HYDB Institutional Ownership
iShares High Yield Systematic Bond ETF
1W: -0.9%
1M: -3.2%
3M: -4.1%
YTD: -4.6%
1Y: -4.6%
3Y: +20.4%
5Y: +14.9%
$44.73
+0.06 (+0.13%)
Weekly Expected Move ±0.5%
$44
$44
$45
$45
$45
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — HYDB
233
Institutional Holders
-16 vs prior quarter
0.0%
Ownership
+0.00pp
1B
Total Invested
20
New Positions
82
Increased
106
Reduced
34
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (267 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | RENAISSANCERE HOLDINGS LTD | 5,057,726 | $226M | — | +0.0% | 6Q | SEC ↗ |
| 2 | FACTORY MUTUAL INSURANCE CO | 2,116,815 | $95M | — | +0.0% | 4Q | SEC ↗ |
| 3 | LPL Financial LLC | 1,569,565 | $70M | +384,069 | +32.4% | 31Q | SEC ↗ |
| 4 | Wealthspire Advisors, LLC | 1,538,885 | $69M | +24,649 | +1.6% | 10Q | SEC ↗ |
| 5 | BANK OF AMERICA CORP /DE | 1,453,017 | $65M | +24,790 | +1.7% | 15Q | SEC ↗ |
| 6 | AMERIPRISE FINANCIAL INC | 741,981 | $33M | -190,620 | -20.4% | 14Q | SEC ↗ |
| 7 | Apollon Wealth Management, LLC | 691,210 | $31M | +207,023 | +42.8% | 11Q | SEC ↗ |
| 8 | MORGAN STANLEY | 672,278 | $30M | +168,115 | +33.3% | 11Q | SEC ↗ |
| 9 | ENVESTNET ASSET MANAGEMENT INC | 504,348 | $23M | -215,526 | -29.9% | 22Q | SEC ↗ |
| 10 | SHP Wealth Management | 493,375 | $22M | +493,173 | +244145.0% | 2Q | SEC ↗ |
| 11 | Savvy Advisors, Inc. | 463,561 | $21M | +89,721 | +24.0% | 10Q | SEC ↗ |
| 12 | Capital Investment Counsel, LLC | 444,243 | $20M | +16,054 | +3.7% | 9Q | SEC ↗ |
| 13 | LIBERTY SQUARE WEALTH PARTNERS LLC | 438,332 | $20M | +44,204 | +11.2% | 7Q | SEC ↗ |
| 14 | Cornerstone Planning Group LLC | 402,928 | $18M | +17,064 | +4.4% | 11Q | SEC ↗ |
| 15 | MANNING & NAPIER ADVISORS LLC | 342,455 | $15M | +125,077 | +57.5% | 7Q | SEC ↗ |
| 16 | Boyd Wealth Management, LLC | 323,904 | $14M | +35,400 | +12.3% | 2Q | SEC ↗ |
| 17 | Avior Wealth Management, LLC | 319,480 | $14M | +200,165 | +167.8% | 4Q | SEC ↗ |
| 18 | IMA Advisory Services, Inc. | 297,804 | $13M | +4,443 | +1.5% | 13Q | SEC ↗ |
| 19 | Betterment LLC | 296,948 | $13M | -67,766 | -18.6% | 10Q | SEC ↗ |
| 20 | OSAIC HOLDINGS, INC. | 279,478 | $13M | +57,360 | +25.8% | 26Q | SEC ↗ |
| 21 | Cetera Investment Advisers | 245,107 | $11M | -43,401 | -15.0% | 21Q | SEC ↗ |
| 22 | Outlook Wealth Advisors, LLC | 242,213 | $11M | -5,117 | -2.1% | 14Q | SEC ↗ |
| 23 | TL Private Wealth | 241,161 | $11M | +14,237 | +6.3% | 9Q | SEC ↗ |
| 24 | RAYMOND JAMES FINANCIAL INC | 204,131 | $9M | +13,610 | +7.1% | 7Q | SEC ↗ |
| 25 | State of New Jersey Common Pension Fun | 200,000 | $9M | — | +0.0% | 10Q | SEC ↗ |
| 26 | Daybright Advisory Services, Inc. | 150,399 | $7M | +10,542 | +7.5% | 3Q | SEC ↗ |
| 27 | Equitable Holdings, Inc. | 144,574 | $6M | +21,814 | +17.8% | 11Q | SEC ↗ |
| 28 | COTTONWOOD CAPITAL ADVISORS, LLC | 138,985 | $6M | +4,881 | +3.6% | 10Q | SEC ↗ |
| 29 | Envestnet Portfolio Solutions, Inc. | 126,690 | $6M | +902 | +0.7% | 12Q | SEC ↗ |
| 30 | Waverly Advisors, LLC | 122,603 | $5M | +6,004 | +5.1% | 9Q | SEC ↗ |
