iShares Yield Optimized Bond ETF
BYLD
11 hedge funds and large institutions have $3.9M invested in iShares Yield Optimized Bond ETF in 2017 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 4 increasing their positions, 3 reducing their positions, and 0 closing their positions.
33% more repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 3
10% more funds holding
Funds holding: 10 → 11 (+1)
10.25% less ownership
Funds ownership: 32.67% → 22.42% (-10%)
31% less capital invested
Capital invested by funds: $5.64M → $3.9M (-$1.74M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.2M |
| 2 |
AWMS
Advocacy Wealth Management Services
Atlanta,
Georgia
|
+$508K |
| 3 |
LPL Financial
San Diego,
California
|
+$177K |
| 4 |
AG
Advisor Group
Phoenix,
Arizona
|
+$21.4K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$9.2K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$1.79M |
| 2 |
Jane Street
New York
|
-$911K |
| 3 |
VKH
Virtu KCG Holdings
New York
|
-$893K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $1.21M | +$1.2M | +48,585 | New |
|
|
2
LPL Financial
San Diego,
California
| $588K | +$177K | +7,161 | +44% |
|
|
3
Bank of America
Charlotte,
North Carolina
| $512K | +$9.2K | +372 | +2% |
|
|
AWMS
4
Advocacy Wealth Management Services
Atlanta,
Georgia
| $510K | +$508K | +20,520 | New |
|
|
VKH
5
Virtu KCG Holdings
New York
| $463K | -$893K | -36,080 | -66% |
|
|
6
Jane Street
New York
| $276K | -$911K | -36,827 | -77% |
|
|
7
Royal Bank of Canada
Toronto,
Ontario, Canada
| $141K | -$1.79M | -72,520 | -93% |
|
|
AG
8
Advisor Group
Phoenix,
Arizona
| $133K | +$21.4K | +866 | +19% |
|
|
CFS
9
Commonwealth Financial Services
Vienna,
West Virginia
| $50K | – | – | – |
|
|
LTFS
10
Ladenburg Thalmann Financial Services
Miami,
Florida
| $21K | +$99 | +4 | +0.5% |
|
BYLD Hedge Fund Activity: Q1 2017 in Review
11 of the 4,018 institutional investors tracked by Wall St. Rank reported a position in iShares Yield Optimized Bond ETF (BYLD) for Q1 2017, worth a combined $3.9M — down 31% from $5.64M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new BYLD positions and 0 closed out — a net gain of 2 holders — while 4 added to existing stakes and 3 trimmed.
The largest buyer was Susquehanna International Group, opening a new position worth an estimated $1.2M. The largest seller was Royal Bank of Canada, cutting an estimated $1.79M.
- 11 institutional investors held iShares Yield Optimized Bond ETF (BYLD) as of Q1 2017, up from 10 in Q4 2016.
- Funds reported $3.9M of iShares Yield Optimized Bond ETF stock for Q1 2017, down 31% quarter-over-quarter.
- 2 funds opened new iShares Yield Optimized Bond ETF positions in Q1 2017 and 0 closed out, a net change of +2 holders.
- The largest iShares Yield Optimized Bond ETF buyer in Q1 2017 was Susquehanna International Group, an estimated $1.2M added.
- The largest iShares Yield Optimized Bond ETF seller in Q1 2017 was Royal Bank of Canada, an estimated $1.79M sold.
Based on aggregated 13F filings for Q1 2017.