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iShares Yield Optimized Bond ETF

40 hedge funds and large institutions have $47.6M invested in iShares Yield Optimized Bond ETF in 2021 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 7 increasing their positions, 22 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
40
Holders Change
-2
Holders Change %
-4.76%
% of All Funds
0.7%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
7
Reduced
22
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
DAS
26
Dynamic Advisor Solutions
Arizona
$354K -$60K -2,387 -14%
SFC
27
SYM Financial Corp
Indiana
$312K
Thrivent Financial for Lutherans
28
Thrivent Financial for Lutherans
Minnesota
$289K -$3.33M
Susquehanna International Group
29
Susquehanna International Group
Pennsylvania
$273K +$20K +798 +8%
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$257K +$15.9K +633 +7%
BWA
31
Beam Wealth Advisors
Louisiana
$212K +$212K +8,442 New
HI
32
Harbour Investments
Wisconsin
$207K
NFG
33
Next Financial Group
Texas
$199K -$4.94K -197 -2%
GI
34
Gradient Investments
Minnesota
$179K +$179K +7,115 New
UBS Group
35
UBS Group
Switzerland
$47K -$7.05K -280 -13%
Morgan Stanley
36
Morgan Stanley
New York
$37K
Wells Fargo
37
Wells Fargo
California
$20K
MFT
38
Moisand Fitzgerald Tamayo
Florida
$10K
PFGIA
39
Patriot Financial Group Insurance Agency
Massachusetts
$5K
WWM
40
Wagner Wealth Management
South Carolina
$3K
CFD
41
Creative Financial Designs
Indiana
$1K -$185 -5 -16%
CA
42
Cetera Advisors
Colorado
-$2.35M -92,857 Closed
JPMorgan Chase & Co
43
JPMorgan Chase & Co
New York
-$1.67M -65,954 Closed
Citigroup
44
Citigroup
New York
-$44K -1,733 Closed
AIP
45
Ameritas Investment Partners
Nebraska
-$20K -825 Closed
HI
46
Hoey Investments
Pennsylvania
-$7K -281 Closed