HYGW Institutional Ownership & Shareholders
ISHARES HY CORP BD BUYWR ETF (HYGW) is currently held by 48 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $54.68M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Hennion & Walsh Asset Management, Inc. is currently the largest disclosed institutional shareholder of HYGW tracked by InsiderSet, reporting ownership valued at approximately $21.73M in its September 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 $21.62M, representing an estimated loss of -0.51% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 84% of the total disclosed HYGW value among the investors covered in this analysis. Major shareholders include Hennion & Walsh Asset Management, Inc., Bank Of America Corp, Lpl Financial Llc, and several other long-term asset managers with concentrated positions in ISHARES HY CORP BD BUYWR ETF (HYGW).
This page ranks the largest institutional HYGW 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
48
Total Reported Value
$54.68M
Largest Holder
Hennion & Walsh Asset Management, Inc.
Largest Position
$21.73M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
98
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Hennion & Walsh Asset Management, Inc. | 0.64% | 768,920 | $21,734,513 | $21,623,876 | -$110,637 | -0.51% | |
| Bank Of America Corp | 0.00% | 251,220 | $7,310,502 | $7,064,909 | -$245,593 | -3.36% | |
| Lpl Financial Llc | 0.00% | 185,074 | $5,385,664 | $5,204,725 | -$180,939 | -3.36% | |
| Riverfront Investment Group, Llc | 0.05% | 121,131 | $3,524,912 | $3,406,494 | -$118,418 | -3.36% | |
| Cetera Investment Advisers | 0.00% | 84,690 | $2,464,464 | $2,381,686 | -$82,778 | -3.36% | |
| Jpmorgan Chase & Co | 0.00% | 47,395 | $1,379,918 | $1,332,861 | -$47,057 | -3.41% | |
| Newedge Advisors, Llc | 0.00% | 47,346 | $1,377,762 | $1,331,483 | -$46,279 | -3.36% | |
| Garde Capital, Inc. | 0.06% | 36,422 | $1,029,516 | $1,024,274 | -$5,242 | -0.51% | |
| Prosperity Consulting Group, Llc | 0.04% | 32,207 | $937,224 | $905,738 | -$31,486 | -3.36% | |
| Integrity Alliance, Llc. | 0.03% | 31,550 | $891,802 | $887,262 | -$4,540 | -0.51% | |
| Envestnet Asset Management Inc | 0.00% | 27,883 | $811,390 | $784,137 | -$27,253 | -3.36% | |
| Raymond James Financial Inc | 0.00% | 24,316 | $707,593 | $683,824 | -$23,769 | -3.36% | |
| Fortis Group Advisors, Llc | 0.11% | 23,790 | $692,282 | $669,032 | -$23,250 | -3.36% | |
| Osaic Holdings, Inc. | 0.00% | 23,553 | $685,401 | $662,367 | -$23,034 | -3.36% | |
| Eaton Financial Holdings Company, Llc | 0.17% | 21,460 | $624,491 | $603,507 | -$20,984 | -3.36% | |
| Pnc Financial Services Group, Inc. | 0.00% | 17,192 | $500,295 | $483,480 | -$16,815 | -3.36% | |
| Wealthplan Investment Management, Llc | 0.02% | 15,890 | $449,152 | $446,865 | -$2,287 | -0.51% | |
| Mather Group, Llc. | 0.00% | 13,599 | $384,393 | $382,437 | -$1,956 | -0.51% | |
| Moors & Cabot, Inc. | 0.01% | 11,754 | $342,041 | $330,551 | -$11,490 | -3.36% | |
| Qp Wealth Management, Llc | 0.51% | 11,968 | $338,291 | $336,569 | -$1,722 | -0.51% | |
| Jane Street Group, Llc | 0.00% | 11,536 | $335,698 | $324,420 | -$11,278 | -3.36% | |
| Signet Financial Management, Llc | 0.04% | 11,128 | $328,244 | $312,946 | -$15,298 | -4.66% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 11,263 | $327,744 | $316,743 | -$11,001 | -3.36% | |
| Detalus Advisors, Llc | 0.06% | 11,420 | $322,810 | $321,158 | -$1,652 | -0.51% | |
| Commonwealth Equity Services, Llc | 0.00% | 10,531 | $297,660 | $296,157 | -$1,503 | -0.50% | |
