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iShares Yield Optimized Bond ETF
BYLD

Overview Fund Activity

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.

Holders
57
Holders Change
+3
Holders Change %
+5.56%
% of All Funds
0.83%
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
–

Top Buyers

1
RWA
1
Redhawk Wealth Advisors
Minnesota
$11.1M
2
Focus Partners Wealth
2
Focus Partners Wealth
Massachusetts
$8.8M
3
LPL Financial
3
LPL Financial
California
$12.2M
4
KAS
4
KPP Advisory Services
Kentucky
$3.56M
5
TPA
5
Trivium Point Advisory
Connecticut
$1.89M

Top Sellers

1
DWM
1
Darwin Wealth Management
Florida
$0
2
ZIMP
2
Zimmermann Investment Management & Planning
Pennsylvania
$460K
3
GVAG
3
Great Valley Advisor Group
Delaware
$636K
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$0
5
HIC
5
Hartline Investment Corp
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
GVAG
26
Great Valley Advisor Group
Delaware
$636K 28,694 -58,907 -67%
AWA
27
Arkadios Wealth Advisors
Georgia
$618K 27,868 +14,691 +111%
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$606K 27,311 +16,988 +165%
DAS
29
Dynamic Advisor Solutions
Arizona
$587K 26,445 +3,128 +13%
SOS
30
Silver Oak Securities
Tennessee
$578K 26,059 +26,059 New
AWS
31
Atria Wealth Solutions
New York
$491K 22,119 -588 -3%
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$479K 21,615 +11,530 +114%
ZIMP
33
Zimmermann Investment Management & Planning
Pennsylvania
$460K 20,756 -67,108 -76%
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$456K 20,578 +20,578 New
MML Investors Services
35
MML Investors Services
Massachusetts
$436K 19,641 +19,641 New
Citadel Advisors
36
Citadel Advisors
Florida
$420K 18,935 +18,935 New
SFC
37
SYM Financial Corp
Indiana
$403K 18,171 +19 +0.1%
PAG
38
Private Advisor Group
New Jersey
$382K 17,209 +1,900 +12%
BCA
39
Bay Colony Advisors
Massachusetts
$377K 16,988 +7,550 +80%
SCA
40
Stonebridge Capital Advisors
Minnesota
$337K 15,205 +225 +2%
AF
41
Advisornet Financial
Minnesota
$337K 15,205 +225 +2%
AA
42
Altman Advisors
Illinois
$324K 14,625 +2,287 +19%
VFPW
43
Vantage Financial Partners (Wisconsin)
Wisconsin
$300K 13,542 -102 -0.7%
PS
44
Principal Securities
Iowa
$172K 7,774 – –
MFG
45
Mendota Financial Group
Wisconsin
$52.1K 2,349 +10 +0.4%
Northwestern Mutual Wealth Management
46
Northwestern Mutual Wealth Management
Wisconsin
$29.3K 1,322 +1,322 New
NA
47
NewEdge Advisors
Louisiana
$22.9K 1,031 +394 +62%
DAM
48
Delta Asset Management
Tennessee
$22.2K 1,000 – –
HWA
49
HHM Wealth Advisors
Tennessee
$19K 858 – –
DCM
50
Davis Capital Management
Florida
$13.7K 621 +7 +1%
1
2
3