iShares Yield Optimized Bond ETF
BYLD
31 hedge funds and large institutions have $43.3M invested in iShares Yield Optimized Bond ETF in 2019 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 13 increasing their positions, 3 reducing their positions, and 5 closing their positions.
333% more repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 3
186% more capital invested
Capital invested by funds: $15.1M → $43.3M (+$28.1M)
120% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 5
24% more funds holding
Funds holding: 25 → 31 (+6)
6.86% more ownership
Funds ownership: 23.9% → 30.76% (+6.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BRWA
B. Riley Wealth Advisors
Boca Raton,
Florida
|
+$14.7M |
| 2 |
SXL
Summit X LLC
Chesterfield,
Missouri
|
+$1.65M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.22M |
| 4 |
SB
Strategic Blueprint
Atlanta,
Georgia
|
+$989K |
| 5 |
AG
Advisor Group
Phoenix,
Arizona
|
+$933K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SCA
Snowden Capital Advisors
New York
|
-$256K |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$148K |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$78.3K |
| 4 |
RCAG
Rehmann Capital Advisory Group
Lansing,
Michigan
|
-$76.5K |
| 5 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
-$39.9K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Ameriprise
Minneapolis,
Minnesota
| $211K | – | – | – |
|
|
AP
27
Advisors Preferred
Rockville,
Maryland
| $150K | +$149K | +5,845 | New |
|
28
AssetMark Inc
Concord,
California
| $86K | +$51 | +2 | +0.1% |
|
|
WCG
29
Weaver Consulting Group
Huntington Beach,
California
| $85K | – | – | – |
|
|
AIP
30
Ameritas Investment Partners
Lincoln,
Nebraska
| $20K | – | – | – |
|
|
AIC
31
Ameritas Investment Company
Lincoln,
Nebraska
| $12K | +$12.2K | +480 | New |
|
|
CFD
32
Creative Financial Designs
Kokomo,
Indiana
| $10K | +$10K | +393 | New |
|
|
SCA
33
Snowden Capital Advisors
New York
| – | -$256K | -10,121 | Closed |
|
|
34
UBS Group
Zurich,
Switzerland
| – | -$148K | -5,835 | Closed |
|
|
RCAG
35
Rehmann Capital Advisory Group
Lansing,
Michigan
| – | -$76.5K | -3,022 | Closed |
|
|
CFGS
36
Concourse Financial Group Securities
Birmingham,
Alabama
| – | -$3.97K | -156 | Closed |
|
BYLD Hedge Fund Activity: Q3 2019 in Review
31 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in iShares Yield Optimized Bond ETF (BYLD) for Q3 2019, worth a combined $43.3M — up 186% from $15.1M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new BYLD positions and 5 closed out — a net gain of 6 holders — while 13 added to existing stakes and 3 trimmed.
The largest buyer was B. Riley Wealth Advisors, opening a new position worth an estimated $14.7M. The largest seller was Snowden Capital Advisors, exiting entirely with an estimated $256K sold.
- 31 institutional investors held iShares Yield Optimized Bond ETF (BYLD) as of Q3 2019, up from 25 in Q2 2019.
- Funds reported $43.3M of iShares Yield Optimized Bond ETF stock for Q3 2019, up 186% quarter-over-quarter.
- 11 funds opened new iShares Yield Optimized Bond ETF positions in Q3 2019 and 5 closed out, a net change of +6 holders.
- The largest iShares Yield Optimized Bond ETF buyer in Q3 2019 was B. Riley Wealth Advisors, an estimated $14.7M added.
- The largest iShares Yield Optimized Bond ETF seller in Q3 2019 was Snowden Capital Advisors, an estimated $256K sold.
Based on aggregated 13F filings for Q3 2019.