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iShares Yield Optimized Bond ETF

46 hedge funds and large institutions have $76.7M invested in iShares Yield Optimized Bond ETF in 2021 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 10 increasing their positions, 21 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

3.1% less ownership

Funds ownership: 32.87%29.77% (-3.1%)

6% less funds holding

Funds holding: 4946 (-3)

15% less capital invested

Capital invested by funds: $90.7M → $76.7M (-$14M)

33% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 9

52% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 21

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
46
Holders Change
-3
Holders Change %
-6.12%
% of All Funds
0.81%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
6
Increased
10
Reduced
21
Closed
9
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
$14.1M
DWM
2
Darwin Wealth Management
Florida
$9.55M -$2.5M -98,699 -20%
HNB
3
Huntington National Bank
Ohio
$6.91M
LPL Financial
4
LPL Financial
California
$4.84M -$563K -22,218 -10%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$4.8M +$505K +19,903 +12%
AI
6
Atria Investments
North Carolina
$4.52M -$5.63M -222,054 -55%
Jane Street
7
Jane Street
New York
$4.36M +$2.76M +108,866 +165%
Stifel Financial
8
Stifel Financial
Missouri
$2.83M +$2.88M +113,708 New
AMG
9
Asset Management Group
Connecticut
$2.82M -$42.8K -1,686 -1%
Osaic Holdings
10
Osaic Holdings
Arizona
$2.63M -$163K -6,410 -6%
CA
11
Cetera Advisors
Colorado
$2.25M -$34.2K -1,347 -1%
Bank of America
12
Bank of America
North Carolina
$1.97M -$3.89M -153,558 -66%
HighTower Advisors
13
HighTower Advisors
Illinois
$1.79M -$69.5K -2,739 -4%
RJA
14
Raymond James & Associates
Florida
$1.65M +$236K +9,319 +16%
FI
15
Financial Insights
Washington
$1.18M +$373K +14,713 +45%
CA
16
Crumly & Associates
Illinois
$1.1M -$79.8K -3,146 -7%
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$959K -$23.6K -929 -2%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$897K -$143K -5,627 -14%
Citadel Advisors
19
Citadel Advisors
Florida
$798K +$49.6K +1,956 +7%
SI
20
Stephens Inc
Arkansas
$750K
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$734K -$729K -28,767 -49%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$697K -$168K -6,640 -19%
SXL
23
Summit X LLC
Missouri
$631K -$183K -7,230 -22%
PFS
24
Prospera Financial Services
Texas
$626K +$124K +4,900 +24%
APA
25
American Portfolios Advisors
New York
$505K -$36.8K -1,453 -7%

BYLD Hedge Fund Activity: Q1 2021 in Review

46 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in iShares Yield Optimized Bond ETF (BYLD) for Q1 2021, worth a combined $76.7M — down 15% from $90.7M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of BYLD and 6 opened new positions — a net loss of 3 holders — while 21 trimmed existing stakes and 10 added.

The largest buyer was Stifel Financial, opening a new position worth an estimated $2.88M. The largest seller was Atria Investments, cutting an estimated $5.63M.

  • 46 institutional investors held iShares Yield Optimized Bond ETF (BYLD) as of Q1 2021, down from 49 in Q4 2020.
  • Funds reported $76.7M of iShares Yield Optimized Bond ETF stock for Q1 2021, down 15% quarter-over-quarter.
  • 6 funds opened new iShares Yield Optimized Bond ETF positions in Q1 2021 and 9 closed out, a net change of -3 holders.
  • The largest iShares Yield Optimized Bond ETF buyer in Q1 2021 was Stifel Financial, an estimated $2.88M added.
  • The largest iShares Yield Optimized Bond ETF seller in Q1 2021 was Atria Investments, an estimated $5.63M sold.

Based on aggregated 13F filings for Q1 2021.