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iShares Yield Optimized Bond ETF

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.

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
Name Market Value Shares Shares
Change
Shares
Change %
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$256K 10,264 +14 +0.1%
RJA
27
Raymond James & Associates
Florida
$245K 9,796 -28,182 -74%
NFG
28
Next Financial Group
Texas
$195K 7,804 -134 -2%
GI
29
Gradient Investments
Minnesota
$178K 7,115
HI
30
Harbour Investments
Wisconsin
$174K 6,950 -1,300 -16%
SCA
31
Snowden Capital Advisors
New York
$147K 5,917 +5,917 New
TWC
32
TD Waterhouse Canada
Ontario, Canada
$74.5K 3,000 +3,000 New
Morgan Stanley
33
Morgan Stanley
New York
$37K 1,478
HWA
34
HHM Wealth Advisors
Tennessee
$36K 1,440 +1,440 New
UBS Group
35
UBS Group
Switzerland
$20K 786 -1,082 -58%
Wells Fargo
36
Wells Fargo
California
$20K 801
CA
37
CoreCap Advisors
Michigan
$17K 667 +667 New
MFT
38
Moisand Fitzgerald Tamayo
Florida
$10K 386
PFGIA
39
Patriot Financial Group Insurance Agency
Massachusetts
$5K 200
JWM
40
Janiczek Wealth Management
Colorado
$5K 207 +207 New
WWM
41
Wagner Wealth Management
South Carolina
$2K 100
CFD
42
Creative Financial Designs
Indiana
$1K 26 -1 -4%
Stifel Financial
43
Stifel Financial
Missouri
-112,878 Closed
HighTower Advisors
44
HighTower Advisors
Illinois
-54,155 Closed
SXL
45
Summit X LLC
Missouri
-25,488 Closed
SF
46
Synovus Financial
Georgia
-20,028 Closed
DAS
47
Dynamic Advisor Solutions
Arizona
-14,083 Closed
BWA
48
Beam Wealth Advisors
Louisiana
-8,442 Closed
CFGS
49
Concourse Financial Group Securities
Alabama
$0 3 -6 -67%
Fidelity Investments
50
Fidelity Investments
Massachusetts
$0 3 +3 New