Institutional Ownership Ishares Tr Edge High Yield Def (HYDB)
This table provides information about the institutional ownership of Ishares Tr Edge High Yield Def (HYDB). We have compiled data on the 251 institutions that hold shares in the stock, with a total of 27 Million shares, which have been reported (via 13F filing form) to have a value of $1.27 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Renaissancere Holdings LTD
Pembroke, D0 |
Nov 13, 2025 Q3 2025 |
5,057,726
shares
|
$238 Million
32.65% of portfolio
|
Q1 2025
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
3,161,745
shares
|
$149 Million
0.01% of portfolio
|
Q3 2025
Added 7.91%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
1,393,059
shares
|
$65.7 Million
0.02% of portfolio
|
Q3 2025
Added 6.35%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
1,299,739
shares
|
$61.3 Million
0.33% of portfolio
|
Q3 2025
Added 2.86%
|
|
|
Factory Mutual Insurance CO
Waltham, MA |
Nov 07, 2025 Q3 2025 |
1,055,715
shares
|
$49.8 Million
0.5% of portfolio
|
Q3 2025
New holding
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
989,677
shares
|
$46.7 Million
0.01% of portfolio
|
Q3 2025
Added 10.27%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
927,769
shares
|
$43.7 Million
0.01% of portfolio
|
Q3 2025
Added 8.66%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
691,365
shares
|
$32.6 Million
1.58% of portfolio
|
Q3 2023
Added 5.08%
|
|
|
Strategic Planning Group, LLC
Bountiful, UT |
Oct 23, 2025 Q3 2025 |
539,304
shares
|
$25.4 Million
3.49% of portfolio
|
Q3 2025
Added 8.68%
|
|
|
Insight Wealth Strategies, LLC
San Ramon, CA |
Oct 06, 2025 Q3 2025 |
481,910
shares
|
$22.7 Million
2.93% of portfolio
|
Q3 2025
Added 4.41%
|
|
|
State Of New Jersey Common Pension Fund D
|
Nov 07, 2025 Q3 2025 |
463,120
shares
|
$21.8 Million
0.08% of portfolio
|
Q3 2025
Reduced 17.76%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
455,644
shares
|
$21.5 Million
0.0% of portfolio
|
Q3 2025
Added 22.91%
|
|
|
Wright Fund Management, LLC
Santa Monica, CA |
Oct 20, 2025 Q3 2025 |
427,800
shares
|
$20.2 Million
0.9% of portfolio
|
Q3 2025
Added 77.66%
|
|
|
Capital Investment Counsel, LLC
Denver, CO |
Nov 06, 2025 Q3 2025 |
370,924
shares
|
$17.5 Million
2.61% of portfolio
|
Q3 2025
Added 15.91%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 04, 2025 Q3 2025 |
349,164
shares
|
$16.5 Million
2.66% of portfolio
|
Q3 2025
Added 2.95%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
342,304
shares
|
$16.1 Million
0.02% of portfolio
|
Q3 2025
Added 13.42%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
319,296
shares
|
$15.1 Million
0.29% of portfolio
|
Q3 2025
Added 0.93%
|
|
|
Sofi Wealth, LLC
|
Oct 22, 2025 Q3 2025 |
299,880
shares
|
$14.1 Million
1.0% of portfolio
|
Q3 2025
Added 29.43%
|
|
|
Betterment LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
290,719
shares
|
$13.7 Million
0.03% of portfolio
|
Q3 2025
Added 17.56%
|
|
|
Ima Wealth, Inc.
Wichita, KS |
Nov 06, 2025 Q3 2025 |
278,651
shares
|
$13.1 Million
1.35% of portfolio
|
Q3 2025
Added 3.47%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
277,216
shares
|
$13.1 Million
0.0% of portfolio
|
Q3 2025
Reduced 47.23%
|
|
|
Outlook Wealth Advisors, LLC
|
Oct 30, 2025 Q3 2025 |
277,153
shares
|
$13.1 Million
4.01% of portfolio
|
Q3 2025
Reduced 5.1%
|
|
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
Nov 12, 2025 Q3 2025 |
262,857
shares
|
$12.4 Million
1.44% of portfolio
|
Q3 2025
Added 14.12%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
252,849
shares
|
$11.9 Million
0.02% of portfolio
|
Q3 2025
Reduced 8.86%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
250,447
shares
|
$11.8 Million
0.0% of portfolio
|
Q3 2025
Added 10.19%
|
|