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iShares Yield Optimized Bond ETF

66 hedge funds and large institutions have $151M invested in iShares Yield Optimized Bond ETF in 2025 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 27 increasing their positions, 15 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 7

80% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 15

14% more capital invested

Capital invested by funds: $132M → $151M (+$18.7M)

12% more funds holding

Funds holding: 5966 (+7)

1.59% more ownership

Funds ownership: 41.87%43.46% (+1.6%)

Holders
66
Holders Change
+7
Holders Change %
+11.86%
% of All Funds
0.8%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
27
Reduced
15
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HFO
26
Heritage Family Offices
Arizona
$633K +$636K +27,803 New
AF
27
Advisornet Financial
Minnesota
$622K +$1.01K +44 +0.2%
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$616K +$16.7K +732 +3%
VA
29
VestGen Advisors
Illinois
$591K -$1.37M -60,096 -70%
SWP
30
Stratos Wealth Partners
Ohio
$554K +$9.68K +423 +2%
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$549K -$99.1K -4,333 -15%
AA
32
Altman Advisors
Illinois
$548K -$36.6K -1,602 -0.6%
AAS
33
Asset Allocation Strategies
Michigan
$522K +$17.3K +757 +3%
PAG
34
Private Advisor Group
New Jersey
$511K +$22K +960 +4%
VA
35
Valmark Advisers
Ohio
$506K +$128K +5,592 +34%
Members Trust
36
Members Trust
Florida
$482K +$484K +21,173 New
GVAG
37
Great Valley Advisor Group
Delaware
$479K -$35.5K -1,553 -7%
SFC
38
SYM Financial Corp
Indiana
$440K +$3.43K +150 +0.8%
RFN
39
Redwood Financial Network
Ohio
$434K -$2.84K -124 -0.6%
Rockefeller Capital Management
40
Rockefeller Capital Management
New York
$402K
WIA
41
World Investment Advisors
California
$251K +$252K +11,027 New
KA
42
KLCM Advisors
Wisconsin
$229K +$230K +10,070 New
Citadel Advisors
43
Citadel Advisors
Florida
$222K -$280K -12,262 -56%
DC
44
Davenport & Co
Virginia
$203K +$204K +8,930 New
Royal Bank of Canada
45
Royal Bank of Canada
Ontario, Canada
$175K +$4.92K +215 +3%
KAS
46
Kestra Advisory Services
Texas
$130K +$131K +5,708 New
FFA
47
Farther Finance Advisors
California
$69.3K -$4.8K -210 -6%
EWA
48
EverSource Wealth Advisors
Alabama
$57.1K +$480 +21 +0.8%
NS
49
NBC Securities
Alabama
$50.6K +$50.8K +2,221 New
Fifth Third Bancorp
50
Fifth Third Bancorp
Ohio
$49.3K +$8.58K +375 +21%

BYLD Hedge Fund Activity: Q4 2025 in Review

66 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in iShares Yield Optimized Bond ETF (BYLD) for Q4 2025, worth a combined $151M — up 14% from $132M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new BYLD positions and 7 closed out — a net gain of 7 holders — while 27 added to existing stakes and 15 trimmed.

The largest buyer was Raymond James Financial, adding an estimated $5.41M. The largest seller was VestGen Advisors, cutting an estimated $1.37M.

  • 66 institutional investors held iShares Yield Optimized Bond ETF (BYLD) as of Q4 2025, up from 59 in Q3 2025.
  • Funds reported $151M of iShares Yield Optimized Bond ETF stock for Q4 2025, up 14% quarter-over-quarter.
  • 14 funds opened new iShares Yield Optimized Bond ETF positions in Q4 2025 and 7 closed out, a net change of +7 holders.
  • The largest iShares Yield Optimized Bond ETF buyer in Q4 2025 was Raymond James Financial, an estimated $5.41M added.
  • The largest iShares Yield Optimized Bond ETF seller in Q4 2025 was VestGen Advisors, an estimated $1.37M sold.

Based on aggregated 13F filings for Q4 2025.