- Quarter end
- 31 Dec 2025
- the date the book describes
- Filed
- 27 Oct 2026
- latest of these filings; the earliest 11 Feb 2026
- Managers listing it
- 22
- at least, of 95 tracked, among listed positions
- Comparable managers
- 92
- filed both Q3 2025 and Q4 2025; 7 listed it in both
- Shares listed
- 13,721,330
- combined, among listed positions
- Reported value
- $1.1bn
- combined, at the quarter end
Among the 92 comparable managers: 13 buyers (opened or added shares) and 9 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was +934,130.
Managers listing HYG in Q4 2025
22 of 22 holders
Largest increases and reductions, by shares
Increases
- Citadel Advisors LLCnew position · 2,126,497 shares now+2,126,497
- Verition Fund Management LLCexisting position · 1,353,635 shares now+978,135
- AllianceBernstein LPexisting position · 1,236,810 shares now+958,520
- Squarepoint Ops LLCnew position · 504,717 shares now+504,717
- Tudor Investment Corpnew position · 148,600 shares now+148,600
Reductions
- Jane Street Group LLCexisting position · 2,566 shares now-1,573,909
- Winton Group Ltdexisting position · 620,000 shares now-673,660
- Wellington Management Group LLPexisting position · 20,475 shares now-639,675
- Susquehanna International Group LLPexisting position · 70,287 shares now-381,128
- Neuberger Berman Group LLCexisting position · 743,515 shares now-68,244
New positions and exits
New (8)
Exited (3)
- D. E. Shaw & Co.was $31m
- Polen Capital Management LLCwas $16m
- Walleye Capital LLCwas $6.1m
Ownership over time
Tracked managers listing it, at least.
| Quarter | Holders | Reported value | Buyers | Sellers |
|---|---|---|---|---|
| Q2 2013 | 2 | $101m | n.a. | n.a. |
| Q3 2013 | 3 | $56m | n.a. | n.a. |
| Q4 2013 | 3 | $115m | n.a. | n.a. |
| Q1 2014 | 3 | $117m | n.a. | n.a. |
| Q2 2014 | 1 | $23m | n.a. | n.a. |
| Q3 2014 | 2 | $336m | n.a. | n.a. |
| Q4 2014 | 4 | $466m | n.a. | n.a. |
| Q1 2015 | 4 | $858m | n.a. | n.a. |
| Q2 2015 | 4 | $836m | n.a. | n.a. |
| Q3 2015 | 3 | $619m | n.a. | n.a. |
| Q4 2015 | 5 | $365m | n.a. | n.a. |
| Q1 2016 | 6 | $601m | n.a. | n.a. |
| Q2 2016 | 4 | $309m | n.a. | n.a. |
| Q3 2016 | 6 | $635m | n.a. | n.a. |
| Q4 2016 | 5 | $319m | n.a. | n.a. |
| Q1 2017 | 5 | $230m | n.a. | n.a. |
| Q2 2017 | 3 | $286m | n.a. | n.a. |
| Q3 2017 | 4 | $513m | n.a. | n.a. |
| Q4 2017 | 6 | $726m | n.a. | n.a. |
| Q1 2018 | 6 | $591m | n.a. | n.a. |
| Q2 2018 | 6 | $599m | n.a. | n.a. |
| Q3 2018 | 7 | $893m | n.a. | n.a. |
| Q4 2018 | 10 | $452m | n.a. | n.a. |
| Q1 2019 | 7 | $820m | n.a. | n.a. |
| Q2 2019 | 12 | $960m | n.a. | n.a. |
| Q3 2019 | 7 | $1.2bn | n.a. | n.a. |
| Q4 2019 | 12 | $1.1bn | n.a. | n.a. |
| Q1 2020 | 7 | $415m | n.a. | n.a. |
| Q2 2020 | 8 | $331m | n.a. | n.a. |
| Q3 2020 | 8 | $599m | n.a. | n.a. |
| Q4 2020 | 7 | $1.8bn | n.a. | n.a. |
| Q1 2021 | 8 | $556m | n.a. | n.a. |
| Q2 2021 | 7 | $1.0bn | n.a. | n.a. |
| Q3 2021 | 3 | $366m | n.a. | n.a. |
| Q4 2021 | 7 | $617m | n.a. | n.a. |
| Q1 2022 | 6 | $824m | n.a. | n.a. |
| Q2 2022 | 5 | $579m | n.a. | n.a. |
| Q3 2022 | 7 | $449m | n.a. | n.a. |
| Q4 2022 | 7 | $977m | n.a. | n.a. |
| Q1 2023 | 12 | $2.4bn | n.a. | n.a. |
| Q2 2023 | 8 | $1.1bn | n.a. | n.a. |
| Q3 2023 | 7 | $1.5bn | n.a. | n.a. |
| Q4 2023 | 14 | $1.9bn | 10 | 4 |
| Q1 2024 | 8 | $1.2bn | 5 | 2 |
| Q2 2024 | 9 | $1.8bn | 7 | 2 |
| Q3 2024 | 8 | $640m | 5 | 5 |
| Q4 2024 | 11 | $1.2bn | 8 | 4 |
| Q1 2025 | 5 | $809m | 4 | 3 |
| Q2 2025 | 11 | $1.2bn | 9 | 2 |
| Q3 2025 | 8 | $834m | 2 | 7 |
| Q4 2025 | 9 | $846m | 13 | 9 |
| Q1 2026 | 6 | $589m | 14 | 12 |
| Q2 2026 | 8 | $439m | 14 | 8 |
Compare with…
Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.
How much of the picture this is
A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.
Which funds own HYG, latest filings →Back to the 13F Explorer →