We are live on ! Find out more
BYLD icon

iShares Yield Optimized Bond ETF
BYLD

66 hedge funds and large institutions have $151M invested in iShares Yield Optimized Bond ETF in 2025 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 27 increasing their positions, 15 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 7

80% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 15

14% more capital invested

Capital invested by funds: $132M → $151M (+$18.7M)

12% more funds holding

Funds holding: 59 → 66 (+7)

1.59% more ownership

Funds ownership: 41.87% → 43.46% (+1.6%)

Holders
66
Holders Change
+7
Holders Change %
+11.86%
% of All Funds
0.8%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
27
Reduced
15
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Raymond James Financial
Raymond James Financial
Florida
+$5.41M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$2.98M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$2.92M
4
LPL Financial
LPL Financial
California
+$2.19M
5
Bank of America
Bank of America
North Carolina
+$1.14M

Top Sellers

Rank Fund Capital Flow
1
VA
VestGen Advisors
Illinois
-$1.37M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$731K
3
TAM
Titleist Asset Management
Texas
-$301K
4
Citadel Advisors
Citadel Advisors
Florida
-$280K
5
SWM
Silverlake Wealth Management
Vermont
-$278K
Name Holding Trade Value Shares
Change 		Change in
Stake
MFG
51
Mendota Financial Group
Wisconsin
$48.5K -$5.01K -219 -9%
DWM
52
Darwin Wealth Management
Florida
$47.5K +$389 +17 +0.8%
Morgan Stanley
53
Morgan Stanley
New York
$39.3K -$9.93K -434 -20%
US Bancorp
54
US Bancorp
Minnesota
$34.9K +$35.1K +1,533 New
AAP
55
Arax Advisory Partners
Colorado
$24.7K +$24.8K +1,084 New
DAM
56
Delta Asset Management
Tennessee
$22.8K – – –
HI
57
Harbour Investments
Wisconsin
$19.6K – – –
IA
58
IFP Advisors
Florida
$17.7K – – –
Carson Wealth (CWM LLC)
59
Carson Wealth (CWM LLC)
Nebraska
$12K – – –
MFT
60
Moisand Fitzgerald Tamayo
Florida
$8.79K – – –
SEP
61
Signature Equity Partners
Ohio
$5.76K +$5.79K +253 New
NA
62
NewEdge Advisors
Louisiana
$3.99K – – –
DCM
63
Davis Capital Management
Florida
$2.96K -$3.36K -147 -53%
SIC
64
SJS Investment Consulting
Ohio
$2.73K +$2.75K +120 New
Fidelity Investments
65
Fidelity Investments
Massachusetts
$1.18K – – –
SWP
66
Strategic Wealth Partners
Ohio
$455 – – –
Wells Fargo
67
Wells Fargo
California
$13 – – –
Susquehanna International Group
68
Susquehanna International Group
Pennsylvania
– -$731K -31,884 Closed
TAM
69
Titleist Asset Management
Texas
– -$301K -13,140 Closed
SWM
70
Silverlake Wealth Management
Vermont
– -$278K -12,116 Closed
AAS
71
Ameritas Advisory Services
Nebraska
– -$187K -8,178 Closed
PS
72
Principal Securities
Iowa
– -$160K -6,982 Closed
ASN
73
Advisory Services Network
Georgia
– -$37.3K -1,626 Closed
GRP
74
Global Retirement Partners
California
– -$2.04K -89 Closed
1 2
3

BYLD Hedge Fund Activity: Q4 2025 in Review

66 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in iShares Yield Optimized Bond ETF (BYLD) for Q4 2025, worth a combined $151M — up 14% from $132M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new BYLD positions and 7 closed out — a net gain of 7 holders — while 27 added to existing stakes and 15 trimmed.

The largest buyer was Raymond James Financial, adding an estimated $5.41M. The largest seller was VestGen Advisors, cutting an estimated $1.37M.

  • 66 institutional investors held iShares Yield Optimized Bond ETF (BYLD) as of Q4 2025, up from 59 in Q3 2025.
  • Funds reported $151M of iShares Yield Optimized Bond ETF stock for Q4 2025, up 14% quarter-over-quarter.
  • 14 funds opened new iShares Yield Optimized Bond ETF positions in Q4 2025 and 7 closed out, a net change of +7 holders.
  • The largest iShares Yield Optimized Bond ETF buyer in Q4 2025 was Raymond James Financial, an estimated $5.41M added.
  • The largest iShares Yield Optimized Bond ETF seller in Q4 2025 was VestGen Advisors, an estimated $1.37M sold.

Based on aggregated 13F filings for Q4 2025.