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iShares Yield Optimized Bond ETF
BYLD

74 hedge funds and large institutions have $210M invested in iShares Yield Optimized Bond ETF in 2026 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 31 increasing their positions, 17 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 7

82% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 17

39% more capital invested

Capital invested by funds: $151M → $210M (+$59.4M)

12% more funds holding

Funds holding: 66 → 74 (+8)

7.26% more ownership

Funds ownership: 43.46% → 50.72% (+7.3%)

Holders
74
Holders Change
+8
Holders Change %
+12.12%
% of All Funds
0.91%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
15
Increased
31
Reduced
17
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HWM
Horizon Wealth Management
Illinois
+$52.4M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$3.04M
3
MWM
Modern Wealth Management
Kansas
+$2.65M
4
Raymond James Financial
Raymond James Financial
Florida
+$2.25M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$1.79M

Top Sellers

1
TPA
Trivium Point Advisory
Connecticut
-$7.75M
2
LAS
LWM Advisory Services
Florida
-$2.4M
3
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
-$2.37M
4
Jane Street
Jane Street
New York
-$843K
5
VA
VestGen Advisors
Illinois
-$591K
Name Holding Trade Value Shares
Change 		Change in
Stake
EWA
51
EverSource Wealth Advisors
Alabama
$54K -$2.51K -110 -4%
FFA
52
Farther Finance Advisors
California
$49.2K -$19.7K -865 -28%
US Bancorp
53
US Bancorp
Minnesota
$48.6K +$14.3K +626 +41%
DWM
54
Darwin Wealth Management
Florida
$47.3K +$296 +13 +0.6%
Morgan Stanley
55
Morgan Stanley
New York
$38.9K +$23 +1 +0.1%
ASN
56
Advisory Services Network
Georgia
$36.5K +$36.9K +1,619 New
AF
57
Align Financial
Minnesota
$25.4K +$25.7K +1,127 New
NS
58
NBC Securities
Alabama
$23.2K -$27.2K -1,193 -54%
DAM
59
Delta Asset Management
Tennessee
$22.5K – – –
HI
60
Harbour Investments
Wisconsin
$19.4K – – –
IA
61
IFP Advisors
Florida
$17.5K – – –
Jones Financial Companies
62
Jones Financial Companies
Missouri
$14.2K +$14.5K +635 New
Carson Wealth (CWM LLC)
63
Carson Wealth (CWM LLC)
Nebraska
$11.7K – – –
Fifth Third Bancorp
64
Fifth Third Bancorp
Ohio
$10.7K -$38.5K -1,688 -78%
SEP
65
Signature Equity Partners
Ohio
$8.81K +$3.14K +138 +55%
MFT
66
Moisand Fitzgerald Tamayo
Florida
$8.7K – – –
Wells Fargo
67
Wells Fargo
California
$8.2K +$8.27K +363 +36,300%
HB
68
Horizon Bancorp
Indiana
$7K +$7.56K +332 New
CBT
69
Crews Bank & Trust
Florida
$4.8K +$4.85K +213 New
NA
70
NewEdge Advisors
Louisiana
$3.94K – – –
UBS Group
71
UBS Group
Switzerland
$3.09K +$3.12K +137 New
DCM
72
Davis Capital Management
Florida
$2.93K – – –
SIC
73
SJS Investment Consulting
Ohio
$2.7K – – –
Fidelity Investments
74
Fidelity Investments
Massachusetts
$1.17K – – –
CA
75
Clearstead Advisors
Ohio
$181 +$182 +8 New
1 2
3
4

BYLD Hedge Fund Activity: Q1 2026 in Review

74 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in iShares Yield Optimized Bond ETF (BYLD) for Q1 2026, worth a combined $210M — up 39% from $151M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new BYLD positions and 7 closed out — a net gain of 8 holders — while 31 added to existing stakes and 17 trimmed.

The largest buyer was Horizon Wealth Management, opening a new position worth an estimated $52.4M. The largest seller was Trivium Point Advisory, exiting entirely with an estimated $7.75M sold.

  • 74 institutional investors held iShares Yield Optimized Bond ETF (BYLD) as of Q1 2026, up from 66 in Q4 2025.
  • Funds reported $210M of iShares Yield Optimized Bond ETF stock for Q1 2026, up 39% quarter-over-quarter.
  • 15 funds opened new iShares Yield Optimized Bond ETF positions in Q1 2026 and 7 closed out, a net change of +8 holders.
  • The largest iShares Yield Optimized Bond ETF buyer in Q1 2026 was Horizon Wealth Management, an estimated $52.4M added.
  • The largest iShares Yield Optimized Bond ETF seller in Q1 2026 was Trivium Point Advisory, an estimated $7.75M sold.

Based on aggregated 13F filings for Q1 2026.