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iShares High Yield Bond Factor ETF (HYDB) Institutional Ownership

iShares High Yield Bond Factor ETF logo
$47.52 +0.61 (+1.29%)
Closing price 02/21/2025 03:59 PM Eastern
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$47.52 0.00 (0.00%)
As of 02/21/2025 04:45 PM Eastern
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Institutional Ownership Changes (13F Filings) for iShares High Yield Bond Factor ETF (BATS:HYDB)

Number of
Institutional Buyers
(last 12 months)
186
Total
Institutional Inflows
(last 12 months)
$628.57M
Number of
Institutional Sellers
(last 12 months)
38
Total
Institutional Outflows
(last 12 months)
$39.21M
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HYDB Institutional Buying and Selling by Quarter

iShares High Yield Bond Factor ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
2/21/2025Ascent Group LLC19,063$896K0.1%+307.9%0.155%
2/19/2025 Invst LLC9,249$435K0.1%N/A0.075%
2/19/2025 Retirement Planning Group LLC NY55,708$2.62M2.9%N/A0.453%
2/17/2025 Waverly Advisors LLC105,088$4.94M0.1%+267.5%0.854%
2/17/2025 Snowden Capital Advisors LLC4,909$231K0.0%N/A0.040%
2/17/2025 Colonial Trust Co SC3,127$147K0.0%N/A0.025%
2/17/2025 Cetera Investment Advisers442,491$20.80M0.0%+43.6%3.597%
2/17/2025 Citadel Advisors LLC11,626$547K0.0%N/A0.095%
2/17/2025 Captrust Financial Advisors648,984$30.51M0.1%+1.6%5.276%
2/17/2025 Bank of America Corp DE493,909$23.22M0.0%+228.4%4.016%
2/17/2025 Ameriprise Financial Inc.676,319$31.79M0.0%+129.0%5.499%
2/17/2025 Aptus Capital Advisors LLC3,578$168K0.0%+18.1%0.029%
2/17/2025 Advocacy Wealth Management Services LLC7,041$331K0.0%N/A0.057%
2/14/2025 LGT Financial Advisors LLC637$30K0.1%N/A0.005%
2/14/2025 Jane Street Group LLC135,086$6.35M0.0%+271.7%1.098%
2/14/2025 Westbourne Investments Inc.16,878$756K0.4%N/A0.137%
2/14/2025 Comerica Bank5,043$237K0.0%+51.3%0.041%
2/14/2025 Betterment LLC180,280$8.48M0.0%+18.9%1.466%
2/14/2025 Capital Analysts LLC4,050$190K0.0%N/A0.033%
2/14/2025 Kovitz Investment Group Partners LLC72,046$3.39M0.0%N/A0.586%
2/14/2025 IHT Wealth Management LLC518,878$24.39M0.8%N/A4.219%
2/14/2025 Stifel Financial Corp56,942$2.68M0.0%+219.3%0.463%
2/14/2025 OneDigital Investment Advisors LLC120,018$5.64M0.1%-0.3%0.976%
2/14/2025 MML Investors Services LLC156,334$7.35M0.0%+232.1%1.271%
2/14/2025 BOS Asset Management LLC5,512$259K0.1%N/A0.045%
2/14/2025 GeoWealth Management LLC659$31K0.0%+391.8%0.005%
2/14/2025 Balanced Rock Investment Advisors LLC5,866$276K0.2%+10.1%0.048%
2/14/2025 Concourse Financial Group Securities Inc.32,952$1.56M0.1%+4,241.5%0.268%
2/13/2025 NewEdge Advisors LLC86,887$4.09M0.0%+27,928.1%0.706%
2/13/2025 Regal Investment Advisors LLC17,396$818K0.1%+84.0%0.141%
2/13/2025 United Capital Financial Advisors LLC147,930$6.95M0.1%+204.7%1.203%
2/13/2025 CreativeOne Wealth LLC53,894$2.53M0.1%N/A0.438%
2/13/2025 Mariner LLC42,918$2.02M0.0%-33.0%0.349%
2/13/2025 Peninsula Wealth LLC4,752$223K0.0%N/A0.039%
2/13/2025 Savvy Advisors Inc.27,262$1.28M0.2%+65.5%0.222%
2/13/2025 Sagespring Wealth Partners LLC50,258$2.36M0.0%N/A0.409%
2/13/2025 Raymond James Financial Inc.85,310$4.01M0.0%N/A0.694%
2/13/2025 Trek Financial LLC14,852$698K0.1%N/A0.121%
2/13/2025 Envestnet Asset Management Inc.2,680,702$126.02M0.0%+366.3%21.794%
2/13/2025 ROI Financial Advisors LLC7,065$332K0.2%+4.9%0.057%
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2/12/2025 PAX Financial Group LLC7,854$369K0.1%N/A0.064%
2/12/2025 Thoroughbred Financial Services LLC23,473$1.10M0.1%-16.3%0.191%
2/12/2025 OneAscent Financial Services LLC9,048$425K0.0%N/A0.074%
