iShares Yield Optimized Bond ETF
BYLD
44 hedge funds and large institutions have $98.1M 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.
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.06% less ownership
Funds ownership: 35.26% → 35.2% (-0.06%)
2% less capital inflows, than outflows
Capital inflows: $14.8M | Capital outflows: $15.1M
17% less funds holding
Funds holding: 53 → 44 (-9)
19% less repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 16
50% less first-time investments, than exits
New positions opened: 8 | Existing positions closed: 16
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Atria Investments
Charlotte,
North Carolina
|
+$5.17M |
| 2 |
Darwin Wealth Management
Tampa,
Florida
|
+$3.05M |
| 3 |
Heartwood Wealth Advisors
Richmond,
Virginia
|
+$1.52M |
| 4 |
Raymond James & Associates
St Petersburg,
Florida
|
+$1.19M |
| 5 |
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$1.03M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$5.31M |
| 2 |
LPL Financial
San Diego,
California
|
-$2.16M |
| 3 |
Focus Financial Network
Minneapolis,
Minnesota
|
-$1.66M |
| 4 |
Systelligence LLC
Bloomington,
Minnesota
|
-$939K |
| 5 |
Strategic Blueprint
Atlanta,
Georgia
|
-$899K |
BYLD Hedge Fund Activity: Q2 2020 in Review
44 of the 4,890 institutional investors tracked by Wall St. Rank reported a position in iShares Yield Optimized Bond ETF (BYLD) for Q2 2020, worth a combined $98.1M — up 1.6% from $96.6M a quarter earlier.
Sellers outnumbered buyers: 16 funds closed out of BYLD and 8 opened new positions — a net loss of 8 holders — while 16 trimmed existing stakes and 13 added.
The largest buyer was Atria Investments, adding an estimated $5.17M. The largest seller was Jane Street, exiting entirely with an estimated $5.31M sold.
- 44 institutional investors held iShares Yield Optimized Bond ETF (BYLD) as of Q2 2020, down from 53 in Q1 2020.
- Funds reported $98.1M of iShares Yield Optimized Bond ETF stock for Q2 2020, up 1.6% quarter-over-quarter.
- 8 funds opened new iShares Yield Optimized Bond ETF positions in Q2 2020 and 16 closed out, a net change of -8 holders.
- The largest iShares Yield Optimized Bond ETF buyer in Q2 2020 was Atria Investments, an estimated $5.17M added.
- The largest iShares Yield Optimized Bond ETF seller in Q2 2020 was Jane Street, an estimated $5.31M sold.
Based on aggregated 13F filings for Q2 2020.