iShares Yield Optimized Bond ETF
BYLD
46 hedge funds and large institutions have $76.7M invested in iShares Yield Optimized Bond ETF in 2021 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 10 increasing their positions, 21 reducing their positions, and 9 closing their positions.
3.1% less ownership
Funds ownership: 32.87% → 29.77% (-3.1%)
6% less funds holding
Funds holding: 49 → 46 (-3)
15% less capital invested
Capital invested by funds: $90.7M → $76.7M (-$14M)
33% less first-time investments, than exits
New positions opened: 6 | Existing positions closed: 9
52% less repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 21
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Stifel Financial
St. Louis,
Missouri
|
+$2.88M |
| 2 |
Jane Street
New York
|
+$2.76M |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$505K |
| 4 |
FI
Financial Insights
Tacoma,
Washington
|
+$373K |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$236K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AI
Atria Investments
Charlotte,
North Carolina
|
-$5.63M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$3.89M |
| 3 |
DWM
Darwin Wealth Management
Tampa,
Florida
|
-$2.5M |
| 4 |
LWAC
Laurel Wealth Advisors (California)
Solana Beach,
California
|
-$1.06M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$729K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AWA
51
ARQ Wealth Advisors
Scottsdale,
Arizona
| – | -$294K | -11,378 | Closed |
|
|
RCAG
52
Rehmann Capital Advisory Group
Lansing,
Michigan
| – | -$275K | -10,634 | Closed |
|
|
PP
53
PDS Planning
Dublin,
Ohio
| – | -$220K | -8,500 | Closed |
|
|
CFP
54
Curran Financial Partners
Daniel Island,
South Carolina
| – | -$209K | -8,076 | Closed |
|
|
IWS
55
Insight Wealth Strategies
San Ramon,
California
| – | -$204K | -7,902 | Closed |
|
|
CF
56
Centaurus Financial
Anaheim,
California
| – | -$111K | -4,284 | Closed |
|
57
Fidelity Investments
Boston,
Massachusetts
| – | +$25 | +1 | +100% |
|
BYLD Hedge Fund Activity: Q1 2021 in Review
46 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in iShares Yield Optimized Bond ETF (BYLD) for Q1 2021, worth a combined $76.7M — down 15% from $90.7M a quarter earlier.
Sellers outnumbered buyers: 9 funds closed out of BYLD and 6 opened new positions — a net loss of 3 holders — while 21 trimmed existing stakes and 10 added.
The largest buyer was Stifel Financial, opening a new position worth an estimated $2.88M. The largest seller was Atria Investments, cutting an estimated $5.63M.
- 46 institutional investors held iShares Yield Optimized Bond ETF (BYLD) as of Q1 2021, down from 49 in Q4 2020.
- Funds reported $76.7M of iShares Yield Optimized Bond ETF stock for Q1 2021, down 15% quarter-over-quarter.
- 6 funds opened new iShares Yield Optimized Bond ETF positions in Q1 2021 and 9 closed out, a net change of -3 holders.
- The largest iShares Yield Optimized Bond ETF buyer in Q1 2021 was Stifel Financial, an estimated $2.88M added.
- The largest iShares Yield Optimized Bond ETF seller in Q1 2021 was Atria Investments, an estimated $5.63M sold.
Based on aggregated 13F filings for Q1 2021.