iShares Yield Optimized Bond ETF
BYLD
50 hedge funds and large institutions have $74.5M invested in iShares Yield Optimized Bond ETF in 2023 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 18 increasing their positions, 11 reducing their positions, and 4 closing their positions.
350% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 4
64% more repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 11
42% more capital invested
Capital invested by funds: $52.4M → $74.5M (+$22.2M)
39% more funds holding
Funds holding: 36 → 50 (+14)
6.22% more ownership
Funds ownership: 33.17% → 39.39% (+6.2%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
APWM
Atlas Private Wealth Management
Albany,
New York
|
+$7.72M |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$3.09M |
| 3 |
SL
Systelligence LLC
Bloomington,
Minnesota
|
+$2.22M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.13M |
| 5 |
LPL Financial
San Diego,
California
|
+$914K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$814K |
| 2 |
LAS
LWM Advisory Services
Plantation,
Florida
|
-$510K |
| 3 |
PFS
Prospera Financial Services
Dallas,
Texas
|
-$371K |
| 4 |
DWM
Darwin Wealth Management
Tampa,
Florida
|
-$310K |
| 5 |
SFG
Sage Financial Group
W. Conshohocken,
Pennsylvania
|
-$248K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
Fidelity Investments
Boston,
Massachusetts
| $22 | +$22 | +1 | New |
|
|
PFS
52
Prospera Financial Services
Dallas,
Texas
| – | -$371K | -17,370 | Closed |
|
|
SFG
53
Sage Financial Group
W. Conshohocken,
Pennsylvania
| – | -$248K | -11,615 | Closed |
|
54
UBS Group
Zurich,
Switzerland
| – | -$5.37K | -251 | Closed |
|
|
MPCG
55
Matrix Private Capital Group
New York
| – | -$3.36K | -157 | Closed |
|
BYLD Hedge Fund Activity: Q4 2023 in Review
50 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in iShares Yield Optimized Bond ETF (BYLD) for Q4 2023, worth a combined $74.5M — up 42% from $52.4M a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new BYLD positions and 4 closed out — a net gain of 14 holders — while 18 added to existing stakes and 11 trimmed.
The largest buyer was Atlas Private Wealth Management, opening a new position worth an estimated $7.72M. The largest seller was Jane Street, cutting an estimated $814K.
- 50 institutional investors held iShares Yield Optimized Bond ETF (BYLD) as of Q4 2023, up from 36 in Q3 2023.
- Funds reported $74.5M of iShares Yield Optimized Bond ETF stock for Q4 2023, up 42% quarter-over-quarter.
- 18 funds opened new iShares Yield Optimized Bond ETF positions in Q4 2023 and 4 closed out, a net change of +14 holders.
- The largest iShares Yield Optimized Bond ETF buyer in Q4 2023 was Atlas Private Wealth Management, an estimated $7.72M added.
- The largest iShares Yield Optimized Bond ETF seller in Q4 2023 was Jane Street, an estimated $814K sold.
Based on aggregated 13F filings for Q4 2023.