iShares Yield Optimized Bond ETF
BYLD
42 hedge funds and large institutions have $53.5M invested in iShares Yield Optimized Bond ETF in 2021 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 14 increasing their positions, 17 reducing their positions, and 6 closing their positions.
3.4% less ownership
Funds ownership: 29.77% → 26.37% (-3.4%)
9% less funds holding
Funds holding: 46 → 42 (-4)
18% less repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 17
30% less capital invested
Capital invested by funds: $76.7M → $53.5M (-$23.2M)
50% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 6
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$1.66M |
| 2 |
MAFM
Mid Atlantic Financial Management
Pittsburgh,
Pennsylvania
|
+$737K |
| 3 |
SF
Synovus Financial
Columbus,
Georgia
|
+$521K |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$126K |
| 5 |
CA
Cetera Advisors
Denver,
Colorado
|
+$69.5K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DWM
Darwin Wealth Management
Tampa,
Florida
|
-$6.19M |
| 2 |
Jane Street
New York
|
-$3.8M |
| 3 |
AI
Atria Investments
Charlotte,
North Carolina
|
-$1.19M |
| 4 |
CA
Crumly & Associates
Springfield,
Illinois
|
-$1.1M |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$775K |
BYLD Hedge Fund Activity: Q2 2021 in Review
42 of the 5,767 institutional investors tracked by Wall St. Rank reported a position in iShares Yield Optimized Bond ETF (BYLD) for Q2 2021, worth a combined $53.5M — down 30% from $76.7M a quarter earlier.
Sellers outnumbered buyers: 6 funds closed out of BYLD and 3 opened new positions — a net loss of 3 holders — while 17 trimmed existing stakes and 14 added.
The largest buyer was JP Morgan Chase, opening a new position worth an estimated $1.66M. The largest seller was Darwin Wealth Management, cutting an estimated $6.19M.
- 42 institutional investors held iShares Yield Optimized Bond ETF (BYLD) as of Q2 2021, down from 46 in Q1 2021.
- Funds reported $53.5M of iShares Yield Optimized Bond ETF stock for Q2 2021, down 30% quarter-over-quarter.
- 3 funds opened new iShares Yield Optimized Bond ETF positions in Q2 2021 and 6 closed out, a net change of -3 holders.
- The largest iShares Yield Optimized Bond ETF buyer in Q2 2021 was JP Morgan Chase, an estimated $1.66M added.
- The largest iShares Yield Optimized Bond ETF seller in Q2 2021 was Darwin Wealth Management, an estimated $6.19M sold.
Based on aggregated 13F filings for Q2 2021.