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iShares Yield Optimized Bond ETF

23 hedge funds and large institutions have $10.3M invested in iShares Yield Optimized Bond ETF in 2018 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 4 increasing their positions, 8 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 1

28% more funds holding

Funds holding: 1823 (+5)

9.19% less ownership

Funds ownership: 45.5%36.31% (-9.2%)

50% less repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 8

80% less capital invested

Capital invested by funds: $51.4M → $10.3M (-$41.1M)

Holders
23
Holders Change
+5
Holders Change %
+27.78%
% of All Funds
0.51%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
4
Reduced
8
Closed
1
Calls
Puts
Net Calls
Net Calls Change

BYLD Hedge Fund Activity: Q4 2018 in Review

23 of the 4,505 institutional investors tracked by Wall St. Rank reported a position in iShares Yield Optimized Bond ETF (BYLD) for Q4 2018, worth a combined $10.3M — down 80% from $51.4M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new BYLD positions and 1 closed out — a net gain of 5 holders — while 4 added to existing stakes and 8 trimmed.

The largest buyer was Envestnet Asset Management, opening a new position worth an estimated $330K. The largest seller was Jane Street, cutting an estimated $3.77M.

  • 23 institutional investors held iShares Yield Optimized Bond ETF (BYLD) as of Q4 2018, up from 18 in Q3 2018.
  • Funds reported $10.3M of iShares Yield Optimized Bond ETF stock for Q4 2018, down 80% quarter-over-quarter.
  • 6 funds opened new iShares Yield Optimized Bond ETF positions in Q4 2018 and 1 closed out, a net change of +5 holders.
  • The largest iShares Yield Optimized Bond ETF buyer in Q4 2018 was Envestnet Asset Management, an estimated $330K added.
  • The largest iShares Yield Optimized Bond ETF seller in Q4 2018 was Jane Street, an estimated $3.77M sold.

Based on aggregated 13F filings for Q4 2018.