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iShares Yield Optimized Bond ETF
BYLD

Overview Fund Activity

47 hedge funds and large institutions have $92.9M invested in iShares Yield Optimized Bond ETF in 2020 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 20 increasing their positions, 12 reducing their positions, and 4 closing their positions.

Holders
47
Holders Change
+3
Holders Change %
+6.82%
% of All Funds
0.95%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
8
Increased
20
Reduced
12
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TC
1
Trilogy Capital
California
$8.92M
2
CA
2
Crumly & Associates
Illinois
$3.02M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$4.15M
4
CA
4
Cetera Advisors
Colorado
$2.34M
5
SF
5
Synovus Financial
Georgia
$459K

Top Sellers

1
Thrivent Financial for Lutherans
1
Thrivent Financial for Lutherans
Minnesota
$16.8M
2
CFD
2
Creative Financial Designs
Indiana
$113K
3
HNB
3
Huntington National Bank
Ohio
$6.75M
4
SB
4
Strategic Blueprint
Georgia
$0
5
EH
5
Equitable Holdings
New York
$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
$11.2M 436,656 -4,831 -1%
TC
3
Trilogy Capital
California
$8.92M 346,792 +346,792 New
DWM
4
Darwin Wealth Management
Florida
$7.93M 308,085 +16,077 +6%
HNB
5
Huntington National Bank
Ohio
– – – –
Bank of America
6
Bank of America
North Carolina
$6.04M 234,664 +13,456 +6%
LPL Financial
7
LPL Financial
California
$4.98M 193,626 +11,099 +6%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$4.15M 161,357 +48,043 +42%
CA
9
Crumly & Associates
Illinois
$3.02M 117,162 +83,154 +245%
AMG
10
Asset Management Group
Connecticut
$2.99M 116,140 -136 -0.1%
Osaic Holdings
11
Osaic Holdings
Arizona
$2.34M 90,868 +834 +0.9%
CA
12
Cetera Advisors
Colorado
$2.34M 90,846 +34,092 +60%
HighTower Advisors
13
HighTower Advisors
Illinois
$2.07M 80,184 -6,069 -7%
RJA
14
Raymond James & Associates
Florida
$1.43M 55,644 +8,522 +18%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$1.17M 45,333 -9,423 -17%
LWAC
16
Laurel Wealth Advisors (California)
California
$935K 36,329 -476 -1%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$877K 34,121 +4,131 +14%
DAS
18
Dynamic Advisor Solutions
Arizona
$794K 30,849 -14,027 -31%
SI
19
Stephens Inc
Arkansas
$774K 30,095 – –
AAS
20
Avantax Advisory Services
Texas
$756K 29,180 +1,241 +4%
Citadel Advisors
21
Citadel Advisors
Florida
$735K 28,561 +9,420 +49%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$633K 24,602 +997 +4%
BWA
23
Beam Wealth Advisors
Louisiana
$528K 20,517 -288 -1%
PFS
24
Prospera Financial Services
Texas
$482K 18,725 +8,600 +85%
FI
25
Financial Insights
Washington
$459K 17,844 +11,822 +196%
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