BYLD icon

iShares Yield Optimized Bond ETF
BYLD

Overview Fund Activity

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
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

1
AI
Atria Investments
North Carolina
$11.3M
2
DWM
Darwin Wealth Management
Florida
$7.48M
3
RJA
Raymond James & Associates
Florida
$1.21M
4
RJFSA
Raymond James Financial Services Advisors
Florida
$2.9M
5
CFD
Creative Financial Designs
Indiana
$8.56M

Top Sellers

1
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$24.4M
2
HNB
Huntington National Bank
Ohio
$6.39M
3
Jane Street
Jane Street
New York
$0
4
LPL Financial
LPL Financial
California
$4.68M
5
FFN
Focus Financial Network
Minnesota
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
EH
26
Equitable Holdings
New York
$390K +$154 +6 +0%
SFC
27
SYM Financial Corp
Indiana
$295K -$11.5K -450 -4%
RCAG
28
Rehmann Capital Advisory Group
Michigan
$267K -$51.9K -2,026 -16%
PFS
29
Prospera Financial Services
Texas
$259K +$259K +10,125 New
PP
30
PDS Planning
Ohio
$237K -$140K -5,456 -37%
APA
31
American Portfolios Advisors
New York
$232K +$106K +4,140 +84%
IWS
32
Insight Wealth Strategies
California
$227K +$227K +8,845 New
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$225K -$381K -14,898 -63%
SCA
34
Snowden Capital Advisors
New York
$208K – – –
NFG
35
Next Financial Group
Texas
$201K -$20.9K -819 -9%
WCG
36
Weaver Consulting Group
California
$86K – – –
HWA
37
Heartwood Wealth Advisors
Virginia
$60K +$60K +60,000 New
DCM
38
Davis Capital Management
Florida
$26K -$831 -33 -3%
AIP
39
Ameritas Investment Partners
Nebraska
$21K – – –
PAG
40
Private Advisor Group
New Jersey
$15K +$15K +597 New
HI
41
Hoey Investments
Pennsylvania
$7K – – –
RG
42
Retirement Group
California
$6K +$6K +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 -$497 -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