We are live on ! Find out more
BYLD icon

iShares Yield Optimized Bond ETF
BYLD

42 hedge funds and large institutions have $45.2M invested in iShares Yield Optimized Bond ETF in 2021 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 10 increasing their positions, 16 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 6

5% more funds holding

Funds holding: 40 → 42 (+2)

1% less ownership

Funds ownership: 25.22% → 24.22% (-1%)

5% less capital invested

Capital invested by funds: $47.6M → $45.2M (-$2.41M)

38% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 16

Holders
42
Holders Change
+2
Holders Change %
+5%
% of All Funds
0.65%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
10
Reduced
16
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$905K
2
Jane Street
Jane Street
New York
+$702K
3
NA
NewEdge Advisors
Louisiana
+$582K
4
DWM
Darwin Wealth Management
Florida
+$488K
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$163K

Top Sellers

1
Stifel Financial
Stifel Financial
Missouri
-$2.83M
2
LPL Financial
LPL Financial
California
-$2.11M
3
HighTower Advisors
HighTower Advisors
Illinois
-$1.35M
4
AI
Atria Investments
North Carolina
-$1.28M
5
RJA
Raymond James & Associates
Florida
-$704K
Name Holding Trade Value Shares
Change 		Change in
Stake
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$256K +$350 +14 +0.1%
RJA
27
Raymond James & Associates
Florida
$245K -$704K -28,182 -74%
NFG
28
Next Financial Group
Texas
$195K -$3.35K -134 -2%
GI
29
Gradient Investments
Minnesota
$178K – – –
HI
30
Harbour Investments
Wisconsin
$174K -$32.5K -1,300 -16%
SCA
31
Snowden Capital Advisors
New York
$147K +$148K +5,917 New
TWC
32
TD Waterhouse Canada
Ontario, Canada
$74.5K +$75K +3,000 New
Morgan Stanley
33
Morgan Stanley
New York
$37K – – –
HWA
34
HHM Wealth Advisors
Tennessee
$36K +$36K +1,440 New
UBS Group
35
UBS Group
Switzerland
$20K -$27K -1,082 -58%
Wells Fargo
36
Wells Fargo
California
$20K – – –
CA
37
CoreCap Advisors
Michigan
$17K +$16.7K +667 New
MFT
38
Moisand Fitzgerald Tamayo
Florida
$10K – – –
PFGIA
39
Patriot Financial Group Insurance Agency
Massachusetts
$5K – – –
JWM
40
Janiczek Wealth Management
Colorado
$5K +$5.17K +207 New
WWMSC
41
Wagner Wealth Management (South Carolina)
South Carolina
$2K – – –
CFD
42
Creative Financial Designs
Indiana
$1K -$25 -1 -4%
Stifel Financial
43
Stifel Financial
Missouri
– -$2.83M -112,878 Closed
HighTower Advisors
44
HighTower Advisors
Illinois
– -$1.35M -54,155 Closed
SXL
45
Summit X LLC
Missouri
– -$639K -25,488 Closed
SF
46
Synovus Financial
Georgia
– -$503K -20,028 Closed
DAS
47
Dynamic Advisor Solutions
Arizona
– -$354K -14,083 Closed
BWA
48
Beam Wealth Advisors
Louisiana
– -$212K -8,442 Closed
CFGS
49
Concourse Financial Group Securities
Alabama
– -$150 -6 -67%
Fidelity Investments
50
Fidelity Investments
Massachusetts
– +$75 +3 New
1
2

BYLD Hedge Fund Activity: Q4 2021 in Review

42 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares Yield Optimized Bond ETF (BYLD) for Q4 2021, worth a combined $45.2M — down 5.1% from $47.6M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new BYLD positions and 6 closed out — a net gain of 3 holders — while 10 added to existing stakes and 16 trimmed.

The largest buyer was Susquehanna International Group, adding an estimated $905K. The largest seller was Stifel Financial, exiting entirely with an estimated $2.83M sold.

  • 42 institutional investors held iShares Yield Optimized Bond ETF (BYLD) as of Q4 2021, up from 40 in Q3 2021.
  • Funds reported $45.2M of iShares Yield Optimized Bond ETF stock for Q4 2021, down 5.1% quarter-over-quarter.
  • 9 funds opened new iShares Yield Optimized Bond ETF positions in Q4 2021 and 6 closed out, a net change of +3 holders.
  • The largest iShares Yield Optimized Bond ETF buyer in Q4 2021 was Susquehanna International Group, an estimated $905K added.
  • The largest iShares Yield Optimized Bond ETF seller in Q4 2021 was Stifel Financial, an estimated $2.83M sold.

Based on aggregated 13F filings for Q4 2021.