2/12/2025 Orion Portfolio Solutions LLC4,946$233K0.0%N/A0.040%
2/12/2025 Riverchase Wealth Management LLC7,411$348K0.3%N/A0.060%
2/12/2025 JPMorgan Chase & Co.441,120$20.74M0.0%+371.2%3.586%
2/11/2025 Modern Wealth Management LLC28,190$1.34M0.0%N/A0.229%
2/11/2025 Twin City Private Wealth LLC1,472$69K0.1%-21.9%0.012%
2/11/2025 LPL Financial LLC1,414,515$66.50M0.0%+200.0%11.500%
2/11/2025 Mosley Wealth Management7,593$361K0.2%N/A0.062%
2/11/2025 SigFig Wealth Management LLC11,015$517K0.0%N/A0.090%
2/11/2025 Absolute Capital Management LLC10,702$503K0.3%+84.1%0.087%
2/11/2025 GM Advisory Group LLC101,074$4.75M0.3%+5.2%0.822%
2/10/2025 Thrivent Financial for Lutherans18,482$883K0.0%-14.4%0.150%
2/10/2025 Creative Financial Designs Inc. ADV106,750$5.02M0.4%+2.7%0.868%
2/10/2025 Envestnet Portfolio Solutions Inc.329,048$15.47M0.1%+1,572.9%2.675%
2/10/2025 Tidemark LLC2,106$99K0.0%N/A0.017%
2/10/2025 JPL Wealth Management LLC5,263$247K0.1%N/A0.043%
2/10/2025 Commonwealth Equity Services LLC236,691$11.13M0.0%+79.1%1.924%
2/10/2025 Avantax Advisory Services Inc.50,834$2.39M0.0%+102.1%0.413%
2/10/2025 Liberty Wealth Management LLC6,303$291K0.0%N/A0.051%
2/10/2025 Farther Finance Advisors LLC5,074$239K0.0%+1,242.3%0.041%
2/7/2025 Summit X LLC68,036$3.20M0.7%+57.4%0.553%
2/7/2025 HighTower Advisors LLC21,461$1.01M0.0%+26.6%0.174%
2/7/2025 Independent Advisor Alliance7,812$367K0.0%N/A0.064%
2/7/2025 Bay Colony Advisory Group Inc d b a Bay Colony Advisors5,880$276K0.0%N/A0.048%
2/6/2025 Raymond James Financial Inc.85,310$4.01M0.0%N/A0.694%
2/6/2025 Atria Investments Inc36,957$1.74M0.0%+93.7%0.300%
2/6/2025 Assetmark Inc.589,828$27.73M0.1%-0.3%4.795%
2/6/2025 Snider Financial Group6,145$289K0.1%N/A0.050%
2/6/2025 Triad Wealth Partners LLC62,433$2.94M1.1%+7.8%0.508%
2/6/2025 Synergy Investment Management LLC7,593$357K0.2%N/A0.062%
2/6/2025 TSA Wealth Managment LLC24,718$1.16M0.5%N/A0.201%
2/6/2025 Steward Partners Investment Advisory LLC8,290$390K0.0%+472.9%0.067%
2/6/2025 Meridian Wealth Management LLC6,461$304K0.0%+7.2%0.053%
2/6/2025 Shared Vision Wealth Group LLC8,936$420K0.2%N/A0.073%
2/5/2025 Sharkey Howes & Javer16,131$758K0.1%N/A0.131%
2/5/2025 Spectrum Wealth Counsel LLC4,861$229K0.0%N/A0.040%
2/5/2025 US Bancorp DE39,490$1.86M0.0%+314.1%0.321%
2/5/2025 Veridan Wealth LLC47,126$2.22M1.0%N/A0.383%
2/5/2025 Dynasty Wealth Management LLC57,538$2.71M0.0%N/A0.468%
2/4/2025 Bank of New York Mellon Corp110,878$5.21M0.0%+1,022.7%0.901%
2/4/2025 IFP Advisors Inc14,611$687K0.0%+15,280.0%0.119%
2/4/2025 WealthShield Partners LLC8,293$390K0.1%N/A0.067%
2/4/2025 Midwest Capital Advisors LLC22,713$1.07M0.8%N/A0.185%
2/4/2025 Wealthspire Advisors LLC1,188,263$55.86M0.6%+12.6%9.661%
2/3/2025 First Horizon Advisors Inc.3,778$178K0.0%+317.5%0.031%
2/3/2025 Dahring Cusmano LLC166,356$7.82M7.1%N/A1.352%
2/3/2025 Private Advisor Group LLC17,337$815K0.0%-40.7%0.141%
1/31/2025 Global Retirement Partners LLC4,657$219K0.0%+150.4%0.038%
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1/31/2025 Kestra Investment Management LLC458,093$21.54M0.8%+6.1%3.724%
1/31/2025 Atria Wealth Solutions Inc.40,647$1.91M0.0%N/A0.330%
1/31/2025 Truist Financial Corp44,242$2.08M0.0%N/A0.360%
1/31/2025 5T Wealth LLC12,145$571K0.3%N/A0.099%
1/31/2025 Sanctuary Advisors LLC96,233$4.58M0.0%+9.0%0.782%
1/31/2025 State of New Jersey Common Pension Fund D1,213,120$57.03M0.2%+19.7%9.863%
1/31/2025 Buttonwood Financial Group LLC7,114$338K0.2%N/A0.058%
1/31/2025 Opus Capital Group LLC5,157$242K0.0%+4.3%0.042%
1/31/2025 J.W. Cole Advisors Inc.24,061$1.13M0.0%+4.5%0.196%
1/30/2025 Allworth Financial LP4,314$205K0.0%+31.9%0.035%
(Data available from 1/1/2016 forward)

