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iShares Yield Optimized Bond ETF

57 hedge funds and large institutions have $115M invested in iShares Yield Optimized Bond ETF in 2024 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 30 increasing their positions, 10 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 10

100% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 5

22% more capital invested

Capital invested by funds: $94.1M → $115M (+$20.8M)

6% more funds holding

Funds holding: 5457 (+3)

4.14% more ownership

Funds ownership: 44.36%48.5% (+4.1%)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
57
Holders Change
+3
Holders Change %
+5.56%
% of All Funds
0.82%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
10
Increased
30
Reduced
10
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GVAG
26
Great Valley Advisor Group
Delaware
$636K -$1.3M -58,907 -67%
AWA
27
Arkadios Wealth Advisors
Georgia
$618K +$325K +14,691 +111%
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$606K +$376K +16,988 +165%
DAS
29
Dynamic Advisor Solutions
Arizona
$587K +$69.1K +3,128 +13%
SOS
30
Silver Oak Securities
Tennessee
$578K +$576K +26,059 New
AWS
31
Atria Wealth Solutions
New York
$491K -$13K -588 -3%
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$479K +$255K +11,530 +114%
ZIMP
33
Zimmermann Investment Management & Planning
Pennsylvania
$460K -$1.48M -67,108 -76%
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$456K +$455K +20,578 New
MML Investors Services
35
MML Investors Services
Massachusetts
$436K +$434K +19,641 New
Citadel Advisors
36
Citadel Advisors
Florida
$420K +$419K +18,935 New
SFC
37
SYM Financial Corp
Indiana
$403K +$420 +19 +0.1%
PAG
38
Private Advisor Group
New Jersey
$382K +$42K +1,900 +12%
BCA
39
Bay Colony Advisors
Massachusetts
$377K +$167K +7,550 +80%
AF
40
Advisornet Financial
Minnesota
$337K +$4.97K +225 +2%
SCA
41
Stonebridge Capital Advisors
Minnesota
$337K +$4.97K +225 +2%
AA
42
Altman Advisors
Illinois
$324K +$50.6K +2,287 +19%
VFPW
43
Vantage Financial Partners (Wisconsin)
Wisconsin
$300K -$2.25K -102 -0.7%
PS
44
Principal Securities
Iowa
$172K
MFG
45
Mendota Financial Group
Wisconsin
$52.1K +$221 +10 +0.4%
Northwestern Mutual Wealth Management
46
Northwestern Mutual Wealth Management
Wisconsin
$29.3K +$29.2K +1,322 New
NA
47
NewEdge Advisors
Louisiana
$22.9K +$8.71K +394 +62%
DAM
48
Delta Asset Management
Tennessee
$22.2K
HWA
49
HHM Wealth Advisors
Tennessee
$19K
DCM
50
Davis Capital Management
Florida
$13.7K +$155 +7 +1%

BYLD Hedge Fund Activity: Q2 2024 in Review

57 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares Yield Optimized Bond ETF (BYLD) for Q2 2024, worth a combined $115M — up 22% from $94.1M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new BYLD positions and 5 closed out — a net gain of 5 holders — while 30 added to existing stakes and 10 trimmed.

The largest buyer was Redhawk Wealth Advisors, opening a new position worth an estimated $11.1M. The largest seller was Darwin Wealth Management, exiting entirely with an estimated $3.45M sold.

  • 57 institutional investors held iShares Yield Optimized Bond ETF (BYLD) as of Q2 2024, up from 54 in Q1 2024.
  • Funds reported $115M of iShares Yield Optimized Bond ETF stock for Q2 2024, up 22% quarter-over-quarter.
  • 10 funds opened new iShares Yield Optimized Bond ETF positions in Q2 2024 and 5 closed out, a net change of +5 holders.
  • The largest iShares Yield Optimized Bond ETF buyer in Q2 2024 was Redhawk Wealth Advisors, an estimated $11.1M added.
  • The largest iShares Yield Optimized Bond ETF seller in Q2 2024 was Darwin Wealth Management, an estimated $3.45M sold.

Based on aggregated 13F filings for Q2 2024.