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iShares Yield Optimized Bond ETF
BYLD

44 hedge funds and large institutions have $97.7M invested in iShares Yield Optimized Bond ETF in 2020 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 13 increasing their positions, 16 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% more capital invested

Capital invested by funds: $96.6M → $97.7M (+$1.11M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.06% less ownership

Funds ownership: 35.26% → 35.2% (-0.06%)

17% less funds holding

Funds holding: 53 → 44 (-9)

19% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 16

50% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 16

Holders
44
Holders Change
-9
Holders Change %
-16.98%
% of All Funds
0.9%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
8
Increased
13
Reduced
16
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AI
Atria Investments
North Carolina
+$5.17M
2
DWM
Darwin Wealth Management
Florida
+$3.05M
3
HWA
Heartwood Wealth Advisors
Virginia
+$1.52M
4
RJA
Raymond James & Associates
Florida
+$1.19M
5
RJFSA
Raymond James Financial Services Advisors
Florida
+$1.03M

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$5.31M
2
LPL Financial
LPL Financial
California
-$2.16M
3
FFN
Focus Financial Network
Minnesota
-$1.66M
4
SL
Systelligence LLC
Minnesota
-$939K
5
SB
Strategic Blueprint
Georgia
-$899K
Name Holding Trade Value Shares
Change 		Change in
Stake
EH
26
Equitable Holdings
New York
$390K +$152 +6 +0%
SFC
27
SYM Financial Corp
Indiana
$295K -$11.4K -450 -4%
RCAG
28
Rehmann Capital Advisory Group
Michigan
$267K -$51.2K -2,026 -16%
PFS
29
Prospera Financial Services
Texas
$259K +$256K +10,125 New
PP
30
PDS Planning
Ohio
$237K -$138K -5,456 -37%
APA
31
American Portfolios Advisors
New York
$232K +$105K +4,140 +84%
IWS
32
Insight Wealth Strategies
California
$227K +$223K +8,845 New
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$225K -$376K -14,898 -63%
SCA
34
Snowden Capital Advisors
New York
$208K – – –
NFG
35
Next Financial Group
Texas
$201K -$20.7K -819 -9%
WCG
36
Weaver Consulting Group
California
$86K – – –
HWA
37
Heartwood Wealth Advisors
Virginia
$60K +$1.52M +60,000 New
DCM
38
Davis Capital Management
Florida
$26K -$834 -33 -3%
AIP
39
Ameritas Investment Partners
Nebraska
$21K – – –
PAG
40
Private Advisor Group
New Jersey
$15K +$15.1K +597 New
HI
41
Hoey Investments
Pennsylvania
$7K – – –
RG
42
Retirement Group
California
$6K +$5.46K +216 New
PFGIA
43
Patriot Financial Group Insurance Agency
Massachusetts
$5K – – –
CFGS
44
Concourse Financial Group Securities
Alabama
$3K – – –
FI
45
Financial Insights
Washington
$410 -$184K -7,296 -55%
Jane Street
46
Jane Street
New York
– -$5.31M -215,506 Closed
FFN
47
Focus Financial Network
Minnesota
– -$1.66M -67,498 Closed
SL
48
Systelligence LLC
Minnesota
– -$939K -38,082 Closed
SF
49
Synovus Financial
Georgia
– -$421K -17,057 Closed
AWM
50
AE Wealth Management
Kansas
– -$383K -15,524 Closed
1
2
3

BYLD Hedge Fund Activity: Q2 2020 in Review

44 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in iShares Yield Optimized Bond ETF (BYLD) for Q2 2020, worth a combined $97.7M — up 1.2% from $96.6M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of BYLD and 8 opened new positions — a net loss of 8 holders — while 16 trimmed existing stakes and 13 added.

The largest buyer was Atria Investments, adding an estimated $5.17M. The largest seller was Jane Street, exiting entirely with an estimated $5.31M sold.

  • 44 institutional investors held iShares Yield Optimized Bond ETF (BYLD) as of Q2 2020, down from 53 in Q1 2020.
  • Funds reported $97.7M of iShares Yield Optimized Bond ETF stock for Q2 2020, up 1.2% quarter-over-quarter.
  • 8 funds opened new iShares Yield Optimized Bond ETF positions in Q2 2020 and 16 closed out, a net change of -8 holders.
  • The largest iShares Yield Optimized Bond ETF buyer in Q2 2020 was Atria Investments, an estimated $5.17M added.
  • The largest iShares Yield Optimized Bond ETF seller in Q2 2020 was Jane Street, an estimated $5.31M sold.

Based on aggregated 13F filings for Q2 2020.