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iShares High Yield Bond Factor ETF (HYDB) Institutional Ownership

iShares High Yield Bond Factor ETF logo
$47.58 -0.07 (-0.15%)
(As of 11/21/2024 ET)
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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)
106
Total
Institutional Inflows
(last 12 months)
$247.32M
Number of
Institutional Sellers
(last 12 months)
35
Total
Institutional Outflows
(last 12 months)
$35.73M
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HYDB Institutional Buying and Selling by Quarter

iShares High Yield Bond Factor ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/20/2024 Advisory Resource Group170,035$8.17M1.7%+9.5%1.382%
11/15/2024 Glass Jacobson Investment Advisors llc7,662$368K0.1%+4.3%0.062%
11/15/2024 MML Investors Services LLC47,070$2.26M0.0%+0.8%0.383%
11/15/2024 Jane Street Group LLC36,346$1.75M0.0%+1.8%0.295%
11/15/2024 SWAN Capital LLC519$25K0.0%N/A0.004%
11/15/2024 HighTower Advisors LLC16,957$811K0.0%+4.1%0.138%
11/15/2024 Kestra Investment Management LLC431,738$20.75M0.9%+39.1%3.510%
11/14/2024 Captrust Financial Advisors638,954$30.71M0.1%-5.0%5.195%
11/13/2024 Avestar Capital LLC31,393$1.51M0.2%-13.3%0.255%
11/12/2024 Capital Investment Counsel LLC142,724$6.86M1.2%+217.2%1.160%
11/12/2024 Kingsview Wealth Management LLC13,959$671K0.0%+1.6%0.113%
11/12/2024 Meridian Wealth Management LLC6,029$290K0.0%N/A0.049%
11/12/2024 GM Advisory Group LLC96,098$4.62M0.3%+11.5%0.781%
11/12/2024 CFS Investment Advisory Services LLC5,583$268K0.0%N/A0.045%
11/8/2024 First Horizon Advisors Inc.905$43K0.0%+76.4%0.007%
11/7/2024 Thrivent Financial for Lutherans21,592$1.04M0.0%-40.6%0.176%
11/7/2024 Claro Advisors LLC24,790$1.19M0.2%+43.7%0.202%
11/6/2024 OneDigital Investment Advisors LLC120,433$5.79M0.1%+29.4%0.979%
11/6/2024 ROI Financial Advisors LLC6,736$324K0.2%+55.9%0.055%
11/6/2024 Cornerstone Planning Group LLC301,461$14.33M3.1%+9.0%2.451%
11/5/2024 Prime Capital Investment Advisors LLC8,392$403K0.0%-13.7%0.068%
11/5/2024 Savvy Advisors Inc.16,468$791K0.2%+39.7%0.134%
11/5/2024 Systelligence LLC121,231$5.83M1.4%-4.5%0.986%
11/5/2024 Apollon Wealth Management LLC28,214$1.36M0.0%+17.3%0.229%
11/4/2024 Cottonwood Capital Advisors LLC83,110$3.99M2.9%+63.2%0.676%
11/1/2024 Atria Investments Inc19,075$917K0.0%N/A0.155%
11/1/2024 Assetmark Inc.591,870$28.45M0.1%+97.9%4.812%
11/1/2024 Rovin Capital UT ADV22,356$1.07M0.4%+1.7%0.182%
10/31/2024 TFB Advisors LLC6,979$335K0.1%N/A0.057%
10/29/2024 Cedar Point Capital Partners LLC8,227$395K0.3%-25.3%0.067%
10/28/2024 Creative Financial Designs Inc. ADV103,928$5.00M0.4%+207,756.0%0.845%
10/28/2024 Summit Wealth Partners LLC27,254$1.31M0.3%+158.7%0.222%
10/28/2024 US Bancorp DE9,537$458K0.0%+12.0%0.078%
10/24/2024 J.W. Cole Advisors Inc.23,020$1.11M0.0%+12.6%0.187%
10/24/2024 Arkadios Wealth Advisors8,954$430K0.0%+42.9%0.073%
10/23/2024 Outlook Wealth Advisors LLC239,302$11.50M3.3%+9.4%1.946%
10/23/2024 Hennion & Walsh Asset Management Inc.17,530$842K0.0%-92.4%0.143%
10/22/2024 Private Advisor Group LLC29,217$1.40M0.0%-45.5%0.238%
10/21/2024 Foundations Investment Advisors LLC10,321$496K0.0%+6.4%0.084%
10/21/2024 Triad Wealth Partners LLC57,937$2.78M1.5%-24.8%0.471%
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10/18/2024Seamount Financial Group Inc.6,870$330K0.2%-4.0%0.056%