| 31 | BEACON FINANCIAL PLANNING, INC | 117,216 | $5M | +11,796 | +11.2% | 7Q | SEC ↗ |
| 32 | CAPTRUST FINANCIAL ADVISORS | 116,964 | $5M | -25,062 | -17.6% | 10Q | SEC ↗ |
| 33 | Triad Wealth Partners, LLC | 112,904 | $5M | +11,014 | +10.8% | 10Q | SEC ↗ |
| 34 | FIRST CITIZENS BANK & TRUST CO | 111,317 | $5M | +6,332 | +6.0% | 2Q | SEC ↗ |
| 35 | Pinnacle Financial Partners, Inc. | 110,135 | $5M | +32,801 | +42.4% | 3Q | SEC ↗ |
| 36 | JPMORGAN CHASE & CO | 103,481 | $5M | +12,822 | +14.1% | 12Q | SEC ↗ |
| 37 | SAX WEALTH ADVISORS, LLC | 100,846 | $5M | -358 | -0.4% | 10Q | SEC ↗ |
| 38 | Mascagni Wealth Management, Inc. | 97,118 | $4M | -7,954 | -7.6% | 7Q | SEC ↗ |
| 39 | Provident Living Financial Services, I | 96,437 | $4M | +7,007 | +7.8% | 3Q | SEC ↗ |
| 40 | IFP Advisors, Inc | 92,977 | $4M | +6,651 | +7.7% | 10Q | SEC ↗ |
| 41 | Dynamic Advisor Solutions LLC | 79,930 | $4M | +10,724 | +15.5% | 11Q | SEC ↗ |
| 42 | UBS Group AG | 79,873 | $4M | +49,841 | +166.0% | 7Q | SEC ↗ |
| 43 | MML INVESTORS SERVICES, LLC | 71,080 | $3M | -8,624 | -10.8% | 14Q | SEC ↗ |
| 44 | Simplicity Wealth,LLC NEW | 70,993 | $3M | — | +0.0% | 1Q | SEC ↗ |
| 45 | Sanctuary Advisors, LLC | 70,059 | $3M | +11,265 | +19.2% | 8Q | SEC ↗ |
| 46 | MA Private Wealth | 61,876 | $3M | -93,962 | -60.3% | 6Q | SEC ↗ |
| 47 | ASSETMARK, INC | 59,552 | $3M | +1,174 | +2.0% | 10Q | SEC ↗ |
| 48 | JANE STREET GROUP, LLC | 54,689 | $2M | -100,187 | -64.7% | 4Q | SEC ↗ |
| 49 | CORRECT CAPITAL WEALTH MANAGEMENT | 54,502 | $2M | +180 | +0.3% | 11Q | SEC ↗ |
| 50 | RETIREMENT PLANNING GROUP, LLC / NY | 53,381 | $2M | -2,639 | -4.7% | 7Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Simplicity Wealth,LLC | 70,993 | $3M |
| TRUIST FINANCIAL CORP | 49,849 | $2M |
| Rooted Wealth Advisors, Inc. | 28,334 | $1M |
| Turning Point Benefit Group, Inc. | 16,765 | $750K |
| SOL Capital Management CO | 14,791 | $662K |
| Modern Wealth Management, LLC | 9,620 | $430K |
| Pacific Sun Financial Corp | 9,140 | $409K |
| Talisman Wealth Advisors LLC | 8,381 | $375K |
| OpenArc Corporate Advisory, LLC | 6,972 | $312K |
| Stratos Wealth Partners, LTD. | 5,286 | $236K |
| Avion Wealth | 4,893 | $219K |
| Creative Planning | 4,345 | $194K |
| SIGNET FINANCIAL MANAGEMENT, LLC | 4,326 | $194K |
| Global Retirement Partners, LLC | 1,867 | $84K |
| TRUST CO OF VERMONT | 400 | $18K |
| IFG Advisory, LLC | 343 | $15K |
| Plante Moran Financial Advisors, LL | 218 | $10K |
| Harborfront Financial Group LLC | 206 | $9K |
| Asset Dedication, LLC | 181 | $8K |
| Richard W. Paul & Associates, LLC | 16 | $1K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| BlueStem Wealth Partners, LLC | 357,576 | $16M |
| Arch Global Advisors, LLC | 136,339 | $6M |
| Systelligence, LLC | 75,428 | $3M |
| Mariner, LLC | 67,982 | $3M |
| FOUNDATIONS INVESTMENT ADVISORS, LL | 58,293 | $3M |
| OneDigital Investment Advisors LLC | 55,169 | $2M |
| Sonoma Allocations LLC | 40,834 | $2M |
| Security Financial Services, INC. | 35,221 | $2M |
