HYGW Institutional Ownership
iShares High Yield Corporate Bond BuyWrite Strategy ETF
1W: -1.9%
1M: -2.9%
3M: -3.6%
YTD: -5.3%
1Y: -5.7%
3Y: +7.5%
$27.91
-0.29 (-1.05%)
Weekly Expected Move ±0.7%
$28
$28
$28
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Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — HYGW
82
Institutional Holders
-11 vs prior quarter
0.0%
Ownership
+0.00pp
55M
Total Invested
10
New Positions
11
Increased
55
Reduced
32
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (101 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Hennion & Walsh Asset Management, Inc. | 767,189 | 21M | +93,117 | +13.8% | 8Q | SEC ↗ |
| 2 | BANK OF AMERICA CORP /DE | 251,220 | 7M | +92,165 | +57.9% | 4Q | SEC ↗ |
| 3 | LPL Financial LLC | 185,074 | 5M | -320,163 | -63.4% | 11Q | SEC ↗ |
| 4 | RiverFront Investment Group, LLC | 121,131 | 3M | +6,286 | +5.5% | 7Q | SEC ↗ |
| 5 | Cetera Investment Advisers | 84,690 | 2M | -232,985 | -73.3% | 10Q | SEC ↗ |
| 6 | JPMORGAN CHASE & CO | 47,395 | 1M | -99,808 | -67.8% | 7Q | SEC ↗ |
| 7 | NewEdge Advisors, LLC | 47,346 | 1M | -6,926 | -12.8% | 7Q | SEC ↗ |
| 8 | Garde Capital, Inc. NEW | 36,422 | 1M | — | +0.0% | 1Q | SEC ↗ |
| 9 | Prosperity Consulting Group, LLC | 32,207 | 899K | -1,852 | -5.4% | 4Q | SEC ↗ |
| 10 | INTEGRITY ALLIANCE, LLC. | 30,550 | 853K | +4,500 | +17.3% | 7Q | SEC ↗ |
| 11 | ENVESTNET ASSET MANAGEMENT INC | 27,883 | 778K | -836,255 | -96.8% | 7Q | SEC ↗ |
| 12 | RAYMOND JAMES FINANCIAL INC | 24,316 | 679K | +6,778 | +38.6% | 6Q | SEC ↗ |
| 13 | Fortis Group Advisors, LLC | 23,790 | 664K | +1,131 | +5.0% | 4Q | SEC ↗ |
| 14 | OSAIC HOLDINGS, INC. | 23,553 | 657K | -12,652 | -34.9% | 13Q | SEC ↗ |
| 15 | Eaton Financial Holdings Company, LLC | 21,460 | 599K | -2,385 | -10.0% | 3Q | SEC ↗ |
| 16 | PNC Financial Services Group, Inc. | 17,192 | 480K | +5,264 | +44.1% | 7Q | SEC ↗ |
| 17 | WealthPlan Investment Management, LLC NEW | 15,898 | 444K | — | +0.0% | 1Q | SEC ↗ |
| 18 | MATHER GROUP, LLC. | 13,477 | 376K | -5,109 | -27.5% | 2Q | SEC ↗ |
| 19 | QP WEALTH MANAGEMENT, LLC | 12,910 | 360K | -185 | -1.4% | 3Q | SEC ↗ |
| 20 | COMMONWEALTH EQUITY SERVICES, LLC | 12,748 | 356K | -127,392 | -90.9% | 7Q | SEC ↗ |
| 21 | Detalus Advisors, LLC | 12,336 | 344K | -2,540 | -17.1% | 6Q | SEC ↗ |
| 22 | Moors & Cabot, Inc. | 11,754 | 328K | — | +0.0% | 3Q | SEC ↗ |
| 23 | JANE STREET GROUP, LLC NEW | 11,536 | 322K | — | +0.0% | 1Q | SEC ↗ |
| 24 | Steward Partners Investment Advisory, | 11,263 | 314K | +212 | +1.9% | 13Q | SEC ↗ |
| 25 | SIGNET FINANCIAL MANAGEMENT, LLC | 11,128 | 311K | -13,724 | -55.2% | 5Q | SEC ↗ |
