BYLD icon

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.

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 Market Value Shares Shares
Change
Shares
Change %
AWS
26
Atria Wealth Solutions
New York
$508K 22,707 +22,707 New
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$474K 21,204 +1,469 +7%
Susquehanna International Group
28
Susquehanna International Group
Pennsylvania
$436K 19,488 -32,963 -63%
SFC
29
SYM Financial Corp
Indiana
$406K 18,152 +531 +3%
PAG
30
Private Advisor Group
New Jersey
$342K 15,309 +15,309 New
SCA
31
Stonebridge Capital Advisors
Minnesota
$335K 14,980 +1,830 +14%
AF
32
Advisornet Financial
Minnesota
$335K 14,980 +1,830 +14%
VFPW
33
Vantage Financial Partners (Wisconsin)
Wisconsin
$305K 13,644 -957 -7%
AWA
34
Arkadios Wealth Advisors
Georgia
$295K 13,177 +13,177 New
AA
35
Altman Advisors
Illinois
$275K 12,338 -1,992 -14%
Commonwealth Equity Services
36
Commonwealth Equity Services
Massachusetts
$231K 10,323 +1,121 +12%
Royal Bank of Canada
37
Royal Bank of Canada
Ontario, Canada
$225K 10,085 -12,637 -56%
HIC
38
Hartline Investment Corp
Illinois
$211K 9,438 +9,438 New
BCA
39
Bay Colony Advisors
Massachusetts
$211K 9,438 +9,438 New
PS
40
Principal Securities
Iowa
$174K 7,774 +534 +7%
MFG
41
Mendota Financial Group
Wisconsin
$52.3K 2,339 +2,339 New
Bank of Montreal
42
Bank of Montreal
Ontario, Canada
$47.8K 2,133 +44 +2%
RG
43
Retirement Group
California
$44.7K 2,000 +500 +33%
DAM
44
Delta Asset Management
Tennessee
$22.4K 1,000
HWA
45
HHM Wealth Advisors
Tennessee
$19.2K 858
UBS Group
46
UBS Group
Switzerland
$16.1K 721 +721 New
NA
47
NewEdge Advisors
Louisiana
$14.2K 637 +593 +1,348%
DCM
48
Davis Capital Management
Florida
$13.7K 614 -126 -17%
Carson Wealth (CWM LLC)
49
Carson Wealth (CWM LLC)
Nebraska
$12K 534 -287 -35%
QCG
50
Quadrant Capital Group
Ohio
$11.2K 500 +500 New