iShares Yield Optimized Bond ETF
BYLD
25 hedge funds and large institutions have $15.1M invested in iShares Yield Optimized Bond ETF in 2019 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 7 increasing their positions, 3 reducing their positions, and 2 closing their positions.
300% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 2
133% more repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 3
74% more capital invested
Capital invested by funds: $8.69M → $15.1M (+$6.43M)
32% more funds holding
Funds holding: 19 → 25 (+6)
2.14% less ownership
Funds ownership: 26.05% → 23.9% (-2.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CA
Cetera Advisors
Denver,
Colorado
|
+$2.22M |
| 2 |
SB
Strategic Blueprint
Atlanta,
Georgia
|
+$1.03M |
| 3 |
DAS
Dynamic Advisor Solutions
Phoenix,
Arizona
|
+$765K |
| 4 |
LPL Financial
San Diego,
California
|
+$606K |
| 5 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
+$448K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$447K |
| 2 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
-$153K |
| 3 |
SFC
SYM Financial Corp
Winona Lake,
Indiana
|
-$18.4K |
| 4 |
AIC
Ameritas Investment Company
Lincoln,
Nebraska
|
-$1K |
| 5 |
Wells Fargo
San Francisco,
California
|
-$25 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
26
Wells Fargo
San Francisco,
California
| – | -$25 | -1 | Closed |
|
BYLD Hedge Fund Activity: Q2 2019 in Review
25 of the 4,605 institutional investors tracked by Wall St. Rank reported a position in iShares Yield Optimized Bond ETF (BYLD) for Q2 2019, worth a combined $15.1M — up 74% from $8.69M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new BYLD positions and 2 closed out — a net gain of 6 holders — while 7 added to existing stakes and 3 trimmed.
The largest buyer was Cetera Advisors, opening a new position worth an estimated $2.22M. The largest seller was Bank of America, cutting an estimated $447K.
- 25 institutional investors held iShares Yield Optimized Bond ETF (BYLD) as of Q2 2019, up from 19 in Q1 2019.
- Funds reported $15.1M of iShares Yield Optimized Bond ETF stock for Q2 2019, up 74% quarter-over-quarter.
- 8 funds opened new iShares Yield Optimized Bond ETF positions in Q2 2019 and 2 closed out, a net change of +6 holders.
- The largest iShares Yield Optimized Bond ETF buyer in Q2 2019 was Cetera Advisors, an estimated $2.22M added.
- The largest iShares Yield Optimized Bond ETF seller in Q2 2019 was Bank of America, an estimated $447K sold.
Based on aggregated 13F filings for Q2 2019.