iShares Yield Optimized Bond ETF
BYLD
34 hedge funds and large institutions have $56.5M invested in iShares Yield Optimized Bond ETF in 2022 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 12 increasing their positions, 11 reducing their positions, and 5 closing their positions.
84% more capital invested
Capital invested by funds: $30.8M → $56.5M (+$25.8M)
40% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 5
16.91% more ownership
Funds ownership: 26% → 42.91% (+17%)
3% more funds holding
Funds holding: 33 → 34 (+1)
9% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 11
Top Buyers
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
HI
26
Harbour Investments
Madison,
Wisconsin
| $151K | -$19.4K | -900 | -11% |
|
|
BAM
27
Belpointe Asset Management
Reno,
Nevada
| $61.6K | +$61.3K | +2,842 | New |
|
|
MCC
28
Money Concepts Capital
Palm Beach Gardens,
Florida
| $21.5K | +$21.4K | +990 | New |
|
|
HWA
29
HHM Wealth Advisors
Chattanooga,
Tennessee
| $18.4K | – | – | – |
|
|
AF
30
Allworth Financial
Folsom,
California
| $11.4K | -$83.2K | -3,858 | -88% |
|
|
MFT
31
Moisand Fitzgerald Tamayo
Orlando,
Florida
| $8.37K | – | – | – |
|
|
CFD
32
Creative Financial Designs
Kokomo,
Indiana
| $370 | – | – | – |
|
33
Wells Fargo
San Francisco,
California
| $43 | +$22 | +1 | +100% |
|
|
CA
34
CoreCap Advisors
Southfield,
Michigan
| $22 | +$22 | +1 | New |
|
|
TWC
35
TD Waterhouse Canada
Toronto,
Ontario, Canada
| – | -$64.3K | -3,000 | Closed |
|
36
UBS Group
Zurich,
Switzerland
| – | -$48K | -2,252 | Closed |
|
|
IA
37
IFP Advisors
Tampa,
Florida
| – | -$21K | -870 | Closed |
|
|
CWM
38
Castle Wealth Management
West Palm Beach,
Florida
| – | -$1K | -39 | Closed |
|
|
PPWM
39
PFG Private Wealth Management
Lutz,
Florida
| – | +$431 | +20 | New |
|
BYLD Hedge Fund Activity: Q4 2022 in Review
34 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in iShares Yield Optimized Bond ETF (BYLD) for Q4 2022, worth a combined $56.5M — up 84% from $30.8M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new BYLD positions and 5 closed out — a net gain of 2 holders — while 12 added to existing stakes and 11 trimmed.
The largest buyer was Mariner, opening a new position worth an estimated $21.8M. The largest seller was Vantage Financial Partners (Wisconsin), cutting an estimated $687K.
- 34 institutional investors held iShares Yield Optimized Bond ETF (BYLD) as of Q4 2022, up from 33 in Q3 2022.
- Funds reported $56.5M of iShares Yield Optimized Bond ETF stock for Q4 2022, up 84% quarter-over-quarter.
- 7 funds opened new iShares Yield Optimized Bond ETF positions in Q4 2022 and 5 closed out, a net change of +2 holders.
- The largest iShares Yield Optimized Bond ETF buyer in Q4 2022 was Mariner, an estimated $21.8M added.
- The largest iShares Yield Optimized Bond ETF seller in Q4 2022 was Vantage Financial Partners (Wisconsin), an estimated $687K sold.
Based on aggregated 13F filings for Q4 2022.