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 254 institutions that hold shares in the stock, with a total of 28 Million shares, which have been reported (via 13F filing form) to have a value of $1.31 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
|
$235 Million
38.06% of portfolio
|
Q1 2025
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
2,975,615
shares
|
$138 Million
0.01% of portfolio
|
Q1 2025
Added 502.46%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
2,713,773
shares
|
$126 Million
0.04% of portfolio
|
Q1 2025
Added 1.23%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
May 09, 2025 Q1 2025 |
1,243,992
shares
|
$57.9 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
|
$52.5 Million
0.02% of portfolio
|
Q1 2025
Reduced 20.19%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
757,183
shares
|
$35.2 Million
0.01% of portfolio
|
Q1 2025
Added 11.96%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
691,365
shares
|
$32.2 Million
1.58% of portfolio
|
Q3 2023
Added 5.08%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
605,844
shares
|
$28.2 Million
0.08% of portfolio
|
Q1 2025
Added 2.72%
|
|
|
State Of New Jersey Common Pension Fund D
|
May 13, 2025 Q1 2025 |
563,120
shares
|
$26.2 Million
0.12% of portfolio
|
Q1 2025
Reduced 53.58%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
525,357
shares
|
$24.5 Million
0.0% of portfolio
|
Q1 2025
Added 19.1%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
502,686
shares
|
$23.4 Million
0.09% of portfolio
|
Q1 2025
Added 53.89%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
496,438
shares
|
$23.1 Million
0.0% of portfolio
|
Q1 2025
Added 12.02%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
489,381
shares
|
$22.8 Million
0.06% of portfolio
|
Q1 2025
Reduced 24.59%
|
|
|
Strategic Planning Group, LLC
Bountiful, UT |
Apr 10, 2025 Q1 2025 |
456,706
shares
|
$21.3 Million
4.21% of portfolio
|
Q1 2025
New holding
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
441,983
shares
|
$20.6 Million
0.68% of portfolio
|
Q1 2025
Reduced 14.82%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
437,594
shares
|
$20.4 Million
0.04% of portfolio
|
Q1 2025
Reduced 1.11%
|
|
|
Manning & Napier Advisors LLC
Fairport, NY |
Apr 22, 2025 Q1 2025 |
392,550
shares
|
$18.3 Million
0.23% of portfolio
|
Q1 2025
Reduced 6.44%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Apr 30, 2025 Q1 2025 |
318,044
shares
|
$14.8 Million
3.49% of portfolio
|
Q1 2025
Added 3.27%
|
|
|
Capital Investment Counsel, LLC
Denver, CO |
May 15, 2025 Q1 2025 |
291,149
shares
|
$13.6 Million
2.27% of portfolio
|
Q1 2025
Added 16.58%
|
|
|
Outlook Wealth Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
287,863
shares
|
$13.4 Million
4.55% of portfolio
|
Q1 2025
Added 20.94%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
274,802
shares
|
$12.8 Million
0.04% of portfolio
|
Q1 2025
Added 75.78%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
263,605
shares
|
$12.3 Million
0.05% of portfolio
|
Q1 2025
Reduced 19.89%
|
|
|
Ima Wealth, Inc.
Wichita, KS |
May 06, 2025 Q1 2025 |
262,984
shares
|
$12.2 Million
1.47% of portfolio
|
Q1 2025
Reduced 6.12%
|
|
|
Wright Fund Management, LLC
Santa Monica, CA |
Apr 23, 2025 Q1 2025 |
240,799
shares
|
$11.2 Million
0.41% of portfolio
|
Q1 2025
Added 37.44%
|
|
|
Insight Wealth Strategies, LLC
San Ramon, CA |
Apr 03, 2025 Q1 2025 |
230,917
shares
|
$10.7 Million
1.5% of portfolio
|
Q1 2025
Added 99.08%
|