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iShares Yield Optimized Bond ETF
BYLD

Overview Fund Activity

36 hedge funds and large institutions have $52.4M invested in iShares Yield Optimized Bond ETF in 2023 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 15 increasing their positions, 9 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
36
Holders Change
+6
Holders Change %
+20%
% of All Funds
0.57%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
9
Increased
15
Reduced
9
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SL
1
Systelligence LLC
Minnesota
$5.52M
2
LAS
2
LWM Advisory Services
Florida
$2.57M
3
Truist Financial
3
Truist Financial
North Carolina
$2.54M
4
Jane Street
4
Jane Street
New York
$1.82M
5
LPL Financial
5
LPL Financial
California
$2.01M

Top Sellers

1
HNB
1
Huntington National Bank
Ohio
$21.2M
2
SI
2
Stephens Inc
Arkansas
$0
3
Bank of America
3
Bank of America
North Carolina
$248K
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$0
5
VFPW
5
Vantage Financial Partners (Wisconsin)
Wisconsin
$311K
Name Holding Trade Value Shares
Change 		Shares
Change %
SFG
26
Sage Financial Group
Pennsylvania
$248K – – –
Bank of America
27
Bank of America
North Carolina
$248K -$594K -27,795 -71%
AF
28
Advisornet Financial
Minnesota
$219K +$111K +5,200 +103%
SCA
29
Stonebridge Capital Advisors
Minnesota
$219K +$111K +5,200 +103%
RG
30
Retirement Group
California
$32.1K +$32.1K +1,500 New
DAM
31
Delta Asset Management
Tennessee
$21.4K +$21.4K +1,000 New
HWA
32
HHM Wealth Advisors
Tennessee
$21.1K +$2.89K +135 +16%
Carson Wealth (CWM LLC)
33
Carson Wealth (CWM LLC)
Nebraska
$18K -$12K -560 -40%
MFT
34
Moisand Fitzgerald Tamayo
Florida
$8.25K – – –
UBS Group
35
UBS Group
Switzerland
$5.37K +$5.37K +251 New
Morgan Stanley
36
Morgan Stanley
New York
$4.25K – – –
MPCG
37
Matrix Private Capital Group
New York
$3.36K +$3.36K +157 New
Wells Fargo
38
Wells Fargo
California
$6 -$13 -1 Closed
SI
39
Stephens Inc
Arkansas
– -$660K -30,095 Closed
Commonwealth Equity Services
40
Commonwealth Equity Services
Massachusetts
– -$230K -10,485 Closed
1
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