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iShares Yield Optimized Bond ETF
BYLD

59 hedge funds and large institutions have $132M invested in iShares Yield Optimized Bond ETF in 2025 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 28 increasing their positions, 15 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

87% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 15

5% more capital invested

Capital invested by funds: $126M → $132M (+$6.48M)

2.22% less ownership

Funds ownership: 44.1% → 41.87% (-2.2%)

6% less funds holding

Funds holding: 63 → 59 (-4)

29% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 7

Holders
59
Holders Change
-4
Holders Change %
-6.35%
% of All Funds
0.77%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
28
Reduced
15
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$1.34M
2
TPA
Trivium Point Advisory
Connecticut
+$1.06M
3
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$709K
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$458K
5
Bank of America
Bank of America
North Carolina
+$441K

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$603K
2
Jane Street
Jane Street
New York
-$336K
3
AFG
Atomi Financial Group
New York
-$209K
4
LAS
LWM Advisory Services
Florida
-$205K
5
NFSG
Newbridge Financial Services Group
Florida
-$196K
Name Holding Trade Value Shares
Change 		Change in
Stake
BCA
26
Bay Colony Advisors
Massachusetts
$595K +$160K +7,079 +37%
AA
27
Altman Advisors
Illinois
$552K +$84.7K +3,736 +1%
SWP
28
Stratos Wealth Partners
Ohio
$548K -$8.57K -378 -2%
GVAG
29
Great Valley Advisor Group
Delaware
$518K -$77.4K -3,416 -13%
AAS
30
Asset Allocation Strategies
Michigan
$508K -$2.61K -115 -0.5%
Citadel Advisors
31
Citadel Advisors
Florida
$504K -$603K -26,588 -55%
PAG
32
Private Advisor Group
New Jersey
$492K – – –
SFC
33
SYM Financial Corp
Indiana
$440K +$25.6K +1,127 +6%
RFN
34
Redwood Financial Network
Ohio
$439K -$295 -13 -0.1%
MA
35
Mutual Advisors
Nebraska
$427K +$421K +18,552 New
Rockefeller Capital Management
36
Rockefeller Capital Management
New York
$405K +$400K +17,653 New
VA
37
Valmark Advisers
Ohio
$381K +$89.1K +3,932 +31%
TAM
38
Titleist Asset Management
Texas
$301K -$2.86K -126 -0.9%
SWM
39
Silverlake Wealth Management
Vermont
$278K -$118K -5,202 -30%
AAS
40
Ameritas Advisory Services
Nebraska
$187K – – –
Royal Bank of Canada
41
Royal Bank of Canada
Ontario, Canada
$171K -$55.3K -2,441 -25%
PS
42
Principal Securities
Iowa
$160K – – –
FFA
43
Farther Finance Advisors
California
$74.5K -$884 -39 -1%
EWA
44
EverSource Wealth Advisors
Alabama
$57K +$340 +15 +0.6%
MFG
45
Mendota Financial Group
Wisconsin
$53.8K – – –
Morgan Stanley
46
Morgan Stanley
New York
$49.5K +$39.4K +1,736 +411%
DWM
47
Darwin Wealth Management
Florida
$47.4K +$295 +13 +0.6%
Fifth Third Bancorp
48
Fifth Third Bancorp
Ohio
$41K +$12K +531 +42%
ASN
49
Advisory Services Network
Georgia
$37.3K +$36.9K +1,626 New
DAM
50
Delta Asset Management
Tennessee
$22.9K – – –
1
2
3

BYLD Hedge Fund Activity: Q3 2025 in Review

59 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in iShares Yield Optimized Bond ETF (BYLD) for Q3 2025, worth a combined $132M — up 5.2% from $126M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of BYLD and 5 opened new positions — a net loss of 2 holders — while 15 trimmed existing stakes and 28 added.

The largest buyer was Cetera Investment Advisers, adding an estimated $1.34M. The largest seller was Citadel Advisors, cutting an estimated $603K.

  • 59 institutional investors held iShares Yield Optimized Bond ETF (BYLD) as of Q3 2025, down from 63 in Q2 2025.
  • Funds reported $132M of iShares Yield Optimized Bond ETF stock for Q3 2025, up 5.2% quarter-over-quarter.
  • 5 funds opened new iShares Yield Optimized Bond ETF positions in Q3 2025 and 7 closed out, a net change of -2 holders.
  • The largest iShares Yield Optimized Bond ETF buyer in Q3 2025 was Cetera Investment Advisers, an estimated $1.34M added.
  • The largest iShares Yield Optimized Bond ETF seller in Q3 2025 was Citadel Advisors, an estimated $603K sold.

Based on aggregated 13F filings for Q3 2025.