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

13F Institutional Holders and Ownership History from Q3 2017 to Q4 2025

Type / Class
Equity / Common
Symbol
HYDB
Shares outstanding
34,900,673
Price per share
$47.60
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
20,472,132
Total reported value
$969,531,960
% of total 13F portfolios
0.01%
Share change
-128,790
Value change
-$6,821,794
Number of holders
180
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of iShares High Yield Systematic Bond ETF - Common (HYDB) based on Schedule 13D/G filings

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 Dec 2025, 180 institutional investors reported holding 20,472,132 shares of iShares High Yield Systematic Bond ETF - Common (HYDB). This represents 59% of the company’s total 34,900,673 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of iShares High Yield Systematic Bond ETF - Common (HYDB) together control 50% 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% 32% $239,483,326
FACTORY MUTUAL INSURANCE CO 6.1% 2,116,815 +101% 1% $100,231,190
Wealthspire Advisors, LLC 4.1% 1,426,989 +9.8% 0.54% $67,567,941
LPL Financial LLC 3.3% 1,146,968 +16% 0.01% $54,308,910
ENVESTNET ASSET MANAGEMENT INC 3.2% 1,132,066 -19% 0.02% $53,603,330
STRATEGIC PLANNING GROUP, LLC 1.6% 566,969 +5.1% 3.5% $26,845,993
AMERIPRISE FINANCIAL INC 1.6% 557,021 -40% 0.01% $26,369,410
Kestra Investment Management, LLC 1.5% 537,537 +413% 0.62% $25,452,377
MORGAN STANLEY 1.3% 436,471 -4.2% 0% $20,666,912
Capital Investment Counsel, LLC 1.2% 414,853 +12% 2.7% $19,643,290
Cornerstone Planning Group LLC 1% 352,931 +1.1% 2.6% $16,813,646
Betterment LLC 0.99% 344,845 +19% 0.03% $16,328,000
LIBERTY SQUARE WEALTH PARTNERS LLC 0.94% 329,204 +58% 4.4% $15,587,802
Apollon Wealth Management, LLC 0.93% 323,094 +1.2% 0.27% $15,298,484
SOFI WEALTH, LLC 0.92% 322,409 +7.5% 0.76% $15,266,060
IMA Advisory Services, Inc. 0.84% 294,840 +5.8% 1.3% $13,960,686
Outlook Wealth Advisors, LLC 0.79% 276,113 -0.38% 3% $13,073,942
UBS Group AG 0.72% 253,017 +1% 0% $11,980,355
OSAIC HOLDINGS, INC. 0.72% 250,274 -1% 0.02% $11,852,295
TL Private Wealth 0.63% 219,835 +3% 4% $10,464,143
Savvy Advisors, Inc. 0.63% 218,282 +50% 0.33% $10,335,661
Avior Wealth Management, LLC 0.62% 217,812 +1167% 0.32% $10,313,395
CWM, LLC 0.61% 213,344 -12% 0.03% $10,102,000
JPMORGAN CHASE & CO 0.58% 203,968 -26% 0% $9,657,885
MA Private Wealth 0.58% 202,956 +18% 1.6% $9,609,967

Institutional Holders of iShares High Yield Systematic Bond ETF - Common (HYDB) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 20,472,132 $969,531,960 -$6,821,794 $47.35 180
2025 Q3 26,185,271 $1,252,471,321 +$125,832,308 $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