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iShares Yield Optimized Bond ETF
BYLD

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

300% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 4

67% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 12

20% more funds holding

Funds holding: 44 → 53 (+9)

15% more capital invested

Capital invested by funds: $83.7M → $96.6M (+$12.9M)

9.44% less ownership

Funds ownership: 44.7% → 35.26% (-9.4%)

67% less funds holding in top 10

Funds holding in top 10: 3 → 1 (-2)

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
–

Top Buyers

Rank Fund Capital Flow
1
AI
Atria Investments
North Carolina
+$6.02M
2
Jane Street
Jane Street
New York
+$5.48M
3
Bank of America
Bank of America
North Carolina
+$5.27M
4
CFD
Creative Financial Designs
Indiana
+$4.36M
5
DWM
Darwin Wealth Management
Florida
+$3.65M

Top Sellers

Rank Fund Capital Flow
1
SL
Systelligence LLC
Minnesota
-$19.6M
2
BRWA
B. Riley Wealth Advisors
Florida
-$16.3M
3
VCP
Verus Capital Partners
Arizona
-$2.6M
4
CA
Cetera Advisors
Colorado
-$965K
5
BCA
Bay Colony Advisors
Massachusetts
-$723K
Name Holding Trade Value Shares
Change 		Change in
Stake
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$591K -$71.2K -2,797 -10%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$584K +$354K +13,920 +143%
SF
28
Synovus Financial
Georgia
$421K +$434K +17,057 New
AWM
29
AE Wealth Management
Kansas
$383K +$395K +15,524 New
EH
30
Equitable Holdings
New York
$375K +$184K +7,231 +91%
PP
31
PDS Planning
Ohio
$362K +$205K +8,059 +121%
Susquehanna International Group
32
Susquehanna International Group
Pennsylvania
$345K -$653K -25,667 -65%
FI
33
Financial Insights
Washington
$328K +$41.3K +1,622 +14%
RCAG
34
Rehmann Capital Advisory Group
Michigan
$307K +$317K +12,454 New
AIC
35
Ameritas Investment Company
Nebraska
$297K +$312K +12,269 New
SFC
36
SYM Financial Corp
Indiana
$295K -$2.98K -117 -1%
SWP
37
Stratos Wealth Partners
Ohio
$282K -$178K -6,986 -38%
NFG
38
Next Financial Group
Texas
$214K -$7.38K -290 -3%
SCA
39
Snowden Capital Advisors
New York
$200K +$206K +8,115 New
Fidelity Investments
40
Fidelity Investments
Massachusetts
$148K +$153K +6,000 New
FCA
41
FinTrust Capital Advisors
South Carolina
$147K +$152K +5,977 New
APA
42
American Portfolios Advisors
New York
$122K +$105K +4,128 +517%
CF
43
Centaurus Financial
California
$101K +$2.47K +97 +2%
WCG
44
Weaver Consulting Group
California
$82K – – –
AssetMark Inc
45
AssetMark Inc
California
$80K +$178 +7 +0.2%
VCP
46
Verus Capital Partners
Arizona
$41K -$2.6M -102,148 -98%
AP
47
Advisors Preferred
Maryland
$33K +$34K +1,336 New
DCM
48
Davis Capital Management
Florida
$26K +$27.1K +1,065 New
AIP
49
Ameritas Investment Partners
Nebraska
$20K – – –
HIM
50
HawsGoodwin Investment Management
Tennessee
$10K – – –
1
2
3

BYLD Hedge Fund Activity: Q1 2020 in Review

53 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in iShares Yield Optimized Bond ETF (BYLD) for Q1 2020, worth a combined $96.6M — up 15% from $83.7M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new BYLD positions and 4 closed out — a net gain of 12 holders — while 20 added to existing stakes and 12 trimmed.

The largest buyer was Atria Investments, opening a new position worth an estimated $6.02M. The largest seller was Systelligence LLC, cutting an estimated $19.6M.

  • 53 institutional investors held iShares Yield Optimized Bond ETF (BYLD) as of Q1 2020, up from 44 in Q4 2019.
  • Funds reported $96.6M of iShares Yield Optimized Bond ETF stock for Q1 2020, up 15% quarter-over-quarter.
  • 16 funds opened new iShares Yield Optimized Bond ETF positions in Q1 2020 and 4 closed out, a net change of +12 holders.
  • The largest iShares Yield Optimized Bond ETF buyer in Q1 2020 was Atria Investments, an estimated $6.02M added.
  • The largest iShares Yield Optimized Bond ETF seller in Q1 2020 was Systelligence LLC, an estimated $19.6M sold.

Based on aggregated 13F filings for Q1 2020.