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iShares Yield Optimized Bond ETF

65 hedge funds and large institutions have $124M invested in iShares Yield Optimized Bond ETF in 2024 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 25 increasing their positions, 17 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
65
Holders Change
+10
Holders Change %
+18.18%
% of All Funds
0.87%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
18
Increased
25
Reduced
17
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
RWPA
26
Richard W. Paul & Associates
Michigan
$1.07M -$4.34K -196 -0.4%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$882K +$269K +12,124 +44%
DAS
28
Dynamic Advisor Solutions
Arizona
$743K +$56.4K +2,543 +8%
AMG
29
Asset Management Group
Connecticut
$682K -$420K -18,945 -38%
AAS
30
Avantax Advisory Services
Texas
$652K +$652K +29,425 New
SWP
31
Stratos Wealth Partners
Ohio
$546K +$161K +7,247 +42%
AA
32
Altman Advisors
Illinois
$495K +$465K +237,393 +1,566%
SFC
33
SYM Financial Corp
Indiana
$486K +$69.5K +3,136 +17%
AAS
34
Asset Allocation Strategies
Michigan
$462K +$170K +7,625 +58%
BCA
35
Bay Colony Advisors
Massachusetts
$458K -$37.4K -1,689 -8%
GVAG
36
Great Valley Advisor Group
Delaware
$435K
RFN
37
Redwood Financial Network
Ohio
$432K +$432K +19,509 New
PAG
38
Private Advisor Group
New Jersey
$416K -$18.8K -850 -4%
Thrivent Financial for Lutherans
39
Thrivent Financial for Lutherans
Minnesota
$390K +$390K +17,613 New
AF
40
Advisornet Financial
Minnesota
$371K -$18.8K -846 -5%
Ameriprise
41
Ameriprise
Minnesota
$326K +$326K +14,707 New
SCA
42
Stonebridge Capital Advisors
Minnesota
$317K -$19.7K -890 -6%
Royal Bank of Canada
43
Royal Bank of Canada
Ontario, Canada
$316K -$115K -5,194 -27%
AWS
44
Atria Wealth Solutions
New York
$270K -$213K -9,608 -44%
VFPW
45
Vantage Financial Partners (Wisconsin)
Wisconsin
$233K -$3.13K -141 -1%
FTS
46
Fifth Third Securities
Ohio
$230K +$230K +10,391 New
Cetera Investment Advisers
47
Cetera Investment Advisers
Illinois
$222K -$2.71M -122,378 -92%
TAM
48
Titleist Asset Management
Texas
$216K +$216K +9,751 New
PS
49
Principal Securities
Iowa
$152K
EWA
50
EverSource Wealth Advisors
Alabama
$134K +$3.13K +141 +2%