iShares Yield Optimized Bond ETF
BYLD
36 hedge funds and large institutions have $36.6M invested in iShares Yield Optimized Bond ETF in 2022 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 11 increasing their positions, 17 reducing their positions, and 7 closing their positions.
3.47% more ownership
Funds ownership: 24.22% → 27.68% (+3.5%)
14% less funds holding
Funds holding: 42 → 36 (-6)
19% less capital invested
Capital invested by funds: $45.2M → $36.6M (-$8.52M)
35% less repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 17
57% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 7
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
+$1.05M |
| 2 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$734K |
| 3 |
LA
LexAurum Advisors
Overland Park,
Kansas
|
+$231K |
| 4 |
DWM
Darwin Wealth Management
Tampa,
Florida
|
+$150K |
| 5 |
T
TCWP
Beachwood,
Ohio
|
+$56.6K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AI
Atria Investments
Charlotte,
North Carolina
|
-$1.81M |
| 2 |
Jane Street
New York
|
-$1.35M |
| 3 |
VFPW
Vantage Financial Partners (Wisconsin)
Elm Grove,
Wisconsin
|
-$403K |
| 4 |
LPL Financial
San Diego,
California
|
-$392K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$328K |
BYLD Hedge Fund Activity: Q1 2022 in Review
36 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares Yield Optimized Bond ETF (BYLD) for Q1 2022, worth a combined $36.6M — down 19% from $45.2M a quarter earlier.
Sellers outnumbered buyers: 7 funds closed out of BYLD and 3 opened new positions — a net loss of 4 holders — while 17 trimmed existing stakes and 11 added.
The largest buyer was Osaic Holdings, adding an estimated $1.05M. The largest seller was Atria Investments, exiting entirely with an estimated $1.81M sold.
- 36 institutional investors held iShares Yield Optimized Bond ETF (BYLD) as of Q1 2022, down from 42 in Q4 2021.
- Funds reported $36.6M of iShares Yield Optimized Bond ETF stock for Q1 2022, down 19% quarter-over-quarter.
- 3 funds opened new iShares Yield Optimized Bond ETF positions in Q1 2022 and 7 closed out, a net change of -4 holders.
- The largest iShares Yield Optimized Bond ETF buyer in Q1 2022 was Osaic Holdings, an estimated $1.05M added.
- The largest iShares Yield Optimized Bond ETF seller in Q1 2022 was Atria Investments, an estimated $1.81M sold.
Based on aggregated 13F filings for Q1 2022.