iShares Yield Optimized Bond ETF
BYLD
44 hedge funds and large institutions have $97.7M invested in iShares Yield Optimized Bond ETF in 2020 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 13 increasing their positions, 16 reducing their positions, and 16 closing their positions.
1% more capital invested
Capital invested by funds: $96.6M → $97.7M (+$1.11M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.06% less ownership
Funds ownership: 35.26% → 35.2% (-0.06%)
17% less funds holding
Funds holding: 53 → 44 (-9)
19% less repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 16
50% less first-time investments, than exits
New positions opened: 8 | Existing positions closed: 16
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AI
Atria Investments
Charlotte,
North Carolina
|
+$5.17M |
| 2 |
DWM
Darwin Wealth Management
Tampa,
Florida
|
+$3.05M |
| 3 |
HWA
Heartwood Wealth Advisors
Richmond,
Virginia
|
+$1.52M |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$1.19M |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$1.03M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$5.31M |
| 2 |
LPL Financial
San Diego,
California
|
-$2.16M |
| 3 |
FFN
Focus Financial Network
Minneapolis,
Minnesota
|
-$1.66M |
| 4 |
SL
Systelligence LLC
Bloomington,
Minnesota
|
-$939K |
| 5 |
SB
Strategic Blueprint
Atlanta,
Georgia
|
-$899K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$345K | -14,003 | Closed |
|
|
AIC
52
Ameritas Investment Company
Lincoln,
Nebraska
| – | -$297K | -12,269 | Closed |
|
|
SWP
53
Stratos Wealth Partners
Beachwood,
Ohio
| – | -$282K | -11,441 | Closed |
|
54
Fidelity Investments
Boston,
Massachusetts
| – | -$148K | -6,000 | Closed |
|
|
FCA
55
FinTrust Capital Advisors
Greenville,
South Carolina
| – | -$147K | -5,977 | Closed |
|
|
CF
56
Centaurus Financial
Anaheim,
California
| – | -$101K | -4,110 | Closed |
|
57
AssetMark Inc
Concord,
California
| – | -$80K | -3,245 | Closed |
|
|
AP
58
Advisors Preferred
Rockville,
Maryland
| – | -$33K | -1,336 | Closed |
|
|
HIM
59
HawsGoodwin Investment Management
Franklin,
Tennessee
| – | -$10K | -423 | Closed |
|
|
MWM
60
MBE Wealth Management
Tomah,
Wisconsin
| – | -$5K | -240 | Closed |
|
|
WAP
61
Wealthcare Advisory Partners
West Chester,
Pennsylvania
| – | -$5K | -198 | Closed |
|
62
Wells Fargo
San Francisco,
California
| – | +$25 | +1 | New |
|
BYLD Hedge Fund Activity: Q2 2020 in Review
44 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in iShares Yield Optimized Bond ETF (BYLD) for Q2 2020, worth a combined $97.7M — up 1.2% from $96.6M a quarter earlier.
Sellers outnumbered buyers: 16 funds closed out of BYLD and 8 opened new positions — a net loss of 8 holders — while 16 trimmed existing stakes and 13 added.
The largest buyer was Atria Investments, adding an estimated $5.17M. The largest seller was Jane Street, exiting entirely with an estimated $5.31M sold.
- 44 institutional investors held iShares Yield Optimized Bond ETF (BYLD) as of Q2 2020, down from 53 in Q1 2020.
- Funds reported $97.7M of iShares Yield Optimized Bond ETF stock for Q2 2020, up 1.2% quarter-over-quarter.
- 8 funds opened new iShares Yield Optimized Bond ETF positions in Q2 2020 and 16 closed out, a net change of -8 holders.
- The largest iShares Yield Optimized Bond ETF buyer in Q2 2020 was Atria Investments, an estimated $5.17M added.
- The largest iShares Yield Optimized Bond ETF seller in Q2 2020 was Jane Street, an estimated $5.31M sold.
Based on aggregated 13F filings for Q2 2020.