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iShares Yield Optimized Bond ETF
BYLD

Overview Fund Activity

55 hedge funds and large institutions have $128M invested in iShares Yield Optimized Bond ETF in 2024 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 26 increasing their positions, 14 reducing their positions, and 11 closing their positions.

Holders
55
Holders Change
-2
Holders Change %
-3.51%
% of All Funds
0.8%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
26
Reduced
14
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$16.7M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$3.42M
3
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$3.03M
4
WIA
4
World Investment Advisors
California
$2.04M
5
P
5
&Partners
Tennessee
$2.03M

Top Sellers

1
RWA
1
Redhawk Wealth Advisors
Minnesota
$505K
2
Jane Street
2
Jane Street
New York
$0
3
BWM
3
Birchcreek Wealth Management
Ohio
$0
4
ECA
4
Elevated Capital Advisors
Utah
$0
5
SOS
5
Silver Oak Securities
Tennessee
$0
Name Market Value Shares Shares
Change 		Shares
Change %
AWA
26
Arkadios Wealth Advisors
Georgia
$1.1M 47,895 +20,027 +72%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$903K 39,382 +18,804 +91%
DAS
28
Dynamic Advisor Solutions
Arizona
$710K 30,994 +4,549 +17%
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$634K 27,683 +372 +1%
MML Investors Services
30
MML Investors Services
Massachusetts
$580K 25,305 +5,664 +29%
BCA
31
Bay Colony Advisors
Massachusetts
$512K 22,356 +5,368 +32%
RWA
32
Redhawk Wealth Advisors
Minnesota
$505K 22,023 -479,624 -96%
AWS
33
Atria Wealth Solutions
New York
$499K 21,778 -341 -2%
PAG
34
Private Advisor Group
New Jersey
$450K 19,624 +2,415 +14%
GVAG
35
Great Valley Advisor Group
Delaware
$449K 19,608 -9,086 -32%
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$447K 19,493 -2,122 -10%
SFC
37
SYM Financial Corp
Indiana
$431K 18,799 +628 +3%
AF
38
Advisornet Financial
Minnesota
$403K 17,585 +2,380 +16%
SWP
39
Stratos Wealth Partners
Ohio
$398K 17,385 +17,385 New
SCA
40
Stonebridge Capital Advisors
Minnesota
$348K 15,205 – –
AA
41
Altman Advisors
Illinois
$347K 15,155 +530 +4%
AAS
42
Asset Allocation Strategies
Michigan
$302K 13,172 +13,172 New
VFPW
43
Vantage Financial Partners (Wisconsin)
Wisconsin
$244K 10,638 -2,904 -21%
MOS
44
MGO One Seven
Ohio
$232K 10,113 +10,113 New
PS
45
Principal Securities
Iowa
$158K 6,875 -899 -12%
EWA
46
EverSource Wealth Advisors
Alabama
$136K 5,913 +5,913 New
DWM
47
Darwin Wealth Management
Florida
$84.7K 3,693 +3,693 New
MFG
48
Mendota Financial Group
Wisconsin
$53.8K 2,349 – –
DAM
49
Delta Asset Management
Tennessee
$22.9K 1,000 – –
DCM
50
Davis Capital Management
Florida
$15.1K 657 +36 +6%
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