iShares Yield Optimized Bond ETF
BYLD
53 hedge funds and large institutions have $96.6M invested in iShares Yield Optimized Bond ETF in 2020 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 20 increasing their positions, 12 reducing their positions, and 4 closing their positions.
300% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 4
67% more repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 12
20% more funds holding
Funds holding: 44 → 53 (+9)
15% more capital invested
Capital invested by funds: $83.7M → $96.6M (+$12.9M)
9.44% less ownership
Funds ownership: 44.7% → 35.26% (-9.4%)
67% less funds holding in top 10
Funds holding in top 10: 3 → 1 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AI
Atria Investments
Charlotte,
North Carolina
|
+$6.02M |
| 2 |
Jane Street
New York
|
+$5.48M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$5.27M |
| 4 |
CFD
Creative Financial Designs
Kokomo,
Indiana
|
+$4.36M |
| 5 |
DWM
Darwin Wealth Management
Tampa,
Florida
|
+$3.65M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SL
Systelligence LLC
Bloomington,
Minnesota
|
-$19.6M |
| 2 |
BRWA
B. Riley Wealth Advisors
Boca Raton,
Florida
|
-$16.3M |
| 3 |
VCP
Verus Capital Partners
Scottsdale,
Arizona
|
-$2.6M |
| 4 |
CA
Cetera Advisors
Denver,
Colorado
|
-$965K |
| 5 |
BCA
Bay Colony Advisors
Concord,
Massachusetts
|
-$723K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
HI
51
Hoey Investments
Coatesville,
Pennsylvania
| $7K | – | – | – |
|
|
WAP
52
Wealthcare Advisory Partners
West Chester,
Pennsylvania
| $5K | +$5.04K | +198 | New |
|
|
PFGIA
53
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
| $5K | +$5.09K | +200 | New |
|
|
MWM
54
MBE Wealth Management
Tomah,
Wisconsin
| $5K | +$6.11K | +240 | New |
|
|
CFGS
55
Concourse Financial Group Securities
Birmingham,
Alabama
| $3K | -$840 | -33 | -24% |
|
|
BRWA
56
B. Riley Wealth Advisors
Boca Raton,
Florida
| – | -$16.3M | -635,926 | Closed |
|
|
BCA
57
Bay Colony Advisors
Concord,
Massachusetts
| – | -$723K | -27,927 | Closed |
|
58
Ameriprise
Minneapolis,
Minnesota
| – | -$212K | -8,264 | Closed |
|
59
Wells Fargo
San Francisco,
California
| – | -$25 | -1 | Closed |
|
BYLD Hedge Fund Activity: Q1 2020 in Review
53 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in iShares Yield Optimized Bond ETF (BYLD) for Q1 2020, worth a combined $96.6M — up 15% from $83.7M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new BYLD positions and 4 closed out — a net gain of 12 holders — while 20 added to existing stakes and 12 trimmed.
The largest buyer was Atria Investments, opening a new position worth an estimated $6.02M. The largest seller was Systelligence LLC, cutting an estimated $19.6M.
- 53 institutional investors held iShares Yield Optimized Bond ETF (BYLD) as of Q1 2020, up from 44 in Q4 2019.
- Funds reported $96.6M of iShares Yield Optimized Bond ETF stock for Q1 2020, up 15% quarter-over-quarter.
- 16 funds opened new iShares Yield Optimized Bond ETF positions in Q1 2020 and 4 closed out, a net change of +12 holders.
- The largest iShares Yield Optimized Bond ETF buyer in Q1 2020 was Atria Investments, an estimated $6.02M added.
- The largest iShares Yield Optimized Bond ETF seller in Q1 2020 was Systelligence LLC, an estimated $19.6M sold.
Based on aggregated 13F filings for Q1 2020.