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iShares Yield Optimized Bond ETF
BYLD

Overview Fund Activity

63 hedge funds and large institutions have $125M invested in iShares Yield Optimized Bond ETF in 2025 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 21 increasing their positions, 22 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
63
Holders Change
+3
Holders Change %
+5%
% of All Funds
0.84%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
21
Reduced
22
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Osaic Holdings
Osaic Holdings
Arizona
+$4.55M
2
KPWS
Kestra Private Wealth Services
Texas
+$1.32M
3
Truist Financial
Truist Financial
North Carolina
+$1.26M
4
Mariner
Mariner
Kansas
+$813K
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$798K

Top Sellers

1
HNB
Huntington National Bank
Ohio
-$20.7M
2
SPC
Sigma Planning Corp
Michigan
-$4.91M
3
Raymond James Financial
Raymond James Financial
Florida
-$2.23M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$767K
5
KAS
KPP Advisory Services
Kentucky
-$709K
Name Holding Trade Value Shares
Change 		Shares
Change %
SWP
26
Stratos Wealth Partners
Ohio
$549K -$10.7K -474 -2%
AA
27
Altman Advisors
Illinois
$536K +$4.5K +2,171 +0.8%
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$508K -$767K -33,933 -60%
AAS
29
Asset Allocation Strategies
Michigan
$504K +$31.8K +1,408 +7%
PAG
30
Private Advisor Group
New Jersey
$485K +$39.2K +1,733 +9%
RFN
31
Redwood Financial Network
Ohio
$434K – – –
BCA
32
Bay Colony Advisors
Massachusetts
$427K +$136 +6 +0%
SFC
33
SYM Financial Corp
Indiana
$408K -$83.5K -3,693 -17%
SWM
34
Silverlake Wealth Management
Vermont
$392K +$392K +17,318 New
Jane Street
35
Jane Street
New York
$336K +$336K +14,870 New
TAM
36
Titleist Asset Management
Texas
$300K +$9.97K +441 +3%
VA
37
Valmark Advisers
Ohio
$287K +$287K +12,677 New
Susquehanna International Group
38
Susquehanna International Group
Pennsylvania
$264K -$475K -21,003 -64%
Cetera Investment Advisers
39
Cetera Investment Advisers
Illinois
$252K +$21.6K +956 +9%
Royal Bank of Canada
40
Royal Bank of Canada
Ontario, Canada
$224K -$53.9K -2,389 -19%
AWS
41
Atria Wealth Solutions
New York
$222K +$222K +9,825 New
AFG
42
Atomi Financial Group
New York
$209K -$7.96K -352 -4%
NFSG
43
Newbridge Financial Services Group
Florida
$196K +$196K +8,649 New
AAS
44
Ameritas Advisory Services
Nebraska
$185K +$185K +8,178 New
PS
45
Principal Securities
Iowa
$158K +$2.42K +107 +2%
FFA
46
Farther Finance Advisors
California
$74.4K -$286K -12,632 -79%
EWA
47
EverSource Wealth Advisors
Alabama
$55.9K -$81.2K -3,594 -59%
MFG
48
Mendota Financial Group
Wisconsin
$53.1K – – –
DWM
49
Darwin Wealth Management
Florida
$46.5K -$11.9K -528 -20%
RFG
50
REAP Financial Group
Texas
$45.3K -$19.4K -857 -30%
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