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iShares Yield Optimized Bond ETF
BYLD

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

200% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 6

47% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 17

18% more funds holding

Funds holding: 55 → 65 (+10)

0.95% more ownership

Funds ownership: 46.21% → 47.17% (+0.95%)

3% less capital invested

Capital invested by funds: $128M → $124M (-$4.43M)

Holders
65
Holders Change
+10
Holders Change %
+18.18%
% of All Funds
0.86%
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
–

Top Buyers

1
AA
Altman Advisors
Illinois
+$5.34M
2
Citadel Advisors
Citadel Advisors
Florida
+$1.46M
3
Mariner
Mariner
Kansas
+$1.12M
4
Jane Street
Jane Street
New York
+$1.09M
5
Bank of America
Bank of America
North Carolina
+$949K

Top Sellers

1
SL
Systelligence LLC
Minnesota
-$9.76M
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
-$2.75M
3
KAS
KPP Advisory Services
Kentucky
-$2.08M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.26M
5
LPL Financial
LPL Financial
California
-$1.01M
Name Holding Trade Value Shares
Change 		Change in
Stake
RWPA
26
Richard W. Paul & Associates
Michigan
$1.07M -$4.41K -196 -0.4%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$882K +$273K +12,124 +44%
DAS
28
Dynamic Advisor Solutions
Arizona
$743K +$57.2K +2,543 +8%
AMG
29
Asset Management Group
Connecticut
$682K -$426K -18,945 -38%
AAS
30
Avantax Advisory Services
Texas
$652K +$662K +29,425 New
SWP
31
Stratos Wealth Partners
Ohio
$546K +$163K +7,247 +42%
AA
32
Altman Advisors
Illinois
$495K +$5.34M +237,393 +1,566%
SFC
33
SYM Financial Corp
Indiana
$486K +$70.5K +3,136 +17%
AAS
34
Asset Allocation Strategies
Michigan
$462K +$172K +7,625 +58%
BCA
35
Bay Colony Advisors
Massachusetts
$458K -$38K -1,689 -8%
GVAG
36
Great Valley Advisor Group
Delaware
$435K – – –
RFN
37
Redwood Financial Network
Ohio
$432K +$439K +19,509 New
PAG
38
Private Advisor Group
New Jersey
$416K -$19.1K -850 -4%
Thrivent Financial for Lutherans
39
Thrivent Financial for Lutherans
Minnesota
$390K +$396K +17,613 New
AF
40
Advisornet Financial
Minnesota
$371K -$19K -846 -5%
Ameriprise
41
Ameriprise
Minnesota
$326K +$331K +14,707 New
SCA
42
Stonebridge Capital Advisors
Minnesota
$317K -$20K -890 -6%
Royal Bank of Canada
43
Royal Bank of Canada
Ontario, Canada
$316K -$117K -5,194 -27%
AWS
44
Atria Wealth Solutions
New York
$270K -$216K -9,608 -44%
VFPW
45
Vantage Financial Partners (Wisconsin)
Wisconsin
$233K -$3.17K -141 -1%
FTS
46
Fifth Third Securities
Ohio
$230K +$234K +10,391 New
Cetera Investment Advisers
47
Cetera Investment Advisers
Illinois
$222K -$2.75M -122,378 -92%
TAM
48
Titleist Asset Management
Texas
$216K +$219K +9,751 New
PS
49
Principal Securities
Iowa
$152K – – –
EWA
50
EverSource Wealth Advisors
Alabama
$134K +$3.17K +141 +2%
1
2
3

BYLD Hedge Fund Activity: Q4 2024 in Review

65 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares Yield Optimized Bond ETF (BYLD) for Q4 2024, worth a combined $124M — down 3.4% from $128M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new BYLD positions and 6 closed out — a net gain of 12 holders — while 25 added to existing stakes and 17 trimmed.

The largest buyer was Altman Advisors, adding an estimated $5.34M. The largest seller was Systelligence LLC, exiting entirely with an estimated $9.76M sold.

  • 65 institutional investors held iShares Yield Optimized Bond ETF (BYLD) as of Q4 2024, up from 55 in Q3 2024.
  • Funds reported $124M of iShares Yield Optimized Bond ETF stock for Q4 2024, down 3.4% quarter-over-quarter.
  • 18 funds opened new iShares Yield Optimized Bond ETF positions in Q4 2024 and 6 closed out, a net change of +12 holders.
  • The largest iShares Yield Optimized Bond ETF buyer in Q4 2024 was Altman Advisors, an estimated $5.34M added.
  • The largest iShares Yield Optimized Bond ETF seller in Q4 2024 was Systelligence LLC, an estimated $9.76M sold.

Based on aggregated 13F filings for Q4 2024.