iShares Yield Optimized Bond ETF
BYLD
57 hedge funds and large institutions have $115M invested in iShares Yield Optimized Bond ETF in 2024 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 30 increasing their positions, 10 reducing their positions, and 5 closing their positions.
200% more repeat investments, than reductions
Existing positions increased: 30 | Existing positions reduced: 10
100% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 5
22% more capital invested
Capital invested by funds: $94.1M → $115M (+$20.8M)
6% more funds holding
Funds holding: 54 → 57 (+3)
4.14% more ownership
Funds ownership: 44.36% → 48.5% (+4.1%)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $12K | -$309 | -14 | -3% |
|
|
MFT
52
Moisand Fitzgerald Tamayo
Orlando,
Florida
| $8.56K | – | – | – |
|
|
HGERS
53
Householder Group Estate & Retirement Specialist
Scottsdale,
Arizona
| $8K | – | – | – |
|
54
Bank of Montreal
Toronto,
Ontario, Canada
| $7.02K | -$40.2K | -1,818 | -85% |
|
55
Morgan Stanley
New York
| $4.47K | +$22 | +1 | +0.5% |
|
|
GRP
56
Global Retirement Partners
San Rafael,
California
| $1.97K | – | – | – |
|
57
Fidelity Investments
Boston,
Massachusetts
| $22 | – | – | – |
|
58
Wells Fargo
San Francisco,
California
| $19 | +$22 | +1 | New |
|
|
DWM
59
Darwin Wealth Management
Tampa,
Florida
| – | -$3.45M | -154,511 | Closed |
|
60
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$436K | -19,488 | Closed |
|
|
HIC
61
Hartline Investment Corp
Winnetka,
Illinois
| – | -$211K | -9,438 | Closed |
|
62
UBS Group
Zurich,
Switzerland
| – | -$16.1K | -721 | Closed |
|
|
QCG
63
Quadrant Capital Group
Cincinnati,
Ohio
| – | -$11.2K | -500 | Closed |
|
BYLD Hedge Fund Activity: Q2 2024 in Review
57 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares Yield Optimized Bond ETF (BYLD) for Q2 2024, worth a combined $115M — up 22% from $94.1M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new BYLD positions and 5 closed out — a net gain of 5 holders — while 30 added to existing stakes and 10 trimmed.
The largest buyer was Redhawk Wealth Advisors, opening a new position worth an estimated $11.1M. The largest seller was Darwin Wealth Management, exiting entirely with an estimated $3.45M sold.
- 57 institutional investors held iShares Yield Optimized Bond ETF (BYLD) as of Q2 2024, up from 54 in Q1 2024.
- Funds reported $115M of iShares Yield Optimized Bond ETF stock for Q2 2024, up 22% quarter-over-quarter.
- 10 funds opened new iShares Yield Optimized Bond ETF positions in Q2 2024 and 5 closed out, a net change of +5 holders.
- The largest iShares Yield Optimized Bond ETF buyer in Q2 2024 was Redhawk Wealth Advisors, an estimated $11.1M added.
- The largest iShares Yield Optimized Bond ETF seller in Q2 2024 was Darwin Wealth Management, an estimated $3.45M sold.
Based on aggregated 13F filings for Q2 2024.