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iShares Yield Optimized Bond ETF
BYLD

47 hedge funds and large institutions have $92.9M invested in iShares Yield Optimized Bond ETF in 2020 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 20 increasing their positions, 12 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 4

67% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 12

7% more funds holding

Funds holding: 44 → 47 (+3)

0.6% more ownership

Funds ownership: 35.2% → 35.8% (+0.6%)

5% less capital invested

Capital invested by funds: $97.7M → $92.9M (-$4.8M)

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
47
Holders Change
+3
Holders Change %
+6.82%
% of All Funds
0.95%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
8
Increased
20
Reduced
12
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TC
Trilogy Capital
California
+$8.96M
2
CA
Crumly & Associates
Illinois
+$2.15M
3
RJFSA
Raymond James Financial Services Advisors
Florida
+$1.24M
4
CA
Cetera Advisors
Colorado
+$881K
5
SF
Synovus Financial
Georgia
+$460K

Top Sellers

1
CFD
Creative Financial Designs
Indiana
-$8.52M
2
SB
Strategic Blueprint
Georgia
-$3.08M
3
EH
Equitable Holdings
New York
-$390K
4
DAS
Dynamic Advisor Solutions
Arizona
-$363K
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$244K
Name Holding Trade Value Shares
Change 		Change in
Stake
SF
26
Synovus Financial
Georgia
$459K +$460K +17,800 New
Susquehanna International Group
27
Susquehanna International Group
Pennsylvania
$414K +$416K +16,102 New
APA
28
American Portfolios Advisors
New York
$386K +$153K +5,922 +65%
SFC
29
SYM Financial Corp
Indiana
$296K +$26 +1 +0%
RCAG
30
Rehmann Capital Advisory Group
Michigan
$270K +$1.76K +68 +0.7%
NFG
31
Next Financial Group
Texas
$232K +$30.3K +1,173 +15%
IWS
32
Insight Wealth Strategies
California
$229K +$1.91K +74 +0.8%
LNC
33
Lincoln National Corp
Pennsylvania
$229K +$230K +8,911 New
PP
34
PDS Planning
Ohio
$228K -$9.88K -382 -4%
FFN
35
Focus Financial Network
Minnesota
$215K +$216K +8,347 New
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$209K -$16.9K -655 -7%
SCA
37
Snowden Capital Advisors
New York
$209K – – –
CFD
38
Creative Financial Designs
Indiana
$113K -$8.52M -329,649 -99%
CF
39
Centaurus Financial
California
$112K +$113K +4,364 New
WCG
40
Weaver Consulting Group
California
$86K – – –
Citigroup
41
Citigroup
New York
$35K +$34.8K +1,345 New
AIP
42
Ameritas Investment Partners
Nebraska
$21K – – –
MFT
43
Moisand Fitzgerald Tamayo
Florida
$10K +$9.98K +386 New
HI
44
Hoey Investments
Pennsylvania
$7K – – –
RG
45
Retirement Group
California
$6K +$52 +2 +0.9%
SXL
46
Summit X LLC
Missouri
$6K -$11.2K -435 -0.5%
PFGIA
47
Patriot Financial Group Insurance Agency
Massachusetts
$5K – – –
CFGS
48
Concourse Financial Group Securities
Alabama
$2K -$672 -26 -25%
SB
49
Strategic Blueprint
Georgia
– -$3.08M -120,269 Closed
HWA
50
Heartwood Wealth Advisors
Virginia
– -$60K -60,000 Closed
1
2
3

BYLD Hedge Fund Activity: Q3 2020 in Review

47 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in iShares Yield Optimized Bond ETF (BYLD) for Q3 2020, worth a combined $92.9M — down 4.9% from $97.7M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new BYLD positions and 4 closed out — a net gain of 4 holders — while 20 added to existing stakes and 12 trimmed.

The largest buyer was Trilogy Capital, opening a new position worth an estimated $8.96M. The largest seller was Creative Financial Designs, cutting an estimated $8.52M.

  • 47 institutional investors held iShares Yield Optimized Bond ETF (BYLD) as of Q3 2020, up from 44 in Q2 2020.
  • Funds reported $92.9M of iShares Yield Optimized Bond ETF stock for Q3 2020, down 4.9% quarter-over-quarter.
  • 8 funds opened new iShares Yield Optimized Bond ETF positions in Q3 2020 and 4 closed out, a net change of +4 holders.
  • The largest iShares Yield Optimized Bond ETF buyer in Q3 2020 was Trilogy Capital, an estimated $8.96M added.
  • The largest iShares Yield Optimized Bond ETF seller in Q3 2020 was Creative Financial Designs, an estimated $8.52M sold.

Based on aggregated 13F filings for Q3 2020.