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iShares Yield Optimized Bond ETF

54 hedge funds and large institutions have $94.1M invested in iShares Yield Optimized Bond ETF in 2024 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 29 increasing their positions, 9 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

222% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 9

67% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 6

26% more capital invested

Capital invested by funds: $74.5M → $94.1M (+$19.6M)

8% more funds holding

Funds holding: 5054 (+4)

4.97% more ownership

Funds ownership: 39.39%44.36% (+5%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
54
Holders Change
+4
Holders Change %
+8%
% of All Funds
0.78%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
10
Increased
29
Reduced
9
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWS
26
Atria Wealth Solutions
New York
$508K +$506K +22,707 New
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$474K +$32.7K +1,469 +7%
Susquehanna International Group
28
Susquehanna International Group
Pennsylvania
$436K -$734K -32,963 -63%
SFC
29
SYM Financial Corp
Indiana
$406K +$11.8K +531 +3%
PAG
30
Private Advisor Group
New Jersey
$342K +$341K +15,309 New
AF
31
Advisornet Financial
Minnesota
$335K +$40.8K +1,830 +14%
SCA
32
Stonebridge Capital Advisors
Minnesota
$335K +$40.8K +1,830 +14%
VFPW
33
Vantage Financial Partners (Wisconsin)
Wisconsin
$305K -$21.3K -957 -7%
AWA
34
Arkadios Wealth Advisors
Georgia
$295K +$293K +13,177 New
AA
35
Altman Advisors
Illinois
$275K -$44.4K -1,992 -14%
Commonwealth Equity Services
36
Commonwealth Equity Services
Massachusetts
$231K +$25K +1,121 +12%
Royal Bank of Canada
37
Royal Bank of Canada
Ontario, Canada
$225K -$281K -12,637 -56%
BCA
38
Bay Colony Advisors
Massachusetts
$211K +$210K +9,438 New
HIC
39
Hartline Investment Corp
Illinois
$211K +$210K +9,438 New
PS
40
Principal Securities
Iowa
$174K +$11.9K +534 +7%
MFG
41
Mendota Financial Group
Wisconsin
$52.3K +$52.1K +2,339 New
Bank of Montreal
42
Bank of Montreal
Ontario, Canada
$47.8K +$980 +44 +2%
RG
43
Retirement Group
California
$44.7K +$11.1K +500 +33%
DAM
44
Delta Asset Management
Tennessee
$22.4K
HWA
45
HHM Wealth Advisors
Tennessee
$19.2K
UBS Group
46
UBS Group
Switzerland
$16.1K +$16.1K +721 New
NA
47
NewEdge Advisors
Louisiana
$14.2K +$13.2K +593 +1,348%
DCM
48
Davis Capital Management
Florida
$13.7K -$2.81K -126 -17%
Carson Wealth (CWM LLC)
49
Carson Wealth (CWM LLC)
Nebraska
$12K -$6.39K -287 -35%
QCG
50
Quadrant Capital Group
Ohio
$11.2K +$11.1K +500 New

BYLD Hedge Fund Activity: Q1 2024 in Review

54 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in iShares Yield Optimized Bond ETF (BYLD) for Q1 2024, worth a combined $94.1M — up 26% from $74.5M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new BYLD positions and 6 closed out — a net gain of 4 holders — while 29 added to existing stakes and 9 trimmed.

The largest buyer was Sigma Planning Corp, opening a new position worth an estimated $4.92M. The largest seller was AE Wealth Management, exiting entirely with an estimated $861K sold.

  • 54 institutional investors held iShares Yield Optimized Bond ETF (BYLD) as of Q1 2024, up from 50 in Q4 2023.
  • Funds reported $94.1M of iShares Yield Optimized Bond ETF stock for Q1 2024, up 26% quarter-over-quarter.
  • 10 funds opened new iShares Yield Optimized Bond ETF positions in Q1 2024 and 6 closed out, a net change of +4 holders.
  • The largest iShares Yield Optimized Bond ETF buyer in Q1 2024 was Sigma Planning Corp, an estimated $4.92M added.
  • The largest iShares Yield Optimized Bond ETF seller in Q1 2024 was AE Wealth Management, an estimated $861K sold.

Based on aggregated 13F filings for Q1 2024.