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iShares Yield Optimized Bond ETF

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.

New
Increased
Maintained
Reduced
Closed

433% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 3

400% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 4

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

93% more capital invested

Capital invested by funds: $43.3M → $83.7M (+$40.4M)

42% more funds holding

Funds holding: 3144 (+13)

13.95% more ownership

Funds ownership: 30.76%44.7% (+14%)

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
Name Holding Trade Value Shares
Change
Change in
Stake
SL
1
Systelligence LLC
Minnesota
$20.8M +$20.7M +808,544 New
BRWA
2
B. Riley Wealth Advisors
Florida
$16.3M +$1.5M +58,803 +10%
HNB
3
Huntington National Bank
Ohio
$5.7M
LPL Financial
4
LPL Financial
California
$5.46M +$2.23M +87,175 +69%
CFD
5
Creative Financial Designs
Indiana
$3.45M +$3.42M +133,709 +34,023%
SB
6
Strategic Blueprint
Georgia
$3.43M +$234K +9,140 +7%
AMG
7
Asset Management Group
Connecticut
$2.98M +$2.53M +99,117 +589%
VCP
8
Verus Capital Partners
Arizona
$2.66M +$2.65M +103,826 New
CA
9
Cetera Advisors
Colorado
$2.38M +$3.37K +132 +0.1%
SXL
10
Summit X LLC
Missouri
$1.73M +$67.3K +2,631 +4%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$1.43M +$393K +15,371 +38%
DAS
12
Dynamic Advisor Solutions
Arizona
$1.43M +$521K +20,364 +58%
FFN
13
Focus Financial Network
Minnesota
$1.42M +$1.42M +55,493 New
LTFS
14
Ladenburg Thalmann Financial Services
Florida
$1.34M +$153K +6,002 +13%
AG
15
Advisor Group
Arizona
$1.14M +$122K +4,791 +12%
HighTower Advisors
16
HighTower Advisors
Illinois
$1.08M +$209K +8,193 +24%
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$1.02M -$210K -8,204 -17%
BWA
18
Beam Wealth Advisors
Louisiana
$1M +$999K +39,081 New
LWAC
19
Laurel Wealth Advisors (California)
California
$790K +$787K +30,790 New
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$784K +$313K +12,232 +67%
CA
21
Crumly & Associates
Illinois
$774K +$771K +30,159 New
SI
22
Stephens Inc
Arkansas
$772K
BCA
23
Bay Colony Advisors
Massachusetts
$723K -$133K -5,214 -16%
Bank of America
24
Bank of America
North Carolina
$713K -$56.8K -2,221 -7%
DWM
25
Darwin Wealth Management
Florida
$708K +$380K +14,847 +117%

BYLD Hedge Fund Activity: Q4 2019 in Review

44 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in iShares Yield Optimized Bond ETF (BYLD) for Q4 2019, worth a combined $83.7M — up 93% from $43.3M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new BYLD positions and 3 closed out — a net gain of 13 holders — while 20 added to existing stakes and 4 trimmed.

The largest buyer was Creative Financial Designs, adding an estimated $3.42M. The largest seller was Jane Street, exiting entirely with an estimated $615K sold.

  • 44 institutional investors held iShares Yield Optimized Bond ETF (BYLD) as of Q4 2019, up from 31 in Q3 2019.
  • Funds reported $83.7M of iShares Yield Optimized Bond ETF stock for Q4 2019, up 93% quarter-over-quarter.
  • 16 funds opened new iShares Yield Optimized Bond ETF positions in Q4 2019 and 3 closed out, a net change of +13 holders.
  • The largest iShares Yield Optimized Bond ETF buyer in Q4 2019 was Creative Financial Designs, an estimated $3.42M added.
  • The largest iShares Yield Optimized Bond ETF seller in Q4 2019 was Jane Street, an estimated $615K sold.

Based on aggregated 13F filings for Q4 2019.