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 |
|---|---|---|---|---|---|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
242,310
shares
|
$11.4 Million
0.03% of portfolio
|
Q3 2025
Reduced 8.33%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Oct 20, 2025 Q3 2025 |
225,245
shares
|
$10.6 Million
0.59% of portfolio
|
Q3 2025
Added 41.18%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Nov 10, 2025 Q3 2025 |
219,850
shares
|
$10.4 Million
0.34% of portfolio
|
Q3 2025
Added 5.54%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
218,781
shares
|
$10.3 Million
0.03% of portfolio
|
Q3 2025
Reduced 1.64%
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
216,455
shares
|
$10.2 Million
0.02% of portfolio
|
Q3 2025
Reduced 3.34%
|
|
|
Tl Private Wealth
|
Oct 14, 2025 Q3 2025 |
213,479
shares
|
$10.1 Million
4.08% of portfolio
|
Q3 2025
Added 6.41%
|
|
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
Nov 06, 2025 Q3 2025 |
208,583
shares
|
$9.83 Million
3.08% of portfolio
|
Q3 2025
Added 106.82%
|
|
|
Arden Trust CO
|
Jul 09, 2024 Q2 2024 |
199,439
shares
|
$9.4 Million
1.36% of portfolio
|
Q2 2024
Added 1.3%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
177,610
shares
|
$8.37 Million
0.02% of portfolio
|
Q3 2025
Reduced 28.99%
|
|
|
Ma Private Wealth
|
Nov 05, 2025 Q3 2025 |
171,759
shares
|
$8.1 Million
1.43% of portfolio
|
Q3 2025
Added 24.59%
|
|
|
Armor Investment Advisors, LLC
|
Oct 21, 2025 Q3 2025 |
159,986
shares
|
$7.54 Million
2.85% of portfolio
|
Q3 2025
Added 669.87%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
148,530
shares
|
$7 Million
0.19% of portfolio
|
Q3 2025
Reduced 7.79%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Nov 06, 2025 Q3 2025 |
145,313
shares
|
$6.85 Million
0.33% of portfolio
|
Q3 2025
Added 83.74%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
135,571
shares
|
$6.39 Million
0.0% of portfolio
|
Q3 2025
Added 11.65%
|
|
|
Cottonwood Capital Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
121,730
shares
|
$5.74 Million
4.63% of portfolio
|
Q3 2025
Added 4.22%
|
|
|
Systelligence, LLC
|
Nov 13, 2025 Q3 2025 |
118,948
shares
|
$5.61 Million
1.28% of portfolio
|
Q3 2025
Added 46.05%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
116,719
shares
|
$5.5 Million
0.06% of portfolio
|
Q3 2025
Added 0.34%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
108,315
shares
|
$5.11 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Nov 17, 2025 Q3 2025 |
104,702
shares
|
$4.94 Million
0.13% of portfolio
|
Q3 2025
Added 16.23%
|
|
|
Correct Capital Wealth Management
Clayton, MO |
Nov 05, 2025 Q3 2025 |
100,388
shares
|
$4.73 Million
1.27% of portfolio
|
Q3 2025
Added 8.21%
|
|
|
Mascagni Wealth Management, Inc.
Clinton, MS |
Oct 15, 2025 Q3 2025 |
98,398
shares
|
$4.64 Million
3.64% of portfolio
|
Q3 2025
Added 2.97%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
96,233
shares
|
$4.54 Million
0.03% of portfolio
|
Q4 2024
Added 8.97%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
80,637
shares
|
$3.8 Million
0.01% of portfolio
|
Q3 2025
Added 8.67%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 30, 2025 Q3 2025 |
79,260
shares
|
$3.74 Million
0.02% of portfolio
|
Q3 2025
Reduced 1.74%
|
|
|
Tennessee Valley Asset Management Partners
|
Nov 13, 2025 Q3 2025 |
75,164
shares
|
$3.54 Million
0.51% of portfolio
|
Q3 2025
New holding
|
|