iShares Yield Optimized Bond ETF
BYLD
46 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, 11 reducing their positions, and 4 closing their positions.
100% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 4
82% more repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 11
5% more funds holding
Funds holding: 44 → 46 (+2)
0.43% less ownership
Funds ownership: 35.2% → 34.77% (-0.43%)
5% less capital invested
Capital invested by funds: $98.1M → $92.9M (-$5.21M)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TC
Trilogy Capital
Irvine,
California
|
+$8.96M |
| 2 |
CA
Crumly & Associates
Springfield,
Illinois
|
+$2.15M |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$1.24M |
| 4 |
CA
Cetera Advisors
Denver,
Colorado
|
+$881K |
| 5 |
SF
Synovus Financial
Columbus,
Georgia
|
+$460K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CFD
Creative Financial Designs
Kokomo,
Indiana
|
-$8.52M |
| 2 |
SB
Strategic Blueprint
Atlanta,
Georgia
|
-$3.08M |
| 3 |
EH
Equitable Holdings
New York
|
-$390K |
| 4 |
DAS
Dynamic Advisor Solutions
Phoenix,
Arizona
|
-$363K |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
-$244K |
BYLD Hedge Fund Activity: Q3 2020 in Review
46 of the 4,970 institutional investors tracked by Wall St. Rank reported a position in iShares Yield Optimized Bond ETF (BYLD) for Q3 2020, worth a combined $92.9M — down 5.3% from $98.1M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new BYLD positions and 4 closed out — a net gain of 4 holders — while 20 added to existing stakes and 11 trimmed.
The largest buyer was Trilogy Capital, opening a new position worth an estimated $8.96M. The largest seller was Creative Financial Designs, cutting an estimated $8.52M.
- 46 institutional investors held iShares Yield Optimized Bond ETF (BYLD) as of Q3 2020, up from 44 in Q2 2020.
- Funds reported $92.9M of iShares Yield Optimized Bond ETF stock for Q3 2020, down 5.3% quarter-over-quarter.
- 8 funds opened new iShares Yield Optimized Bond ETF positions in Q3 2020 and 4 closed out, a net change of +4 holders.
- The largest iShares Yield Optimized Bond ETF buyer in Q3 2020 was Trilogy Capital, an estimated $8.96M added.
- The largest iShares Yield Optimized Bond ETF seller in Q3 2020 was Creative Financial Designs, an estimated $8.52M sold.
Based on aggregated 13F filings for Q3 2020.