| J.E. Simmons & Co., P.C. | 34,831 | $2M |
| Trek Financial, LLC | 20,412 | $913K |
| UNITED CAPITAL FINANCIAL ADVISORS, | 18,159 | $812K |
| Bank of New York Mellon Corp | 17,228 | $771K |
| IHT Wealth Management, LLC | 13,966 | $625K |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 13,129 | $587K |
| CITADEL ADVISORS LLC | 12,356 | $553K |
| Strategic Financial Concepts, LLC | 9,688 | $433K |
| Diversify Advisory Services, LLC | 8,053 | $360K |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 7,815 | $350K |
| Atria Investments, Inc | 7,795 | $349K |
| Madrona Financial Services, LLC | 7,578 | $339K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| SHP Wealth Management | +493,173 | +244145.0% | 493,375 |
| LPL Financial LLC | +384,069 | +32.4% | 1,569,565 |
| Apollon Wealth Management, LLC | +207,023 | +42.8% | 691,210 |
| Avior Wealth Management, LLC | +200,165 | +167.8% | 319,480 |
| MORGAN STANLEY | +168,115 | +33.3% | 672,278 |
| MANNING & NAPIER ADVISORS LLC | +125,077 | +57.5% | 342,455 |
| Savvy Advisors, Inc. | +89,721 | +24.0% | 463,561 |
| OSAIC HOLDINGS, INC. | +57,360 | +25.8% | 279,478 |
| UBS Group AG | +49,841 | +166.0% | 79,873 |
| LIBERTY SQUARE WEALTH PARTNERS LLC | +44,204 | +11.2% | 438,332 |
| Boyd Wealth Management, LLC | +35,400 | +12.3% | 323,904 |
| Pinnacle Financial Partners, Inc. | +32,801 | +42.4% | 110,135 |
| BANK OF AMERICA CORP /DE | +24,790 | +1.7% | 1,453,017 |
| Wealthspire Advisors, LLC | +24,649 | +1.6% | 1,538,885 |
| Equitable Holdings, Inc. | +21,814 | +17.8% | 144,574 |
| Cornerstone Planning Group LLC | +17,064 | +4.4% | 402,928 |
| Capital Investment Counsel, LLC | +16,054 | +3.7% | 444,243 |
| LANARK FINANCIAL, INC. | +14,485 | +49.8% | 43,585 |
| TL Private Wealth | +14,237 | +6.3% | 241,161 |
| RAYMOND JAMES FINANCIAL INC | +13,610 | +7.1% | 204,131 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | -215,526 | -29.9% | 504,348 |
| CWM, LLC | -208,189 | -97.6% | 5,155 |
| AMERIPRISE FINANCIAL INC | -190,620 | -20.4% | 741,981 |
| Private Advisor Group, LLC | -160,021 | -92.7% | 12,595 |
| JANE STREET GROUP, LLC | -100,187 | -64.7% | 54,689 |
| MA Private Wealth | -93,962 | -60.3% | 61,876 |
| Betterment LLC | -67,766 | -18.6% | 296,948 |
| Cetera Investment Advisers | -43,401 | -15.0% | 245,107 |
| Thrivent Financial for Lutherans | -31,028 | -84.7% | 5,597 |
| Kestra Advisory Services, LLC | -27,254 | -35.6% | 49,211 |
| Onyx Bridge Wealth Group LLC | -26,831 | -63.5% | 15,452 |
| CAPTRUST FINANCIAL ADVISORS | -25,062 | -17.6% | 116,964 |
| COMMONWEALTH EQUITY SERVICES, LLC | -15,070 | -25.4% | 44,187 |
| PARK AVENUE SECURITIES LLC | -13,660 | -61.4% | 8,601 |
| Armor Investment Advisors, LLC | -13,634 | -81.9% | 3,007 |
| DAHRING | CUSMANO LLC | -11,594 | -68.6% | 5,298 |
| MML INVESTORS SERVICES, LLC | -8,624 | -10.8% | 71,080 |
| Mascagni Wealth Management, Inc. | -7,954 | -7.6% | 97,118 |
| Kestra Investment Management, LLC | -7,158 | -60.7% | 4,631 |
| Tidemark, LLC | -5,460 | -22.3% | 19,036 |