Who Owns iShares High Yield Systematic Bond ETF (HYDB)?Hedge Fund & Institutional Holders

$46.54+0.16 (+0.34%)Financial ServicesBATS

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$InfinityT

% of Float Held

—

QoQ Change in Holders

+12 / -3

Price History

$44.64$45.50$46.35$47.20$48.06Sep 24Jun 25Mar 26

HYDB — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
BANK OF AMERICA CORP /DE/Increased+47K+$150.8B
FACTORY MUTUAL INSURANCE COIncreased+1.1M+$49.7B
STRATEGIC PLANNING GROUP, LLCNew Position+567K+$26.8B
Capital Investment Counsel, LLCNew Position+415K+$19.6B
Cornerstone Planning Group LLCNew Position+353K+$16.8B
LIBERTY SQUARE WEALTH PARTNERS LLCNew Position+329K+$15.6B
SOFI WEALTH, LLCNew Position+322K+$15.3B
Outlook Wealth Advisors, LLCNew Position+276K+$13.1B
Savvy Advisors, Inc.New Position+218K+$10.3B
Armor Investment Advisors, LLCNew Position+127K+$6.0B
COTTONWOOD CAPITAL ADVISORS, LLCNew Position+125K+$5.9B
MANNING & NAPIER ADVISORS LLCNew Position+122K+$5.8B
SAX WEALTH ADVISORS, LLCNew Position+104K+$4.9B
Wealthspire Advisors, LLCIncreased+127K+$4.8B
Triad Wealth Partners, LLCNew Position+86K+$4.0B

HYDB — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
AMERIPRISE FINANCIAL INCDecreased-371K-$18.4B
Cetera Investment AdvisersDecreased-41K-$16.4B
State of New Jersey Common Pension Fund DDecreased-263K-$12.7B
BlueStem Wealth Partners, LLCClosed Position-263K-$12.6B
MML INVESTORS SERVICES, LLCDecreased-24K-$10.5B
Compound Planning, Inc.Decreased-203K-$9.7B
CAPTRUST FINANCIAL ADVISORSDecreased-17K-$8.5B
ASSETMARK, INCDecreased-140K-$6.7B
IHT Wealth Management, LLCDecreased-126K-$6.1B
Waverly Advisors, LLCDecreased-4K-$5.6B
JANE STREET GROUP, LLCDecreased-86K-$5.2B
JPMORGAN CHASE & CODecreased-73K-$4.3B
Mariner, LLCClosed Position-81K-$3.9B
CreativeOne Wealth, LLCClosed Position-61K-$2.9B
UNITED CAPITAL FINANCIAL ADVISORS, LLCDecreased-30K-$2.4B

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1RENAISSANCERE HOLDINGS LTD5,057,726$239.5B32.18%Share
2BANK OF AMERICA CORP /DE/3,111,116$147.0B10.69%Share
3FACTORY MUTUAL INSURANCE CO2,116,815$100.2B1016.13%Share
4Wealthspire Advisors, LLC1,426,989$67.0B533.23%Share
5STRATEGIC PLANNING GROUP, LLC566,969$26.8B3.46%Share
6AMERIPRISE FINANCIAL INC556,970$26.0B5.88%Share
7Capital Investment Counsel, LLC414,853$19.6B2.73%Share
8Cornerstone Planning Group LLC352,931$16.8B2.62%Share
9LIBERTY SQUARE WEALTH PARTNERS LLC329,204$15.6B4.45%Share
10SOFI WEALTH, LLC322,409$15.3B0.76%Share
11Outlook Wealth Advisors, LLC276,113$13.1B2.96%Share
12UBS Group AG253,004$12.0B1.94%Share
13TL Private Wealth219,835$10.5B4.03%Share
14Savvy Advisors, Inc.218,282$10.3B0.33%Share
15OSAIC HOLDINGS, INC.223,578$10.0B14.61%Share
16State of New Jersey Common Pension Fund D200,000$9.5B34.23%Share
17JPMORGAN CHASE & CO174,564$8.0B0.50%Share
18RAYMOND JAMES FINANCIAL INC168,060$7.0B2.18%Share
19Armor Investment Advisors, LLC127,035$6.0B2.21%Share
20COTTONWOOD CAPITAL ADVISORS, LLC124,549$5.9B4.20%Share
21MANNING & NAPIER ADVISORS LLC121,945$5.8B75.04%Share
22SAX WEALTH ADVISORS, LLC103,512$4.9B0.23%Share
23Mascagni Wealth Management, Inc.101,929$4.8B3.60%Share
24Triad Wealth Partners, LLC85,519$4.0B0.38%Share
25BANK OF AMERICA CORP /DE/97,130$4.0B0.29%Share
26ASSETMARK, INC76,863$3.6B7.42%Share
27BEACON FINANCIAL PLANNING, INC73,221$3.5B1.67%Share
28Private Advisor Group, LLC69,172$3.0B14.11%Share
29Stratos Wealth Partners, LTD.59,059$2.8B31.61%Share
30CORRECT CAPITAL WEALTH MANAGEMENT54,404$2.6B0.48%Share
31IFP Advisors, Inc62,880$2.0B0.04%Share
32COMMONWEALTH EQUITY SERVICES, LLC44,488$2.0B2.67%Share
33OneDigital Investment Advisors LLC60,248$2.0B19.60%Share
34TFB Advisors LLC42,025$2.0B0.56%Share
35Leo Wealth, LLC36,820$1.7B0.13%Share
36Sovran Advisors, LLC36,543$1.7B0.15%Share
37Security Financial Services, INC.35,221$1.7B0.26%Share
38ROI Financial Advisors, LLC34,988$1.7B0.95%Share
39Strategic Financial Concepts, LLC34,292$1.6B1.48%Share
40Strategic Blueprint, LLC29,621$1.4B0.08%Share
41JFS WEALTH ADVISORS, LLC29,522$1.4B0.08%Share
42Tidemark, LLC26,395$1.2B0.35%Share
43SEAMOUNT FINANCIAL GROUP INC25,935$1.2B0.56%Share
44ROYAL BANK OF CANADA23,347$1.0B0.16%Share
45Avestar Capital, LLC31,950$1.0B0.06%Share
46IHT Wealth Management, LLC22,968$1.0B0.02%Share
47Rockefeller Capital Management L.P.31,006$1.0B1.80%Share
48JPMORGAN CHASE & CO29,362$1.0B0.06%Share
49Cranbrook Wealth Management, LLC20,899$989.0M0.19%Share
50DAHRING {-} CUSMANO LLC20,635$977.0M0.68%Share

HYDB Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025211$852.8B+89
Q3 2025122$669.3B-75
Q2 2025197$709.2B-42
Q1 2025239$896.5B+54
Q4 2024185$38.2T+87
Q3 202498$90.4T-2
Q2 2024100$58.4T+8
Q1 202492$27.2T—

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As of Q4 2025, 50 institutional investors hold HYDB (iShares High Yield Systematic Bond ETF). The largest holder is RENAISSANCERE HOLDINGS LTD with $239.5B in shares. This quarter, 12 institutions opened new positions and 3 closed their positions.

Frequently Asked Questions

How many hedge funds own HYDB?

As of Q4 2025, 50 institutional investors report holding HYDB (iShares High Yield Systematic Bond ETF) in their 13F filings.

Who is the largest institutional holder of HYDB?

The largest institutional holder of HYDB is RENAISSANCERE HOLDINGS LTD with $239.5B in shares.

Is institutional ownership of HYDB increasing or decreasing?

This quarter, 12 institutions opened new positions in HYDB and 3 closed their positions.