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iShares Yield Optimized Bond ETF
BYLD

59 hedge funds and large institutions have $132M invested in iShares Yield Optimized Bond ETF in 2025 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 28 increasing their positions, 15 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

87% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 15

5% more capital invested

Capital invested by funds: $126M → $132M (+$6.48M)

2.22% less ownership

Funds ownership: 44.1% → 41.87% (-2.2%)

6% less funds holding

Funds holding: 63 → 59 (-4)

29% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 7

Holders
59
Holders Change
-4
Holders Change %
-6.35%
% of All Funds
0.77%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
28
Reduced
15
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$1.34M
2
TPA
Trivium Point Advisory
Connecticut
+$1.06M
3
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$709K
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$458K
5
Bank of America
Bank of America
North Carolina
+$441K

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$603K
2
Jane Street
Jane Street
New York
-$336K
3
AFG
Atomi Financial Group
New York
-$209K
4
LAS
LWM Advisory Services
Florida
-$205K
5
NFSG
Newbridge Financial Services Group
Florida
-$196K
Name Holding Trade Value Shares
Change 		Change in
Stake
HI
51
Harbour Investments
Wisconsin
$19.7K -$24.1K -1,064 -55%
IA
52
IFP Advisors
Florida
$17.8K +$3.02K +133 +21%
Carson Wealth (CWM LLC)
53
Carson Wealth (CWM LLC)
Nebraska
$12K – – –
MFT
54
Moisand Fitzgerald Tamayo
Florida
$8.85K – – –
DCM
55
Davis Capital Management
Florida
$6.35K +$6.28K +277 New
NA
56
NewEdge Advisors
Louisiana
$4.01K – – –
GRP
57
Global Retirement Partners
California
$2.04K – – –
Fidelity Investments
58
Fidelity Investments
Massachusetts
$1.19K – – –
SWP
59
Strategic Wealth Partners
Ohio
$458 +$453 +20 New
Wells Fargo
60
Wells Fargo
California
$18 – – –
Jane Street
61
Jane Street
New York
– -$336K -14,870 Closed
AFG
62
Atomi Financial Group
New York
– -$209K -9,244 Closed
NFSG
63
Newbridge Financial Services Group
Florida
– -$196K -8,649 Closed
RFG
64
REAP Financial Group
Texas
– -$45.3K -2,002 Closed
ADL
65
Asset Dedication LLC
California
– -$37.4K -1,656 Closed
Northwestern Mutual Wealth Management
66
Northwestern Mutual Wealth Management
Wisconsin
– -$4.7K -208 Closed
AWM
67
AE Wealth Management
Kansas
– -$530 -23 Closed
1 2
3

BYLD Hedge Fund Activity: Q3 2025 in Review

59 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in iShares Yield Optimized Bond ETF (BYLD) for Q3 2025, worth a combined $132M — up 5.2% from $126M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of BYLD and 5 opened new positions — a net loss of 2 holders — while 15 trimmed existing stakes and 28 added.

The largest buyer was Cetera Investment Advisers, adding an estimated $1.34M. The largest seller was Citadel Advisors, cutting an estimated $603K.

  • 59 institutional investors held iShares Yield Optimized Bond ETF (BYLD) as of Q3 2025, down from 63 in Q2 2025.
  • Funds reported $132M of iShares Yield Optimized Bond ETF stock for Q3 2025, up 5.2% quarter-over-quarter.
  • 5 funds opened new iShares Yield Optimized Bond ETF positions in Q3 2025 and 7 closed out, a net change of -2 holders.
  • The largest iShares Yield Optimized Bond ETF buyer in Q3 2025 was Cetera Investment Advisers, an estimated $1.34M added.
  • The largest iShares Yield Optimized Bond ETF seller in Q3 2025 was Citadel Advisors, an estimated $603K sold.

Based on aggregated 13F filings for Q3 2025.