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 235 institutions that hold shares in the stock, with a total of 24.6 Million shares, which have been reported (via 13F filing form) to have a value of $1.16 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
|
$239 Million
37.51% of portfolio
|
Q1 2025
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
2,929,987
shares
|
$138 Million
0.01% of portfolio
|
Q2 2025
Reduced 1.53%
|
|
|
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 |
Aug 11, 2025 Q2 2025 |
1,263,546
shares
|
$59.7 Million
0.34% of portfolio
|
Q2 2025
Added 1.57%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
897,478
shares
|
$42.4 Million
0.02% of portfolio
|
Q2 2025
Reduced 20.5%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
853,852
shares
|
$40.3 Million
0.01% of portfolio
|
Q2 2025
Added 12.77%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
691,365
shares
|
$32.6 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%
|
|
|
Strategic Planning Group, LLC
Bountiful, UT |
Jul 14, 2025 Q2 2025 |
496,220
shares
|
$23.4 Million
3.83% of portfolio
|
Q2 2025
Added 8.65%
|
|
|
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%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
370,713
shares
|
$17.5 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 Million
3.27% of portfolio
|
Q2 2025
Added 6.64%
|
|
|
Capital Investment Counsel, LLC
Denver, CO |
Aug 01, 2025 Q2 2025 |
320,003
shares
|
$15.1 Million
2.36% of portfolio
|
Q2 2025
Added 9.91%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jul 24, 2025 Q2 2025 |
316,362
shares
|
$14.9 Million
0.31% of portfolio
|
Q2 2025
Added 868.03%
|
|
|
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%
|
|
|
Outlook Wealth Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
292,055
shares
|
$13.8 Million
4.3% of portfolio
|
Q2 2025
Added 1.46%
|
|
|
Ima Wealth, Inc.
Wichita, KS |
Aug 07, 2025 Q2 2025 |
269,294
shares
|
$12.7 Million
1.4% of portfolio
|
Q2 2025
Added 2.4%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
264,339
shares
|
$12.5 Million
0.04% of portfolio
|
Q2 2025
Reduced 47.41%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
250,133
shares
|
$11.8 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%
|
|
|
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%
|
|
|
Sofi Wealth, LLC
|
Aug 11, 2025 Q2 2025 |
231,698
shares
|
$10.9 Million
0.81% of portfolio
|
Q2 2025
New holding
|
|
|
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%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
227,285
shares
|
$10.7 Million
0.0% of portfolio
|
Q2 2025
Added 22.83%
|