10/18/2024Capital Investment Advisors LLC6,280$302K0.0%-37.9%0.051%
10/17/2024 Claro Advisors LLC69,442$3.34M0.3%+302.5%0.565%
10/17/2024Sax Wealth Advisors LLC108,161$5.20M0.5%+38.3%0.879%
10/15/2024 Oxinas Partners Wealth Management LLC19,864$955K0.6%-58.0%0.161%
10/15/2024 Watershed Private Wealth LLC9,810$471K0.2%+6.8%0.080%
10/10/2024 Concourse Financial Group Securities Inc.759$36K0.0%+336.2%0.006%
10/9/2024 TL Private Wealth196,350$9.31M4.2%+6.3%1.596%
10/8/2024 CWM LLC89,460$4.30M0.0%+3.1%0.727%
10/8/2024 Atomi Financial Group Inc.116,700$5.61M0.3%+49.6%0.949%
10/8/2024 Insight Wealth Strategies LLC110,976$5.33M0.7%+58.8%0.902%
10/8/2024 Dynamic Advisor Solutions LLC25,640$1.23M0.0%+98.3%0.208%
10/8/2024 Mather Group LLC.3,254$156K0.0%+56.3%0.026%
10/3/2024 Park Avenue Securities LLC9,992$480K0.0%-16.6%0.081%
9/11/2024 Summit Wealth Partners LLC10,537$489K0.1%+48.5%0.086%
8/28/2024 Kestra Investment Management LLC310,334$14.41M1.0%N/A2.523%
8/22/2024 Cetera Investment Advisers318,093$14.77M0.0%+58.1%2.586%
8/16/2024 Ascent Group LLC4,622$215K0.0%+6.8%0.038%
8/13/2024 Thrivent Financial for Lutherans36,338$1.69M0.0%-3.4%0.295%
8/13/2024 AE Wealth Management LLC5,136$239K0.0%-24.6%0.042%
8/13/2024 GM Advisory Group LLC86,208$4.00M0.3%+318.0%0.701%
8/12/2024 Mercer Global Advisors Inc. ADV16,069$746K0.0%N/A0.131%
8/9/2024ICA Group Wealth Management LLC2,106$98K0.1%-34.2%0.017%
8/8/2024 J.W. Cole Advisors Inc.20,448$950K0.0%N/A0.166%
8/8/2024 Envestnet Asset Management Inc.582,228$27.04M0.0%+12.5%4.734%
8/8/2024 Wealthspire Advisors LLC103,874$4.82M0.1%+145.3%0.845%
8/8/2024 Thoroughbred Financial Services LLC19,987$928K0.1%-21.8%0.162%
8/8/2024 State of New Jersey Common Pension Fund D1,013,120$47.05M0.2%+102.6%8.237%
8/5/2024 Private Advisor Group LLC53,591$2.49M0.0%+26.8%0.436%
8/5/2024 Synergy Asset Management LLC130,967$6.08M1.0%N/A1.065%
8/2/2024Larson Financial Group LLC544$25K0.0%N/A0.004%
8/2/2024 Foundations Investment Advisors LLC9,697$450K0.0%-2.8%0.079%
8/2/2024 Oxinas Partners Wealth Management LLC47,266$2.20M1.5%-25.6%0.384%
8/1/2024 Family Asset Management LLC1,178$55K0.0%N/A0.010%
8/1/2024 Claro Advisors LLC17,252$801K0.1%+68.6%0.140%
7/31/2024 Cook Wealth LLC12,250$574K0.3%-5.0%0.100%
7/31/2024 Aptus Capital Advisors LLC2,969$138K0.0%-9.9%0.024%
7/31/2024Commonwealth Equity Services LLC13,631$633K0.0%-73.2%0.111%
7/31/2024 Watershed Private Wealth LLC9,186$427K0.2%+5.5%0.075%
7/31/2024Private Ocean LLC8,203$381K0.0%N/A0.067%
7/30/2024 International Assets Investment Management LLC3,600$167K0.0%N/A0.029%
7/29/2024 Arkadios Wealth Advisors6,268$291K0.0%N/A0.051%
7/27/2024 Strategic Blueprint LLC11,295$525K0.0%-5.3%0.092%
7/26/2024 Cambridge Investment Research Advisors Inc.39,813$1.85M0.0%+3.4%0.324%
7/26/2024 Atomi Financial Group Inc.78,030$3.62M0.3%+44.2%0.634%
7/26/2024 Bank of New York Mellon Corp9,273$431K0.0%+3.2%0.075%
7/26/2024 IMA Advisory Services Inc.265,047$12.31M2.8%+1.2%2.155%
7/25/2024 Systelligence LLC126,898$5.89M1.6%N/A1.032%
7/24/2024 Advisory Resource Group155,259$7.21M1.6%+14.5%1.262%
7/24/2024Unique Wealth Strategies LLC3,271$153K0.1%N/A0.027%
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That headline hit late last night…and the rally has begun Which is why we want to urge you to go ahead and download Lance’s e-Book now outlining his bullish case for Tesla.

