HYDB Institutional Ownership & Shareholders
ISHARES HIGH YIELD SYSTEMATI (HYDB) is currently held by 196 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $1.09B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Renaissancere Holdings Ltd is currently the largest disclosed institutional shareholder of HYDB tracked by InsiderSet, reporting ownership valued at approximately $236.55M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $226.94M, representing an estimated loss of -4.06% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 64% of the total disclosed HYDB value among the investors covered in this analysis. Major shareholders include Renaissancere Holdings Ltd, Factory Mutual Insurance Co, Lpl Financial Llc, and several other long-term asset managers with concentrated positions in ISHARES HIGH YIELD SYSTEMATI (HYDB).
This page ranks the largest institutional HYDB shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
196
Total Reported Value
$1.09B
Largest Holder
Renaissancere Holdings Ltd
Largest Position
$236.55M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
41
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Renaissancere Holdings Ltd | 56.12% | 5,057,726 | $236,549,845 | $226,940,166 | -$9,609,679 | -4.06% | |
| Factory Mutual Insurance Co | 0.85% | 2,116,815 | $95,172,002 | $94,981,489 | -$190,513 | -0.20% | |
| Lpl Financial Llc | 0.02% | 1,569,565 | $73,408,564 | $70,426,382 | -$2,982,182 | -4.06% | |
| Wealthspire Advisors, Llc | 0.40% | 1,538,885 | $71,973,643 | $69,049,770 | -$2,923,873 | -4.06% | |
| Bank Of America Corp | 0.00% | 1,453,017 | $67,957,597 | $65,196,873 | -$2,760,724 | -4.06% | |
| Apollon Wealth Management, Llc | 0.41% | 800,786 | $36,003,334 | $35,931,268 | -$72,066 | -0.20% | |
| Ameriprise Financial Inc | 0.01% | 741,981 | $34,703,714 | $33,292,687 | -$1,411,027 | -4.07% | |
| Morgan Stanley | 0.00% | 672,278 | $31,442,479 | $30,165,114 | -$1,277,365 | -4.06% | |
| Envestnet Asset Management Inc | 0.01% | 504,348 | $23,588,342 | $22,630,095 | -$958,247 | -4.06% | |
| Shp Wealth Management | 1.59% | 493,375 | $23,075,133 | $22,137,736 | -$937,397 | -4.06% | |
| Savvy Advisors, Inc. | 0.46% | 463,561 | $21,680,726 | $20,799,982 | -$880,744 | -4.06% | |
| Capital Investment Counsel, Llc | 2.56% | 458,245 | $20,602,695 | $20,561,453 | -$41,242 | -0.20% | |
| Liberty Square Wealth Partners Llc | 4.88% | 438,332 | $20,500,774 | $19,667,957 | -$832,817 | -4.06% | |
| Cornerstone Planning Group Llc | 2.40% | 430,914 | $19,348,030 | $19,335,111 | -$12,919 | -0.07% | |
| Manning & Napier Advisors Llc | 0.21% | 342,455 | $16,026,883 | $15,365,956 | -$660,927 | -4.12% | |
| Boyd Wealth Management, Llc | 5.58% | 353,100 | $15,875,376 | $15,843,597 | -$31,779 | -0.20% | |
| Ima Advisory Services, Inc. | 0.87% | 297,804 | $13,928,308 | $13,362,465 | -$565,843 | -4.06% | |
| Betterment Llc | 0.02% | 296,948 | $13,888,000 | $13,324,057 | -$563,943 | -4.06% | |
| Osaic Holdings, Inc. | 0.02% | 279,478 | $13,072,204 | $12,540,178 | -$532,026 | -4.07% | |
| Cetera Investment Advisers | 0.01% | 245,107 | $11,463,652 | $10,997,951 | -$465,701 | -4.06% | |
| Tl Private Wealth | 3.65% | 226,814 | $10,202,093 | $10,177,144 | -$24,949 | -0.24% | |
| Outlook Wealth Advisors, Llc | 2.12% | 222,054 | $9,983,545 | $9,963,563 | -$19,982 | -0.20% | |
| Raymond James Financial Inc | 0.00% | 204,131 | $9,547,188 | $9,159,358 | -$387,830 | -4.06% | |
| State Of New Jersey Common Pension Fund D | 0.03% | 200,000 | $9,354,000 | $8,974,000 | -$380,000 | -4.06% | |
| Daybright Advisory Services, Inc. | 1.67% | 150,399 | $6,975,513 | $6,748,403 | -$227,110 | -3.26% | |
| Avior Wealth Management, Llc | 0.18% | 152,635 | $6,862,477 | $6,848,732 | -$13,745 | -0.20% | |
| Equitable Holdings, Inc. | 0.04% | 144,574 | $6,761,738 | $6,487,035 | -$274,703 | -4.06% | |
