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

Q1 2026

Institutions Reporting

216

Shares (Excl. Options)

23,107,508

Price

$46.52

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Latest holder snapshot 5 signals
Portfolio coverage rank
0.01%
Share change
-2,567,056
Value change
-$119,583,245
Number of holders
216
Issuer context Names, identifiers, and filing context for this profile. 2 identity fields
Shares outstanding
34,900,673
SEC-reported price per share
$46.39
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.
  • 216 institutions reported positions in Q1 2026.
  • 1 significant owner is listed from Schedule 13D/13G reporting.

Change

  • Holder count moved from 216 to 79 between Q1 2026 and Q2 2026.
  • SEC-reported value moved from $1,075,194,674 to $290,197,169.

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 216 institutions filings for Q1 2026.

Open SEC evidence

Security key

46435G250

Latest holder period

Q1 2026

13F holders

216

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 31 Mar 2026, 216 institutional investors reported holding 23,107,508 shares of iShares High Yield Systematic Bond ETF - Common (HYDB). This represents 66% 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
53%
Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
RENAISSANCERE HOLDINGS LTD 14% 5,057,726 0% 58% $235,285,414
FACTORY MUTUAL INSURANCE CO 6.1% 2,116,815 0% 1.1% $98,474,234
Wealthspire Advisors, LLC 4.3% 1,514,236 +6.1% 0.55% $70,442,254
BANK OF AMERICA CORP /DE/ 4.1% 1,428,227 -55% 0% $66,441,137
LPL Financial LLC 3.4% 1,185,496 +3.4% 0.01% $55,149,293
AMERIPRISE FINANCIAL INC 2.7% 932,601 +67% 0.01% $43,381,114
ENVESTNET ASSET MANAGEMENT INC 2.1% 719,874 -36% 0.01% $33,488,517
MORGAN STANLEY 1.4% 504,163 +16% 0% $23,453,693
Apollon Wealth Management, LLC 1.4% 484,187 +50% 0.37% $22,524,383
Capital Investment Counsel, LLC 1.2% 428,189 +3.2% 2.7% $19,919,352
LIBERTY SQUARE WEALTH PARTNERS LLC 1.1% 394,128 +20% 5.1% $18,334,855
Cornerstone Planning Group LLC 1.1% 385,864 +9.3% 2.4% $18,058,413
Savvy Advisors, Inc. 1.1% 373,840 +71% 0.47% $17,391,030
Betterment LLC 1% 364,714 +5.8% 0.03% $16,966,000
BlueStem Wealth Partners, LLC 1% 357,576 1.8% $16,634,435
IMA Advisory Services, Inc. 0.84% 293,361 -0.5% 1.3% $13,647,178
Cetera Investment Advisers 0.83% 288,508 -4.4% 0.01% $13,421,374
Boyd Wealth Management, LLC 0.83% 288,504 5.7% $13,421,206
Outlook Wealth Advisors, LLC 0.71% 247,330 -10% 2.8% $11,501,864
TL Private Wealth 0.65% 226,924 +3.2% 4.2% $10,618,887
OSAIC HOLDINGS, INC. 0.64% 222,118 -11% 0.02% $10,333,839
MANNING & NAPIER ADVISORS LLC 0.62% 217,378 +78% 0.14% $10,016,793
State of New Jersey Common Pension Fund D 0.57% 200,000 0% 0.04% $9,304,000
RAYMOND JAMES FINANCIAL INC 0.55% 190,521 +11% 0% $8,863,056
Private Advisor Group, LLC 0.49% 172,616 +150% 0.04% $8,030,102

Quarter history

Institutional holders across reporting periods

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

Periods
36
Latest
Q1 2026
Rows shown
1-25 of 36
Period 13F Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2026 Q2 6,210,604 $290,197,169 +$9,644,268 $46.77 79
2026 Q1 23,107,508 $1,075,194,674 -$119,583,245 $46.52 216
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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