BYLD icon

iShares Yield Optimized Bond ETF

62 hedge funds and large institutions have $125M invested in iShares Yield Optimized Bond ETF in 2025 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 21 increasing their positions, 21 reducing their positions, and 8 closing their positions.

Holders
62
Holders Change
+2
Holders Change %
+3.33%
% of All Funds
0.83%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
21
Reduced
21
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
HNB
1
Huntington National Bank
Ohio
LPL Financial
2
LPL Financial
California
$19M 838,197 +35,144 +4%
Raymond James Financial
3
Raymond James Financial
Florida
$13.9M 615,659 -98,678 -14%
Focus Partners Wealth
4
Focus Partners Wealth
Massachusetts
$11.2M 494,096 -15,377 -3%
Osaic Holdings
5
Osaic Holdings
Arizona
$7.64M 340,542 +202,911 +147%
Bank of America
6
Bank of America
North Carolina
$7.05M 311,939 +2,276 +0.7%
TPA
7
Trivium Point Advisory
Connecticut
$6.76M 299,098 +32,100 +12%
Mariner
8
Mariner
Kansas
$5.52M 244,119 +35,974 +17%
Truist Financial
9
Truist Financial
North Carolina
$4.32M 190,900 +55,935 +41%
LAS
10
LWM Advisory Services
Florida
$3.11M 137,343 +500 +0.4%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$2.22M 98,389 +35,304 +56%
KPWS
12
Kestra Private Wealth Services
Texas
$1.92M 85,110 +58,251 +217%
JPMorgan Chase & Co
13
JPMorgan Chase & Co
New York
$1.75M 77,438 +14,948 +24%
VA
14
VestGen Advisors
Illinois
$1.63M 72,276 -10,579 -13%
AF
15
Allworth Financial
California
$1.36M 60,174 -8 -0%
PWM
16
Partners Wealth Management
California
$1.33M 59,262
AAS
17
Avantax Advisory Services
Texas
$1.28M 56,551 +3,625 +7%
SAI
18
Savvy Advisors Inc
New York
$1.26M 55,882 -247 -0.4%
Citadel Advisors
19
Citadel Advisors
Florida
$1.1M 48,578 +964 +2%
AWA
20
Arkadios Wealth Advisors
Georgia
$1.08M 47,879 -448 -0.9%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$797K 35,250 -4,223 -11%
AMG
22
Asset Management Group
Connecticut
$712K 31,470 +419 +1%
DAS
23
Dynamic Advisor Solutions
Arizona
$670K 29,642 -5,276 -15%
AF
24
Advisornet Financial
Minnesota
$616K 27,229 +7,568 +38%
GVAG
25
Great Valley Advisor Group
Delaware
$588K 26,017 -5,610 -18%