Free Trial

iShares High Yield Bond Factor ETF (HYDB) Institutional Ownership

→ The Overlooked Retirement Asset You Probably Don’t Own (From Crypto 101 Media) (Ad)
Free HYDB Stock Alerts
$46.63
0.00 (0.00%)
(As of 05/17/2024 ET)
Compare
Stock AnalysisChartDividendHeadlinesHoldingsOwnership

Institutional Ownership Changes (13F Filings) for iShares High Yield Bond Factor ETF (BATS:HYDB)

Number of
Institutional Buyers
(last 12 months)
78
Total
Institutional Inflows
(last 12 months)
$142.80M
Number of
Institutional Sellers
(last 12 months)
22
Total
Institutional Outflows
(last 12 months)
$10.02M
Get HYDB Insider Trade Alerts

Want to know when executives and insiders are buying or selling iShares High Yield Bond Factor ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

HYDB Institutional Buying and Selling by Quarter

iShares High Yield Bond Factor ETF Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/17/2024Advisory Resource Group135,610$6.34M1.5%+13.5%1.103%
5/17/2024 Comerica Bank2,856$133K0.0%+417.4%0.023%
5/16/2024 Captrust Financial Advisors608,492$28.43M0.1%N/A4.947%
5/15/2024 Ascent Group LLC4,329$202K0.0%-10.6%0.035%
5/14/2024 Sax Wealth Advisors LLC8,476$396K0.0%N/A0.069%
5/13/2024 Balanced Rock Investment Advisors LLC4,690$219K0.2%N/A0.038%
5/10/2024 GM Advisory Group LLC20,623$964K0.1%N/A0.168%
5/8/2024 Avantax Advisory Services Inc.9,614$449K0.0%N/A0.083%
5/8/2024 Cornerstone Planning Group LLC257,321$11.95M3.7%+12.6%2.209%
5/8/2024 Watershed Private Wealth LLC8,708$407K0.2%N/A0.075%
5/8/2024 Thoroughbred Financial Services LLC25,549$1.19M0.1%+11.9%0.219%
5/7/2024 Atomi Financial Group Inc.54,116$2.53M0.2%+199.0%0.465%
5/7/2024 Wealthspire Advisors LLC42,343$1.98M0.0%N/A0.363%
5/6/2024 Envestnet Portfolio Solutions Inc.15,568$727K0.0%-79.3%0.134%
5/4/2024 Geneos Wealth Management Inc.2,091$98K0.0%N/A0.018%
5/3/2024 Absolute Capital Management LLC5,274$246K0.2%+9.8%0.045%
5/1/2024 Janney Montgomery Scott LLC11,318$529K0.0%-55.2%0.097%
5/1/2024 Prosperity Consulting Group LLC4,405$206K0.0%N/A0.038%
4/30/2024 Private Advisor Group LLC42,259$1.97M0.0%N/A0.363%
4/29/2024Commonwealth Equity Services LLC50,948$2.38M0.0%+293.2%0.437%
4/26/2024 Cottonwood Capital Advisors LLC42,185$1.93M1.5%N/A0.362%
4/25/2024 Armor Investment Advisors LLC16,599$775K0.4%+3.0%0.142%
4/25/2024 IMA Wealth Inc.262,015$12.24M5.8%+4.3%2.249%
4/25/2024 Cambridge Investment Research Advisors Inc.38,518$1.80M0.0%+362.4%0.331%
4/23/2024 Triad Wealth Partners LLC63,983$2.99M2.3%N/A0.549%
4/23/2024 Strategic Blueprint LLC11,928$557K0.0%-14.2%0.102%
4/18/2024 Oxinas Partners Wealth Management LLC63,539$2.97M1.9%-6.3%1.531%
4/18/2024 Park Place Capital Corp1,004$47K0.0%-72.6%0.024%
4/18/2024 Claro Advisors LLC10,231$478K0.1%N/A0.247%
4/17/2024 Hennion & Walsh Asset Management Inc.194,414$9.08M0.5%+17.2%4.685%
4/15/2024 Sunbelt Securities Inc.1,825$85K0.0%+76.7%0.044%
4/12/2024 Fermata Advisors LLC8,233$385K0.1%-83.7%0.198%
4/10/2024 Park Avenue Securities LLC9,162$428K0.0%-71.4%0.221%
4/10/2024 Legacy Financial Group LLC41,446$1.94M0.4%N/A0.999%
4/9/2024 Mather Group LLC.945$44K0.0%N/A0.023%
4/5/2024 Insight Wealth Strategies LLC69,265$3.24M0.5%N/A1.669%
4/3/2024 Arden Trust Co196,887$9.20M1.3%N/A4.744%
3/8/2024 ICA Group Wealth Management LLC2,335$108K0.0%N/A0.056%
2/26/2024 Integrated Advisors Network LLC7,749$358K0.0%N/A0.187%
2/14/2024 Regal Investment Advisors LLC11,858$548K0.0%+22.0%0.286%
[URGENT] DO NOT Touch These AI Stocks! (Ad)

Artificial intelligence stocks are carrying the market. One of them, Nvidia, recently became the seventh company ever to hit a $1 trillion market cap. But is this AI rally over?