So to claim your free digital copy today, simply follow this link and enter your email address. 
7/20/2024Madrona Financial Services LLC7,237$336K0.1%+17.4%0.059%
7/20/2024 Continuum Advisory LLC34,775$1.62M0.2%+1.5%0.283%
7/20/2024Raymond James Financial Services Advisors Inc.225,689$10.48M0.0%+6.5%1.835%
7/20/2024 Hennion & Walsh Asset Management Inc.231,521$10.75M0.6%+19.1%1.882%
7/18/2024 Outlook Wealth Advisors LLC218,820$10.16M3.1%+7.1%1.779%
7/18/2024 Triad Wealth Partners LLC77,038$3.58M1.9%+20.4%0.626%
7/17/2024 Cottonwood Capital Advisors LLC50,931$2.37M1.8%+20.7%0.414%
7/16/2024 Envestnet Portfolio Solutions Inc.20,574$955K0.0%+32.2%0.167%
7/15/2024 Dynamic Advisor Solutions LLC12,928$600K0.0%+77.1%0.105%
7/12/2024 Pennsylvania Capital Management Inc. ADV4,781$222K0.1%N/A0.039%
(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, 129 institutional investors and hedge funds held shares of iShares High Yield Bond Factor ETF. The most heavily invested institutionals were State of New Jersey Common Pension Fund D ($47.05M), Captrust Financial Advisors ($30.71M), Column Capital Advisors LLC ($30.37M), Assetmark Inc. ($28.45M), Envestnet Asset Management Inc. ($27.04M), Kestra Investment Management LLC ($20.75M), and Cetera Investment Advisers ($14.77M).Learn more on HYDB's institutional investors.

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

Of the 118 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: Column Capital Advisors LLC ($691.37K), Captrust Financial Advisors ($608.49K), State of New Jersey Common Pension Fund D ($513.12K), Kestra Investment Management LLC ($431.74K), CWM LLC ($304.56K), Assetmark Inc. ($292.79K), and Cetera Investment Advisers ($278.42K).

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

Institutional investors have bought a total of 6,326,773 shares in the last 24 months. This purchase volume represents approximately $293.73M in transactions.

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

Of the 43 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 ($76.65K), Envestnet Portfolio Solutions Inc. ($59.60K), Creative Financial Designs Inc. ADV ($49.34K), Fermata Advisors LLC ($43.09K), and Commonwealth Equity Services LLC ($37.32K).

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

Institutional investors have sold a total of 866,611 shares in the last 24 months. This volume of shares sold represents approximately $40.60M in transactions.


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This page (BATS:HYDB) was last updated on 11/21/2024 by MarketBeat.com Staff
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