Institutional Ownership Ishares Tr Edge High Yield Def (HYDB)
This table provides information about the institutional ownership of Ishares Tr Edge High Yield Def (HYDB). We have compiled data on the 240 institutions that hold shares in the stock, with a total of 25.2 Million shares, which have been reported (via 13F filing form) to have a value of $1.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Renaissancere Holdings LTD
Pembroke, D0 |
Aug 11, 2025 Q2 2025 |
5,057,726
shares
|
$240 Million
37.51% of portfolio
|
Q1 2025
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
2,929,987
shares
|
$139 Million
0.01% of portfolio
|
Q2 2025
Reduced 1.53%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
1,309,871
shares
|
$62.1 Million
0.02% of portfolio
|
Q2 2025
Reduced 51.73%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Aug 11, 2025 Q2 2025 |
1,263,546
shares
|
$59.9 Million
0.34% of portfolio
|
Q2 2025
Added 1.57%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
897,478
shares
|
$42.6 Million
0.02% of portfolio
|
Q2 2025
Reduced 20.5%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
853,852
shares
|
$40.5 Million
0.01% of portfolio
|
Q2 2025
Added 12.77%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
691,365
shares
|
$32.8 Million
1.58% of portfolio
|
Q3 2023
Added 5.08%
|
|
|
State Of New Jersey Common Pension Fund D
|
Jul 31, 2025 Q2 2025 |
563,120
shares
|
$26.7 Million
0.11% of portfolio
|
Q1 2025
Reduced 53.58%
|
|
|
Strategic Planning Group, LLC
Bountiful, UT |
Oct 23, 2025 Q3 2025 |
539,304
shares
|
$25.6 Million
3.49% of portfolio
|
Q3 2025
Added 8.68%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
525,357
shares
|
$24.9 Million
0.0% of portfolio
|
Q1 2025
Added 19.1%
|
|
|
Insight Wealth Strategies, LLC
San Ramon, CA |
Oct 06, 2025 Q3 2025 |
481,910
shares
|
$22.9 Million
2.93% of portfolio
|
Q3 2025
Added 4.41%
|
|
|
Wright Fund Management, LLC
Santa Monica, CA |
Oct 20, 2025 Q3 2025 |
427,800
shares
|
$20.3 Million
0.9% of portfolio
|
Q3 2025
Added 77.66%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
370,713
shares
|
$17.6 Million
0.0% of portfolio
|
Q2 2025
Reduced 25.33%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Aug 11, 2025 Q2 2025 |
339,170
shares
|
$16.1 Million
3.27% of portfolio
|
Q2 2025
Added 6.64%
|
|
|
Capital Investment Counsel, LLC
Denver, CO |
Aug 01, 2025 Q2 2025 |
320,003
shares
|
$15.2 Million
2.36% of portfolio
|
Q2 2025
Added 9.91%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
319,296
shares
|
$15.1 Million
0.29% of portfolio
|
Q3 2025
Added 0.93%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
301,795
shares
|
$14.3 Million
0.03% of portfolio
|
Q2 2025
Reduced 31.03%
|
|
|
Sofi Wealth, LLC
|
Oct 22, 2025 Q3 2025 |
299,880
shares
|
$14.2 Million
1.0% of portfolio
|
Q3 2025
Added 29.43%
|
|
|
Outlook Wealth Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
292,055
shares
|
$13.9 Million
4.3% of portfolio
|
Q2 2025
Added 1.46%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
277,421
shares
|
$13.2 Million
0.03% of portfolio
|
Q2 2025
Added 29.56%
|
|
|
Ima Wealth, Inc.
Wichita, KS |
Aug 07, 2025 Q2 2025 |
269,294
shares
|
$12.8 Million
1.4% of portfolio
|
Q2 2025
Added 2.4%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
250,133
shares
|
$11.9 Million
0.03% of portfolio
|
Q2 2025
Reduced 48.89%
|
|
|
Betterment LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
247,289
shares
|
$11.7 Million
0.03% of portfolio
|
Q2 2025
Added 11.31%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
242,310
shares
|
$11.5 Million
0.03% of portfolio
|
Q3 2025
Reduced 8.33%
|
|
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
Aug 12, 2025 Q2 2025 |
230,328
shares
|
$10.9 Million
1.34% of portfolio
|
Q2 2025
Added 5089.91%
|