iShares Yield Optimized Bond ETF
BYLD
30 hedge funds and large institutions have $35.7M invested in iShares Yield Optimized Bond ETF in 2023 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 7 increasing their positions, 14 reducing their positions, and 7 closing their positions.
9% less funds holding
Funds holding: 33 → 30 (-3)
17.61% less ownership
Funds ownership: 39.7% → 22.09% (-18%)
34% less capital invested
Capital invested by funds: $54.3M → $35.7M (-$18.6M)
43% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 7
50% less repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 14
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$396K |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$178K |
| 3 |
ECA
Elevated Capital Advisors
Sandy,
Utah
|
+$134K |
| 4 |
AF
Advisornet Financial
Minnetonka,
Minnesota
|
+$111K |
| 5 |
SCA
Stonebridge Capital Advisors
St Paul,
Minnesota
|
+$111K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Mariner
Overland Park,
Kansas
|
-$16M |
| 2 |
Jane Street
New York
|
-$2.19M |
| 3 |
T
TCWP
Beachwood,
Ohio
|
-$977K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$685K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$325K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SCA
26
Stonebridge Capital Advisors
St Paul,
Minnesota
| $111K | +$111K | +5,050 | New |
|
27
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $31K | -$173K | -7,903 | -85% |
|
|
HWA
28
HHM Wealth Advisors
Chattanooga,
Tennessee
| $18.6K | – | – | – |
|
|
MFT
29
Moisand Fitzgerald Tamayo
Orlando,
Florida
| $8.47K | – | – | – |
|
30
Morgan Stanley
New York
| $4.37K | – | – | – |
|
31
Wells Fargo
San Francisco,
California
| $13 | +$22 | +1 | New |
|
|
T
32
TCWP
Beachwood,
Ohio
| – | -$977K | -44,312 | Closed |
|
|
33
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$685K | -31,096 | Closed |
|
34
Cambridge Investment Research Advisors
Fairfield,
Iowa
| – | -$241K | -10,913 | Closed |
|
|
HI
35
Harbour Investments
Madison,
Wisconsin
| – | -$153K | -6,950 | Closed |
|
|
BAM
36
Belpointe Asset Management
Reno,
Nevada
| – | -$70.7K | -3,209 | Closed |
|
|
GM
37
GeoWealth Management
Chicago,
Illinois
| – | -$1K | -63 | Closed |
|
|
CFD
38
Creative Financial Designs
Kokomo,
Indiana
| – | -$352 | -16 | Closed |
|
BYLD Hedge Fund Activity: Q2 2023 in Review
30 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in iShares Yield Optimized Bond ETF (BYLD) for Q2 2023, worth a combined $35.7M — down 34% from $54.3M a quarter earlier.
Sellers outnumbered buyers: 7 funds closed out of BYLD and 4 opened new positions — a net loss of 3 holders — while 14 trimmed existing stakes and 7 added.
The largest buyer was Citadel Advisors, opening a new position worth an estimated $396K. The largest seller was Mariner, cutting an estimated $16M.
- 30 institutional investors held iShares Yield Optimized Bond ETF (BYLD) as of Q2 2023, down from 33 in Q1 2023.
- Funds reported $35.7M of iShares Yield Optimized Bond ETF stock for Q2 2023, down 34% quarter-over-quarter.
- 4 funds opened new iShares Yield Optimized Bond ETF positions in Q2 2023 and 7 closed out, a net change of -3 holders.
- The largest iShares Yield Optimized Bond ETF buyer in Q2 2023 was Citadel Advisors, an estimated $396K added.
- The largest iShares Yield Optimized Bond ETF seller in Q2 2023 was Mariner, an estimated $16M sold.
Based on aggregated 13F filings for Q2 2023.