ISHARES HIGH YIELD SYSTEMATI (HYDB) Institutional Shareholders

ISHARES HIGH YIELD SYSTEMATI (HYDB) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $1.07B in HYDB holdings during the latest filing period.

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 $234.30M, representing an estimated loss of -0.95% since the filing period.

The top 10 institutional shareholders tracked on this page collectively account for approximately 65% 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

203

Total Reported Value

$1.07B

Largest Holder

Renaissancere Holdings Ltd

Largest Position

$236.55M

Insider Transactions (90d)

0

Latest Filing Quarter

Q2 2026

New Institutional Positions

40

Funds Exiting Positions

0

Page 1 of 5
NameInvestor/ManagerPortfolio %QuantityReported BalanceCurrent Estimated ValueGain/loss Since FilingEstimated Portfolio Performance
Renaissancere Holdings Ltd56.12%5,057,726$236,549,845$234,299,157-$2,250,688-0.95%
Factory Mutual Insurance Co0.93%2,116,815$99,003,438$98,061,455-$941,983-0.95%
Lpl Financial Llc0.02%1,569,565$73,408,564$72,710,099-$698,465-0.95%
Wealthspire Advisors, Llc0.40%1,538,885$71,973,643$71,288,848-$684,795-0.95%
Bank Of America Corp0.00%1,428,227$66,441,137$66,162,616-$278,521-0.42%
Ameriprise Financial Inc0.01%932,601$43,381,114$43,202,741-$178,373-0.41%
Apollon Wealth Management, Llc0.39%691,210$32,327,876$32,020,303-$307,573-0.95%
Envestnet Asset Management Inc0.01%504,348$23,588,342$23,363,921-$224,421-0.95%
Morgan Stanley0.00%504,163$23,453,693$23,355,351-$98,342-0.42%
Shp Wealth Management1.59%493,375$23,075,133$22,855,597-$219,536-0.95%
Savvy Advisors, Inc.0.46%463,561$21,680,726$21,474,463-$206,263-0.95%
Capital Investment Counsel, Llc2.57%444,243$20,777,245$20,579,557-$197,688-0.95%
Liberty Square Wealth Partners Llc4.88%438,332$20,500,774$20,305,730-$195,044-0.95%
Cornerstone Planning Group Llc2.35%402,928$18,679,752$18,665,640-$14,112-0.08%
Boyd Wealth Management, Llc5.73%323,904$15,148,990$15,004,853-$144,137-0.95%
Avior Wealth Management, Llc0.39%319,480$14,942,080$14,799,911-$142,169-0.95%
Ima Advisory Services, Inc.0.87%297,804$13,928,308$13,795,770-$132,538-0.95%
Cetera Investment Advisers0.01%288,508$13,421,374$13,365,133-$56,241-0.42%
Outlook Wealth Advisors, Llc2.45%242,213$11,328,257$11,220,517-$107,740-0.95%
Tl Private Wealth4.12%241,161$11,223,644$11,171,783-$51,861-0.46%
Osaic Holdings, Inc.0.02%222,118$10,333,839$10,289,616-$44,223-0.43%
Manning & Napier Advisors Llc0.14%217,378$10,016,793$10,070,036+$53,243+0.53%
State Of New Jersey Common Pension Fund D0.03%200,000$9,354,000$9,265,000-$89,000-0.95%
Raymond James Financial Inc0.00%190,521$8,863,056$8,825,885-$37,171-0.42%
Jane Street Group, Llc0.01%154,876$7,204,832$7,174,631-$30,201-0.42%
Daybright Advisory Services, Inc.1.67%150,399$6,975,513$6,967,234-$8,279-0.12%
Captrust Financial Advisors0.01%142,026$6,607,042$6,579,354-$27,688-0.42%
Cottonwood Capital Advisors, Llc3.92%138,985$6,500,327$6,438,480-$61,847-0.95%
Envestnet Portfolio Solutions, Inc.0.03%126,690$5,925,282$5,868,914-$56,368-0.95%
Equitable Holdings, Inc.0.04%122,760$5,812,686$5,686,857-$125,829-2.16%
Beacon Financial Planning, Inc1.86%117,216$5,482,182$5,430,031-$52,151-0.95%
Waverly Advisors, Llc0.04%116,599$5,424,175$5,401,449-$22,726-0.42%
Triad Wealth Partners, Llc0.31%112,904$5,221,257$5,230,278+$9,021+0.17%
First Citizens Bank & Trust Co0.08%111,317$5,206,296$5,156,760-$49,536-0.95%
Sax Wealth Advisors, Llc0.19%100,846$4,691,348$4,671,691-$19,657-0.42%
Mascagni Wealth Management, Inc.2.82%97,118$4,542,187$4,498,991-$43,196-0.95%
Provident Living Financial Services, Inc.4.45%96,437$4,510,351$4,467,444-$42,907-0.95%
Ifp Advisors, Inc0.08%92,977$4,348,534$4,307,160-$41,374-0.95%
Dynamic Advisor Solutions Llc0.11%79,930$3,738,309$3,702,757-$35,552-0.95%
Pinnacle Financial Partners, Inc.0.03%77,334$3,597,578$3,582,498-$15,080-0.42%
Mml Investors Services, Llc0.01%71,080$3,324,395$3,292,781-$31,614-0.95%
Mariner, Llc0.00%67,982$3,162,504$3,149,266-$13,238-0.42%
Ma Private Wealth0.43%61,876$2,893,941$2,866,406-$27,535-0.95%
Assetmark, Inc0.00%59,552$2,785,247$2,758,746-$26,501-0.95%
Sanctuary Advisors, Llc0.01%58,794$2,735,093$2,723,632-$11,461-0.42%
Correct Capital Wealth Management0.44%54,502$2,549,056$2,524,805-$24,251-0.95%
Retirement Planning Group, Llc / Ny1.36%53,381$2,496,614$2,472,875-$23,739-0.95%
Truist Financial Corp0.00%49,849$2,331,457$2,309,255-$22,202-0.95%
Kestra Advisory Services, Llc0.01%49,211$2,301,617$2,279,700-$21,917-0.95%
Advisory Resource Group0.34%49,050$2,294,069$2,272,241-$21,828-0.95%

Frequently asked questions about HYDB

  • Who owns the most HYDB stock?

    The largest holders of HYDB are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for ISHARES HIGH YIELD SYSTEMATI (HYDB).

  • Is HYDB widely held by superinvestors?

    Many widely followed stocks like HYDB appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly HYDB is represented among the institutional managers we track.

  • What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?

    Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.