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iShares Yield Optimized Bond ETF
BYLD

Overview Fund Activity

44 hedge funds and large institutions have $97.7M invested in iShares Yield Optimized Bond ETF in 2020 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 13 increasing their positions, 16 reducing their positions, and 16 closing their positions.

Holders
44
Holders Change
-9
Holders Change %
-16.98%
% of All Funds
0.9%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
8
Increased
13
Reduced
16
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AI
1
Atria Investments
North Carolina
$11.3M
2
DWM
2
Darwin Wealth Management
Florida
$7.48M
3
RJA
3
Raymond James & Associates
Florida
$1.21M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$2.9M
5
CFD
5
Creative Financial Designs
Indiana
$8.56M

Top Sellers

1
Thrivent Financial for Lutherans
1
Thrivent Financial for Lutherans
Minnesota
$24.4M
2
HNB
2
Huntington National Bank
Ohio
$6.39M
3
Jane Street
3
Jane Street
New York
$0
4
LPL Financial
4
LPL Financial
California
$4.68M
5
FFN
5
Focus Financial Network
Minnesota
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Thrivent Financial for Lutherans
1
Thrivent Financial for Lutherans
Minnesota
– – – –
AI
2
Atria Investments
North Carolina
$11.3M 441,487 +204,710 +86%
CFD
3
Creative Financial Designs
Indiana
$8.56M 334,031 +28,446 +9%
DWM
4
Darwin Wealth Management
Florida
$7.48M 292,008 +120,865 +71%
HNB
5
Huntington National Bank
Ohio
– – – –
Bank of America
6
Bank of America
North Carolina
$5.67M 221,208 -13,708 -6%
LPL Financial
7
LPL Financial
California
$4.68M 182,527 -85,370 -32%
SB
8
Strategic Blueprint
Georgia
$3.08M 120,269 -35,592 -23%
AMG
9
Asset Management Group
Connecticut
$2.98M 116,276 +569 +0.5%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$2.9M 113,314 +40,778 +56%
Osaic Holdings
11
Osaic Holdings
Arizona
$2.31M 90,034 -20,801 -19%
HighTower Advisors
12
HighTower Advisors
Illinois
$2.2M 86,253 +22,117 +34%
SXL
13
Summit X LLC
Missouri
$2.06M 80,379 -204 -0.3%
CA
14
Cetera Advisors
Colorado
$1.45M 56,754 +1,702 +3%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$1.4M 54,756 +7,434 +16%
RJA
16
Raymond James & Associates
Florida
$1.21M 47,122 +47,122 New
DAS
17
Dynamic Advisor Solutions
Arizona
$1.15M 44,876 -2,687 -6%
LWAC
18
Laurel Wealth Advisors (California)
California
$943K 36,805 -49 -0.1%
CA
19
Crumly & Associates
Illinois
$871K 34,008 +3,170 +10%
SI
20
Stephens Inc
Arkansas
$771K 30,095 – –
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$768K 29,990 +3,265 +12%
AAS
22
Avantax Advisory Services
Texas
$719K 27,939 +2,518 +10%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$605K 23,605 -340 -1%
BWA
24
Beam Wealth Advisors
Louisiana
$535K 20,805 -3,727 -15%
Citadel Advisors
25
Citadel Advisors
Florida
$490K 19,141 +19,141 New
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