Who owns iShares iBoxx $ High Yield Corporate Bond ETF (HYG)
Which tracked institutional funds hold HYG, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See HYG company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-02). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
222 tracked funds added or opened HYG while 163 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
HYG’s largest tracked holder by dollar value, MORGAN STANLEY, sizes it at 0.1% of its own reported 13F book, while the median holder sizes it at 0.3% of theirs — a 0.2pp gap the other way — the median holder sizes HYG more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in HYG divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 951 tracked filers holding HYG, 506 increased or opened the position and 421 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in HYG between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 44
- STATE OF MICHIGAN RETIREMENT SYSTEM$72M
- Centiva Capital, LP$52M
- CASPIAN CAPITAL LP$40M
- CAPSTONE INVESTMENT ADVISORS, LLC$30M
- TOEWS CORP /ADV$25M
- III Capital Management$25M
Full exits 61
- Nuveen, LLC$393M
- HRT FINANCIAL LP$136M
- Elo Mutual Pension Insurance Co$111M
- Symetra Investment Management Co$108M
- iA Global Asset Management Inc.$107M
- Thrivent Financial for Lutherans$66M
Largest adds
- GOLDMAN SACHS GROUP INC$987M
- BlackRock, Inc.$293M
- CITIGROUP INC$254M
- NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$251M
- ONTARIO TEACHERS PENSION PLAN BOARD$193M
- GRIMES & Co WEALTH MANAGEMENT, LLC$167M
Largest trims
- BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$1.2B
- MORGAN STANLEY$534M
- Brevan Howard Capital Management LP$491M
- WELLS FARGO & COMPANY/MN$374M
- BARCLAYS PLC$300M
- SBI Okasan Asset Management Co.Ltd.$285M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| MORGAN STANLEY trimmed | 19,441,067 | $1.6B | 8.0% | 2026-Q2 |
| Clark Capital Management Group, Inc. trimmed | 18,889,629 | $1.5B | 7.7% | 2026-Q2 |
| BlackRock, Inc. added | 17,869,123 | $1.4B | 7.3% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 17,696,883 | $1.4B | 7.2% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 14,440,801 | $1.2B | 5.9% | 2026-Q2 |
| Japan Science & Technology Agency added | 11,640,626 | $931M | 4.8% | 2026-Q2 |
| ONTARIO TEACHERS PENSION PLAN BOARD added | 8,950,000 | $716M | 3.7% | 2026-Q2 |
| CITIGROUP INC added | 8,217,075 | $657M | 3.4% | 2026-Q2 |
| APG Asset Management US Inc. added | 7,166,024 | $570M | 2.9% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS added | 7,082,601 | $566M | 2.9% | 2026-Q2 |
| ASSETMARK, INC trimmed | 6,908,843 | $553M | 2.8% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 6,350,216 | $508M | 2.6% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 6,235,840 | $499M | 2.6% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 5,230,181 | $418M | 2.1% | 2026-Q2 |
| Caisse de depot et placement du Quebec added | 3,927,162 | $314M | 1.6% | 2026-Q2 |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC added | 3,750,000 | $300M | 1.5% | 2026-Q2 |
