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iShares Yield Optimized Bond ETF

50 hedge funds and large institutions have $74.5M invested in iShares Yield Optimized Bond ETF in 2023 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 18 increasing their positions, 11 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

350% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 4

64% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 11

42% more capital invested

Capital invested by funds: $52.4M → $74.5M (+$22.2M)

39% more funds holding

Funds holding: 3650 (+14)

6.22% more ownership

Funds ownership: 33.17%39.39% (+6.2%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
50
Holders Change
+14
Holders Change %
+38.89%
% of All Funds
0.73%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
18
Increased
18
Reduced
11
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DAS
26
Dynamic Advisor Solutions
Arizona
$422K +$72.1K +3,336 +21%
SFC
27
SYM Financial Corp
Indiana
$395K -$7.74K -358 -2%
LNC
28
Lincoln National Corp
Pennsylvania
$380K -$8.76K -405 -2%
VFPW
29
Vantage Financial Partners (Wisconsin)
Wisconsin
$327K +$714 +33 +0.2%
AA
30
Altman Advisors
Illinois
$321K +$310K +14,330 New
SAI
31
Savvy Advisors Inc
New York
$318K +$307K +14,175 New
RJA
32
Raymond James & Associates
Florida
$300K +$289K +13,359 New
AF
33
Advisornet Financial
Minnesota
$295K +$62.7K +2,900 +28%
SCA
34
Stonebridge Capital Advisors
Minnesota
$295K +$62.7K +2,900 +28%
Commonwealth Equity Services
35
Commonwealth Equity Services
Massachusetts
$206K +$199K +9,202 New
PS
36
Principal Securities
Iowa
$162K +$157K +7,240 New
Bank of Montreal
37
Bank of Montreal
Ontario, Canada
$47.1K +$45.2K +2,089 New
RG
38
Retirement Group
California
$33.6K
DAM
39
Delta Asset Management
Tennessee
$22.4K
HWA
40
HHM Wealth Advisors
Tennessee
$19.2K -$2.75K -127 -13%
Loomis, Sayles & Company
41
Loomis, Sayles & Company
Massachusetts
$19K +$18.2K +840 New
Carson Wealth (CWM LLC)
42
Carson Wealth (CWM LLC)
Nebraska
$18K -$433 -20 -2%
DCM
43
Davis Capital Management
Florida
$16.6K +$16K +740 New
Morgan Stanley
44
Morgan Stanley
New York
$9.02K +$4.39K +203 +102%
MFT
45
Moisand Fitzgerald Tamayo
Florida
$8.66K
HGERS
46
Householder Group Estate & Retirement Specialist
Arizona
$8K +$8.11K +375 New
AWM
47
Able Wealth Management
New Jersey
$2.61K +$2.51K +116 New
GRP
48
Global Retirement Partners
California
$1.99K +$1.93K +89 New
NA
49
NewEdge Advisors
Louisiana
$976 +$952 +44 New
Wells Fargo
50
Wells Fargo
California
$29 +$22 +1 New

BYLD Hedge Fund Activity: Q4 2023 in Review

50 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in iShares Yield Optimized Bond ETF (BYLD) for Q4 2023, worth a combined $74.5M — up 42% from $52.4M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new BYLD positions and 4 closed out — a net gain of 14 holders — while 18 added to existing stakes and 11 trimmed.

The largest buyer was Atlas Private Wealth Management, opening a new position worth an estimated $7.72M. The largest seller was Jane Street, cutting an estimated $814K.

  • 50 institutional investors held iShares Yield Optimized Bond ETF (BYLD) as of Q4 2023, up from 36 in Q3 2023.
  • Funds reported $74.5M of iShares Yield Optimized Bond ETF stock for Q4 2023, up 42% quarter-over-quarter.
  • 18 funds opened new iShares Yield Optimized Bond ETF positions in Q4 2023 and 4 closed out, a net change of +14 holders.
  • The largest iShares Yield Optimized Bond ETF buyer in Q4 2023 was Atlas Private Wealth Management, an estimated $7.72M added.
  • The largest iShares Yield Optimized Bond ETF seller in Q4 2023 was Jane Street, an estimated $814K sold.

Based on aggregated 13F filings for Q4 2023.