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iShares Yield Optimized Bond ETF
BYLD

Overview Fund Activity

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
Holders
60
Holders Change
-5
Holders Change %
-7.69%
% of All Funds
0.81%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
9
Increased
25
Reduced
18
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Raymond James Financial
Raymond James Financial
Florida
+$2.79M
2
LPL Financial
LPL Financial
California
+$2.63M
3
TPA
Trivium Point Advisory
Connecticut
+$1.82M
4
Bank of America
Bank of America
North Carolina
+$1.78M
5
Mariner
Mariner
Kansas
+$1.68M

Top Sellers

1
HNB
Huntington National Bank
Ohio
-$19.3M
2
KAS
KPP Advisory Services
Kentucky
-$2.68M
3
WIA
World Investment Advisors
California
-$2.13M
4
P
&Partners
Tennessee
-$2.07M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$1.93M
Name Holding Trade Value Shares
Change 		Shares
Change %
KAS
26
KPP Advisory Services
Kentucky
$709K -$2.68M -119,411 -79%
AMG
27
Asset Management Group
Connecticut
$696K +$6.26K +279 +0.9%
KPWS
28
Kestra Private Wealth Services
Texas
$602K +$602K +26,859 New
SWP
29
Stratos Wealth Partners
Ohio
$556K +$3.23K +144 +0.6%
AA
30
Altman Advisors
Illinois
$527K +$8.3K +4,043 +2%
SFC
31
SYM Financial Corp
Indiana
$488K -$4.01K -179 -0.8%
AAS
32
Asset Allocation Strategies
Michigan
$468K +$1.95K +87 +0.4%
PAG
33
Private Advisor Group
New Jersey
$442K +$21.4K +953 +5%
AF
34
Advisornet Financial
Minnesota
$441K +$65.5K +2,922 +17%
RFN
35
Redwood Financial Network
Ohio
$430K -$7.51K -335 -2%
BCA
36
Bay Colony Advisors
Massachusetts
$423K -$40K -1,783 -9%
FFA
37
Farther Finance Advisors
California
$358K +$358K +15,923 New
TAM
38
Titleist Asset Management
Texas
$288K +$68.9K +3,074 +32%
Royal Bank of Canada
39
Royal Bank of Canada
Ontario, Canada
$276K -$44.5K -1,984 -14%
P
40
&Partners
Tennessee
$244K -$2.07M -92,567 -89%
Cetera Investment Advisers
41
Cetera Investment Advisers
Illinois
$229K +$3.68K +164 +2%
AFG
42
Atomi Financial Group
New York
$215K +$215K +9,596 New
VFPW
43
Vantage Financial Partners (Wisconsin)
Wisconsin
$214K -$21.4K -953 -9%
PS
44
Principal Securities
Iowa
$152K – – –
EWA
45
EverSource Wealth Advisors
Alabama
$136K +$247 +11 +0.2%
RFG
46
REAP Financial Group
Texas
$64.1K +$5.36K +239 +9%
Fidelity Investments
47
Fidelity Investments
Massachusetts
$63.1K +$61.9K +2,762 +5,211%
DWM
48
Darwin Wealth Management
Florida
$57.3K – – –
MFG
49
Mendota Financial Group
Wisconsin
$52.7K – – –
HI
50
Harbour Investments
Wisconsin
$43.1K -$1.87M -83,567 -98%
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