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iShares Yield Optimized Bond ETF
BYLD

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

3.1% less ownership

Funds ownership: 32.87% → 29.77% (-3.1%)

6% less funds holding

Funds holding: 49 → 46 (-3)

15% less capital invested

Capital invested by funds: $90.7M → $76.7M (-$14M)

33% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 9

52% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 21

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

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

Rank Fund Capital Flow
1
Stifel Financial
Stifel Financial
Missouri
+$2.88M
2
Jane Street
Jane Street
New York
+$2.76M
3
RJFSA
Raymond James Financial Services Advisors
Florida
+$505K
4
FI
Financial Insights
Washington
+$373K
5
RJA
Raymond James & Associates
Florida
+$236K

Top Sellers

Rank Fund Capital Flow
1
AI
Atria Investments
North Carolina
-$5.63M
2
Bank of America
Bank of America
North Carolina
-$3.89M
3
DWM
Darwin Wealth Management
Florida
-$2.5M
4
LWAC
Laurel Wealth Advisors (California)
California
-$1.06M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$729K
Name Holding Trade Value Shares
Change 		Change in
Stake
DAS
26
Dynamic Advisor Solutions
Arizona
$501K -$140K -5,534 -22%
LNC
27
Lincoln National Corp
Pennsylvania
$387K +$121K +4,772 +44%
SFC
28
SYM Financial Corp
Indiana
$297K +$10.7K +422 +4%
AAS
29
Avantax Advisory Services
Texas
$263K -$527K -20,802 -66%
NCM
30
New Capital Management
Texas
$242K – – –
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$240K -$12K -475 -5%
HI
32
Harbour Investments
Wisconsin
$231K +$235K +9,250 New
SCA
33
Snowden Capital Advisors
New York
$202K – – –
NFG
34
Next Financial Group
Texas
$198K -$41.4K -1,634 -17%
CFD
35
Creative Financial Designs
Indiana
$44K -$29.4K -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 +$20.3K +800 New
MFT
40
Moisand Fitzgerald Tamayo
Florida
$10K – – –
HI
41
Hoey Investments
Pennsylvania
$7K – – –
RG
42
Retirement Group
California
$6K +$51 +2 +0.9%
PFGIA
43
Patriot Financial Group Insurance Agency
Massachusetts
$5K – – –
AIC
44
Ameritas Investment Company
Nebraska
$3.12K +$3.17K +125 New
UBS Group
45
UBS Group
Switzerland
$2K +$1.98K +78 New
WWMSC
46
Wagner Wealth Management (South Carolina)
South Carolina
$2K +$2.54K +100 New
CFGS
47
Concourse Financial Group Securities
Alabama
$1K -$558 -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
1
2
3

BYLD Hedge Fund Activity: Q1 2021 in Review

46 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in iShares Yield Optimized Bond ETF (BYLD) for Q1 2021, worth a combined $76.7M — down 15% from $90.7M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of BYLD and 6 opened new positions — a net loss of 3 holders — while 21 trimmed existing stakes and 10 added.

The largest buyer was Stifel Financial, opening a new position worth an estimated $2.88M. The largest seller was Atria Investments, cutting an estimated $5.63M.

  • 46 institutional investors held iShares Yield Optimized Bond ETF (BYLD) as of Q1 2021, down from 49 in Q4 2020.
  • Funds reported $76.7M of iShares Yield Optimized Bond ETF stock for Q1 2021, down 15% quarter-over-quarter.
  • 6 funds opened new iShares Yield Optimized Bond ETF positions in Q1 2021 and 9 closed out, a net change of -3 holders.
  • The largest iShares Yield Optimized Bond ETF buyer in Q1 2021 was Stifel Financial, an estimated $2.88M added.
  • The largest iShares Yield Optimized Bond ETF seller in Q1 2021 was Atria Investments, an estimated $5.63M sold.

Based on aggregated 13F filings for Q1 2021.