Who Owns ISHARES TR (HYBB)? -- Institutional Holders (2026-06-30)

59 institutions reported holding $269.7M of ISHARES TR (HYBB) in SEC 13F filings for 2026-06-30. Largest institutional holders: PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO ($119.2M), Valmark Advisers, Inc. ($83.3M), Bank Julius Baer & Co. Ltd, Zurich ($17.5M), MORGAN STANLEY ($13.4M), VICTORY CAPITAL MANAGEMENT INC ($9.2M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$119.2M2.5MAdded
2Valmark Advisers, Inc.$83.3M1.8MAdded
3Bank Julius Baer & Co. Ltd, Zurich$17.5M373,321Added
4MORGAN STANLEY$13.4M287,231Hold
5VICTORY CAPITAL MANAGEMENT INC$9.2M196,500Hold
6Janney Montgomery Scott LLC$3.2M68,810Trimmed
7LPL Financial LLC$2.8M59,696Trimmed
8Zuckerman Investment Group, LLC$2.2M46,130Added
9STIFEL FINANCIAL CORP$1.9M41,472Trimmed
10NOTTINGHAM ADVISORS, INC.$1.9M40,286Added
11BANK OF AMERICA CORP /DE/$1.6M34,963Added
12Focus Partners Advisor Solutions, LLC$1.4M30,316Trimmed
13Arrowroot Family Office, LLC$1.4M29,530Added
14WFA of San Diego, LLC$1.3M28,510Added
15JANE STREET GROUP, LLC$1.0M21,902Trimmed
16Mutual Advisors, LLC$984,81221,056Added
17RMR Capital Management, LLC$883,49918,890Added
18BENJAMIN EDWARDS INC$601,19912,855Trimmed
19RAYMOND JAMES FINANCIAL INC$583,17512,469Added
20ENVESTNET ASSET MANAGEMENT INC$549,76811,755Trimmed
21FIDUCIARY FINANCIAL GROUP, LLC$520,26911,124Added
22Hegarty Advisors, LLC$510,22910,909Added
23TOCQUEVILLE ASSET MANAGEMENT L.P.$402,2228,600Hold
24REICON WEALTH ADVISORS, LLC$361,7197,734Added
25SHEETS SMITH WEALTH MANAGEMENT$355,6867,605Added

Source: SEC Form 13F filings · as of 2026-06-30