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iShares Yield Optimized Bond ETF
BYLD

Overview Fund Activity

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.

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
–

Top Buyers

1
APWM
1
Atlas Private Wealth Management
New York
$8.01M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$4.26M
3
SL
3
Systelligence LLC
Minnesota
$8.09M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$1.18M
5
LPL Financial
5
LPL Financial
California
$3.06M

Top Sellers

1
Jane Street
1
Jane Street
New York
$1.07M
2
LAS
2
LWM Advisory Services
Florida
$2.17M
3
PFS
3
Prospera Financial Services
Texas
$0
4
DWM
4
Darwin Wealth Management
Florida
$3.67M
5
SFG
5
Sage Financial Group
Pennsylvania
$0
Name Market Value Shares Shares
Change 		Shares
Change %
DAS
26
Dynamic Advisor Solutions
Arizona
$422K 19,039 +3,336 +21%
SFC
27
SYM Financial Corp
Indiana
$395K 17,621 -358 -2%
LNC
28
Lincoln National Corp
Pennsylvania
$380K 16,950 -405 -2%
VFPW
29
Vantage Financial Partners (Wisconsin)
Wisconsin
$327K 14,601 +33 +0.2%
AA
30
Altman Advisors
Illinois
$321K 14,330 +14,330 New
SAI
31
Savvy Advisors Inc
New York
$318K 14,175 +14,175 New
RJA
32
Raymond James & Associates
Florida
$300K 13,359 +13,359 New
SCA
33
Stonebridge Capital Advisors
Minnesota
$295K 13,150 +2,900 +28%
AF
34
Advisornet Financial
Minnesota
$295K 13,150 +2,900 +28%
Commonwealth Equity Services
35
Commonwealth Equity Services
Massachusetts
$206K 9,202 +9,202 New
PS
36
Principal Securities
Iowa
$162K 7,240 +7,240 New
Bank of Montreal
37
Bank of Montreal
Ontario, Canada
$47.1K 2,089 +2,089 New
RG
38
Retirement Group
California
$33.6K 1,500 – –
DAM
39
Delta Asset Management
Tennessee
$22.4K 1,000 – –
HWA
40
HHM Wealth Advisors
Tennessee
$19.2K 858 -127 -13%
Loomis, Sayles & Company
41
Loomis, Sayles & Company
Massachusetts
$19K 840 +840 New
Carson Wealth (CWM LLC)
42
Carson Wealth (CWM LLC)
Nebraska
$18K 821 -20 -2%
DCM
43
Davis Capital Management
Florida
$16.6K 740 +740 New
Morgan Stanley
44
Morgan Stanley
New York
$9.02K 402 +203 +102%
MFT
45
Moisand Fitzgerald Tamayo
Florida
$8.66K 386 – –
HGERS
46
Householder Group Estate & Retirement Specialist
Arizona
$8K 375 +375 New
AWM
47
Able Wealth Management
New Jersey
$2.61K 116 +116 New
GRP
48
Global Retirement Partners
California
$1.99K 89 +89 New
NA
49
NewEdge Advisors
Louisiana
$976 44 +44 New
Wells Fargo
50
Wells Fargo
California
$29 1 +1 New
1
2
3