Who owns iShares High Yield Systematic Bond ETF?
Institutional ownership of HYDB from SEC Form 13F filings across 136 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
136
13F holders
$579.1M
value, 2026 filers
36.1%
of shares outstanding (12.8M sh)
14
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30· % of fund = share of the manager's own book · % of co. = share of HYDB's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 1.6M | $73.4M | 0.0% | 4.4% | +32.4% |
| 2 | Wealthspire Advisors, LLC | 1.5M | $72.0M | 0.4% | 4.3% | +1.6% |
| 3 | BANK OF AMERICA CORP /DE/ | 1.5M | $68.0M | 0.0% | 4.1% | +1.7% |
| 4 | AMERIPRISE FINANCIAL INC | 741,981 | $34.7M | 0.0% | 2.1% | -20.4% |
| 5 | Apollon Wealth Management, LLC | 691,210 | $32.3M | 0.4% | 2% | +42.8% |
| 6 | MORGAN STANLEY | 672,278 | $31.4M | 0.0% | 1.9% | +33.3% |
| 7 | ENVESTNET ASSET MANAGEMENT INC | 504,348 | $23.6M | 0.0% | 1.4% | -29.9% |
| 8 | SHP Wealth Management | 493,375 | $23.1M | 1.6% | 1.4% | +244145.0% |
| 9 | Savvy Advisors, Inc. | 463,561 | $21.7M | 0.5% | 1.3% | +24.0% |
| 10 | Cornerstone Planning Group LLC | 402,928 | $18.7M | 2.4% | 1.1% | +4.4% |
| 11 | IMA Advisory Services, Inc. | 297,804 | $13.9M | 0.9% | 0.8% | +1.5% |
| 12 | Betterment LLC | 296,948 | $13,888 | 0.0% | 0.8% | -18.6% |
| 13 | OSAIC HOLDINGS, INC. | 279,478 | $13.1M | 0.0% | 0.8% | +25.8% |
| 14 | Cetera Investment Advisers | 245,107 | $11.5M | 0.0% | 0.7% | -15.0% |
| 15 | RAYMOND JAMES FINANCIAL INC | 204,131 | $9.5M | 0.0% | 0.6% | +7.1% |
| 16 | State of New Jersey Common Pension Fund D | 200,000 | $9.4M | 0.0% | 0.6% | 0.0% |
| 17 | Envestnet Portfolio Solutions, Inc. | 126,690 | $5.9M | 0.0% | 0.4% | +0.7% |
| 18 | Waverly Advisors, LLC | 122,603 | $5.7M | 0.0% | 0.3% | +5.1% |
| 19 | CAPTRUST FINANCIAL ADVISORS | 116,964 | $5.5M | 0.0% | 0.3% | -17.6% |
| 20 | Triad Wealth Partners, LLC | 112,904 | $5.2M | 0.3% | 0.3% | +10.8% |
| 21 | FIRST CITIZENS BANK & TRUST CO | 111,317 | $5.2M | 0.1% | 0.3% | +6.0% |
| 22 | Pinnacle Financial Partners, Inc. | 110,135 | $5.2M | 0.0% | 0.3% | +42.4% |
| 23 | JPMORGAN CHASE & CO | 103,481 | $4.8M | 0.0% | 0.3% | +14.1% |
| 24 | Mascagni Wealth Management, Inc. | 97,118 | $4.5M | 2.8% | 0.3% | -7.6% |
| 25 | IFP Advisors, Inc | 92,977 | $4.3M | 0.1% | 0.3% | +7.7% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.