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iShares Yield Optimized Bond ETF

25 hedge funds and large institutions have $15.1M invested in iShares Yield Optimized Bond ETF in 2019 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 7 increasing their positions, 3 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 2

133% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 3

74% more capital invested

Capital invested by funds: $8.69M → $15.1M (+$6.43M)

32% more funds holding

Funds holding: 1925 (+6)

2.14% less ownership

Funds ownership: 26.05%23.9% (-2.1%)

Holders
25
Holders Change
+6
Holders Change %
+31.58%
% of All Funds
0.54%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
7
Reduced
3
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$2.91M +$606K +24,435 +27%
CA
2
Cetera Advisors
Colorado
$2.26M +$2.22M +89,396 New
SB
3
Strategic Blueprint
Georgia
$2.17M +$1.03M +41,445 +94%
LTFS
4
Ladenburg Thalmann Financial Services
Florida
$1.21M -$153K -6,173 -11%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$1.1M +$447K +18,023 +71%
DAS
6
Dynamic Advisor Solutions
Arizona
$781K +$765K +30,866 New
SI
7
Stephens Inc
Arkansas
$761K
Bank of America
8
Bank of America
North Carolina
$679K -$447K -18,042 -40%
SWP
9
Stratos Wealth Partners
Ohio
$458K +$448K +18,090 New
BCA
10
Bay Colony Advisors
Massachusetts
$416K +$408K +16,455 New
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$365K +$28.6K +1,153 +9%
SFC
12
SYM Financial Corp
Indiana
$314K -$18.4K -742 -6%
Jane Street
13
Jane Street
New York
$307K +$301K +12,123 New
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$265K +$5.73K +231 +2%
SCA
15
Snowden Capital Advisors
New York
$256K
Ameriprise
16
Ameriprise
Minnesota
$209K
NFG
17
Next Financial Group
Texas
$165K +$161K +6,506 New
UBS Group
18
UBS Group
Switzerland
$148K +$145K +5,835 New
AssetMark Inc
19
AssetMark Inc
California
$85K +$83.1K +3,352 New
WCG
20
Weaver Consulting Group
California
$84K
RCAG
21
Rehmann Capital Advisory Group
Michigan
$76.5K +$19.7K +796 +36%
AG
22
Advisor Group
Arizona
$75K +$55.1K +2,222 +304%
AIP
23
Ameritas Investment Partners
Nebraska
$19K
CFGS
24
Concourse Financial Group Securities
Alabama
$4K
AIC
25
Ameritas Investment Company
Nebraska
-$1K -60 Closed

BYLD Hedge Fund Activity: Q2 2019 in Review

25 of the 4,605 institutional investors tracked by Wall St. Rank reported a position in iShares Yield Optimized Bond ETF (BYLD) for Q2 2019, worth a combined $15.1M — up 74% from $8.69M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new BYLD positions and 2 closed out — a net gain of 6 holders — while 7 added to existing stakes and 3 trimmed.

The largest buyer was Cetera Advisors, opening a new position worth an estimated $2.22M. The largest seller was Bank of America, cutting an estimated $447K.

  • 25 institutional investors held iShares Yield Optimized Bond ETF (BYLD) as of Q2 2019, up from 19 in Q1 2019.
  • Funds reported $15.1M of iShares Yield Optimized Bond ETF stock for Q2 2019, up 74% quarter-over-quarter.
  • 8 funds opened new iShares Yield Optimized Bond ETF positions in Q2 2019 and 2 closed out, a net change of +6 holders.
  • The largest iShares Yield Optimized Bond ETF buyer in Q2 2019 was Cetera Advisors, an estimated $2.22M added.
  • The largest iShares Yield Optimized Bond ETF seller in Q2 2019 was Bank of America, an estimated $447K sold.

Based on aggregated 13F filings for Q2 2019.