| 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 Sep 2025, 231 institutional investors reported holding 26,185,290 shares of iShares High Yield Systematic Bond ETF - Common (HYDB). This represents 75% of the company’s total 34,900,673 outstanding shares.
The largest institutional shareholders of iShares High Yield Systematic Bond ETF - Common (HYDB) together control 57% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| RENAISSANCERE HOLDINGS LTD | 14% | 5,057,726 | 0% | 33% | $241,986,900 |
| BANK OF AMERICA CORP /DE/ | 9.1% | 3,161,745 | +7.9% | 0.01% | $151,273,688 |
| ENVESTNET ASSET MANAGEMENT INC | 4% | 1,393,059 | +6.4% | 0.02% | $66,650,924 |
| Wealthspire Advisors, LLC | 3.7% | 1,299,739 | +2.9% | 0.33% | $62,186,055 |
| FACTORY MUTUAL INSURANCE CO | 3% | 1,055,715 | 0.49% | $50,510,684 | |
| LPL Financial LLC | 2.8% | 989,677 | +10% | 0.01% | $47,351,095 |
| AMERIPRISE FINANCIAL INC | 2.7% | 927,769 | +8.7% | 0.01% | $44,356,640 |
| STRATEGIC PLANNING GROUP, LLC | 1.5% | 539,304 | +8.7% | 3.5% | $25,803,047 |
| Insight Wealth Strategies, LLC | 1.4% | 481,910 | +4.4% | 2.7% | $23,056,963 |
| State of New Jersey Common Pension Fund D | 1.3% | 463,120 | -18% | 0.08% | $22,157,976 |
| MORGAN STANLEY | 1.3% | 455,644 | +23% | 0% | $21,800,295 |
| Ocean Park Asset Management, LLC | 1.2% | 427,800 | +78% | 0.84% | $20,468,091 |
| Capital Investment Counsel, LLC | 1.1% | 370,924 | +16% | 2.6% | $17,746,859 |
| Cornerstone Planning Group LLC | 1% | 349,164 | +2.9% | 3% | $16,588,772 |
| Cetera Investment Advisers | 0.98% | 342,304 | +13% | 0.02% | $16,377,547 |
| Apollon Wealth Management, LLC | 0.91% | 319,296 | +0.93% | 0.27% | $15,276,726 |
| SOFI WEALTH, LLC | 0.86% | 299,880 | +29% | 0.77% | $14,347,750 |
| Betterment LLC | 0.83% | 290,719 | +18% | 0.03% | $13,911,000 |
| IMA Advisory Services, Inc. | 0.8% | 278,651 | +3.5% | 1.3% | $13,332,068 |
| JPMORGAN CHASE & CO | 0.79% | 277,216 | +23% | 0% | $13,263,404 |
| Outlook Wealth Advisors, LLC | 0.79% | 277,153 | -5.1% | 3.3% | $13,260,445 |
| BlueStem Wealth Partners, LLC | 0.75% | 262,857 | +14% | 1.4% | $12,576,394 |
| OSAIC HOLDINGS, INC. | 0.72% | 252,849 | -8.9% | 0.02% | $12,066,102 |
| UBS Group AG | 0.72% | 250,447 | +10% | 0% | $11,982,637 |
| CWM, LLC | 0.69% | 242,310 | -8.3% | 0.03% | $11,593,000 |
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 1,956,125 | $92,685,468 | -$38,221,200 | $47.35 | 43 |
| 2025 Q3 | 26,185,290 | $1,252,472,292 | +$125,833,226 | $47.84 | 231 |
| 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 |
| 2020 Q1 | 359,431 | $15,802,730 | +$3,645,735 | $43.91 | 18 |
| 2019 Q4 | 274,922 | $13,956,985 | +$3,332,780 | $50.74 | 17 |
| 2019 Q3 | 209,256 | $10,594,000 | +$681,495 | $50.60 | 16 |
| 2019 Q2 | 196,012 | $9,801,000 | -$1,848,642 | $49.98 | 12 |
| 2019 Q1 | 233,024 | $11,492,000 | -$1,396,474 | $49.27 | 9 |
| 2018 Q4 | 258,831 | $11,986,000 | -$508,322 | $46.27 | 6 |
| 2018 Q3 | 268,318 | $13,344,000 | +$3,419,891 | $49.74 | 4 |
| 2018 Q2 | 199,556 | $9,823,000 | +$7,056,671 | $49.23 | 2 |
| 2018 Q1 | 56,200 | $2,796,000 | -$8,000 | $49.75 | 1 |
| 2017 Q4 | 55,310 | $2,804,000 | +$1,980,378 | $50.72 | 2 |
| 2017 Q3 | 16,238 | $833,000 | +$833,000 | $51.30 | 2 |