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iShares Yield Optimized Bond ETF
BYLD

Overview Fund Activity

42 hedge funds and large institutions have $64.3M invested in iShares Yield Optimized Bond ETF in 2021 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 14 increasing their positions, 17 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
42
Holders Change
-4
Holders Change %
-8.7%
% of All Funds
0.73%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
14
Reduced
17
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$1.67M
2
MAFM
2
Mid Atlantic Financial Management
Pennsylvania
$741K
3
SF
3
Synovus Financial
Georgia
$523K
4
Citadel Advisors
4
Citadel Advisors
Florida
$937K
5
FI
5
Financial Insights
Washington
$12.1M

Top Sellers

1
Thrivent Financial for Lutherans
1
Thrivent Financial for Lutherans
Minnesota
$3.33M
2
HNB
2
Huntington National Bank
Ohio
$7.2M
3
DWM
3
Darwin Wealth Management
Florida
$3.46M
4
Jane Street
4
Jane Street
New York
$596K
5
AI
5
Atria Investments
North Carolina
$3.38M
Name Holding Trade Value Shares
Change 		Shares
Change %
SF
26
Synovus Financial
Georgia
$523K +$523K +20,753 New
DAS
27
Dynamic Advisor Solutions
Arizona
$416K -$92.2K -3,650 -18%
LNC
28
Lincoln National Corp
Pennsylvania
$400K +$8.38K +332 +2%
SFC
29
SYM Financial Corp
Indiana
$314K +$12.6K +498 +4%
Susquehanna International Group
30
Susquehanna International Group
Pennsylvania
$255K -$718K -28,389 -74%
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$243K +$152 +6 +0.1%
HI
32
Harbour Investments
Wisconsin
$208K -$25.2K -1,000 -11%
NFG
33
Next Financial Group
Texas
$206K +$4.74K +187 +2%
UBS Group
34
UBS Group
Switzerland
$54K +$52K +2,070 +2,654%
Citigroup
35
Citigroup
New York
$44K – – –
Morgan Stanley
36
Morgan Stanley
New York
$37K – – –
AIP
37
Ameritas Investment Partners
Nebraska
$20K – – –
Wells Fargo
38
Wells Fargo
California
$20K +$25 +1 +0.1%
MFT
39
Moisand Fitzgerald Tamayo
Florida
$10K – – –
HI
40
Hoey Investments
Pennsylvania
$7K – – –
PFGIA
41
Patriot Financial Group Insurance Agency
Massachusetts
$5K – – –
WWM
42
Wagner Wealth Management
South Carolina
$3K – – –
CFD
43
Creative Financial Designs
Indiana
$1K -$54.2K -1,735 -98%
CA
44
Crumly & Associates
Illinois
– -$1.1M -44,190 Closed
AAS
45
Avantax Advisory Services
Texas
– -$263K -10,674 Closed
SCA
46
Snowden Capital Advisors
New York
– -$202K -8,115 Closed
RG
47
Retirement Group
California
– -$6K -221 Closed
AIC
48
Ameritas Investment Company
Nebraska
– -$3.12K -125 Closed
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