We are live on ! Find out more
BYLD icon

iShares Yield Optimized Bond ETF

34 hedge funds and large institutions have $30.9M invested in iShares Yield Optimized Bond ETF in 2022 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 7 increasing their positions, 14 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.09% less ownership

Funds ownership: 27.68%26.6% (-1.1%)

6% less funds holding

Funds holding: 3634 (-2)

16% less capital invested

Capital invested by funds: $36.6M → $30.9M (-$5.75M)

22% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 9

50% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 14

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
34
Holders Change
-2
Holders Change %
-5.56%
% of All Funds
0.57%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
7
Increased
7
Reduced
14
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HNB
1
Huntington National Bank
Ohio
$8.77M
DWM
2
Darwin Wealth Management
Florida
$4.58M +$783K +34,721 +21%
LPL Financial
3
LPL Financial
California
$1.78M -$150K -6,668 -8%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$1.6M -$873K -38,744 -35%
Jane Street
5
Jane Street
New York
$1.55M +$387K +17,178 +32%
Osaic Holdings
6
Osaic Holdings
Arizona
$1.48M -$1.38M -61,234 -48%
AMG
7
Asset Management Group
Connecticut
$1.46M -$233K -10,337 -13%
VFPW
8
Vantage Financial Partners (Wisconsin)
Wisconsin
$1.42M -$523K -23,204 -27%
Bank of America
9
Bank of America
North Carolina
$1.12M -$139K -6,177 -11%
KWM
10
KerberRose Wealth Management
Wisconsin
$1.05M +$1.08M +47,752 New
GM
11
GeoWealth Management
Illinois
$812K +$10.4K +461 +1%
T
12
TCWP
Ohio
$781K +$107K +4,729 +15%
AWM
13
AE Wealth Management
Kansas
$669K -$4.06K -180 -0.6%
SI
14
Stephens Inc
Arkansas
$664K
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$506K -$54.9K -2,434 -10%
PFS
16
Prospera Financial Services
Texas
$420K
LNC
17
Lincoln National Corp
Pennsylvania
$404K +$40.2K +1,782 +11%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$362K -$27.6K -1,225 -7%
SFC
19
SYM Financial Corp
Indiana
$309K +$564 +25 +0.2%
AG
20
Ascent Group
Virginia
$280K +$278K +12,309 New
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$239K +$11.6K +513 +5%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$216K -$57.9K -2,567 -21%
HI
23
Harbour Investments
Wisconsin
$173K +$177K +7,850 New
TWC
24
TD Waterhouse Canada
Ontario, Canada
$66.6K
UBS Group
25
UBS Group
Switzerland
$53K -$11.6K -514 -18%

BYLD Hedge Fund Activity: Q2 2022 in Review

34 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in iShares Yield Optimized Bond ETF (BYLD) for Q2 2022, worth a combined $30.9M — down 16% from $36.6M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of BYLD and 7 opened new positions — a net loss of 2 holders — while 14 trimmed existing stakes and 7 added.

The largest buyer was Darwin Wealth Management, adding an estimated $783K. The largest seller was Osaic Holdings, cutting an estimated $1.38M.

  • 34 institutional investors held iShares Yield Optimized Bond ETF (BYLD) as of Q2 2022, down from 36 in Q1 2022.
  • Funds reported $30.9M of iShares Yield Optimized Bond ETF stock for Q2 2022, down 16% quarter-over-quarter.
  • 7 funds opened new iShares Yield Optimized Bond ETF positions in Q2 2022 and 9 closed out, a net change of -2 holders.
  • The largest iShares Yield Optimized Bond ETF buyer in Q2 2022 was Darwin Wealth Management, an estimated $783K added.
  • The largest iShares Yield Optimized Bond ETF seller in Q2 2022 was Osaic Holdings, an estimated $1.38M sold.

Based on aggregated 13F filings for Q2 2022.