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iShares Yield Optimized Bond ETF
BYLD

Overview Fund Activity

63 hedge funds and large institutions have $125M invested in iShares Yield Optimized Bond ETF in 2025 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 21 increasing their positions, 22 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
63
Holders Change
+3
Holders Change %
+5%
% of All Funds
0.84%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
21
Reduced
22
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Osaic Holdings
Osaic Holdings
Arizona
+$4.55M
2
KPWS
Kestra Private Wealth Services
Texas
+$1.32M
3
Truist Financial
Truist Financial
North Carolina
+$1.26M
4
Mariner
Mariner
Kansas
+$813K
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$798K

Top Sellers

1
HNB
Huntington National Bank
Ohio
-$20.7M
2
SPC
Sigma Planning Corp
Michigan
-$4.91M
3
Raymond James Financial
Raymond James Financial
Florida
-$2.23M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$767K
5
KAS
KPP Advisory Services
Kentucky
-$709K
Name Holding Trade Value Shares
Change 		Shares
Change %
HI
51
Harbour Investments
Wisconsin
$43.5K – – –
ADL
52
Asset Dedication LLC
California
$37.4K +$37.4K +1,656 New
Fifth Third Bancorp
53
Fifth Third Bancorp
Ohio
$28.4K +$28.4K +1,258 New
DAM
54
Delta Asset Management
Tennessee
$22.6K – – –
IA
55
IFP Advisors
Florida
$14.6K +$14.6K +644 New
Carson Wealth (CWM LLC)
56
Carson Wealth (CWM LLC)
Nebraska
$12K – – –
Morgan Stanley
57
Morgan Stanley
New York
$9.54K -$23 -1 -0.2%
MFT
58
Moisand Fitzgerald Tamayo
Florida
$8.73K – – –
Northwestern Mutual Wealth Management
59
Northwestern Mutual Wealth Management
Wisconsin
$4.7K +$4.7K +208 New
NA
60
NewEdge Advisors
Louisiana
$3.96K – – –
GRP
61
Global Retirement Partners
California
$2.01K +$2.01K +89 New
Fidelity Investments
62
Fidelity Investments
Massachusetts
$1.18K -$62.4K -2,763 -98%
AWM
63
AE Wealth Management
Kansas
$530 -$38.9K -1,690 -99%
Wells Fargo
64
Wells Fargo
California
$16 +$16 +1 New
SPC
65
Sigma Planning Corp
Michigan
– -$4.91M -219,152 Closed
KAS
66
KPP Advisory Services
Kentucky
– -$709K -31,635 Closed
P
67
&Partners
Tennessee
– -$244K -10,867 Closed
VFPW
68
Vantage Financial Partners (Wisconsin)
Wisconsin
– -$214K -9,544 Closed
MCM
69
MAI Capital Management
Ohio
– -$25K -1,115 Closed
Bank of Montreal
70
Bank of Montreal
Ontario, Canada
– -$9.13K -407 Closed
HWA
71
Heritage Wealth Advisors
Virginia
– -$1.19K -53 Closed
SIC
72
SJS Investment Consulting
Ohio
– -$718 -32 Closed
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