Click here for our #1 AI Stock for 2024 and Beyond
2/12/2024 Avestar Capital LLC14,202$656K0.1%+24.0%0.342%
2/9/2024 TBH Global Asset Management LLC10,435$482K0.1%-9.0%0.251%
2/9/2024 US Bancorp DE12,799$591K0.0%+100.4%0.308%
2/9/2024 TSA Wealth Managment LLC13,286$614K0.3%N/A0.320%
2/9/2024 CreativeOne Wealth LLC6,753$312K0.0%N/A0.163%
2/9/2024 Milestone Investment Advisors LLC20,892$965K0.3%N/A0.503%
2/9/2024 Thoroughbred Financial Services LLC22,826$1.05M0.1%N/A0.550%
2/8/2024 Summit X LLC42,010$1.94M0.6%-1.7%1.012%
2/8/2024 Kingsview Wealth Management LLC14,306$661K0.0%-15.5%0.345%
2/8/2024 Foundations Investment Advisors LLC9,378$437K0.0%N/A0.226%
2/8/2024 Janney Montgomery Scott LLC25,262$1.17M0.0%N/A0.609%
2/7/2024 Envestnet Portfolio Solutions Inc.75,167$3.47M0.0%+1,286.6%1.811%
2/7/2024 Concourse Financial Group Securities Inc.2,551$118K0.0%N/A0.061%
2/6/2024 Apollon Wealth Management LLC13,005$601K0.0%N/A0.313%
2/5/2024 IMA Wealth Inc.251,301$11.61M5.8%-0.6%6.055%
2/3/2024Cedar Point Capital Partners LLC11,058$511K0.4%N/A0.266%
2/2/2024 Absolute Capital Management LLC4,805$222K0.2%N/A0.116%
2/2/2024 Truist Financial Corp12,407$573K0.0%N/A0.299%
2/2/2024 Atria Wealth Solutions Inc.7,987$369K0.0%N/A0.192%
2/1/2024 CWM LLC301,839$13.95M0.1%N/A7.273%
1/29/2024 Simplicity Wealth LLC5,494$254K0.1%N/A0.132%
1/29/2024 Outlook Wealth Advisors LLC139,322$6.44M2.3%+7.1%3.357%
1/29/2024 Horst & Graben Wealth Management LLC4,605$213K0.0%N/A0.111%
1/29/2024 Cook Wealth Management Group LLC11,691$540K0.3%+44.2%0.282%
1/29/2024 Perigon Wealth Management LLC5,954$275K0.0%N/A0.143%
1/26/2024 Bay Harbor Wealth Management LLC2,224$103K0.0%N/A0.054%
1/25/2024 Madrona Financial Services LLC6,165$285K0.1%+6.8%0.149%
1/25/2024 International Assets Investment Management LLC131,670$6.08M0.0%N/A3.173%
1/25/2024 Strategic Blueprint LLC13,896$642K0.1%+143.2%0.335%
1/24/2024 Allworth Financial LP3,234$149K0.0%-15.3%0.078%
1/24/2024 Sowell Financial Services LLC10,156$469K0.0%N/A0.245%
1/24/2024 Park Place Capital Corp3,668$169K0.1%N/A0.088%
1/24/2024 International Assets Investment Management LLC131,670$6.08M0.0%N/A3.173%
1/23/2024 WealthShield Partners LLC3,045$141K0.0%N/A0.073%
1/22/2024 Parsons Capital Management Inc. RI6,447$298K0.0%-6.3%0.155%
1/22/2024 JB Capital LLC6,245$288K0.0%N/A0.150%
1/22/2024 Oxinas Partners Wealth Management LLC67,844$3.13M2.2%-12.0%1.635%
1/22/2024 Glass Jacobson Investment Advisors llc6,340$293K0.1%+35.0%0.153%
1/19/2024 AdvisorNet Financial Inc1,257$58K0.0%N/A0.030%
1/19/2024 Fermata Advisors LLC50,648$2.34M0.6%-1.3%1.220%
1/19/2024 Armor Investment Advisors LLC16,112$744K0.4%-4.2%0.388%
1/16/2024 Raymond James Financial Services Advisors Inc.21,671$1.00M0.0%+74.2%0.522%
1/16/2024Wealthsource Partners LLC16,370$756K0.0%N/A0.394%
1/12/2024 FFG Retirement Advisors LLC18,829$870K0.7%N/A0.454%
1/11/2024 BKM Wealth Management LLC704$33K0.0%N/A0.017%
1/11/2024Advisory Resource Group119,488$5.52M1.4%+46.6%2.879%
1/11/2024 Dynamic Advisor Solutions LLC5,772$265K0.0%N/A0.139%
1/11/2024 BKM Wealth Management LLC704$33K0.0%N/A0.017%
1/10/2024 Creative Financial Designs Inc. ADV1,326$61K0.0%N/A0.032%
1/9/2024 Matthew Goff Investment Advisor LLC7,346$339K0.1%-30.7%0.177%
Dems have chosen Biden replacement? (Ad)