| 26 | Private Advisor Group, LLC NEW | 8,797 | 246K | — | +0.0% | 1Q | SEC ↗ |
| 27 | ARMSTRONG ADVISORY GROUP, INC | 8,495 | 237K | -996 | -10.5% | 3Q | SEC ↗ |
| 28 | Luminist Capital LLC | 7,872 | 220K | +1,082 | +15.9% | 7Q | SEC ↗ |
| 29 | Strategic Blueprint, LLC NEW | 7,868 | 220K | — | +0.0% | 1Q | SEC ↗ |
| 30 | Vision Retirement, LLC | 7,668 | 214K | -375 | -4.7% | 3Q | SEC ↗ |
| 31 | WEDBUSH SECURITIES INC | 7,400 | 207K | — | +0.0% | 10Q | SEC ↗ |
| 32 | Sunrise Financial Services, LLC | 4,799 | 134K | -137 | -2.8% | 3Q | SEC ↗ |
| 33 | AE Wealth Management LLC | 2,642 | 74K | +348 | +15.2% | 13Q | SEC ↗ |
| 34 | IFG Advisory, LLC NEW | 2,603 | 73K | — | +0.0% | 1Q | SEC ↗ |
| 35 | Larson Financial Group LLC | 1,000 | 28K | — | +0.0% | 3Q | SEC ↗ |
| 36 | Founders Financial Alliance, LLC NEW | 974 | 27K | — | +0.0% | 1Q | SEC ↗ |
| 37 | CWM, LLC | 604 | 17K | +584 | +2920.0% | 3Q | SEC ↗ |
| 38 | Arax Advisory Partners | 545 | 15K | -1,011 | -65.0% | 3Q | SEC ↗ |
| 39 | IFP Advisors, Inc | 540 | 15K | -21 | -3.7% | 12Q | SEC ↗ |
| 40 | Integrated Wealth Concepts LLC NEW | 503 | 14K | — | +0.0% | 1Q | SEC ↗ |
| 41 | ROYAL BANK OF CANADA | 402 | 11K | — | +0.0% | 5Q | SEC ↗ |
| 42 | Transamerica Financial Advisors, LLC | 396 | 11K | -4,137 | -91.3% | 4Q | SEC ↗ |
| 43 | MORGAN STANLEY | 255 | 7K | -195,371 | -99.9% | 11Q | SEC ↗ |
| 44 | Golden State Wealth Management, LLC | 254 | 7K | +9 | +3.7% | 7Q | SEC ↗ |
| 45 | COMPASS FINANCIAL MANAGEMENT LLC NEW | 205 | 6K | — | +0.0% | 1Q | SEC ↗ |
| 46 | Ashton Thomas Private Wealth, LLC NEW | 141 | 4K | — | +0.0% | 1Q | SEC ↗ |
| 47 | BlackRock, Inc. | 132 | 4K | -548 | -80.6% | 7Q | SEC ↗ |
| 48 | Sunbelt Securities, Inc. | 121 | 3K | -149 | -55.2% | 3Q | SEC ↗ |
| 49 | Cornerstone Planning Group LLC | 83 | 2K | -164 | -66.4% | 2Q | SEC ↗ |
| 50 | ASSETMARK, INC | 79 | 2K | -126,005 | -99.9% | 7Q | SEC ↗ |
Recent Activity
New Positions (10)
| Holder | Shares | Value |
|---|---|---|
| Garde Capital, Inc. | 36,422 | 1M |
| WealthPlan Investment Management, L | 15,898 | 444K |
| JANE STREET GROUP, LLC | 11,536 | 322K |
| Private Advisor Group, LLC | 8,797 | 246K |
| Strategic Blueprint, LLC | 7,868 | 220K |
| IFG Advisory, LLC | 2,603 | 73K |
| Founders Financial Alliance, LLC | 974 | 27K |
| Integrated Wealth Concepts LLC | 503 | 14K |
| COMPASS FINANCIAL MANAGEMENT LLC | 205 | 6K |
| Ashton Thomas Private Wealth, LLC | 141 | 4K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Jordan Park Group LLC | 798,083 | 22M |
| Diversify Advisory Services, LLC | 142,381 | 4M |
| MML INVESTORS SERVICES, LLC | 140,545 | 4M |
| Envestnet Portfolio Solutions, Inc. | 117,400 | 3M |
