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iShares Yield Optimized Bond ETF
BYLD

Overview Fund Activity

33 hedge funds and large institutions have $30.8M invested in iShares Yield Optimized Bond ETF in 2022 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 8 increasing their positions, 14 reducing their positions, and 4 closing their positions.

Holders
33
Holders Change
-1
Holders Change %
-2.94%
% of All Funds
0.57%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
8
Reduced
14
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$728K
2
Jane Street
2
Jane Street
New York
$1.68M
3
SFC
3
SYM Financial Corp
Indiana
$368K
4
T
4
TCWP
Ohio
$814K
5
AF
5
Allworth Financial
California
$93K

Top Sellers

1
HNB
1
Huntington National Bank
Ohio
$10.5M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$941K
3
AG
3
Ascent Group
Virginia
$0
4
LPL Financial
4
LPL Financial
California
$1.47M
5
VFPW
5
Vantage Financial Partners (Wisconsin)
Wisconsin
$1.14M
Name Market Value Shares Shares
Change 		Shares
Change %
UBS Group
26
UBS Group
Switzerland
$48K 2,252 -135 -6%
IA
27
IFP Advisors
Florida
$21K 870 +870 New
HWA
28
HHM Wealth Advisors
Tennessee
$18K 850 – –
MFT
29
Moisand Fitzgerald Tamayo
Florida
$8K 386 – –
APA
30
American Portfolios Advisors
New York
$4.3K 202 – –
CWM
31
Castle Wealth Management
Florida
$1K 39 – –
AG
32
Ascent Group
Virginia
– – -12,309 Closed
Wells Fargo
33
Wells Fargo
California
$0 1 -799 -100%
PFGIA
34
Patriot Financial Group Insurance Agency
Massachusetts
– – -200 Closed
WWM
35
Wagner Wealth Management
South Carolina
– – -100 Closed
CFD
36
Creative Financial Designs
Indiana
$0 17 -5 -23%
CA
37
CoreCap Advisors
Michigan
– – -1 Closed
CFGS
38
Concourse Financial Group Securities
Alabama
– – – –
Fidelity Investments
39
Fidelity Investments
Massachusetts
$0 2 +2 New
1
2