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iShares Yield Optimized Bond ETF

60 hedge funds and large institutions have $122M invested in iShares Yield Optimized Bond ETF in 2025 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 25 increasing their positions, 18 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
60
Holders Change
-5
Holders Change %
-7.69%
% of All Funds
0.81%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
9
Increased
25
Reduced
18
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AWM
51
AE Wealth Management
Kansas
$38.4K -$12.9K -576 -25%
MCM
52
MAI Capital Management
Ohio
$25K +$25K +1,115 New
DAM
53
Delta Asset Management
Tennessee
$22.4K
DCM
54
Davis Capital Management
Florida
$13.5K
Carson Wealth (CWM LLC)
55
Carson Wealth (CWM LLC)
Nebraska
$12K
Morgan Stanley
56
Morgan Stanley
New York
$9.5K
Bank of Montreal
57
Bank of Montreal
Ontario, Canada
$9.13K -$740 -33 -8%
MFT
58
Moisand Fitzgerald Tamayo
Florida
$8.66K
NA
59
NewEdge Advisors
Louisiana
$3.92K +$3.92K +175 New
HWA
60
Heritage Wealth Advisors
Virginia
$1.19K +$1.19K +53 New
SIC
61
SJS Investment Consulting
Ohio
$718 +$718 +32 New
Wells Fargo
62
Wells Fargo
California
$6 -$20 -1 Closed
WIA
63
World Investment Advisors
California
-$2.13M -96,182 Closed
Jane Street
64
Jane Street
New York
-$1.07M -48,285 Closed
RWPA
65
Richard W. Paul & Associates
Michigan
-$1.07M -48,133 Closed
Thrivent Financial for Lutherans
66
Thrivent Financial for Lutherans
Minnesota
-$390K -17,613 Closed
Ameriprise
67
Ameriprise
Minnesota
-$326K -14,707 Closed
SCA
68
Stonebridge Capital Advisors
Minnesota
-$317K -14,315 Closed
AWS
69
Atria Wealth Solutions
New York
-$270K -12,170 Closed
FTS
70
Fifth Third Securities
Ohio
-$230K -10,391 Closed
UBS Group
71
UBS Group
Switzerland
-$40.8K -1,840 Closed
Fifth Third Bancorp
72
Fifth Third Bancorp
Ohio
-$19.9K -900 Closed
Jones Financial Companies
73
Jones Financial Companies
Missouri
-$598 -27 Closed