. 0.00% of their portfolio CHICAGO, IL 13,47713.5k $392.2k $392.2k 0.00% Reduced -5.1k -5,109
19 QP WEALTH MANAGEMENT, LLC 0.54% of their portfolio BOCA RATON, FL 12,91012.9k $375.7k $375.7k 0.54% Reduced -185 -185
20 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 12,74812.7k $371.0k $371.0k 0.00% Reduced -127.4k -127,392
21 Detalus Advisors, LLC 0.07% of their portfolio ST. LOUIS, MO 12,33612.3k $359.0k $359.0k 0.07% Reduced -2.5k -2,540
22 Moors & Cabot, Inc. 0.01% of their portfolio BOSTON, MA 11,75411.8k $342.0k $342.0k 0.01% Unchanged
23 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 11,53611.5k $335.7k $335.7k 0.00% New
24 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 11,26311.3k $327.7k $327.7k 0.00% Added +212 +212
25 Private Advisor Group, LLC 0.00% of their portfolio MORRISTOWN, NJ 8,7978.8k $256.0k $256.0k 0.00% New
26 ARMSTRONG ADVISORY GROUP, INC 0.02% of their portfolio NEEDHAM, MA 8,4958.5k $247.2k $247.2k 0.02% Reduced -996 -996
27 Luminist Capital LLC 0.26% of their portfolio GRAND RAPIDS, MI 7,8727.9k $228.1k $228.1k 0.26% Added +1.1k +1,082
28 Strategic Blueprint, LLC 0.01% of their portfolio ATLANTA, GA 7,8687.9k $229.0k $229.0k 0.01% New
29 Vision Retirement, LLC 0.05% of their portfolio RIDGEWOOD, NJ 7,6687.7k $223.1k $223.1k 0.05% Reduced -375 -375
30 WEDBUSH SECURITIES INC 0.01% of their portfolio PASADENA, CA 7,4007.4k $215.0k $215.0k 0.01% Unchanged
31 Sunrise Financial Services, LLC 0.08% of their portfolio BURIEN, WA 4,7994.8k $139.7k $139.7k 0.08% Reduced -137 -137
32 AE Wealth Management LLC 0.00% of their portfolio TOPEKA, KS 2,6422.6k $76.9k $76.9k 0.00% Added +348 +348
33 IFG Advisory, LLC 0.00% of their portfolio ATLANTA, GA 2,6032.6k $75.8k $75.8k 0.00% New
34 Larson Financial Group LLC 0.00% of their portfolio ST LOUIS, MO 1,0001.0k $29.1k $29.1k 0.00% Unchanged
35 Founders Financial Alliance, LLC 0.00% of their portfolio RALEIGH, NC 974974 $28.3k $28.3k 0.00% New
36 Arax Advisory Partners 0.00% of their portfolio NEW YORK, NY 545545 $15.9k $15.9k 0.00% Reduced -1.0k -1,011
37 IFP Advisors, Inc 0.00% of their portfolio TAMPA, FL 540540 $15.7k $15.7k 0.00% Reduced -21 -21
38 Integrated Wealth Concepts LLC 0.00% of their portfolio WALTHAM, MA 503503 $14.6k $14.6k 0.00% New
39 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 402402 $11.0k $11.0k 0.00% Unchanged
40 Transamerica Financial Advisors, LLC 0.00% of their portfolio CEDAR RAPIDS, IA 396396 $11.5k $11.5k 0.00% Reduced -4.1k -4,137
41 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 255255 $7.4k $7.4k 0.00% Reduced -195.4k -195,371
42 Golden State Wealth Management, LLC 0.00% of their portfolio SANTA ANA, CA 254254 $7.4k $7.4k 0.00% Added +9 +9
43 COMPASS FINANCIAL MANAGEMENT LLC 0.00% of their portfolio TAMPA, FL 205205 $6.0k $6.0k 0.00% First filing
44 Ashton Thomas Private Wealth, LLC 0.00% of their portfolio SCOTTSDALE, AZ 141141 $4.1k $4.1k 0.00% New
45 BlackRock, Inc. 0.00% of their portfolio New York, NY 132132 $3.8k $3.8k 0.00% Reduced -548 -548
46 Cornerstone Planning Group LLC 0.00% of their portfolio FAIRFIELD, NJ 8383 $2.4k $2.4k 0.00% Reduced -164 -164
47 ASSETMARK, INC 0.00% of their portfolio CONCORD, CA 7979 $2.3k $2.3k 0.00% Reduced -126.0k -126,005
48 Aptus Capital Advisors, LLC 0.00% of their portfolio FAIRHOPE, AL 7575 $2.2k $2.2k 0.00% Unchanged
49 CoreCap Advisors, LLC 0.00% of their portfolio SOUTHFIELD, MI 1313 $378 $378 0.00% Unchanged
50 HANTZ FINANCIAL SERVICES, INC. 0.00% of their portfolio SOUTHFIELD, MI 77 $0 $0 0.00% Unchanged
51 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 11 $18 $18 0.00% Reduced -618 -618