iShares Yield Optimized Bond ETF
BYLD
54 hedge funds and large institutions have $94.1M invested in iShares Yield Optimized Bond ETF in 2024 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 29 increasing their positions, 9 reducing their positions, and 6 closing their positions.
222% more repeat investments, than reductions
Existing positions increased: 29 | Existing positions reduced: 9
67% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 6
26% more capital invested
Capital invested by funds: $74.5M → $94.1M (+$19.6M)
8% more funds holding
Funds holding: 50 → 54 (+4)
4.97% more ownership
Funds ownership: 39.39% → 44.36% (+5%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SPC
Sigma Planning Corp
Ann Arbor,
Michigan
|
+$4.92M |
| 2 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$4.12M |
| 3 |
LPL Financial
San Diego,
California
|
+$3.92M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$1.71M |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$1.63M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$861K |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$785K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$734K |
| 4 |
LNC
Lincoln National Corp
Radnor,
Pennsylvania
|
-$380K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$281K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MFT
51
Moisand Fitzgerald Tamayo
Orlando,
Florida
| $8.63K | – | – | – |
|
|
HGERS
52
Householder Group Estate & Retirement Specialist
Scottsdale,
Arizona
| $8.38K | – | – | – |
|
53
Morgan Stanley
New York
| $4.49K | -$4.5K | -202 | -50% |
|
|
GRP
54
Global Retirement Partners
San Rafael,
California
| $1.99K | – | – | – |
|
55
Fidelity Investments
Boston,
Massachusetts
| $22 | – | – | – |
|
56
Wells Fargo
San Francisco,
California
| $3 | -$22 | -1 | Closed |
|
|
AWM
57
AE Wealth Management
Topeka,
Kansas
| – | -$861K | -38,597 | Closed |
|
|
58
Citadel Advisors
Miami,
Florida
| – | -$785K | -34,996 | Closed |
|
|
LNC
59
Lincoln National Corp
Radnor,
Pennsylvania
| – | -$380K | -16,950 | Closed |
|
60
Loomis, Sayles & Company
Boston,
Massachusetts
| – | -$19K | -840 | Closed |
|
|
AWM
61
Able Wealth Management
Toms River,
New Jersey
| – | -$2.61K | -116 | Closed |
|
BYLD Hedge Fund Activity: Q1 2024 in Review
54 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in iShares Yield Optimized Bond ETF (BYLD) for Q1 2024, worth a combined $94.1M — up 26% from $74.5M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new BYLD positions and 6 closed out — a net gain of 4 holders — while 29 added to existing stakes and 9 trimmed.
The largest buyer was Sigma Planning Corp, opening a new position worth an estimated $4.92M. The largest seller was AE Wealth Management, exiting entirely with an estimated $861K sold.
- 54 institutional investors held iShares Yield Optimized Bond ETF (BYLD) as of Q1 2024, up from 50 in Q4 2023.
- Funds reported $94.1M of iShares Yield Optimized Bond ETF stock for Q1 2024, up 26% quarter-over-quarter.
- 10 funds opened new iShares Yield Optimized Bond ETF positions in Q1 2024 and 6 closed out, a net change of +4 holders.
- The largest iShares Yield Optimized Bond ETF buyer in Q1 2024 was Sigma Planning Corp, an estimated $4.92M added.
- The largest iShares Yield Optimized Bond ETF seller in Q1 2024 was AE Wealth Management, an estimated $861K sold.
Based on aggregated 13F filings for Q1 2024.