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 240 institutions that hold shares in the stock, with a total of 20.5 Million shares, which have been reported (via 13F filing form) to have a value of $969 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Betterment LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
180,280
shares
|
$8.54 Million
0.02% of portfolio
|
Q4 2024
Added 18.85%
|
|
|
Wright Fund Management, LLC
Santa Monica, CA |
Jan 29, 2025 Q4 2024 |
175,199
shares
|
$8.3 Million
0.28% of portfolio
|
Q4 2024
Added 0.11%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Jan 16, 2025 Q4 2024 |
168,089
shares
|
$7.97 Million
0.4% of portfolio
|
Q4 2024
Added 44.04%
|
|
|
Dahring | Cusmano LLC
Novi, MI |
Feb 03, 2025 Q4 2024 |
166,356
shares
|
$7.88 Million
7.09% of portfolio
|
Q4 2024
New holding
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
156,334
shares
|
$7.41 Million
0.03% of portfolio
|
Q4 2024
Added 232.13%
|
|
|
Advisory Resource Group
|
Jan 28, 2025 Q4 2024 |
152,953
shares
|
$7.25 Million
1.8% of portfolio
|
Q4 2024
Reduced 10.05%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Feb 13, 2025 Q4 2024 |
147,930
shares
|
$7.01 Million
0.06% of portfolio
|
Q4 2024
Added 204.73%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
143,416
shares
|
$6.8 Million
0.02% of portfolio
|
Q4 2024
Added 5.24%
|
|
|
Park Avenue Securities LLC
|
Jan 14, 2025 Q4 2024 |
135,972
shares
|
$6.44 Million
0.07% of portfolio
|
Q4 2024
Added 1260.81%
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
135,086
shares
|
$6.4 Million
0.0% of portfolio
|
Q4 2024
Added 271.67%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jan 15, 2025 Q4 2024 |
133,240
shares
|
$6.31 Million
0.5% of portfolio
|
Q4 2024
Added 23.19%
|
|
|
Systelligence, LLC
|
Jan 31, 2025 Q4 2024 |
121,350
shares
|
$5.75 Million
1.51% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
120,018
shares
|
$5.69 Million
0.07% of portfolio
|
Q4 2024
Reduced 0.34%
|
|
|
Insight Wealth Strategies, LLC
San Ramon, CA |
Jan 06, 2025 Q4 2024 |
115,992
shares
|
$5.5 Million
0.74% of portfolio
|
Q4 2024
Added 4.52%
|
|
|
Creative Financial Designs Inc
|
Feb 10, 2025 Q4 2024 |
106,750
shares
|
$5.06 Million
0.42% of portfolio
|
Q4 2024
Added 2.72%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Feb 14, 2025 Q4 2024 |
105,088
shares
|
$4.98 Million
0.08% of portfolio
|
Q4 2024
Added 267.47%
|
|
|
Foundations Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
102,546
shares
|
$4.86 Million
0.1% of portfolio
|
Q4 2024
Added 893.57%
|
|
|
Gm Advisory Group, Inc.
Melville, NY |
Feb 10, 2025 Q4 2024 |
101,074
shares
|
$4.79 Million
0.27% of portfolio
|
Q4 2024
Added 5.18%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
97,644
shares
|
$4.63 Million
0.01% of portfolio
|
Q4 2024
Added 858.89%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
96,233
shares
|
$4.56 Million
0.03% of portfolio
|
Q4 2024
Added 8.97%
|
|
|
Cottonwood Capital Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
89,972
shares
|
$4.26 Million
3.25% of portfolio
|
Q4 2024
Added 8.26%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
86,887
shares
|
$4.12 Million
0.03% of portfolio
|
Q4 2024
Added 27928.06%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
85,310
shares
|
$4.04 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Kelly Financial Services LLC
Braintree, MA |
Jan 15, 2025 Q4 2024 |
80,181
shares
|
$3.8 Million
1.46% of portfolio
|
Q4 2024
New holding
|
|
|
Kovitz Investment Group Partners, LLC
|
Feb 14, 2025 Q4 2024 |
72,046
shares
|
$3.41 Million
0.01% of portfolio
|
Q4 2024
New holding
|