HYDB Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of HYDB shares?

During the previous two years, 217 institutional investors and hedge funds held shares of iShares High Yield Bond Factor ETF. The most heavily invested institutionals were Envestnet Asset Management Inc. ($126.02M), LPL Financial LLC ($66.50M), State of New Jersey Common Pension Fund D ($57.03M), Wealthspire Advisors LLC ($55.86M), Ameriprise Financial Inc. ($31.79M), Captrust Financial Advisors ($30.51M), and Column Capital Advisors LLC ($30.37M).Learn more on HYDB's institutional investors.

Which institutional investors have been buying iShares High Yield Bond Factor ETF stock?

Of the 207 institutional investors that purchased iShares High Yield Bond Factor ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Envestnet Asset Management Inc. ($2.18M), LPL Financial LLC ($951.06K), State of New Jersey Common Pension Fund D ($713.12K), Column Capital Advisors LLC ($691.37K), Captrust Financial Advisors ($618.52K), IHT Wealth Management LLC ($518.88K), and Kestra Investment Management LLC ($458.09K).

How much institutional buying is happening at iShares High Yield Bond Factor ETF?

Institutional investors have bought a total of 15,392,441 shares in the last 24 months. This purchase volume represents approximately $719.62M in transactions.

Which iShares High Yield Bond Factor ETF major shareholders have been selling company stock?

Of the 50 institutional investors that sold iShares High Yield Bond Factor ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Hennion & Walsh Asset Management Inc. ($213.99K), CWM LLC ($168.33K), Oxinas Partners Wealth Management LLC ($82.22K), Envestnet Portfolio Solutions Inc. ($59.60K), Fermata Advisors LLC ($43.09K), Commonwealth Equity Services LLC ($37.32K), and Private Advisor Group LLC ($36.25K).

How much institutional selling is happening at iShares High Yield Bond Factor ETF?

Institutional investors have sold a total of 908,561 shares in the last 24 months. This volume of shares sold represents approximately $42.75M in transactions.



This page (BATS:HYDB) was last updated on 2/22/2025 by MarketBeat.com Staff
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