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iShares Yield Optimized Bond ETF
BYLD

Overview Fund Activity

53 hedge funds and large institutions have $96.6M invested in iShares Yield Optimized Bond ETF in 2020 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 20 increasing their positions, 12 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
53
Holders Change
+9
Holders Change %
+20.45%
% of All Funds
1.17%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
16
Increased
20
Reduced
12
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AI
Atria Investments
North Carolina
+$5.84M
2
Jane Street
Jane Street
New York
+$5.31M
3
Bank of America
Bank of America
North Carolina
+$5.11M
4
CFD
Creative Financial Designs
Indiana
+$4.23M
5
DWM
Darwin Wealth Management
Florida
+$3.53M

Top Sellers

1
SL
Systelligence LLC
Minnesota
-$19M
2
BRWA
B. Riley Wealth Advisors
Florida
-$16.3M
3
HNB
Huntington National Bank
Ohio
-$5.7M
4
VCP
Verus Capital Partners
Arizona
-$2.5M
5
CA
Cetera Advisors
Colorado
-$935K
Name Holding Trade Value Shares
Change 		Shares
Change %
Thrivent Financial for Lutherans
1
Thrivent Financial for Lutherans
Minnesota
$24.4M – – –
CFD
2
Creative Financial Designs
Indiana
$7.54M +$4.23M +171,483 +128%
LPL Financial
3
LPL Financial
California
$6.61M +$1.36M +55,000 +26%
AI
4
Atria Investments
North Carolina
$5.84M +$5.84M +236,777 New
Bank of America
5
Bank of America
North Carolina
$5.79M +$5.11M +207,126 +745%
HNB
6
Huntington National Bank
Ohio
$5.7M -$5.7M – –
Jane Street
7
Jane Street
New York
$5.31M +$5.31M +215,506 New
DWM
8
Darwin Wealth Management
Florida
$4.21M +$3.53M +143,561 +520%
SB
9
Strategic Blueprint
Georgia
$3.84M +$549K +22,256 +17%
AMG
10
Asset Management Group
Connecticut
$2.85M -$5.92K -240 -0.2%
Osaic Holdings
11
Osaic Holdings
Arizona
$2.73M +$2.73M +110,835 New
SXL
12
Summit X LLC
Missouri
$2M +$321K +12,951 +19%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$1.79M +$413K +16,731 +30%
FFN
14
Focus Financial Network
Minnesota
$1.66M +$296K +12,005 +22%
HighTower Advisors
15
HighTower Advisors
Illinois
$1.55M +$520K +21,569 +51%
CA
16
Cetera Advisors
Colorado
$1.36M -$935K -37,919 -41%
DAS
17
Dynamic Advisor Solutions
Arizona
$1.17M -$202K -8,209 -15%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$1.17M +$413K +16,758 +55%
SL
19
Systelligence LLC
Minnesota
$939K -$19M -770,462 -95%
LWAC
20
Laurel Wealth Advisors (California)
California
$909K +$150K +6,064 +20%
CA
21
Crumly & Associates
Illinois
$760K +$16.7K +679 +2%
SI
22
Stephens Inc
Arkansas
$742K – – –
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$659K +$157K +6,349 +31%
AAS
24
Avantax Advisory Services
Texas
$627K +$627K +25,421 New
BWA
25
Beam Wealth Advisors
Louisiana
$605K -$359K -14,549 -37%
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