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iShares Yield Optimized Bond ETF
BYLD

Overview Fund Activity

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
–

Top Buyers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$7.64M
2
KPWS
2
Kestra Private Wealth Services
Texas
$1.92M
3
Truist Financial
3
Truist Financial
North Carolina
$4.32M
4
Mariner
4
Mariner
Kansas
$5.52M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$2.22M

Top Sellers

1
SPC
1
Sigma Planning Corp
Michigan
$0
2
Raymond James Financial
2
Raymond James Financial
Florida
$13.9M
3
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$508K
4
KAS
4
KPP Advisory Services
Kentucky
$0
5
Focus Partners Wealth
5
Focus Partners Wealth
Massachusetts
$11.2M
Name Market Value Shares Shares
Change 		Shares
Change %
SWP
26
Stratos Wealth Partners
Ohio
$549K 24,302 -474 -2%
AA
27
Altman Advisors
Illinois
$536K 258,762 +2,171 +0.8%
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$508K 22,487 -33,933 -60%
AAS
29
Asset Allocation Strategies
Michigan
$504K 22,292 +1,408 +7%
PAG
30
Private Advisor Group
New Jersey
$485K 21,460 +1,733 +9%
RFN
31
Redwood Financial Network
Ohio
$434K 19,174 – –
BCA
32
Bay Colony Advisors
Massachusetts
$427K 18,890 +6 +0%
SFC
33
SYM Financial Corp
Indiana
$408K 18,063 -3,693 -17%
SWM
34
Silverlake Wealth Management
Vermont
$392K 17,318 +17,318 New
Jane Street
35
Jane Street
New York
$336K 14,870 +14,870 New
TAM
36
Titleist Asset Management
Texas
$300K 13,266 +441 +3%
VA
37
Valmark Advisers
Ohio
$287K 12,677 +12,677 New
Cetera Investment Advisers
38
Cetera Investment Advisers
Illinois
$252K 11,153 +956 +9%
Royal Bank of Canada
39
Royal Bank of Canada
Ontario, Canada
$224K 9,926 -2,389 -19%
AWS
40
Atria Wealth Solutions
New York
$222K 9,825 +9,825 New
AFG
41
Atomi Financial Group
New York
$209K 9,244 -352 -4%
NFSG
42
Newbridge Financial Services Group
Florida
$196K 8,649 +8,649 New
AAS
43
Ameritas Advisory Services
Nebraska
$185K 8,178 +8,178 New
PS
44
Principal Securities
Iowa
$158K 6,982 +107 +2%
FFA
45
Farther Finance Advisors
California
$74.4K 3,291 -12,632 -79%
EWA
46
EverSource Wealth Advisors
Alabama
$55.9K 2,471 -3,594 -59%
MFG
47
Mendota Financial Group
Wisconsin
$53.1K 2,349 – –
DWM
48
Darwin Wealth Management
Florida
$46.5K 2,057 -528 -20%
RFG
49
REAP Financial Group
Texas
$45.3K 2,002 -857 -30%
HI
50
Harbour Investments
Wisconsin
$43.5K 1,923 – –
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