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iShares Yield Optimized Bond ETF
BYLD

Overview Fund Activity

46 hedge funds and large institutions have $76.7M invested in iShares Yield Optimized Bond ETF in 2021 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 10 increasing their positions, 21 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
46
Holders Change
-3
Holders Change %
-6.12%
% of All Funds
0.81%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
6
Increased
10
Reduced
21
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Stifel Financial
Stifel Financial
Missouri
$2.83M
2
Jane Street
Jane Street
New York
$4.36M
3
RJFSA
Raymond James Financial Services Advisors
Florida
$4.8M
4
FI
Financial Insights
Washington
$1.18M
5
RJA
Raymond James & Associates
Florida
$1.65M

Top Sellers

1
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$14.1M
2
HNB
Huntington National Bank
Ohio
$6.91M
3
AI
Atria Investments
North Carolina
$4.52M
4
Bank of America
Bank of America
North Carolina
$1.97M
5
DWM
Darwin Wealth Management
Florida
$9.55M
Name Holding Trade Value Shares
Change 		Shares
Change %
DAS
26
Dynamic Advisor Solutions
Arizona
$501K -$138K -5,534 -22%
LNC
27
Lincoln National Corp
Pennsylvania
$387K +$119K +4,772 +44%
SFC
28
SYM Financial Corp
Indiana
$297K +$10.5K +422 +4%
AAS
29
Avantax Advisory Services
Texas
$263K -$513K -20,802 -66%
NCM
30
New Capital Management
Texas
$242K – – –
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$240K -$11.9K -475 -5%
HI
32
Harbour Investments
Wisconsin
$231K +$231K +9,250 New
SCA
33
Snowden Capital Advisors
New York
$202K – – –
NFG
34
Next Financial Group
Texas
$198K -$40.7K -1,634 -17%
CFD
35
Creative Financial Designs
Indiana
$44K -$28.8K -1,158 -40%
Citigroup
36
Citigroup
New York
$43K – – –
Morgan Stanley
37
Morgan Stanley
New York
$37K – – –
AIP
38
Ameritas Investment Partners
Nebraska
$20K – – –
Wells Fargo
39
Wells Fargo
California
$20K +$20K +800 New
MFT
40
Moisand Fitzgerald Tamayo
Florida
$10K – – –
HI
41
Hoey Investments
Pennsylvania
$7K – – –
RG
42
Retirement Group
California
$6K +$54 +2 +0.9%
PFGIA
43
Patriot Financial Group Insurance Agency
Massachusetts
$5K – – –
AIC
44
Ameritas Investment Company
Nebraska
$3.12K +$3.12K +125 New
UBS Group
45
UBS Group
Switzerland
$2K +$2K +78 New
WWM
46
Wagner Wealth Management
South Carolina
$2K +$2K +100 New
CFGS
47
Concourse Financial Group Securities
Alabama
$1K -$957 -22 -49%
LWAC
48
Laurel Wealth Advisors (California)
California
– -$1.06M -41,029 Closed
SF
49
Synovus Financial
Georgia
– -$459K -17,738 Closed
BWA
50
Beam Wealth Advisors
Louisiana
– -$435K -16,823 Closed
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