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iShares Yield Optimized Bond ETF

53 hedge funds and large institutions have $96.6M invested in iShares Yield Optimized Bond ETF in 2020 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 20 increasing their positions, 12 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
53
Holders Change
+9
Holders Change %
+20.45%
% of All Funds
1.17%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
16
Increased
20
Reduced
12
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$591K -$69K -2,797 -10%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$584K +$343K +13,920 +143%
SF
28
Synovus Financial
Georgia
$421K +$421K +17,057 New
AWM
29
AE Wealth Management
Kansas
$383K +$383K +15,524 New
EH
30
Equitable Holdings
New York
$375K +$178K +7,231 +91%
PP
31
PDS Planning
Ohio
$362K +$198K +8,059 +121%
Susquehanna International Group
32
Susquehanna International Group
Pennsylvania
$345K -$632K -25,667 -65%
FI
33
Financial Insights
Washington
$328K +$39.9K +1,622 +14%
RCAG
34
Rehmann Capital Advisory Group
Michigan
$307K +$307K +12,454 New
AIC
35
Ameritas Investment Company
Nebraska
$297K +$297K +12,269 New
SFC
36
SYM Financial Corp
Indiana
$295K -$2.89K -117 -1%
SWP
37
Stratos Wealth Partners
Ohio
$282K -$172K -6,986 -38%
NFG
38
Next Financial Group
Texas
$214K -$7.15K -290 -3%
SCA
39
Snowden Capital Advisors
New York
$200K +$200K +8,115 New
Fidelity Investments
40
Fidelity Investments
Massachusetts
$148K +$148K +6,000 New
FCA
41
FinTrust Capital Advisors
South Carolina
$147K +$147K +5,977 New
APA
42
American Portfolios Advisors
New York
$122K +$102K +4,128 +517%
CF
43
Centaurus Financial
California
$101K +$2.38K +97 +2%
WCG
44
Weaver Consulting Group
California
$82K
AssetMark Inc
45
AssetMark Inc
California
$80K +$173 +7 +0.2%
VCP
46
Verus Capital Partners
Arizona
$41K -$2.5M -102,148 -98%
AP
47
Advisors Preferred
Maryland
$33K +$33K +1,336 New
DCM
48
Davis Capital Management
Florida
$26K +$26K +1,065 New
AIP
49
Ameritas Investment Partners
Nebraska
$20K
HIM
50
HawsGoodwin Investment Management
Tennessee
$10K