iShares Yield Optimized Bond ETF
BYLD
40 hedge funds and large institutions have $47.6M invested in iShares Yield Optimized Bond ETF in 2021 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 7 increasing their positions, 22 reducing their positions, and 5 closing their positions.
1.15% less ownership
Funds ownership: 26.37% → 25.22% (-1.2%)
5% less funds holding
Funds holding: 42 → 40 (-2)
26% less capital invested
Capital invested by funds: $64.3M → $47.6M (-$16.8M)
40% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 5
68% less repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 22
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$1.45M |
| 2 |
GM
GeoWealth Management
Chicago,
Illinois
|
+$835K |
| 3 |
LPL Financial
San Diego,
California
|
+$245K |
| 4 |
BWA
Beam Wealth Advisors
Covington,
Louisiana
|
+$214K |
| 5 |
GI
Gradient Investments
Arden Hills,
Minnesota
|
+$180K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CA
Cetera Advisors
Denver,
Colorado
|
-$2.35M |
| 2 |
JP Morgan Chase
New York
|
-$1.67M |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$530K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$320K |
| 5 |
AI
Atria Investments
Charlotte,
North Carolina
|
-$256K |
BYLD Hedge Fund Activity: Q3 2021 in Review
40 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares Yield Optimized Bond ETF (BYLD) for Q3 2021, worth a combined $47.6M — down 26% from $64.3M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of BYLD and 3 opened new positions — a net loss of 2 holders — while 22 trimmed existing stakes and 7 added.
The largest buyer was Jane Street, adding an estimated $1.45M. The largest seller was Cetera Advisors, exiting entirely with an estimated $2.35M sold.
- 40 institutional investors held iShares Yield Optimized Bond ETF (BYLD) as of Q3 2021, down from 42 in Q2 2021.
- Funds reported $47.6M of iShares Yield Optimized Bond ETF stock for Q3 2021, down 26% quarter-over-quarter.
- 3 funds opened new iShares Yield Optimized Bond ETF positions in Q3 2021 and 5 closed out, a net change of -2 holders.
- The largest iShares Yield Optimized Bond ETF buyer in Q3 2021 was Jane Street, an estimated $1.45M added.
- The largest iShares Yield Optimized Bond ETF seller in Q3 2021 was Cetera Advisors, an estimated $2.35M sold.
Based on aggregated 13F filings for Q3 2021.