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iShares Yield Optimized Bond ETF

65 hedge funds and large institutions have $124M invested in iShares Yield Optimized Bond ETF in 2024 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 25 increasing their positions, 17 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 6

47% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 17

18% more funds holding

Funds holding: 5565 (+10)

0.95% more ownership

Funds ownership: 46.21%47.17% (+0.95%)

3% less capital invested

Capital invested by funds: $128M → $124M (-$4.43M)

Holders
65
Holders Change
+10
Holders Change %
+18.18%
% of All Funds
0.86%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
18
Increased
25
Reduced
17
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GRP
51
Global Retirement Partners
California
$68.6K +$67.6K +3,007 +3,379%
RFG
52
REAP Financial Group
Texas
$58.1K +$58.9K +2,620 New
DWM
53
Darwin Wealth Management
Florida
$57.3K -$24.9K -1,108 -30%
MFG
54
Mendota Financial Group
Wisconsin
$52.1K
AWM
55
AE Wealth Management
Kansas
$50.7K +$51.5K +2,289 New
UBS Group
56
UBS Group
Switzerland
$40.8K +$41.4K +1,840 New
DAM
57
Delta Asset Management
Tennessee
$22.2K
Fifth Third Bancorp
58
Fifth Third Bancorp
Ohio
$19.9K +$20.2K +900 New
DCM
59
Davis Capital Management
Florida
$13.3K -$1.26K -56 -9%
Carson Wealth (CWM LLC)
60
Carson Wealth (CWM LLC)
Nebraska
$12K -$472 -21 -4%
Bank of Montreal
61
Bank of Montreal
Ontario, Canada
$9.75K +$9.76K +434 +7,233%
Morgan Stanley
62
Morgan Stanley
New York
$9.39K +$5.02K +223 +112%
MFT
63
Moisand Fitzgerald Tamayo
Florida
$8.56K
Fidelity Investments
64
Fidelity Investments
Massachusetts
$1.18K +$1.19K +53 New
Jones Financial Companies
65
Jones Financial Companies
Missouri
$598 +$607 +27 New
Wells Fargo
66
Wells Fargo
California
$20 +$22 +1 New
SL
67
Systelligence LLC
Minnesota
-$9.76M -425,800 Closed
Susquehanna International Group
68
Susquehanna International Group
Pennsylvania
-$1.26M -54,865 Closed
MML Investors Services
69
MML Investors Services
Massachusetts
-$580K -25,305 Closed
RWA
70
Redhawk Wealth Advisors
Minnesota
-$505K -22,023 Closed
MOS
71
MGO One Seven
Ohio
-$232K -10,113 Closed
HGERS
72
Householder Group Estate & Retirement Specialist
Arizona
-$8K -375 Closed

BYLD Hedge Fund Activity: Q4 2024 in Review

65 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares Yield Optimized Bond ETF (BYLD) for Q4 2024, worth a combined $124M — down 3.4% from $128M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new BYLD positions and 6 closed out — a net gain of 12 holders — while 25 added to existing stakes and 17 trimmed.

The largest buyer was Altman Advisors, adding an estimated $5.34M. The largest seller was Systelligence LLC, exiting entirely with an estimated $9.76M sold.

  • 65 institutional investors held iShares Yield Optimized Bond ETF (BYLD) as of Q4 2024, up from 55 in Q3 2024.
  • Funds reported $124M of iShares Yield Optimized Bond ETF stock for Q4 2024, down 3.4% quarter-over-quarter.
  • 18 funds opened new iShares Yield Optimized Bond ETF positions in Q4 2024 and 6 closed out, a net change of +12 holders.
  • The largest iShares Yield Optimized Bond ETF buyer in Q4 2024 was Altman Advisors, an estimated $5.34M added.
  • The largest iShares Yield Optimized Bond ETF seller in Q4 2024 was Systelligence LLC, an estimated $9.76M sold.

Based on aggregated 13F filings for Q4 2024.