ISHARES HIGH YIELD SYSTEMATI (HYDB) Institutional Ownership Changes & 13F Activity
ISHARES HIGH YIELD SYSTEMATI (HYDB). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q4 2025). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Bank Of America Corp, Ameriprise Financial Inc, Cetera Investment Advisers, Osaic Holdings, Inc., and Raymond James Financial Inc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Everest Financial Group Llc | Buy | +5,348 | — | 5,348 | $253.22K | Q4 2025 | May 14, 2026 |
| Strategic Wealth Partners, Ltd. | Buy | +8 | — | 8 | $379.00 | Q4 2025 | May 12, 2026 |
| Vision Retirement, Llc | Buy | +402 | — | 402 | $19.04K | Q4 2025 | May 07, 2026 |
| Bravera Wealth | Buy | +693 | — | 693 | $32.81K | Q4 2025 | Apr 22, 2026 |
| Sonoma Allocations Llc | Buy | +16,572 | — | 16,572 | $786.26K | Q4 2025 | Feb 23, 2026 |
| Sunbelt Securities, Inc. | Buy | +593 | — | 593 | $28.10K | Q4 2025 | Feb 20, 2026 |
| Compound Planning, Inc. | Buy | +16,939 | — | 16,939 | $802.07K | Q4 2025 | Feb 19, 2026 |
| Raymond James Financial Inc | Buy | +171,618 | — | 171,618 | $8.13M | Q4 2025 | Feb 18, 2026 |
| Onyx Bridge Wealth Group Llc | Buy | +13,993 | — | 13,993 | $662.59K | Q4 2025 | Feb 18, 2026 |
| Newedge Advisors, Llc | Buy | +8,156 | — | 8,156 | $386.17K | Q4 2025 | Feb 18, 2026 |
| Ameriflex Group, Inc. | Buy | +4,698 | — | 4,698 | $222.45K | Q4 2025 | Feb 18, 2026 |
| Caitlin John, Llc | Buy | +684 | — | 684 | $32.39K | Q4 2025 | Feb 18, 2026 |
| Garton & Associates Financial Advisors Llc | Buy | +60 | — | 60 | $2.84K | Q4 2025 | Feb 18, 2026 |
| Bank Of America Corp | Buy | +3,208,246 | — | 3,208,246 | $151.91M | Q4 2025 | Feb 17, 2026 |
| Ameriprise Financial Inc | Buy | +557,021 | — | 557,021 | $26.37M | Q4 2025 | Feb 17, 2026 |
| Cetera Investment Advisers | Buy | +301,802 | — | 301,802 | $14.29M | Q4 2025 | Feb 17, 2026 |
| Osaic Holdings, Inc. | Buy | +250,274 | — | 250,274 | $11.85M | Q4 2025 | Feb 17, 2026 |
| Captrust Financial Advisors | Buy | +160,484 | — | 160,484 | $7.60M | Q4 2025 | Feb 17, 2026 |
| Waverly Advisors, Llc | Buy | +112,981 | — | 112,981 | $5.35M | Q4 2025 | Feb 17, 2026 |
| Private Advisor Group, Llc | Buy | +69,172 | — | 69,172 | $3.28M | Q4 2025 | Feb 17, 2026 |
| Pinnacle Financial Partners, Inc. | Buy | +55,787 | — | 55,787 | $2.64M | Q4 2025 | Feb 17, 2026 |
| Rockefeller Capital Management L.P. | Buy | +31,006 | — | 31,006 | $1.47M | Q4 2025 | Feb 17, 2026 |
| Royal Bank Of Canada | Buy | +23,743 | — | 23,743 | $1.12M | Q4 2025 | Feb 17, 2026 |
| Iht Wealth Management, Llc | Buy | +22,968 | — | 22,968 | $1.09M | Q4 2025 | Feb 17, 2026 |
| United Capital Financial Advisors, Llc | Buy | +19,777 | — | 19,777 | $936.46K | Q4 2025 | Feb 17, 2026 |
| Regal Investment Advisors Llc | Buy | +15,405 | — | 15,405 | $729.43K | Q4 2025 | Feb 17, 2026 |
| Equitable Holdings, Inc. | Buy | +10,106 | — | 10,106 | $478.52K | Q4 2025 | Feb 17, 2026 |
| Northrock Partners, Llc | Buy | +6,040 | — | 6,040 | $285.99K | Q4 2025 | Feb 17, 2026 |
| &Partners | Buy | +5,712 | — | 5,712 | $270.32K | Q4 2025 | Feb 17, 2026 |
| Fmr Llc | Buy | +628 | — | 628 | $29.76K | Q4 2025 | Feb 17, 2026 |
Frequently asked questions about HYDB activity
Which institutional owners are buying HYDB?
Institutional owners buying HYDB include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in HYDB activity?
"Buy" means an investor increased their reported position in HYDB compared to the prior reporting period. This reflects growing exposure to ISHARES HIGH YIELD SYSTEMATI (HYDB) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in HYDB increasing?
Institutional interest in HYDB can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.