| UBS Group AG trimmed | 3,612,961 | $289M | 1.5% | 2026-Q2 |
| LPL Financial LLC added | 3,282,876 | $263M | 1.3% | 2026-Q2 |
| MACKENZIE FINANCIAL CORP added | 3,173,717 | $254M | 1.3% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 2,925,217 | $234M | 1.2% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 2,847,856 | $228M | 1.2% | 2026-Q2 |
| BNP PARIBAS added | 2,619,837 | $210M | 1.1% | 2026-Q2 |
| Endurance Services Ltd added | 2,406,196 | $192M | 1.0% | 2026-Q2 |
| GRIMES & Co WEALTH MANAGEMENT, LLC added | 2,189,127 | $175M | 0.9% | 2026-Q2 |
| Howard Capital Management, LLC added | 2,161,857 | $173M | 0.9% | 2026-Q2 |
| Man Group plc added | 2,111,030 | $169M | 0.9% | 2026-Q2 |
| TD Asset Management Inc trimmed | 2,002,740 | $160M | 0.8% | 2026-Q2 |
| Ocean Park Asset Management, LLC trimmed | 1,988,691 | $159M | 0.8% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 1,986,816 | $159M | 0.8% | 2026-Q2 |
| Capula Management Ltd added | 1,913,439 | $153M | 0.8% | 2026-Q2 |
| BARCLAYS PLC trimmed | 1,753,617 | $140M | 0.7% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC added | 1,595,384 | $128M | 0.7% | 2026-Q2 |
| Cetera Investment Advisers added | 1,593,670 | $127M | 0.7% | 2026-Q2 |
| State of Tennessee, Department of Treasury added | 1,585,012 | $127M | 0.6% | 2026-Q2 |
| Bain Capital Credit, LP added | 1,578,713 | $126M | 0.6% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 1,566,698 | $125M | 0.6% | 2026-Q2 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND trimmed | 1,535,122 | $123M | 0.6% | 2026-Q2 |
| PartnerRe Asset Management CORP | 1,397,745 | $112M | 0.6% | 2026-Q2 |
| HSBC HOLDINGS PLC added | 1,287,411 | $103M | 0.5% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ added | 1,149,036 | $92M | 0.5% | 2026-Q2 |
| TORONTO DOMINION BANK added | 1,141,108 | $91M | 0.5% | 2026-Q2 |
| NEUBERGER BERMAN GROUP LLC added | 1,115,164 | $89M | 0.5% | 2026-Q2 |
| Liberty Mutual Group Asset Management Inc. | 1,071,233 | $86M | 0.4% | 2026-Q2 |
| Counterpoint Mutual Funds LLC added | 1,053,347 | $84M | 0.4% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 1,050,417 | $84M | 0.4% | 2026-Q2 |
| STATE OF MICHIGAN RETIREMENT SYSTEM new | 900,000 | $72M | 0.4% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 879,944 | $70M | 0.4% | 2026-Q2 |
| FMR LLC added | 792,376 | $63M | 0.3% | 2026-Q2 |
| US BANCORP \DE\ added | 787,171 | $63M | 0.3% | 2026-Q2 |
| SUMITOMO MITSUI FINANCIAL GROUP, INC. added | 780,473 | $62M | 0.3% | 2026-Q2 |
| SBI Okasan Asset Management Co.Ltd. trimmed | 777,090 | $62M | 0.3% | 2026-Q2 |
| National Philanthropic Trust trimmed | 769,151 | $62M | 0.3% | 2026-Q2 |
| Banco BTG Pactual S.A. added | 751,373 | $60M | 0.3% | 2026-Q2 |
| PRUDENTIAL FINANCIAL INC trimmed | 677,262 | $54M | 0.3% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 670,517 | $54M | 0.3% | 2026-Q2 |
| SCHRODER INVESTMENT MANAGEMENT GROUP added | 657,970 | $53M | 0.3% | 2026-Q2 |
| Centiva Capital, LP added | 652,000 | $52M | 0.3% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 573,657 | $46M | 0.2% | 2026-Q2 |
