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.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Everest Financial Group LlcBuy+5,348—5,348$253.22KQ4 2025May 14, 2026
Strategic Wealth Partners, Ltd.Buy+8—8$379.00Q4 2025May 12, 2026
Vision Retirement, LlcBuy+402—402$19.04KQ4 2025May 07, 2026
Bravera WealthBuy+693—693$32.81KQ4 2025Apr 22, 2026
Sonoma Allocations LlcBuy+16,572—16,572$786.26KQ4 2025Feb 23, 2026
Sunbelt Securities, Inc.Buy+593—593$28.10KQ4 2025Feb 20, 2026
Compound Planning, Inc.Buy+16,939—16,939$802.07KQ4 2025Feb 19, 2026
Raymond James Financial IncBuy+171,618—171,618$8.13MQ4 2025Feb 18, 2026
Onyx Bridge Wealth Group LlcBuy+13,993—13,993$662.59KQ4 2025Feb 18, 2026
Newedge Advisors, LlcBuy+8,156—8,156$386.17KQ4 2025Feb 18, 2026
Ameriflex Group, Inc.Buy+4,698—4,698$222.45KQ4 2025Feb 18, 2026
Caitlin John, LlcBuy+684—684$32.39KQ4 2025Feb 18, 2026
Garton & Associates Financial Advisors LlcBuy+60—60$2.84KQ4 2025Feb 18, 2026
Bank Of America CorpBuy+3,208,246—3,208,246$151.91MQ4 2025Feb 17, 2026
Ameriprise Financial IncBuy+557,021—557,021$26.37MQ4 2025Feb 17, 2026
Cetera Investment AdvisersBuy+301,802—301,802$14.29MQ4 2025Feb 17, 2026
Osaic Holdings, Inc.Buy+250,274—250,274$11.85MQ4 2025Feb 17, 2026
Captrust Financial AdvisorsBuy+160,484—160,484$7.60MQ4 2025Feb 17, 2026
Waverly Advisors, LlcBuy+112,981—112,981$5.35MQ4 2025Feb 17, 2026
Private Advisor Group, LlcBuy+69,172—69,172$3.28MQ4 2025Feb 17, 2026
Pinnacle Financial Partners, Inc.Buy+55,787—55,787$2.64MQ4 2025Feb 17, 2026
Rockefeller Capital Management L.P.Buy+31,006—31,006$1.47MQ4 2025Feb 17, 2026
Royal Bank Of CanadaBuy+23,743—23,743$1.12MQ4 2025Feb 17, 2026
Iht Wealth Management, LlcBuy+22,968—22,968$1.09MQ4 2025Feb 17, 2026
United Capital Financial Advisors, LlcBuy+19,777—19,777$936.46KQ4 2025Feb 17, 2026
Regal Investment Advisors LlcBuy+15,405—15,405$729.43KQ4 2025Feb 17, 2026
Equitable Holdings, Inc.Buy+10,106—10,106$478.52KQ4 2025Feb 17, 2026
Northrock Partners, LlcBuy+6,040—6,040$285.99KQ4 2025Feb 17, 2026
&PartnersBuy+5,712—5,712$270.32KQ4 2025Feb 17, 2026
Fmr LlcBuy+628—628$29.76KQ4 2025Feb 17, 2026
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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.