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iShares Yield Optimized Bond ETF

44 hedge funds and large institutions have $83.7M invested in iShares Yield Optimized Bond ETF in 2019 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 20 increasing their positions, 4 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

433% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 3

400% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 4

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

93% more capital invested

Capital invested by funds: $43.3M → $83.7M (+$40.4M)

42% more funds holding

Funds holding: 3144 (+13)

13.95% more ownership

Funds ownership: 30.76%44.7% (+14%)

Holders
44
Holders Change
+13
Holders Change %
+41.94%
% of All Funds
0.87%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.06%
New
16
Increased
20
Reduced
4
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$686K +$13.8K +538 +2%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$522K +$109K +4,278 +27%
SWP
28
Stratos Wealth Partners
Ohio
$473K +$4.19K +164 +0.9%
SFC
29
SYM Financial Corp
Indiana
$310K
FI
30
Financial Insights
Washington
$300K +$64.2K +2,511 +27%
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$251K +$250K +9,767 New
NFG
32
Next Financial Group
Texas
$230K +$16.2K +634 +8%
Ameriprise
33
Ameriprise
Minnesota
$212K
EH
34
Equitable Holdings
New York
$205K +$204K +7,982 New
PP
35
PDS Planning
Ohio
$170K +$170K +6,639 New
CF
36
Centaurus Financial
California
$103K +$103K +4,013 New
WCG
37
Weaver Consulting Group
California
$86K
AssetMark Inc
38
AssetMark Inc
California
$83K -$2.96K -116 -3%
AIP
39
Ameritas Investment Partners
Nebraska
$21K +$895 +35 +4%
APA
40
American Portfolios Advisors
New York
$20.5K +$20.4K +799 New
HIM
41
HawsGoodwin Investment Management
Tennessee
$11K +$10.8K +423 New
HI
42
Hoey Investments
Pennsylvania
$7K +$7.18K +281 New
RG
43
Retirement Group
California
$5K +$5.45K +213 New
CFGS
44
Concourse Financial Group Securities
Alabama
$3K +$3.48K +136 New
Jane Street
45
Jane Street
New York
-$615K -24,024 Closed
AP
46
Advisors Preferred
Maryland
-$150K -5,845 Closed
AIC
47
Ameritas Investment Company
Nebraska
-$12K -480 Closed
Wells Fargo
48
Wells Fargo
California
+$26 +1 New

BYLD Hedge Fund Activity: Q4 2019 in Review

44 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in iShares Yield Optimized Bond ETF (BYLD) for Q4 2019, worth a combined $83.7M — up 93% from $43.3M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new BYLD positions and 3 closed out — a net gain of 13 holders — while 20 added to existing stakes and 4 trimmed.

The largest buyer was Creative Financial Designs, adding an estimated $3.42M. The largest seller was Jane Street, exiting entirely with an estimated $615K sold.

  • 44 institutional investors held iShares Yield Optimized Bond ETF (BYLD) as of Q4 2019, up from 31 in Q3 2019.
  • Funds reported $83.7M of iShares Yield Optimized Bond ETF stock for Q4 2019, up 93% quarter-over-quarter.
  • 16 funds opened new iShares Yield Optimized Bond ETF positions in Q4 2019 and 3 closed out, a net change of +13 holders.
  • The largest iShares Yield Optimized Bond ETF buyer in Q4 2019 was Creative Financial Designs, an estimated $3.42M added.
  • The largest iShares Yield Optimized Bond ETF seller in Q4 2019 was Jane Street, an estimated $615K sold.

Based on aggregated 13F filings for Q4 2019.