Free Trial

iShares iBoxx $ High Yield Corporate Bond ETF (HYG) Institutional Ownership

iShares iBoxx $ High Yield Corporate Bond ETF logo
$79.46 +0.07 (+0.09%)
As of 04:10 PM Eastern

Institutional Ownership Changes (13F Filings) for iShares iBoxx $ High Yield Corporate Bond ETF (NYSEARCA:HYG)

Number of
Institutional Buyers
(last 12 months)
109
Total
Institutional Inflows
(last 12 months)
$871.92M
Number of
Institutional Sellers
(last 12 months)
82
Total
Institutional Outflows
(last 12 months)
$370.51M
Get HYG Insider Trade Alerts

Want to know when executives and insiders are buying or selling iShares iBoxx $ High Yield Corporate Bond ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

HYG Institutional Buying and Selling by Quarter

iShares iBoxx $ High Yield Corporate Bond ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
1/17/2025Bartlett & CO. Wealth Management LLC687$54K0.0%-35.1%0.000%
1/17/2025SG Americas Securities LLC153,162$12.05M0.0%+31.0%0.080%
1/17/2025Park Place Capital Corp1,462$115K0.0%-31.7%0.001%
1/16/2025Central Bank & Trust Co.90,020$7.08M1.1%-11.3%0.047%
1/16/2025Union Savings Bank1,736$137K0.1%N/A0.001%
1/16/2025MassMutual Private Wealth & Trust FSB3,977$313K0.0%-27.9%0.002%
1/16/2025City Holding Co.19,244$1.51M0.2%+11.9%0.010%
1/15/2025 Financial Management Professionals Inc.3,066$241K0.0%+12.6%0.002%
1/15/2025 BTS Asset Management Inc.13,837$1.09M1.1%-4.9%0.007%
1/15/2025 Sanibel Captiva Trust Company Inc.18,548$1.46M0.0%-3.0%0.010%
1/15/2025 Arkadios Wealth Advisors16,008$1.26M0.1%+2.2%0.008%
1/14/2025 USA Financial Formulas124,266$9.77M1.5%-6.6%0.065%
1/14/2025 Thurston Springer Miller Herd & Titak Inc.2,879$226K0.0%+82.7%0.002%
1/13/2025 AdvisorNet Financial Inc23,969$1.89M0.2%-7.2%0.013%
1/13/2025 Burns J W & Co. Inc. NY11,058$870K0.1%+48.1%0.006%
1/10/2025 Harbor Capital Advisors Inc.3,919$308K0.0%+135.8%0.002%
1/8/2025 Worth Asset Management LLC4,591$361K0.2%-25.5%0.002%
1/6/2025 Stairway Partners LLC307,948$24.22M1.5%+3.5%0.161%
12/26/2024JPMorgan Chase & Co.1,842,486$147.95M0.0%+50.0%0.966%
11/18/2024TD Private Client Wealth LLC57,021$4.58M0.1%-7.0%0.030%
11/18/2024Virtue Capital Management LLC27,331$2.20M0.4%-4.3%0.014%
11/18/2024Sunbelt Securities Inc.19,049$1.53M0.2%+80.3%0.010%
11/18/2024Toronto Dominion Bank108,500$8.71M0.0%-84.1%0.057%
11/18/2024Mittelman Wealth Management25,662$2.06M1.2%+287.6%0.013%
11/15/2024Continuum Advisory LLC15,656$1.24M0.2%+9.2%0.008%
11/15/2024Dorsey Wright & Associates7,095$570K0.1%-8.8%0.004%
11/15/2024iA Global Asset Management Inc.1,153,901$92.66M1.6%-21.2%0.605%
11/15/2024Kovitz Investment Group Partners LLC169,472$13.55M0.1%+0.4%0.089%
11/15/2024IHT Wealth Management LLC17,279$1.39M0.0%+129.6%0.009%
11/15/2024Integrated Wealth Concepts LLC40,987$3.29M0.0%+62.9%0.021%
11/15/2024Community Bank N.A.956$77K0.0%-25.1%0.001%
11/14/2024Ironwood Investment Counsel LLC21,636$1.74M0.3%+5.5%0.011%
11/14/2024Captrust Financial Advisors12,928$1.04M0.0%-51.6%0.007%
11/14/2024RPg Family Wealth Advisory LLC1,340$108K0.0%N/A0.001%
11/14/2024BNP Paribas2,820,701$226.50M9.4%+2,083.1%1.478%
11/14/2024Metropolitan Life Insurance Co NY75,273$6.04M2.1%+50.1%0.039%
11/13/2024Private Trust Co. NA5,503$442K0.0%+16.4%0.003%
11/13/2024Loomis Sayles & Co. L P3,903,830$313.48M0.4%+2,933.8%2.046%
11/13/2024Fisher Asset Management LLC2,686$216K0.0%-58.4%0.001%
11/12/2024Icon Wealth Advisors LLC10,899$875K0.0%+419.5%0.006%
11/12/2024Eagle Asset Management Inc.127,052$10.14M0.1%N/A0.067%
11/8/2024First Horizon Advisors Inc.6,313$507K0.0%-14.4%0.003%
11/5/2024Prime Capital Investment Advisors LLC215,643$17.32M0.2%+15.3%0.113%
