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iShares Yield Optimized Bond ETF

19 hedge funds and large institutions have $8.69M invested in iShares Yield Optimized Bond ETF in 2019 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 8 increasing their positions, 4 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 4

10.27% less ownership

Funds ownership: 36.31%26.05% (-10%)

16% less capital invested

Capital invested by funds: $10.3M → $8.69M (-$1.61M)

17% less funds holding

Funds holding: 2319 (-4)

57% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 7

Holders
19
Holders Change
-4
Holders Change %
-17.39%
% of All Funds
0.41%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
8
Reduced
4
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$2.24M +$92.2K +3,806 +4%
LTFS
2
Ladenburg Thalmann Financial Services
Florida
$1.34M -$829K -34,238 -39%
Bank of America
3
Bank of America
North Carolina
$1.11M +$73.9K +3,049 +7%
SB
4
Strategic Blueprint
Georgia
$1.09M +$647K +26,705 +153%
SI
5
Stephens Inc
Arkansas
$744K
RJFSA
6
Raymond James Financial Services Advisors
Florida
$630K +$83.8K +3,458 +16%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$328K -$15.4K -636 -5%
SFC
8
SYM Financial Corp
Indiana
$325K +$63K +2,600 +25%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$252K +$125K +5,171 +102%
SCA
10
Snowden Capital Advisors
New York
$250K
Ameriprise
11
Ameriprise
Minnesota
$204K +$40.6K +1,674 +25%
WCG
12
Weaver Consulting Group
California
$83K +$80.9K +3,340 New
RCAG
13
Rehmann Capital Advisory Group
Michigan
$55K +$53.9K +2,226 New
AIP
14
Ameritas Investment Partners
Nebraska
$19K
AG
15
Advisor Group
Arizona
$18K +$145 +6 +0.8%
CFGS
16
Concourse Financial Group Securities
Alabama
$3K -$484 -20 -11%
AIC
17
Ameritas Investment Company
Nebraska
$1K -$17.7K -730 -92%
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
-$1.14M -48,044 Closed
Jane Street
19
Jane Street
New York
-$371K -15,720 Closed
PAG
20
Private Advisor Group
New Jersey
-$302K -12,783 Closed
Citadel Advisors
21
Citadel Advisors
Florida
-$298K -12,619 Closed
UBS Group
22
UBS Group
Switzerland
-$143K -6,046 Closed
NFG
23
Next Financial Group
Texas
-$111K -4,707 Closed
FANJ
24
Financial Architects (New Jersey)
New Jersey
-$15K -620 Closed
Wells Fargo
25
Wells Fargo
California
+$24 +1 New

BYLD Hedge Fund Activity: Q1 2019 in Review

19 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in iShares Yield Optimized Bond ETF (BYLD) for Q1 2019, worth a combined $8.69M — down 16% from $10.3M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of BYLD and 3 opened new positions — a net loss of 4 holders — while 4 trimmed existing stakes and 8 added.

The largest buyer was Strategic Blueprint, adding an estimated $647K. The largest seller was Susquehanna International Group, exiting entirely with an estimated $1.14M sold.

  • 19 institutional investors held iShares Yield Optimized Bond ETF (BYLD) as of Q1 2019, down from 23 in Q4 2018.
  • Funds reported $8.69M of iShares Yield Optimized Bond ETF stock for Q1 2019, down 16% quarter-over-quarter.
  • 3 funds opened new iShares Yield Optimized Bond ETF positions in Q1 2019 and 7 closed out, a net change of -4 holders.
  • The largest iShares Yield Optimized Bond ETF buyer in Q1 2019 was Strategic Blueprint, an estimated $647K added.
  • The largest iShares Yield Optimized Bond ETF seller in Q1 2019 was Susquehanna International Group, an estimated $1.14M sold.

Based on aggregated 13F filings for Q1 2019.