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iShares Yield Optimized Bond ETF

49 hedge funds and large institutions have $90.7M invested in iShares Yield Optimized Bond ETF in 2020 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 22 increasing their positions, 15 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 4

47% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 15

4% more funds holding

Funds holding: 4749 (+2)

2% less capital invested

Capital invested by funds: $92.9M → $90.7M (-$2.22M)

2.93% less ownership

Funds ownership: 35.8%32.87% (-2.9%)

Holders
49
Holders Change
+2
Holders Change %
+4.26%
% of All Funds
0.87%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
6
Increased
22
Reduced
15
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Thrivent Financial for Lutherans
1
Thrivent Financial for Lutherans
Minnesota
$14.7M
DWM
2
Darwin Wealth Management
Florida
$12.5M +$4.49M +173,948 +56%
AI
3
Atria Investments
North Carolina
$10.4M -$861K -33,368 -8%
HNB
4
Huntington National Bank
Ohio
$7.12M
Bank of America
5
Bank of America
North Carolina
$6.01M -$53.6K -2,079 -0.9%
LPL Financial
6
LPL Financial
California
$5.59M +$584K +22,630 +12%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$4.46M +$293K +11,345 +7%
AMG
8
Asset Management Group
Connecticut
$2.97M -$29K -1,126 -1%
Osaic Holdings
9
Osaic Holdings
Arizona
$2.9M +$550K +21,322 +23%
CA
10
Cetera Advisors
Colorado
$2.36M +$15.2K +589 +0.6%
HighTower Advisors
11
HighTower Advisors
Illinois
$1.93M -$143K -5,536 -7%
Jane Street
12
Jane Street
New York
$1.7M +$1.7M +65,907 New
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$1.5M +$867K +33,607 +137%
RJA
14
Raymond James & Associates
Florida
$1.47M +$33.8K +1,309 +2%
CA
15
Crumly & Associates
Illinois
$1.21M -$1.8M -69,826 -60%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$1.08M -$95.3K -3,695 -8%
LWAC
17
Laurel Wealth Advisors (California)
California
$1.06M +$121K +4,700 +13%
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
$1.02M +$601K +23,298 +145%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$895K +$13.5K +524 +2%
FI
20
Financial Insights
Washington
$842K +$380K +14,713 +82%
SXL
21
Summit X LLC
Missouri
$838K -$1.23M -47,496 -59%
AAS
22
Avantax Advisory Services
Texas
$813K +$59.2K +2,296 +8%
SI
23
Stephens Inc
Arkansas
$778K
Citadel Advisors
24
Citadel Advisors
Florida
$778K +$39.3K +1,524 +5%
DAS
25
Dynamic Advisor Solutions
Arizona
$663K -$134K -5,195 -17%

BYLD Hedge Fund Activity: Q4 2020 in Review

49 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in iShares Yield Optimized Bond ETF (BYLD) for Q4 2020, worth a combined $90.7M — down 2.4% from $92.9M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new BYLD positions and 4 closed out — a net gain of 2 holders — while 22 added to existing stakes and 15 trimmed.

The largest buyer was Darwin Wealth Management, adding an estimated $4.49M. The largest seller was Trilogy Capital, exiting entirely with an estimated $8.92M sold.

  • 49 institutional investors held iShares Yield Optimized Bond ETF (BYLD) as of Q4 2020, up from 47 in Q3 2020.
  • Funds reported $90.7M of iShares Yield Optimized Bond ETF stock for Q4 2020, down 2.4% quarter-over-quarter.
  • 6 funds opened new iShares Yield Optimized Bond ETF positions in Q4 2020 and 4 closed out, a net change of +2 holders.
  • The largest iShares Yield Optimized Bond ETF buyer in Q4 2020 was Darwin Wealth Management, an estimated $4.49M added.
  • The largest iShares Yield Optimized Bond ETF seller in Q4 2020 was Trilogy Capital, an estimated $8.92M sold.

Based on aggregated 13F filings for Q4 2020.