11/5/2024Sumitomo Mitsui Trust Group Inc.129,516$10.40M0.0%+12.1%0.068%
11/5/2024Nations Financial Group Inc. IA ADV19,885$1.60M0.1%+1.1%0.010%
11/4/2024Migdal Insurance & Financial Holdings Ltd.29,968$2.41M0.0%+65.6%0.016%
11/2/2024Transcendent Capital Group LLC42,032$3.38M1.7%-3.1%0.022%
11/1/2024Sonata Capital Group Inc.7,285$585K0.2%N/A0.004%
10/30/2024United Advisor Group LLC3,829$307K0.1%N/A0.002%
10/30/2024Central Bank & Trust Co.101,529$8.15M1.1%-0.8%0.053%
10/29/2024Nvwm LLC5,105$410K0.1%+136.1%0.003%
10/29/2024 Harbor Capital Advisors Inc.1,662$133K0.0%-54.4%0.001%
10/29/2024Janney Montgomery Scott LLC42,115$3.38M0.0%+6.3%0.022%
10/28/2024Creative Financial Designs Inc. ADV313$25K0.0%-81.2%0.000%
10/28/2024 Rosenberg Matthew Hamilton1,379$111K0.0%+39.3%0.001%
10/25/2024Strategic Blueprint LLC10,438$838K0.1%-10.6%0.005%
10/25/2024Farmers & Merchants Investments Inc.154,611$12.42M0.4%+3.2%0.081%
10/24/2024Amarillo National Bank190,961$15.33M2.8%+1.2%0.100%
10/24/2024 Arkadios Wealth Advisors15,660$1.26M0.1%+9.3%0.008%
10/23/2024Strategic Investment Solutions Inc. IL779$63K0.0%-47.7%0.000%
10/23/2024Burke & Herbert Bank & Trust Co.19,008$1.53M0.4%-1.5%0.010%
10/23/2024Dumont & Blake Investment Advisors LLC2,712$218K0.1%-50.0%0.001%
10/23/2024Boyd Watterson Asset Management LLC OH2,486$200K0.1%+30.5%0.001%
10/23/2024 BTS Asset Management Inc.14,546$1.17M1.1%-37.8%0.008%
10/23/2024Grey Fox Wealth Advisors LLC19,142$1.54M0.4%-3.4%0.010%
10/22/2024Coston McIsaac & Partners5,445$437K0.1%-4.6%0.003%
10/22/2024Rebalance LLC91,790$7.37M0.5%+2.7%0.048%
10/22/2024Sierra Capital LLC15,746$1.26M0.2%-32.7%0.008%
10/21/2024Vicus Capital29,698$2.39M0.2%-21.2%0.016%
10/21/2024Whittier Trust Co.15,399$1.24M0.0%-2.6%0.008%
10/16/2024Greenup Street Wealth Management LLC65,633$5.27M1.1%+15.2%0.034%
10/15/2024Aspect Partners LLC364$29K0.0%-91.3%0.000%
10/15/2024NBC Securities Inc.26,703$2.14M0.2%-4.6%0.014%
10/11/2024 Thurston Springer Miller Herd & Titak Inc.1,576$127K0.0%+72.8%0.001%
10/9/2024 Worth Asset Management LLC6,163$495K0.3%N/A0.003%
10/9/2024Money Design Co. Ltd.249,909$20.07M1.0%N/A0.131%
10/9/2024 USA Financial Formulas133,048$10.68M1.7%+2.3%0.070%
10/8/2024City Holding Co.17,193$1.38M0.2%+10.4%0.009%
10/7/2024 Bank of New Hampshire606$49K0.0%-39.8%0.000%
10/5/2024 Burns J W & Co. Inc. NY7,465$599K0.1%-3.5%0.004%
10/5/2024 Stairway Partners LLC297,484$23.89M1.5%+19.0%0.156%
10/3/2024SG Americas Securities LLC116,887$9.39M0.0%-76.8%0.061%
10/2/2024Massmutual Trust Co. FSB ADV5,519$443K0.0%+71.2%0.003%
8/30/2024Strategic Investment Solutions Inc. IL1,490$118K0.0%N/A0.001%
8/16/2024Sunbelt Securities Inc.10,563$815K0.1%-37.9%0.006%
8/15/2024Dorsey Wright & Associates7,780$600K0.2%-7.2%0.004%
8/15/2024Alley Investment Management Company LLC132,615$10.23M1.4%+4.9%0.070%
8/15/2024Toronto Dominion Bank682,340$52.64M0.1%+528.9%0.358%
8/13/2024Boston Research & Management Inc.33,392$2.58M0.7%-1.0%0.018%
8/12/2024Richardson Financial Services Inc.30,450$2.35M1.6%-10.7%0.016%
8/12/2024Mittelman Wealth Management6,621$511K0.3%+125.1%0.003%
8/10/2024EPIQ Capital Group LLC10,910$842K0.3%+152.8%0.006%
8/9/2024One Capital Management LLC85,207$6.57M0.2%-9.7%0.045%
8/9/2024Prime Capital Investment Advisors LLC187,052$14.43M0.2%+384.3%0.098%
8/8/2024Vista Capital Partners Inc.2,698$208K0.0%N/A0.001%
8/8/2024Parallel Advisors LLC157,926$12.18M0.3%+0.5%0.083%
8/8/20241ST Source Bank24,374$1.88M0.1%-24.8%0.013%
8/8/2024Pinkerton Retirement Specialists LLC107,842$8.32M1.3%+6.0%0.057%
8/7/2024Vantage Financial Partners LLC2,883$222K0.1%-26.8%0.002%
8/7/2024Ashton Thomas Private Wealth LLC18,900$1.46M0.1%+3.0%0.010%
(Data available from 1/1/2016 forward)

