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iShares Yield Optimized Bond ETF
BYLD

Overview Fund Activity

49 hedge funds and large institutions have $90.7M invested in iShares Yield Optimized Bond ETF in 2020 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 22 increasing their positions, 15 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
49
Holders Change
+2
Holders Change %
+4.26%
% of All Funds
0.87%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
6
Increased
22
Reduced
15
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
DWM
Darwin Wealth Management
Florida
$12.5M
2
Jane Street
Jane Street
New York
$1.7M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$1.5M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$1.02M
5
LPL Financial
LPL Financial
California
$5.59M

Top Sellers

1
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$14.7M
2
TC
Trilogy Capital
California
$0
3
HNB
Huntington National Bank
Ohio
$7.12M
4
CA
Crumly & Associates
Illinois
$1.21M
5
SXL
Summit X LLC
Missouri
$838K
Name Holding Trade Value Shares
Change 		Shares
Change %
APA
26
American Portfolios Advisors
New York
$561K +$174K +6,712 +45%
PFS
27
Prospera Financial Services
Texas
$523K +$38.8K +1,500 +8%
SF
28
Synovus Financial
Georgia
$459K -$1.6K -62 -0.3%
BWA
29
Beam Wealth Advisors
Louisiana
$435K -$95.5K -3,694 -18%
SFC
30
SYM Financial Corp
Indiana
$297K +$26 +1 +0%
AWA
31
ARQ Wealth Advisors
Arizona
$294K +$294K +11,378 New
LNC
32
Lincoln National Corp
Pennsylvania
$278K +$47.5K +1,834 +21%
RCAG
33
Rehmann Capital Advisory Group
Michigan
$275K +$3.57K +138 +1%
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$261K +$50.5K +1,952 +24%
NCM
35
New Capital Management
Texas
$251K +$251K +9,701 New
NFG
36
Next Financial Group
Texas
$248K +$14.2K +547 +6%
PP
37
PDS Planning
Ohio
$220K -$9.32K -360 -4%
SCA
38
Snowden Capital Advisors
New York
$210K – – –
CFP
39
Curran Financial Partners
South Carolina
$209K +$209K +8,076 New
IWS
40
Insight Wealth Strategies
California
$204K -$26.3K -1,017 -11%
CF
41
Centaurus Financial
California
$111K -$2.07K -80 -2%
CFD
42
Creative Financial Designs
Indiana
$76K -$37.9K -1,457 -33%
Citigroup
43
Citigroup
New York
$45K +$10.1K +388 +29%
Morgan Stanley
44
Morgan Stanley
New York
$38K +$38K +1,478 New
AIP
45
Ameritas Investment Partners
Nebraska
$21K – – –
MFT
46
Moisand Fitzgerald Tamayo
Florida
$10K – – –
HI
47
Hoey Investments
Pennsylvania
$7K – – –
PFGIA
48
Patriot Financial Group Insurance Agency
Massachusetts
$5K – – –
RG
49
Retirement Group
California
$5K +$23 +1 +0.5%
CFGS
50
Concourse Financial Group Securities
Alabama
$1K -$711 -32 -42%
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