13F Insight
DOSSIER · 13F Holders · Q1 2026BellwetherCompounder
HYDB

ISHARES HIGH YIELD BOND FACTOR

234 institutions still hold ISHARES HIGH YIELD BOND FACTOR as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 46435g250·234 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 7.4%
vs prior quarter
13F value held
$811M
79.0% inst. owned
of float
Holders
234
+30 QoQ
filers reporting
Activity
+30 / −29
+903 added · −766 reduced
this quarter
Concentration
29.02%
RENAISSANCERE HOLDINGS LTD #1
top holder share
AI Holders Summary · Q1 2026

234 institutions reported HYDB in Q1 2026. RENAISSANCERE HOLDINGS LTD leads at 29.0% of the visible book. +30 net new institutions vs prior quarter — accumulation reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
RENAISSANCERE HOLDINGS LTD
CIK 0000913144
$235M5.1M57.92%Q1 202602
FACTORY MUTUAL INSURANCE CO
CIK 0000887818
$98M2.1M1.11%Q1 202603
Wealthspire Advisors, LLC
CIK 0001646247
$70M1.5M0.55%Q1 202604
BANK OF AMERICA CORP /DE/
CIK 0000070858
$66M1.4M0.00%Q1 202605
LPL Financial LLC
CIK 0001403438
$55M1.2M0.01%Q1 202606
AMERIPRISE FINANCIAL INC
CIK 0000820027
$43M933K0.01%Q1 202607
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$33M720K0.01%Q1 202608
MORGAN STANLEY
CIK 0000895421
$23M504K0.00%Q1 202609
Apollon Wealth Management, LLC
CIK 0001764387
$23M484K0.37%Q1 202610
Capital Investment Counsel, LLC
CIK 0002033609
$20M428K2.73%Q1 202611
LIBERTY SQUARE WEALTH PARTNERS LLC
CIK 0002057655
$18M394K5.12%Q1 202612
Savvy Advisors, Inc.
CIK 0002003633
$17M374K0.46%Q1 202613
Cornerstone Planning Group LLC
CIK 0001822587
$17M353K2.62%Q4 202514
BlueStem Wealth Partners, LLC
CIK 0001977465
$17M358K1.85%Q1 202615
IMA Advisory Services, Inc.
CIK 0001455495
$14M293K1.33%Q1 202616
Cetera Investment Advisers
CIK 0001666741
$13M289K0.01%Q1 202617
Boyd Wealth Management, LLC
CIK 0001846114
$13M289K5.67%Q1 202618
Outlook Wealth Advisors, LLC
CIK 0001767151
$12M247K2.78%Q1 202619
TL Private Wealth
CIK 0001802868
$11M227K4.19%Q1 202620
OSAIC HOLDINGS, INC.
CIK 0001677044
$10M222K0.02%Q1 2026
Page 1 of 12
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