iShares Yield Optimized Bond ETF
BYLD
49 hedge funds and large institutions have $90.7M invested in iShares Yield Optimized Bond ETF in 2020 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 22 increasing their positions, 15 reducing their positions, and 4 closing their positions.
50% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 4
47% more repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 15
4% more funds holding
Funds holding: 47 → 49 (+2)
2% less capital invested
Capital invested by funds: $92.9M → $90.7M (-$2.22M)
2.93% less ownership
Funds ownership: 35.8% → 32.87% (-2.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DWM
Darwin Wealth Management
Tampa,
Florida
|
+$4.49M |
| 2 |
Jane Street
New York
|
+$1.7M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$867K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$601K |
| 5 |
LPL Financial
San Diego,
California
|
+$584K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TC
Trilogy Capital
Irvine,
California
|
-$8.92M |
| 2 |
CA
Crumly & Associates
Springfield,
Illinois
|
-$1.8M |
| 3 |
SXL
Summit X LLC
Chesterfield,
Missouri
|
-$1.23M |
| 4 |
AI
Atria Investments
Charlotte,
North Carolina
|
-$861K |
| 5 |
FFN
Focus Financial Network
Minneapolis,
Minnesota
|
-$215K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
TC
51
Trilogy Capital
Irvine,
California
| – | -$8.92M | -346,792 | Closed |
|
|
FFN
52
Focus Financial Network
Minneapolis,
Minnesota
| – | -$215K | -8,347 | Closed |
|
|
WCG
53
Weaver Consulting Group
Huntington Beach,
California
| – | -$86K | -3,340 | Closed |
|
54
Wells Fargo
San Francisco,
California
| – | -$26 | -1 | Closed |
|
55
Fidelity Investments
Boston,
Massachusetts
| – | +$26 | +1 | New |
|
BYLD Hedge Fund Activity: Q4 2020 in Review
49 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in iShares Yield Optimized Bond ETF (BYLD) for Q4 2020, worth a combined $90.7M — down 2.4% from $92.9M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new BYLD positions and 4 closed out — a net gain of 2 holders — while 22 added to existing stakes and 15 trimmed.
The largest buyer was Darwin Wealth Management, adding an estimated $4.49M. The largest seller was Trilogy Capital, exiting entirely with an estimated $8.92M sold.
- 49 institutional investors held iShares Yield Optimized Bond ETF (BYLD) as of Q4 2020, up from 47 in Q3 2020.
- Funds reported $90.7M of iShares Yield Optimized Bond ETF stock for Q4 2020, down 2.4% quarter-over-quarter.
- 6 funds opened new iShares Yield Optimized Bond ETF positions in Q4 2020 and 4 closed out, a net change of +2 holders.
- The largest iShares Yield Optimized Bond ETF buyer in Q4 2020 was Darwin Wealth Management, an estimated $4.49M added.
- The largest iShares Yield Optimized Bond ETF seller in Q4 2020 was Trilogy Capital, an estimated $8.92M sold.
Based on aggregated 13F filings for Q4 2020.