HYG Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of HYG shares?

During the previous two years, 233 institutional investors and hedge funds held shares of iShares iBoxx $ High Yield Corporate Bond ETF. The most heavily invested institutionals were NYL Investors LLC ($643.30M), Loomis Sayles & Co. L P ($313.48M), BNP Paribas ($226.50M), SPX Gestao de Recursos Ltda ($176.56M), JPMorgan Chase & Co. ($147.95M), Allstate Corp ($122.93M), and Westside Investment Management Inc. ($114.32M).Learn more on HYG's institutional investors.

Which institutional investors have been buying iShares iBoxx $ High Yield Corporate Bond ETF stock?

Of the 178 institutional investors that purchased iShares iBoxx $ High Yield Corporate Bond ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Loomis Sayles & Co. L P ($3.82M), BNP Paribas ($2.69M), SPX Gestao de Recursos Ltda ($2.35M), NYL Investors LLC ($2.33M), BW Gestao de Investimentos Ltda. ($1.02M), SG Americas Securities LLC ($963.41K), and Toronto Dominion Bank ($688.14K).

How much institutional buying is happening at iShares iBoxx $ High Yield Corporate Bond ETF?

Institutional investors have bought a total of 22,699,770 shares in the last 24 months. This purchase volume represents approximately $1.75B in transactions.

Which iShares iBoxx $ High Yield Corporate Bond ETF major shareholders have been selling company stock?

Of the 137 institutional investors that sold iShares iBoxx $ High Yield Corporate Bond ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Assetmark Inc. ($8.21M), JPMorgan Chase & Co. ($2.26M), State of Tennessee Treasury Department ($2.00M), Toronto Dominion Bank ($1.10M), American Trust ($779.34K), SG Americas Securities LLC ($615.08K), and Bank of New York Mellon Corp ($542.82K).

How much institutional selling is happening at iShares iBoxx $ High Yield Corporate Bond ETF?

Institutional investors have sold a total of 19,747,752 shares in the last 24 months. This volume of shares sold represents approximately $1.50B in transactions.



This page (NYSEARCA:HYG) was last updated on 1/17/2025 by MarketBeat.com Staff
From Our Partners