BYLD icon

iShares Yield Optimized Bond ETF
BYLD

Overview Fund Activity

31 hedge funds and large institutions have $43.3M invested in iShares Yield Optimized Bond ETF in 2019 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 13 increasing their positions, 3 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
31
Holders Change
+6
Holders Change %
+24%
% of All Funds
0.68%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
11
Increased
13
Reduced
3
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BRWA
B. Riley Wealth Advisors
Florida
+$14.8M
2
SXL
Summit X LLC
Missouri
+$1.67M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.23M
4
SB
Strategic Blueprint
Georgia
+$995K
5
AG
Advisor Group
Arizona
+$938K

Top Sellers

1
SCA
Snowden Capital Advisors
New York
-$256K
2
UBS Group
UBS Group
Switzerland
-$148K
3
RJFSA
Raymond James Financial Services Advisors
Florida
-$78.8K
4
RCAG
Rehmann Capital Advisory Group
Michigan
-$76.5K
5
LTFS
Ladenburg Thalmann Financial Services
Florida
-$40.1K
Name Holding Trade Value Shares
Change 		Shares
Change %
BRWA
1
B. Riley Wealth Advisors
Florida
$14.8M +$14.8M +577,123 New
HNB
2
Huntington National Bank
Ohio
$4.71M – – –
LPL Financial
3
LPL Financial
California
$3.22M +$275K +10,763 +9%
SB
4
Strategic Blueprint
Georgia
$3.19M +$995K +38,876 +45%
CA
5
Cetera Advisors
Colorado
$2.37M +$88K +3,443 +4%
SXL
6
Summit X LLC
Missouri
$1.67M +$1.67M +65,001 New
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$1.23M +$1.23M +47,874 New
LTFS
8
Ladenburg Thalmann Financial Services
Florida
$1.19M -$40.1K -1,569 -3%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$1.04M -$78.8K -3,078 -7%
AG
10
Advisor Group
Arizona
$1.01M +$938K +36,680 +1,243%
DAS
11
Dynamic Advisor Solutions
Arizona
$906K +$116K +4,542 +15%
HighTower Advisors
12
HighTower Advisors
Illinois
$862K +$862K +34,374 New
BCA
13
Bay Colony Advisors
Massachusetts
$848K +$427K +16,686 +101%
SI
14
Stephens Inc
Arkansas
$770K – – –
Bank of America
15
Bank of America
North Carolina
$768K +$81.6K +3,187 +12%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$670K +$403K +15,749 +151%
Jane Street
17
Jane Street
New York
$615K +$305K +11,901 +98%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$469K +$99.8K +3,901 +27%
SWP
19
Stratos Wealth Partners
Ohio
$467K +$4.42K +173 +1%
AMG
20
Asset Management Group
Connecticut
$431K +$431K +16,830 New
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$411K +$411K +16,098 New
DWM
22
Darwin Wealth Management
Florida
$326K +$326K +12,735 New
SFC
23
SYM Financial Corp
Indiana
$309K -$9.14K -357 -3%
FI
24
Financial Insights
Washington
$235K +$235K +9,185 New
NFG
25
Next Financial Group
Texas
$213K +$46.8K +1,831 +28%
1
2