Who Owns iShares High Yield Corporate Bond BuyWrite Strategy ETF (HYGW)?Hedge Fund & Institutional Holders

$29.27-0.08 (-0.27%)Financial ServicesBATS

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$1.9225000100000007e+258T

% of Float Held

QoQ Change in Holders

+11 / -6

Price History

$29.35$30.22$31.09$31.95$32.82Sep 24Jun 25Mar 26

HYGW — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
Hennion & Walsh Asset Management, Inc.New Position+644K+$19.2B
COMMONWEALTH EQUITY SERVICES, LLCNew Position+271K+$8.0B
PNC FINANCIAL SERVICES GROUP, INC.Increased+117K+$2.7B
BANK OF AMERICA CORP /DE/Increased+56K+$2.0B
Triad Wealth Partners, LLCNew Position+61K+$1.8B
ShoreHaven Wealth Partners, LLCNew Position+41K+$1.2B
RiverFront Investment Group, LLCIncreased+34K+$1.0B
DIVERSIFY WEALTH MANAGEMENT, LLCNew Position+32K+$973.0M
Quadrant Private Wealth Management, LLCNew Position+27K+$807.0M
OLD MISSION CAPITAL LLCNew Position+27K+$793.0M
Kelly Financial Services LLCIncreased+28K+$763.7M
Detalus Advisors, LLCNew Position+20K+$607.0M
Avantra Family Wealth, Inc.New Position+14K+$413.0M
Eaton Financial Holdings Company, LLCNew Position+12K+$363.0M
Keystone Financial GroupNew Position+12K+$347.0M

HYGW — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
OSAIC HOLDINGS, INC.Decreased-32K-$2.4B
Integrated Advisors Network LLCClosed Position-34K-$1.0B
SUSQUEHANNA INTERNATIONAL GROUP, LLPDecreased-8K-$1.0B
NAPA WEALTH MANAGEMENTClosed Position-21K-$629.4M
Steward Partners Investment Advisory, LLCDecreased-424-$346.7M
Security Financial Services, INC.Closed Position-7K-$207.9M
Colonial Trust Co / SCDecreased-5K-$150.9M
ROYAL BANK OF CANADADecreased-2K-$80.0M
Garde Capital, Inc.Decreased-2K-$71.0M
STANCE CAPITAL LLCClosed Position-2K-$69.1M
Icon Wealth Advisors, LLCDecreased-1K-$52.0M
BANK OF MONTREAL /CAN/Closed Position-2K-$51.0M
IFP Advisors, IncDecreased-265-$43.9M
Advisory Services Network, LLCClosed Position-582-$17.7M
Fortis Group Advisors, LLCDecreased-390-$17.2M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1Hennion & Walsh Asset Management, Inc.643,866$19.2B0.66%Share
2PNC FINANCIAL SERVICES GROUP, INC.358,433$10.0B0.01%Share
3ASSETMARK, INC304,308$9.1B0.02%Share
4COMMONWEALTH EQUITY SERVICES, LLC271,084$8.0B0.01%Share
5JPMORGAN CHASE & CO177,335$5.0B0.00%Share
6Kelly Financial Services LLC160,230$4.8B1.20%Share
7RiverFront Investment Group, LLC69,757$2.1B0.03%Share
8BANK OF AMERICA CORP /DE/88,834$2.0B0.00%Share
9Triad Wealth Partners, LLC61,133$1.8B0.17%Share
10ShoreHaven Wealth Partners, LLC41,330$1.2B0.44%Share
11Garde Capital, Inc.36,659$1.1B0.06%Share
12Prosperity Consulting Group, LLC34,059$1.0B0.05%Share
13CreativeOne Wealth, LLC34,258$1.0B0.02%Share
14DIVERSIFY WEALTH MANAGEMENT, LLC32,475$973.0M0.05%Share
15Quadrant Private Wealth Management, LLC27,039$807.0M0.13%Share
16OLD MISSION CAPITAL LLC26,568$793.0M0.02%Share
17Fortis Group Advisors, LLC22,859$686.0M0.12%Share
18INTEGRITY ALLIANCE, LLC.22,720$678.0M0.02%Share
19Detalus Advisors, LLC20,335$607.0M0.15%Share
20Icon Wealth Advisors, LLC16,444$491.0M0.03%Share
21Avantra Family Wealth, Inc.13,840$413.0M0.30%Share
22Eaton Financial Holdings Company, LLC12,165$363.0M0.10%Share
23Keystone Financial Group11,648$347.0M0.03%Share
24ARMSTRONG ADVISORY GROUP, INC11,159$333.0M0.02%Share
25CAP Partners, LLC10,142$302.0M0.17%Share
26SigFig Wealth Management, LLC8,144$243.0M0.01%Share
27Synergy Investment Management, LLC7,247$216.0M0.08%Share
28COMERICA BANK3,004$89.0M0.00%Share
29PRIVATE TRUST CO NA2,104$62.0M0.01%Share
30ENVESTNET ASSET MANAGEMENT INC1,957,324$58.0M0.02%Share
31LPL Financial LLC903,493$26.0M0.01%Share
32Cetera Investment Advisers558,381$16.0M0.02%Share
33Farther Finance Advisors, LLC348$10.0M0.00%Share
34MORGAN STANLEY305,810$9.0M0.00%Share
35Rossby Financial, LCC316$9.0M0.00%Share
36Sunbelt Securities, Inc.270$8.0M0.00%Share
37Golden State Wealth Management, LLC242$7.0M0.00%Share
38Envestnet Portfolio Solutions, Inc.229,862$6.0M0.02%Share
39Diversify Advisory Services, LLC142,381$4.3M0.13%Share
40MML INVESTORS SERVICES, LLC160,631$4.0M0.01%Share
41JB Capital LLC90,707$2.7M0.11%Share
42PARK AVENUE SECURITIES LLC73,666$2.2M0.02%Share
43C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors63,662$1.9M0.00%Share
44Invst, LLC29,465$879K0.10%Share
45Sanctuary Advisors, LLC28,475$871K0.01%Share
46Sanctuary Advisors, LLC28,915$863K0.00%Share
47Invst, LLC26,838$815K0.09%Share
48SIGNET FINANCIAL MANAGEMENT, LLC24,852$742K0.08%Share
49Sanctuary Advisors, LLC22,485$707K0.00%Share
50Sanctuary Advisors, LLC22,485$707K0.00%Share

HYGW Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202585$73.9B+37
Q3 202548$84.7B-12
Q2 202560$169.8B-5
Q1 202565$166.0B+11
Q4 202454$2.1T+36
Q3 202418$2.7T+1
Q2 202417$1.7T+4
Q1 202413$602.5T

Similar Stocks by Institutional Ownership

As of Q4 2025, 50 institutional investors hold HYGW (iShares High Yield Corporate Bond BuyWrite Strategy ETF). The largest holder is Hennion & Walsh Asset Management, Inc. with $19.2B in shares. This quarter, 11 institutions opened new positions and 6 closed their positions.

Frequently Asked Questions

How many hedge funds own HYGW?

As of Q4 2025, 50 institutional investors report holding HYGW (iShares High Yield Corporate Bond BuyWrite Strategy ETF) in their 13F filings.

Who is the largest institutional holder of HYGW?

The largest institutional holder of HYGW is Hennion & Walsh Asset Management, Inc. with $19.2B in shares.

Is institutional ownership of HYGW increasing or decreasing?

This quarter, 11 institutions opened new positions in HYGW and 6 closed their positions.