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iShares Yield Optimized Bond ETF
BYLD

42 hedge funds and large institutions have $45.2M invested in iShares Yield Optimized Bond ETF in 2021 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 10 increasing their positions, 16 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 6

5% more funds holding

Funds holding: 40 → 42 (+2)

1% less ownership

Funds ownership: 25.22% → 24.22% (-1%)

5% less capital invested

Capital invested by funds: $47.6M → $45.2M (-$2.41M)

38% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 16

Holders
42
Holders Change
+2
Holders Change %
+5%
% of All Funds
0.65%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
10
Reduced
16
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$905K
2
Jane Street
Jane Street
New York
+$702K
3
NA
NewEdge Advisors
Louisiana
+$582K
4
DWM
Darwin Wealth Management
Florida
+$488K
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$163K

Top Sellers

1
Stifel Financial
Stifel Financial
Missouri
-$2.83M
2
LPL Financial
LPL Financial
California
-$2.11M
3
HighTower Advisors
HighTower Advisors
Illinois
-$1.35M
4
AI
Atria Investments
North Carolina
-$1.28M
5
RJA
Raymond James & Associates
Florida
-$704K
Name Holding Trade Value Shares
Change 		Change in
Stake
HNB
1
Huntington National Bank
Ohio
$8.33M – – –
DWM
2
Darwin Wealth Management
Florida
$3.98M +$488K +19,531 +14%
Thrivent Financial for Lutherans
3
Thrivent Financial for Lutherans
Minnesota
$3.33M – – –
RJFSA
4
Raymond James Financial Services Advisors
Florida
$3.09M -$430K -17,192 -12%
Jane Street
5
Jane Street
New York
$2.72M +$702K +28,070 +35%
VFPW
6
Vantage Financial Partners (Wisconsin)
Wisconsin
$2.6M +$2.6M +104,060 New
LPL Financial
7
LPL Financial
California
$2.59M -$2.11M -84,523 -45%
Osaic Holdings
8
Osaic Holdings
Arizona
$2.11M -$303K -12,127 -13%
AMG
9
Asset Management Group
Connecticut
$2.02M -$423K -16,923 -17%
AI
10
Atria Investments
North Carolina
$1.81M -$1.28M -51,076 -41%
Bank of America
11
Bank of America
North Carolina
$1.76M +$160K +6,411 +10%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$1.18M +$905K +36,190 +333%
FI
13
Financial Insights
Washington
$1.15M -$27.4K -1,098 -2%
GM
14
GeoWealth Management
Illinois
$897K +$72.3K +2,892 +9%
Citadel Advisors
15
Citadel Advisors
Florida
$824K +$140K +5,589 +20%
SI
16
Stephens Inc
Arkansas
$752K – – –
T
17
TCWP
Ohio
$708K +$709K +28,353 New
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$673K +$163K +6,526 +32%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$652K -$59.6K -2,383 -8%
NA
20
NewEdge Advisors
Louisiana
$582K +$582K +23,279 New
PFS
21
Prospera Financial Services
Texas
$476K -$95K -3,800 -17%
LNC
22
Lincoln National Corp
Pennsylvania
$467K +$33.7K +1,350 +8%
APA
23
American Portfolios Advisors
New York
$385K -$144K -5,758 -27%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$332K -$504K -20,154 -60%
SFC
25
SYM Financial Corp
Indiana
$313K +$3.22K +129 +1%
1
2

BYLD Hedge Fund Activity: Q4 2021 in Review

42 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares Yield Optimized Bond ETF (BYLD) for Q4 2021, worth a combined $45.2M — down 5.1% from $47.6M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new BYLD positions and 6 closed out — a net gain of 3 holders — while 10 added to existing stakes and 16 trimmed.

The largest buyer was Susquehanna International Group, adding an estimated $905K. The largest seller was Stifel Financial, exiting entirely with an estimated $2.83M sold.

  • 42 institutional investors held iShares Yield Optimized Bond ETF (BYLD) as of Q4 2021, up from 40 in Q3 2021.
  • Funds reported $45.2M of iShares Yield Optimized Bond ETF stock for Q4 2021, down 5.1% quarter-over-quarter.
  • 9 funds opened new iShares Yield Optimized Bond ETF positions in Q4 2021 and 6 closed out, a net change of +3 holders.
  • The largest iShares Yield Optimized Bond ETF buyer in Q4 2021 was Susquehanna International Group, an estimated $905K added.
  • The largest iShares Yield Optimized Bond ETF seller in Q4 2021 was Stifel Financial, an estimated $2.83M sold.

Based on aggregated 13F filings for Q4 2021.