On November 16, 2023… Joe Biden accidentally revealed the name of the candidate… Who will replace him in the 2024 presidential election.

See who it is HERE.
1/5/2024 Capital Investment Advisors LLC5,515$255K0.0%N/A0.133%
12/5/2023Advisory Resource Group81,487$3.58M1.0%+8.6%1.964%
11/28/2023 IMA Wealth Inc.252,798$11.11M2.9%+0.6%6.092%
11/13/2023 Envestnet Portfolio Solutions Inc.5,421$238K0.0%N/A0.131%
11/9/2023 Atomi Financial Group Inc.12,933$568K0.2%+162.8%0.312%
11/7/2023 Kingsview Wealth Management LLC16,927$744K0.0%-6.0%0.408%
11/7/2023 Glass Jacobson Investment Advisors llc4,695$206K0.1%+158.5%0.113%
11/7/2023 Fermata Advisors LLC51,319$2.25M0.6%N/A1.237%
11/6/2023 Summit X LLC42,727$1.88M0.6%+16.1%1.030%
11/4/2023 NBC Securities Inc.1,190$52K0.0%N/A0.029%
(Data available from 1/1/2016 forward)

HYDB Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of HYDB shares?

During the previous two years, 92 institutional investors and hedge funds held shares of iShares High Yield Bond Factor ETF. The most heavily invested institutionals were Column Capital Advisors LLC ($30.37M), Captrust Financial Advisors ($28.43M), CWM LLC ($13.95M), IMA Wealth Inc. ($12.24M), Cornerstone Planning Group LLC ($11.95M), Arden Trust Co ($9.20M), and Hennion & Walsh Asset Management Inc. ($9.08M).Learn more on HYDB's institutional investors.

Which institutional investors have been buying iShares High Yield Bond Factor ETF stock?

Of the 84 institutional investors that purchased iShares High Yield Bond Factor ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Column Capital Advisors LLC ($691.37K), Captrust Financial Advisors ($608.49K), CWM LLC ($301.84K), International Assets Investment Management LLC ($263.34K), Arden Trust Co ($196.89K), Outlook Wealth Advisors LLC ($139.32K), and Envestnet Portfolio Solutions Inc. ($75.17K).

How much institutional buying is happening at iShares High Yield Bond Factor ETF?

Institutional investors have bought a total of 3,450,067 shares in the last 24 months. This purchase volume represents approximately $158.23M in transactions.

Which iShares High Yield Bond Factor ETF major shareholders have been selling company stock?

Of the 26 institutional investors that sold iShares High Yield Bond Factor ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Envestnet Portfolio Solutions Inc. ($59.60K), Creative Financial Designs Inc. ADV ($49.34K), Fermata Advisors LLC ($43.09K), Flow Traders U.S. LLC ($40.75K), Oxinas Partners Wealth Management LLC ($32.98K), Park Avenue Securities LLC ($22.84K), and Janney Montgomery Scott LLC ($13.94K).

How much institutional selling is happening at iShares High Yield Bond Factor ETF?

Institutional investors have sold a total of 320,186 shares in the last 24 months. This volume of shares sold represents approximately $14.49M in transactions.


Related Companies:
This page (BATS:HYDB) was last updated on 5/19/2024 by MarketBeat.com Staff

From Our Partners
Bill Gates is all about this tiny $2 stock
Timothy Sykes
CEO of Biggest AI Chipmaker Just Dropped a Bombshell…
Banyan Hill Publishing
Dems have chosen Biden replacement?
Paradigm Press
Man who spotted Apple at $1.49 says: “Buy These 6 AI Stocks.”
InvestorPlace
Forget Bitcoin: This $8 Stock Is the Next Big Thing
Behind the Markets
[URGENT] DO NOT Touch These AI Stocks!
Weiss Ratings
Buy this small stock before coming AI Tidal Wave
Chaikin Analytics
Shocking $16T Elon Musk Crypto Leak
Crypto 101 Media