| Kelly Financial Services LLC | 57,353 | 2M |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 54,320 | 2M |
| JB Capital LLC | 42,972 | 1M |
| PARK AVENUE SECURITIES LLC | 34,166 | 954K |
| Triad Wealth Partners, LLC | 32,782 | 915K |
| C2P Capital Advisory Group, LLC d.b | 29,348 | 819K |
| OLD MISSION CAPITAL LLC | 26,568 | 742K |
| CreativeOne Wealth, LLC | 25,332 | 707K |
| ShoreHaven Wealth Partners, LLC | 22,065 | 616K |
| Sanctuary Advisors, LLC | 18,690 | 522K |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 17,931 | 500K |
| CITADEL ADVISORS LLC | 17,680 | 493K |
| Icon Wealth Advisors, LLC | 16,444 | 459K |
| Sequoia Financial Advisors, LLC | 15,749 | 440K |
| Avantra Family Wealth, Inc. | 13,840 | 386K |
| Quadrant Private Wealth Management, | 12,570 | 351K |
Biggest Increases (12)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Hennion & Walsh Asset Management, I | +93,117 | +13.8% | 767,189 |
| BANK OF AMERICA CORP /DE | +92,165 | +57.9% | 251,220 |
| RAYMOND JAMES FINANCIAL INC | +6,778 | +38.6% | 24,316 |
| RiverFront Investment Group, LLC | +6,286 | +5.5% | 121,131 |
| PNC Financial Services Group, Inc. | +5,264 | +44.1% | 17,192 |
| INTEGRITY ALLIANCE, LLC. | +4,500 | +17.3% | 30,550 |
| Fortis Group Advisors, LLC | +1,131 | +5.0% | 23,790 |
| Luminist Capital LLC | +1,082 | +15.9% | 7,872 |
| CWM, LLC | +584 | +2920.0% | 604 |
| AE Wealth Management LLC | +348 | +15.2% | 2,642 |
| Steward Partners Investment Advisor | +212 | +1.9% | 11,263 |
| Golden State Wealth Management, LLC | +9 | +3.7% | 254 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | -836,255 | -96.8% | 27,883 |
| LPL Financial LLC | -320,163 | -63.4% | 185,074 |
| Cetera Investment Advisers | -232,985 | -73.3% | 84,690 |
| MORGAN STANLEY | -195,371 | -99.9% | 255 |
| COMMONWEALTH EQUITY SERVICES, LLC | -127,392 | -90.9% | 12,748 |
| ASSETMARK, INC | -126,005 | -99.9% | 79 |
| JPMORGAN CHASE & CO | -99,808 | -67.8% | 47,395 |
| SIGNET FINANCIAL MANAGEMENT, LLC | -13,724 | -55.2% | 11,128 |
| OSAIC HOLDINGS, INC. | -12,652 | -34.9% | 23,553 |
| NewEdge Advisors, LLC | -6,926 | -12.8% | 47,346 |
| MATHER GROUP, LLC. | -5,109 | -27.5% | 13,477 |
| Transamerica Financial Advisors, LL | -4,137 | -91.3% | 396 |
| Detalus Advisors, LLC | -2,540 | -17.1% | 12,336 |
| Eaton Financial Holdings Company, L | -2,385 | -10.0% | 21,460 |
| Prosperity Consulting Group, LLC | -1,852 | -5.4% | 32,207 |
| Arax Advisory Partners | -1,011 | -65.0% | 545 |
| ARMSTRONG ADVISORY GROUP, INC | -996 | -10.5% | 8,495 |
| WELLS FARGO & COMPANY/MN | -618 | -99.8% | 1 |
| BlackRock, Inc. | -548 | -80.6% | 132 |
| Vision Retirement, LLC | -375 | -4.7% | 7,668 |