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iShares Yield Optimized Bond ETF
BYLD

Overview Fund Activity

62 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, 21 reducing their positions, and 8 closing their positions.

Holders
62
Holders Change
+2
Holders Change %
+3.33%
% of All Funds
0.83%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
21
Reduced
21
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$7.64M
2
KPWS
2
Kestra Private Wealth Services
Texas
$1.92M
3
Truist Financial
3
Truist Financial
North Carolina
$4.32M
4
Mariner
4
Mariner
Kansas
$5.52M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$2.22M

Top Sellers

1
SPC
1
Sigma Planning Corp
Michigan
$0
2
Raymond James Financial
2
Raymond James Financial
Florida
$13.9M
3
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$508K
4
KAS
4
KPP Advisory Services
Kentucky
$0
5
Focus Partners Wealth
5
Focus Partners Wealth
Massachusetts
$11.2M
Name Market Value Shares Shares
Change 		Shares
Change %
ADL
51
Asset Dedication LLC
California
$37.4K 1,656 +1,656 New
Fifth Third Bancorp
52
Fifth Third Bancorp
Ohio
$28.4K 1,258 +1,258 New
DAM
53
Delta Asset Management
Tennessee
$22.6K 1,000 – –
IA
54
IFP Advisors
Florida
$14.6K 644 +644 New
Carson Wealth (CWM LLC)
55
Carson Wealth (CWM LLC)
Nebraska
$12K 520 – –
Morgan Stanley
56
Morgan Stanley
New York
$9.54K 422 -1 -0.2%
MFT
57
Moisand Fitzgerald Tamayo
Florida
$8.73K 386 – –
Northwestern Mutual Wealth Management
58
Northwestern Mutual Wealth Management
Wisconsin
$4.7K 208 +208 New
NA
59
NewEdge Advisors
Louisiana
$3.96K 175 – –
GRP
60
Global Retirement Partners
California
$2.01K 89 +89 New
Fidelity Investments
61
Fidelity Investments
Massachusetts
$1.18K 52 -2,763 -98%
AWM
62
AE Wealth Management
Kansas
$530 23 -1,690 -99%
Wells Fargo
63
Wells Fargo
California
$16 1 +1 New
SPC
64
Sigma Planning Corp
Michigan
– – -219,152 Closed
KAS
65
KPP Advisory Services
Kentucky
– – -31,635 Closed
P
66
&Partners
Tennessee
– – -10,867 Closed
VFPW
67
Vantage Financial Partners (Wisconsin)
Wisconsin
– – -9,544 Closed
MCM
68
MAI Capital Management
Ohio
– – -1,115 Closed
Bank of Montreal
69
Bank of Montreal
Ontario, Canada
– – -407 Closed
HWA
70
Heritage Wealth Advisors
Virginia
– – -53 Closed
SIC
71
SJS Investment Consulting
Ohio
– – -32 Closed
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