Security Snapshot

iShares High Yield Systematic Bond ETF - Common (HYDB) Institutional Ownership

CUSIP: 46435G250

13F Institutional Holders and Ownership History from Q3 2017 to Q2 2026

Latest Period

Q2 2026

Institutions Reporting

196

Shares (Excl. Options)

23,534,626

Price

$46.77

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Latest holder snapshot 5 signals
Portfolio coverage rank
0.01%
Share change
+477,939
Value change
+$22,535,946
Number of holders
196
Issuer context Names, identifiers, and filing context for this profile. 2 identity fields
Shares outstanding
34,900,673
SEC-reported price per share
$46.38
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors

Key facts

  • HYDB - iShares High Yield Systematic Bond ETF - Common is tracked under CUSIP 46435G250.
  • 196 institutions reported positions in Q2 2026.
  • 1 significant owner is listed from Schedule 13D/13G reporting.

Change

  • Holder count moved from 217 to 196 between Q1 2026 and Q2 2026.
  • SEC-reported value moved from $1,075,442,160 to $1,100,338,301.

Research use

  • You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
  • 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.

Evidence

Source: SEC Form 13F

Latest holder context comes from 196 institutions filings for Q2 2026.

Open SEC evidence

Security key

46435G250

Latest holder period

Q2 2026

13F holders

196

13D/G owners

1

CIK / CUSIP context first

13D/G owners

Significant owners

Large-stake holder rows connected to Schedule 13D/G evidence.

Rows
1
Security
HYDB
Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
FIRST TRUST PORTFOLIOS LP 5.4% $89,335,514 1,867,186 First Trust Portfolios L.P. 30 Sep 2025

As of 30 Jun 2026, 196 institutional investors reported holding 23,534,626 shares of iShares High Yield Systematic Bond ETF - Common (HYDB). This represents 67% of the company’s total 34,900,673 outstanding shares.

13F concentration

Top 25 institutional shareholders

Largest 13F positions for this security by reported shares and value.

Top holder share
56%
Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
RENAISSANCERE HOLDINGS LTD 14% 5,057,726 0% 56% $236,549,845
FACTORY MUTUAL INSURANCE CO 6.1% 2,116,815 0% 0.93% $99,003,438
LPL Financial LLC 4.5% 1,569,565 +32% 0.02% $73,408,564
Wealthspire Advisors, LLC 4.4% 1,538,885 +1.6% 0.4% $71,973,643
BANK OF AMERICA CORP /DE/ 4.2% 1,453,017 +1.7% 0% $67,957,597
AMERIPRISE FINANCIAL INC 2.1% 741,981 -20% 0.01% $34,703,714
Apollon Wealth Management, LLC 2% 691,210 +43% 0.39% $32,327,876
MORGAN STANLEY 1.9% 672,278 +33% 0% $31,442,479
ENVESTNET ASSET MANAGEMENT INC 1.4% 504,348 -30% 0.01% $23,588,342
SHP Wealth Management 1.4% 493,375 +244145% 1.6% $23,075,133
Savvy Advisors, Inc. 1.3% 463,561 +24% 0.46% $21,680,726
Capital Investment Counsel, LLC 1.3% 444,243 +3.7% 2.6% $20,777,245
LIBERTY SQUARE WEALTH PARTNERS LLC 1.3% 438,332 +11% 4.9% $20,500,774
Cornerstone Planning Group LLC 1.2% 402,928 +4.4% 2.4% $18,679,752
MANNING & NAPIER ADVISORS LLC 0.98% 342,455 +58% 0.21% $16,026,883
Boyd Wealth Management, LLC 0.93% 323,904 +12% 5.7% $15,148,990
Avior Wealth Management, LLC 0.92% 319,480 +168% 0.39% $14,942,080
IMA Advisory Services, Inc. 0.85% 297,804 +1.5% 0.87% $13,928,308
Betterment LLC 0.85% 296,948 -19% 0.02% $13,888,000
OSAIC HOLDINGS, INC. 0.8% 279,478 +26% 0.02% $13,072,204
Cetera Investment Advisers 0.7% 245,107 -15% 0.01% $11,463,652
Outlook Wealth Advisors, LLC 0.69% 242,213 -2.1% 2.4% $11,328,257
TL Private Wealth 0.69% 241,161 +6.3% 4.1% $11,223,644
RAYMOND JAMES FINANCIAL INC 0.58% 204,131 +7.1% 0% $9,547,188
State of New Jersey Common Pension Fund D 0.57% 200,000 0% 0.03% $9,354,000

Quarter history

Institutional holders across reporting periods

Holder count, reported shares/value, and median price by quarter.

Periods
36
Latest
Q2 2026
Rows shown
1-25 of 36
Period 13F Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2026 Q2 23,534,626 $1,100,338,301 +$22,535,946 $46.77 196
2026 Q1 23,112,828 $1,075,442,160 -$119,668,948 $46.52 217
2025 Q4 25,569,816 $1,210,903,894 -$42,141,850 $47.35 217
2025 Q3 26,186,615 $1,252,535,622 +$125,828,528 $47.84 232
2025 Q2 23,461,385 $1,113,429,700 -$192,877,270 $47.48 215
2025 Q1 27,582,263 $1,297,909,256 +$353,840,522 $47.09 242
2024 Q4 20,248,538 $952,493,343 +$442,462,582 $47.01 241
2024 Q3 10,290,170 $494,099,504 +$81,429,773 $48.06 143
2024 Q2 8,586,033 $396,690,321 +$77,932,465 $46.44 145
2024 Q1 6,798,932 $317,492,794 +$128,530,316 $46.72 135
2023 Q4 4,001,721 $184,884,179 +$100,566,091 $46.20 123
2023 Q3 2,308,818 $96,902,400 +$217,575 $43.93 57
2023 Q2 2,291,075 $97,691,198 +$42,984,754 $44.70 53
2023 Q1 1,246,329 $55,652,146 +$17,475,179 $44.67 51
2022 Q4 858,593 $37,395,649 -$7,245,389 $43.56 44
2022 Q3 1,028,359 $43,789,144 -$849,009 $42.59 43
2022 Q2 1,048,332 $45,594,602 -$4,335,661 $43.50 41
2022 Q1 1,143,046 $55,686,115 -$4,132,006 $48.72 40
2021 Q4 1,228,380 $63,131,974 +$21,846,735 $51.40 44
2021 Q3 799,178 $41,334,862 +$5,141,650 $51.72 42
2021 Q2 700,306 $36,481,935 +$13,684,111 $52.10 34
2021 Q1 438,726 $22,567,363 +$7,837,784 $51.44 24
2020 Q4 286,332 $14,673,443 -$9,603,913 $51.24 19
2020 Q3 474,406 $23,094,695 +$199,851 $48.62 18
2020 Q2 473,206 $22,272,318 +$5,371,869 $47.04 19
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