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iShares Yield Optimized Bond ETF
BYLD

74 hedge funds and large institutions have $210M invested in iShares Yield Optimized Bond ETF in 2026 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 31 increasing their positions, 17 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 7

82% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 17

39% more capital invested

Capital invested by funds: $151M → $210M (+$59.4M)

12% more funds holding

Funds holding: 66 → 74 (+8)

7.26% more ownership

Funds ownership: 43.46% → 50.72% (+7.3%)

Holders
74
Holders Change
+8
Holders Change %
+12.12%
% of All Funds
0.91%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
15
Increased
31
Reduced
17
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HWM
Horizon Wealth Management
Illinois
+$52.4M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$3.04M
3
MWM
Modern Wealth Management
Kansas
+$2.65M
4
Raymond James Financial
Raymond James Financial
Florida
+$2.25M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$1.79M

Top Sellers

1
TPA
Trivium Point Advisory
Connecticut
-$7.75M
2
LAS
LWM Advisory Services
Florida
-$2.4M
3
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
-$2.37M
4
Jane Street
Jane Street
New York
-$843K
5
VA
VestGen Advisors
Illinois
-$591K
Name Holding Trade Value Shares
Change 		Change in
Stake
AMG
26
Asset Management Group
Connecticut
$647K -$45.1K -1,981 -6%
LAS
27
LWM Advisory Services
Florida
$637K -$2.4M -105,319 -79%
HFO
28
Heritage Family Offices
Arizona
$632K +$5.76K +253 +0.9%
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$622K +$13.3K +585 +2%
AF
30
Advisornet Financial
Minnesota
$616K +$524 +23 +0.1%
BCA
31
Bay Colony Advisors
Massachusetts
$580K -$53.9K -2,368 -8%
DF
32
Daviman Financial
Indiana
$575K -$92.9K -4,078 -14%
AA
33
Altman Advisors
Illinois
$555K +$58.6K +2,574 +1%
PTC
34
Private Trust Company
Ohio
$553K +$559K +24,530 New
VA
35
Valmark Advisers
Ohio
$538K +$38.3K +1,680 +8%
AAS
36
Asset Allocation Strategies
Michigan
$520K +$3.01K +132 +0.6%
PAG
37
Private Advisor Group
New Jersey
$505K – – –
SWP
38
Stratos Wealth Partners
Ohio
$504K -$44.9K -1,969 -8%
DAS
39
Dynamic Advisor Solutions
Arizona
$504K -$176K -7,742 -26%
KAS
40
Kestra Advisory Services
Texas
$486K +$362K +15,884 +278%
SFC
41
SYM Financial Corp
Indiana
$449K +$13.5K +591 +3%
RFN
42
Redwood Financial Network
Ohio
$416K -$13.3K -586 -3%
Rockefeller Capital Management
43
Rockefeller Capital Management
New York
$398K – – –
GVAG
44
Great Valley Advisor Group
Delaware
$386K -$89.6K -3,932 -19%
WIA
45
World Investment Advisors
California
$251K +$2.67K +117 +1%
KP
46
Keel Point
Alabama
$217K +$220K +9,644 New
KA
47
KLCM Advisors
Wisconsin
$208K -$19K -832 -8%
DC
48
Davenport & Co
Virginia
$205K +$3.53K +155 +2%
GWP
49
Gateway Wealth Partners
Wisconsin
$203K +$205K +9,004 New
Royal Bank of Canada
50
Royal Bank of Canada
Ontario, Canada
$172K -$1.59K -70 -0.9%
1
2
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BYLD Hedge Fund Activity: Q1 2026 in Review

74 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in iShares Yield Optimized Bond ETF (BYLD) for Q1 2026, worth a combined $210M — up 39% from $151M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new BYLD positions and 7 closed out — a net gain of 8 holders — while 31 added to existing stakes and 17 trimmed.

The largest buyer was Horizon Wealth Management, opening a new position worth an estimated $52.4M. The largest seller was Trivium Point Advisory, exiting entirely with an estimated $7.75M sold.

  • 74 institutional investors held iShares Yield Optimized Bond ETF (BYLD) as of Q1 2026, up from 66 in Q4 2025.
  • Funds reported $210M of iShares Yield Optimized Bond ETF stock for Q1 2026, up 39% quarter-over-quarter.
  • 15 funds opened new iShares Yield Optimized Bond ETF positions in Q1 2026 and 7 closed out, a net change of +8 holders.
  • The largest iShares Yield Optimized Bond ETF buyer in Q1 2026 was Horizon Wealth Management, an estimated $52.4M added.
  • The largest iShares Yield Optimized Bond ETF seller in Q1 2026 was Trivium Point Advisory, an estimated $7.75M sold.

Based on aggregated 13F filings for Q1 2026.