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iShares Yield Optimized Bond ETF
BYLD

Overview Fund Activity

44 hedge funds and large institutions have $83.7M invested in iShares Yield Optimized Bond ETF in 2019 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 20 increasing their positions, 4 reducing their positions, and 3 closing their positions.

Holders
44
Holders Change
+13
Holders Change %
+41.94%
% of All Funds
0.87%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.06%
New
16
Increased
20
Reduced
4
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CFD
1
Creative Financial Designs
Indiana
$3.45M
2
AMG
2
Asset Management Group
Connecticut
$2.98M
3
LPL Financial
3
LPL Financial
California
$5.46M
4
BRWA
4
B. Riley Wealth Advisors
Florida
$16.3M
5
FFN
5
Focus Financial Network
Minnesota
$1.42M

Top Sellers

1
HNB
1
Huntington National Bank
Ohio
$5.7M
2
Jane Street
2
Jane Street
New York
$0
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$1.02M
4
AP
4
Advisors Preferred
Maryland
$0
5
BCA
5
Bay Colony Advisors
Massachusetts
$723K
Name Market Value Shares Shares
Change 		Shares
Change %
SL
1
Systelligence LLC
Minnesota
$20.8M 808,544 +808,544 New
BRWA
2
B. Riley Wealth Advisors
Florida
$16.3M 635,926 +58,803 +10%
HNB
3
Huntington National Bank
Ohio
– – – –
LPL Financial
4
LPL Financial
California
$5.46M 212,897 +87,175 +69%
CFD
5
Creative Financial Designs
Indiana
$3.45M 134,102 +133,709 +34,023%
SB
6
Strategic Blueprint
Georgia
$3.43M 133,605 +9,140 +7%
AMG
7
Asset Management Group
Connecticut
$2.98M 115,947 +99,117 +589%
VCP
8
Verus Capital Partners
Arizona
$2.66M 103,826 +103,826 New
CA
9
Cetera Advisors
Colorado
$2.38M 92,971 +132 +0.1%
SXL
10
Summit X LLC
Missouri
$1.73M 67,632 +2,631 +4%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$1.43M 55,805 +15,371 +38%
DAS
12
Dynamic Advisor Solutions
Arizona
$1.43M 55,772 +20,364 +58%
FFN
13
Focus Financial Network
Minnesota
$1.42M 55,493 +55,493 New
LTFS
14
Ladenburg Thalmann Financial Services
Florida
$1.35M 52,406 +6,002 +13%
AG
15
Advisor Group
Arizona
$1.14M 44,423 +4,791 +12%
HighTower Advisors
16
HighTower Advisors
Illinois
$1.08M 42,567 +8,193 +24%
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$1.02M 39,670 -8,204 -17%
BWA
18
Beam Wealth Advisors
Louisiana
$1M 39,081 +39,081 New
LWAC
19
Laurel Wealth Advisors (California)
California
$790K 30,790 +30,790 New
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$784K 30,564 +12,232 +67%
CA
21
Crumly & Associates
Illinois
$774K 30,159 +30,159 New
SI
22
Stephens Inc
Arkansas
$772K 30,095 – –
BCA
23
Bay Colony Advisors
Massachusetts
$723K 27,927 -5,214 -16%
Bank of America
24
Bank of America
North Carolina
$713K 27,790 -2,221 -7%
DWM
25
Darwin Wealth Management
Florida
$708K 27,582 +14,847 +117%
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