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 241 institutions that hold shares in the stock, with a total of 25.8 Million shares, which have been reported (via 13F filing form) to have a value of $1.22 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Renaissancere Holdings LTD
Pembroke, D0 |
May 12, 2025 Q1 2025 |
5,057,726
shares
|
$239 Million
38.06% of portfolio
|
Q1 2025
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
2,975,615
shares
|
$141 Million
0.01% of portfolio
|
Q1 2025
Added 502.46%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
1,309,871
shares
|
$61.9 Million
0.02% of portfolio
|
Q2 2025
Reduced 51.73%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
May 09, 2025 Q1 2025 |
1,243,992
shares
|
$58.8 Million
0.35% of portfolio
|
Q1 2025
Added 4.69%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
1,128,859
shares
|
$53.4 Million
0.02% of portfolio
|
Q1 2025
Reduced 20.19%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
757,183
shares
|
$35.8 Million
0.01% of portfolio
|
Q1 2025
Added 11.96%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
691,365
shares
|
$32.7 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
|
$26.6 Million
0.11% of portfolio
|
Q1 2025
Reduced 53.58%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
525,357
shares
|
$24.8 Million
0.0% of portfolio
|
Q1 2025
Added 19.1%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
496,438
shares
|
$23.5 Million
0.0% of portfolio
|
Q1 2025
Added 12.02%
|
|
|
Strategic Planning Group, LLC
Bountiful, UT |
Jul 14, 2025 Q2 2025 |
496,220
shares
|
$23.5 Million
3.83% of portfolio
|
Q2 2025
Added 8.65%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
489,381
shares
|
$23.1 Million
0.06% of portfolio
|
Q1 2025
Reduced 24.59%
|
|
|
Insight Wealth Strategies, LLC
San Ramon, CA |
Jul 07, 2025 Q2 2025 |
461,563
shares
|
$21.8 Million
2.96% of portfolio
|
Q2 2025
Added 99.88%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
441,983
shares
|
$20.9 Million
0.68% of portfolio
|
Q1 2025
Reduced 14.82%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
437,594
shares
|
$20.7 Million
0.04% of portfolio
|
Q1 2025
Reduced 1.11%
|
|
|
Manning & Napier Advisors LLC
Fairport, NY |
Apr 22, 2025 Q1 2025 |
392,550
shares
|
$18.6 Million
0.23% of portfolio
|
Q1 2025
Reduced 6.44%
|
|
|
Capital Investment Counsel, LLC
Denver, CO |
Aug 01, 2025 Q2 2025 |
320,003
shares
|
$15.1 Million
2.36% of portfolio
|
Q2 2025
Added 9.91%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Apr 30, 2025 Q1 2025 |
318,044
shares
|
$15 Million
3.49% of portfolio
|
Q1 2025
Added 3.27%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jul 24, 2025 Q2 2025 |
316,362
shares
|
$15 Million
0.31% of portfolio
|
Q2 2025
Added 868.03%
|
|
|
Outlook Wealth Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
287,863
shares
|
$13.6 Million
4.55% of portfolio
|
Q1 2025
Added 20.94%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
274,802
shares
|
$13 Million
0.04% of portfolio
|
Q1 2025
Added 75.78%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
264,339
shares
|
$12.5 Million
0.04% of portfolio
|
Q2 2025
Reduced 47.41%
|
|
|
Ima Wealth, Inc.
Wichita, KS |
May 06, 2025 Q1 2025 |
262,984
shares
|
$12.4 Million
1.47% of portfolio
|
Q1 2025
Reduced 6.12%
|
|
|
Wright Fund Management, LLC
Santa Monica, CA |
Jul 30, 2025 Q2 2025 |
240,799
shares
|
$11.4 Million
0.4% of portfolio
|
Q1 2025
Added 37.44%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
227,139
shares
|
$10.7 Million
0.03% of portfolio
|
Q4 2024
Reduced 12.23%
|