| Pure Financial Advisors, LLC added | 560,580 | $45M | 0.2% | 2026-Q2 |
| ALLSTATE CORP trimmed | 539,073 | $43M | 0.2% | 2026-Q2 |
| CI INVESTMENTS INC. trimmed | 520,215 | $42M | 0.2% | 2026-Q2 |
| CASPIAN CAPITAL LP new | 500,000 | $40M | 0.2% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 484,755 | $39M | 0.2% | 2026-Q2 |
| Towercrest Capital Management added | 481,066 | $38M | 0.2% | 2026-Q2 |
| Graham Capital Management, L.P. added | 478,500 | $38M | 0.2% | 2026-Q2 |
| 1832 Asset Management L.P. added | 461,181 | $37M | 0.2% | 2026-Q2 |
| Aristotle Pacific Capital, LLC added | 441,368 | $35M | 0.2% | 2026-Q2 |
| CBIZ Investment Advisory Services, LLC | 441,115 | $35M | 0.2% | 2026-Q2 |
| DV Trading LLC trimmed | 426,000 | $34M | 0.2% | 2026-Q2 |
| IMC-Chicago, LLC added | 418,029 | $33M | 0.2% | 2026-Q2 |
| DRW Securities, LLC added | 416,427 | $33M | 0.2% | 2026-Q2 |
| Deseret Mutual Benefit Administrators added | 401,482 | $32M | 0.2% | 2026-Q2 |
| Qube Research & Technologies Ltd added | 383,620 | $31M | 0.2% | 2026-Q2 |
| Bank Julius Baer & Co. Ltd, Zurich added | 377,751 | $30M | 0.2% | 2026-Q2 |
| CAPSTONE INVESTMENT ADVISORS, LLC added | 372,550 | $30M | 0.2% | 2026-Q2 |
| WELLINGTON MANAGEMENT GROUP LLP added | 370,535 | $30M | 0.2% | 2026-Q2 |
| Stairway Partners, LLC added | 355,328 | $28M | 0.1% | 2026-Q2 |
| Hikari Tsushin, Inc. | 343,165 | $27M | 0.1% | 2026-Q2 |
| Williams Jones Wealth Management, LLC. added | 341,905 | $27M | 0.1% | 2026-Q2 |
| Mirae Asset Global Investments Co., Ltd. added | 329,400 | $26M | 0.1% | 2026-Q2 |
| CIBC Bancorp USA Inc. added | 321,516 | $26M | 0.1% | 2026-Q2 |
| TRUIST FINANCIAL CORP trimmed | 318,032 | $25M | 0.1% | 2026-Q2 |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp trimmed | 315,000 | $25M | 0.1% | 2026-Q2 |
| KWMG, LLC added | 314,508 | $25M | 0.1% | 2026-Q2 |
| Alliance Wealth Management Group added | 313,153 | $25M | 0.1% | 2026-Q2 |
| TOEWS CORP /ADV added | 309,000 | $25M | 0.1% | 2026-Q2 |
| III Capital Management added | 308,000 | $25M | 0.1% | 2026-Q2 |
| Allianz SE | 300,000 | $24M | 0.1% | 2026-Q2 |
| HIGHBRIDGE CAPITAL MANAGEMENT LLC trimmed | 298,365 | $24M | 0.1% | 2026-Q2 |
| Trust Co added | 290,017 | $23M | 0.1% | 2026-Q2 |
| PRINCIPAL SECURITIES, INC. added | 287,589 | $23M | 0.1% | 2026-Q2 |
| Edgestream Partners, L.P. added | 281,586 | $23M | 0.1% | 2026-Q2 |
| FIFTH THIRD BANCORP trimmed | 277,976 | $22M | 0.1% | 2026-Q2 |
| Summit Financial Consulting LLC trimmed | 272,444 | $22M | 0.1% | 2026-Q2 |
| Invst, LLC added | 259,299 | $21M | 0.1% | 2026-Q2 |
| Brevan Howard Capital Management LP trimmed | 250,000 | $20M | 0.1% | 2026-Q2 |
| Ensign Peak Advisors, Inc | 248,016 | $20M | 0.1% | 2026-Q2 |
| Jump Financial, LLC added | 244,194 | $20M | 0.1% | 2026-Q2 |
| Twele Capital Management, Inc. trimmed | 242,205 | $19M | 0.1% | 2026-Q2 |
| Strong Tower Advisory Services trimmed | 241,084 | $19M | 0.1% | 2026-Q2 |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.