# ISHARES TR (HYG)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/HYG/

- Reporting holders: 49
- Reported value: $261.7M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [PartnerRe Asset Management CORP](https://holderbook.com/funds/1301542-partnerre-asset-management-corp/) | $107.9M | 1,397,745 | 66.8% | 4 |
| [Stairway Partners, LLC](https://holderbook.com/funds/1454138-stairway-partners-llc/) | $27.5M | 356,328 | 1.3% | 15 |
| [KWMG, LLC](https://holderbook.com/funds/1633024-kwmg-llc/) | $26.3M | 340,156 | 1.9% | 32 |
| [Trust Co](https://holderbook.com/funds/1632554-trust-co/) | $24.3M | 314,782 | 2.1% | 15 |
| [Acasta Partners UK LLP](https://holderbook.com/funds/2090007-acasta-partners-uk-llp/) | $13.0M | 168,095 | 5.8% | 4 |
| [OxenFree Capital LLC](https://holderbook.com/funds/2009781-oxenfree-capital-llc/) | $7.3M | 94,995 | 3.2% | 12 |
| [Boltwood Capital Management](https://holderbook.com/funds/1563690-boltwood-capital-management/) | $6.3M | 81,600 | 1.4% | 12 |
| [Paladin Partners, LLC](https://holderbook.com/funds/2141570-paladin-partners-llc/) | $6.2M | 80,810 | 3.8% | 2 |
| [Worth Asset Management, LLC](https://holderbook.com/funds/1927285-worth-asset-management-llc/) | $6.1M | 79,221 | 1.8% | 9 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $4.9M | 62,968 | 0.0% | 16 |
| [CENTRAL BANK & TRUST CO](https://holderbook.com/funds/1175954-central-bank-trust-co/) | $4.6M | 59,295 | 0.7% | 32 |
| [Gladwyn Financial Advisors, Inc.](https://holderbook.com/funds/2078684-gladwyn-financial-advisors-inc/) | $3.6M | 46,436 | 2.3% | 6 |
| [Balefire, LLC](https://holderbook.com/funds/1750924-balefire-llc/) | $3.2M | 41,157 | 0.5% | 6 |
| [David J Yvars Group](https://holderbook.com/funds/1836266-david-j-yvars-group/) | $3.1M | 39,887 | 1.4% | 24 |
| [Galvin, Gaustad & Stein, LLC](https://holderbook.com/funds/1840945-galvin-gaustad-stein-llc/) | $2.0M | 25,298 | 0.1% | 4 |
| [Cadent Capital Advisors, LLC](https://holderbook.com/funds/1803536-cadent-capital-advisors-llc/) | $1.7M | 21,637 | 0.4% | 6 |
| [FELL CAPITAL MANAGEMENT /ADV](https://holderbook.com/funds/850601-fell-capital-management-adv/) | $1.5M | 19,932 | 1.3% | 4 |
| [Aventus Investment Advisors, Inc.](https://holderbook.com/funds/2093055-aventus-investment-advisors-inc/) | $1.2M | 14,949 | 0.8% | 2 |
| [Venture Visionary Partners LLC](https://holderbook.com/funds/1792283-venture-visionary-partners-llc/) | $995.8K | 12,897 | 0.0% | 8 |
| [Buska Wealth Management, LLC](https://holderbook.com/funds/1910503-buska-wealth-management-llc/) | $973.7K | 12,611 | 0.3% | 11 |
| [Tactive Advisors, LLC](https://holderbook.com/funds/2002409-tactive-advisors-llc/) | $898.9K | 11,642 | 0.2% | 1 |
| [City Center Advisors, LLC](https://holderbook.com/funds/2030341-city-center-advisors-llc/) | $887.8K | 11,499 | 0.7% | 8 |
| [Everhart Financial Group, Inc.](https://holderbook.com/funds/1852858-everhart-financial-group-inc/) | $837.1K | 10,841 | 0.1% | 10 |
| [Barden Capital Management, Inc.](https://holderbook.com/funds/1906798-barden-capital-management-inc/) | $806.5K | 10,446 | 0.7% | 20 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $719.0K | 9,311 | 0.0% | 9 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 49 | $261.7M |
| Q2 2026 | 1,033 | $87.7B |
| Q1 2026 | 1,050 | $97.5B |
| Q4 2025 | 1,060 | $86.4B |
| Q3 2025 | 989 | $102.4B |
| Q2 2025 | 1,004 | $70.9B |
| Q1 2025 | 1,009 | $151.8B |
| Q4 2024 | 1,028 | $51.2B |
| Q3 2024 | 945 | $56.6B |
| Q2 2024 | 939 | $55.9B |
| Q1 2024 | 951 | $70.4B |
| Q4 2023 | 964 | $81.3B |