| Cottonwood Capital Advisors, Llc | 3.98% | 147,069 | $6,612,213 | $6,598,986 | -$13,227 | -0.20% | |
| Envestnet Portfolio Solutions, Inc. | 0.03% | 126,690 | $5,925,282 | $5,684,580 | -$240,702 | -4.06% | |
| Cranbrook Wealth Management, Llc | 1.11% | 130,500 | $5,867,266 | $5,855,535 | -$11,731 | -0.20% | |
| Waverly Advisors, Llc | 0.03% | 122,603 | $5,734,124 | $5,501,197 | -$232,927 | -4.06% | |
| Beacon Financial Planning, Inc | 1.86% | 117,216 | $5,482,182 | $5,259,482 | -$222,700 | -4.06% | |
| Captrust Financial Advisors | 0.01% | 116,964 | $5,470,384 | $5,248,175 | -$222,209 | -4.06% | |
| Triad Wealth Partners, Llc | 0.29% | 117,844 | $5,298,282 | $5,287,660 | -$10,622 | -0.20% | |
| Pinnacle Financial Partners, Inc. | 0.04% | 110,135 | $5,151,014 | $4,941,757 | -$209,257 | -4.06% | |
| Jpmorgan Chase & Co | 0.00% | 103,481 | $4,842,919 | $4,643,192 | -$199,727 | -4.12% | |
| Provident Living Financial Services, Inc. | 4.45% | 96,437 | $4,510,351 | $4,327,128 | -$183,223 | -4.06% | |
| First Citizens Bank & Trust Co | 0.07% | 99,968 | $4,494,561 | $4,485,564 | -$8,997 | -0.20% | |
| Sax Wealth Advisors, Llc | 0.13% | 99,841 | $4,488,845 | $4,479,866 | -$8,979 | -0.20% | |
| Ifp Advisors, Inc | 0.07% | 96,111 | $4,321,151 | $4,312,501 | -$8,650 | -0.20% | |
| Mascagni Wealth Management, Inc. | 2.39% | 87,716 | $3,943,710 | $3,935,817 | -$7,893 | -0.20% | |
| Dynamic Advisor Solutions Llc | 0.11% | 84,339 | $3,791,886 | $3,784,291 | -$7,595 | -0.20% | |
| Ubs Group Ag | 0.00% | 79,873 | $3,735,660 | $3,583,902 | -$151,758 | -4.06% | |
| Mml Investors Services, Llc | 0.01% | 71,080 | $3,324,395 | $3,189,360 | -$135,035 | -4.06% | |
| Sanctuary Advisors, Llc | 0.02% | 70,059 | $3,276,647 | $3,143,547 | -$133,100 | -4.06% | |
| Ma Private Wealth | 0.43% | 61,876 | $2,893,941 | $2,776,376 | -$117,565 | -4.06% | |
| Jane Street Group, Llc | 0.00% | 54,689 | $2,557,805 | $2,453,895 | -$103,910 | -4.06% | |
| Correct Capital Wealth Management | 0.44% | 54,502 | $2,549,056 | $2,445,505 | -$103,551 | -4.06% | |
| Retirement Planning Group, Llc / Ny | 1.36% | 53,381 | $2,496,614 | $2,395,205 | -$101,409 | -4.06% | |
| Apollon Financial, Llc | 0.28% | 54,471 | $2,449,037 | $2,444,114 | -$4,923 | -0.20% |
Frequently asked questions about HYDB
Who are the largest institutional holders of HYDB?
The largest institutional holders of HYDB reported in the latest SEC Form 13F filings include Renaissancere Holdings Ltd, Factory Mutual Insurance Co, Lpl Financial Llc, Wealthspire Advisors, Llc, and Bank Of America Corp. InsiderSet ranks institutional holders by their latest reported HYDB position.
What is HYDB institutional ownership?
This page tracks HYDB positions reported by institutional investment managers through SEC Form 13F. ISHARES HIGH YIELD SYSTEMATI (HYDB) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own HYDB?
InsiderSet currently tracks 196 institutional managers reporting HYDB holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of HYDB shareholders.
How much HYDB stock do institutions own?
Institutional investment managers disclosed approximately $1.09B in HYDB holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was HYDB institutional ownership last updated?
The latest HYDB institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional HYDB holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its HYDB position after the reporting date.
Are institutions buying or selling HYDB?
Institutional buying and selling can be analyzed by comparing HYDB positions across consecutive 13F reporting periods. InsiderSet's HYDB Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View HYDB ownership changes.
How has HYDB institutional ownership changed over time?
InsiderSet tracks HYDB institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.