Institutional Ownership Ishares Tr (HYG)
This table provides information about the institutional ownership of Ishares Tr (HYG). We have compiled data on the 1,186 institutions that hold shares in the stock, with a total of 260 Million shares, which have been reported (via 13F filing form) to have a value of $20.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Baker Avenue Asset Management, LP
|
Aug 13, 2025 Q2 2025 |
34,627
shares
|
$2.79 Million
0.08% of portfolio
|
Q2 2025
Reduced 3.04%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
34,412
shares
|
$2.77 Million
0.03% of portfolio
|
Q2 2025
Added 45.78%
|
|
|
Blb&B Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
34,220
shares
|
$2.76 Million
0.13% of portfolio
|
Q2 2025
Added 108.75%
|
|
|
Pine Bridge Investments, L.P.
|
Aug 13, 2025 Q2 2025 |
34,086
shares
|
$2.74 Million
0.02% of portfolio
|
Q2 2025
Reduced 12.66%
|
|
|
Manning & Napier Group, LLC
|
Apr 15, 2024 Q1 2024 |
33,899
shares
|
$2.73 Million
0.03% of portfolio
|
Q1 2024
Reduced 50.18%
|
|
|
David J Yvars Group
|
Oct 27, 2025 Q3 2025 |
33,652
shares
|
$2.71 Million
1.48% of portfolio
|
Q3 2025
Added 9.47%
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
33,601
shares
|
$2.71 Million
0.03% of portfolio
|
Q2 2025
Reduced 24.25%
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Aug 12, 2025 Q2 2025 |
33,316
shares
|
$2.68 Million
1.95% of portfolio
|
Q2 2025
Reduced 30.49%
|
|
|
Advisory Services Network, LLC
|
Aug 19, 2025 Q2 2025 |
32,645
shares
|
$2.63 Million
0.05% of portfolio
|
Q2 2025
Reduced 2.02%
|
|
|
Grimes & Company, Inc.
|
Oct 27, 2025 Q3 2025 |
32,605
shares
|
$2.63 Million
0.07% of portfolio
|
Q3 2025
Added 6.28%
|
|
|
Meridian Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
32,508
shares
|
$2.62 Million
0.12% of portfolio
|
Q2 2025
Added 3.12%
|
|
|
Boston Research & Management Inc
Manchester, MA |
Aug 12, 2025 Q2 2025 |
31,783
shares
|
$2.56 Million
0.61% of portfolio
|
Q2 2025
Reduced 1.51%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Aug 11, 2025 Q2 2025 |
31,773
shares
|
$2.56 Million
0.02% of portfolio
|
Q2 2025
Added 6.86%
|
|
|
Capricorn Fund Managers LTD
London, X0 |
Oct 17, 2025 Q3 2025 |
31,328
shares
|
$2.52 Million
0.97% of portfolio
|
Q3 2025
New holding
|
|
|
Future You Wealth LLC
New York, NY |
Jul 31, 2025 Q2 2025 |
30,887
shares
|
$2.49 Million
1.35% of portfolio
|
Q2 2025
Added 7.59%
|
|
|
Belpointe Asset Management LLC
|
Jul 22, 2025 Q2 2025 |
30,686
shares
|
$2.47 Million
0.12% of portfolio
|
Q2 2025
Added 15.17%
|
|
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
Jul 08, 2025 Q2 2025 |
30,681
shares
|
$2.47 Million
2.1% of portfolio
|
Q2 2025
Added 7.26%
|
|
|
Hfg Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
30,445
shares
|
$2.45 Million
2.02% of portfolio
|
Q2 2025
Added 11.7%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
30,316
shares
|
$2.44 Million
0.0% of portfolio
|
Q3 2025
Added 5.05%
|
|
|
Nomura Asset Management CO LTD
Tokyo, M0 |
Aug 11, 2025 Q2 2025 |
30,268
shares
|
$2.44 Million
0.01% of portfolio
|
Q2 2025
Reduced 83.75%
|
|
|
Bkm Wealth Management, LLC
Brookfield, WI |
Oct 23, 2025 Q3 2025 |
30,256
shares
|
$2.44 Million
0.91% of portfolio
|
Q3 2025
Added 4.19%
|
|
|
Arch Capital Group Ltd.
|
Aug 05, 2025 Q2 2025 |
30,000
shares
|
$2.42 Million
0.83% of portfolio
|
Q4 2020
New holding
|
|
|
Wick Capital Partners, LLC
Wayne, PA |
Aug 14, 2025 Q2 2025 |
29,866
shares
|
$2.4 Million
0.34% of portfolio
|
Q2 2025
Added 294.43%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
29,775
shares
|
$2.4 Million
0.02% of portfolio
|
Q2 2025
Reduced 1.08%
|
|
|
Lvz, Inc.
|
Oct 27, 2025 Q3 2025 |
29,740
shares
|
$2.39 Million
0.33% of portfolio
|
Q3 2025
Reduced 2.6%
|