| Private Advisor Group, Llc | 0.00% | 8,797 | $255,993 | $247,393 | -$8,600 | -3.36% | |
| Luminist Capital Llc | 0.26% | 7,872 | $228,075 | $221,380 | -$6,695 | -2.94% | |
| Vision Retirement, Llc | 0.05% | 7,668 | $223,140 | $215,643 | -$7,497 | -3.36% | |
| Armstrong Advisory Group, Inc | 0.01% | 7,200 | $203,518 | $202,481 | -$1,037 | -0.51% | |
| Strategic Blueprint, Llc | 0.01% | 7,144 | $201,934 | $200,906 | -$1,028 | -0.51% | |
| Sunrise Financial Services, Llc | 0.08% | 4,799 | $135,650 | $134,959 | -$691 | -0.51% | |
| Ifg Advisory, Llc | 0.00% | 2,603 | $75,752 | $73,203 | -$2,549 | -3.37% | |
| Ifp Advisors, Inc | 0.00% | 1,062 | $30,019 | $29,866 | -$153 | -0.51% | |
| Larson Financial Group Llc | 0.00% | 1,000 | $29,100 | $28,122 | -$978 | -3.36% | |
| Founders Financial Alliance, Llc | 0.00% | 974 | $28,344 | $27,391 | -$953 | -3.36% | |
| Cwm, Llc | 0.00% | 604 | $17,816 | $16,986 | -$830 | -4.66% | |
| Arax Advisory Partners | 0.00% | 545 | $15,865 | $15,327 | -$538 | -3.39% | |
| Transamerica Financial Advisors, Llc | 0.00% | 396 | $11,523 | $11,136 | -$387 | -3.35% | |
| Royal Bank Of Canada | 0.00% | 402 | $11,000 | $11,305 | +$305 | +2.77% | |
| Morgan Stanley | 0.00% | 255 | $7,441 | $7,171 | -$270 | -3.63% | |
| Golden State Wealth Management, Llc | 0.00% | 259 | $7,339 | $7,284 | -$55 | -0.75% | |
| Ashton Thomas Private Wealth, Llc | 0.00% | 141 | $4,103 | $3,965 | -$138 | -3.36% | |
| Blackrock, Inc. | 0.00% | 132 | $3,841 | $3,712 | -$129 | -3.35% | |
| Sunbelt Securities, Inc. | 0.00% | 121 | $3,569 | $3,403 | -$166 | -4.66% | |
| Assetmark, Inc | 0.00% | 79 | $2,233 | $2,222 | -$11 | -0.51% | |
| Aptus Capital Advisors, Llc | 0.00% | 75 | $2,183 | $2,109 | -$74 | -3.38% | |
| Wedbush Securities Inc | 0.01% | 7,400 | $209 | $208,106 | +$207,897 | +99472.13% | |
| Wells Fargo & Company/Mn | 0.00% | 1 | $18 | $28 | +$10 | +56.24% |
Frequently asked questions about HYGW
Who are the largest institutional holders of HYGW?
The largest institutional holders of HYGW reported in the latest SEC Form 13F filings include Hennion & Walsh Asset Management, Inc., Bank Of America Corp, Lpl Financial Llc, Riverfront Investment Group, Llc, and Cetera Investment Advisers. InsiderSet ranks institutional holders by their latest reported HYGW position.
What is HYGW institutional ownership?
This page tracks HYGW positions reported by institutional investment managers through SEC Form 13F. ISHARES HY CORP BD BUYWR ETF (HYGW) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own HYGW?
InsiderSet currently tracks 48 institutional managers reporting HYGW 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 HYGW shareholders.
How much HYGW stock do institutions own?
Institutional investment managers disclosed approximately $54.68M in HYGW holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was HYGW institutional ownership last updated?
The latest HYGW 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 HYGW 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 HYGW position after the reporting date.
Are institutions buying or selling HYGW?
Institutional buying and selling can be analyzed by comparing HYGW positions across consecutive 13F reporting periods. InsiderSet's HYGW Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View HYGW ownership changes.
How has HYGW institutional ownership changed over time?
InsiderSet tracks HYGW institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.