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iShares Yield Optimized Bond ETF

60 hedge funds and large institutions have $122M invested in iShares Yield Optimized Bond ETF in 2025 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 25 increasing their positions, 18 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less capital invested

Capital invested by funds: $ → $

less ownership

Funds ownership:

less funds holding

Funds holding:

25% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 12

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
60
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$2.79M
2 +$2.63M
3 +$1.82M
4
Bank of America
Bank of America
North Carolina
+$1.78M
5
Mariner
Mariner
Kansas
+$1.68M

Top Sellers

1 -$19.3M
2 -$2.68M
3 -$2.13M
4
P
&Partners
Tennessee
-$2.07M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$1.93M
Name Holding Trade Value Shares
Change
Change in
Stake
KAS
26
KPP Advisory Services
Kentucky
$709K
AMG
27
Asset Management Group
Connecticut
$696K
KPWS
28
Kestra Private Wealth Services
Texas
$602K
SWP
29
Stratos Wealth Partners
Ohio
$556K
AA
30
Altman Advisors
Illinois
$527K
SFC
31
SYM Financial Corp
Indiana
$488K
AAS
32
Asset Allocation Strategies
Michigan
$468K
PAG
33
Private Advisor Group
New Jersey
$442K
AF
34
Advisornet Financial
Minnesota
$441K
RFN
35
Redwood Financial Network
Ohio
$430K
BCA
36
Bay Colony Advisors
Massachusetts
$423K
FFA
37
Farther Finance Advisors
California
$358K
TAM
38
Titleist Asset Management
Texas
$288K
Royal Bank of Canada
39
Royal Bank of Canada
Ontario, Canada
$276K
P
40
&Partners
Tennessee
$244K
Cetera Investment Advisers
41
Cetera Investment Advisers
Illinois
$229K
AFG
42
Atomi Financial Group
New York
$215K
VFPW
43
Vantage Financial Partners (Wisconsin)
Wisconsin
$214K
PS
44
Principal Securities
Iowa
$152K
EWA
45
EverSource Wealth Advisors
Alabama
$136K
RFG
46
REAP Financial Group
Texas
$64.1K
Fidelity Investments
47
Fidelity Investments
Massachusetts
$63.1K
DWM
48
Darwin Wealth Management
Florida
$57.3K
MFG
49
Mendota Financial Group
Wisconsin
$52.7K
HI
50
Harbour Investments
Wisconsin
$43.1K