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iShares Yield Optimized Bond ETF
BYLD

33 hedge funds and large institutions have $30.8M invested in iShares Yield Optimized Bond ETF in 2022 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 8 increasing their positions, 14 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 4

0% less capital invested

Capital invested by funds: $30.9M → $30.8M (-$125K)

0.59% less ownership

Funds ownership: 26.6% → 26% (-0.59%)

3% less funds holding

Funds holding: 34 → 33 (-1)

43% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 14

Holders
33
Holders Change
-1
Holders Change %
-2.94%
% of All Funds
0.57%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
8
Reduced
14
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$757K
2
Jane Street
Jane Street
New York
+$187K
3
SFC
SYM Financial Corp
Indiana
+$72.4K
4
T
TCWP
Ohio
+$62.3K
5
AF
Allworth Financial
California
+$45.8K

Top Sellers

1
RJFSA
Raymond James Financial Services Advisors
Florida
-$632K
2
AG
Ascent Group
Virginia
-$280K
3
LPL Financial
LPL Financial
California
-$257K
4
VFPW
Vantage Financial Partners (Wisconsin)
Wisconsin
-$239K
5
DWM
Darwin Wealth Management
Florida
-$219K
Name Holding Trade Value Shares
Change 		Change in
Stake
HNB
1
Huntington National Bank
Ohio
$10.5M – – –
DWM
2
Darwin Wealth Management
Florida
$4.1M -$219K -9,899 -5%
Jane Street
3
Jane Street
New York
$1.68M +$187K +8,440 +12%
LPL Financial
4
LPL Financial
California
$1.47M -$257K -11,609 -14%
AMG
5
Asset Management Group
Connecticut
$1.42M +$11.4K +514 +0.8%
Osaic Holdings
6
Osaic Holdings
Arizona
$1.31M -$117K -5,301 -8%
VFPW
7
Vantage Financial Partners (Wisconsin)
Wisconsin
$1.14M -$239K -10,767 -17%
Bank of America
8
Bank of America
North Carolina
$1.02M -$68K -3,067 -6%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$941K -$632K -28,521 -39%
T
10
TCWP
Ohio
$814K +$62.3K +2,810 +8%
GM
11
GeoWealth Management
Illinois
$772K -$12.8K -576 -2%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$728K +$757K +34,174 New
ECA
13
Elevated Capital Advisors
Utah
$673K +$700K +31,581 New
AWM
14
AE Wealth Management
Kansas
$643K -$2.5K -113 -0.4%
SI
15
Stephens Inc
Arkansas
$641K – – –
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$473K -$16.1K -728 -3%
PFS
17
Prospera Financial Services
Texas
$402K -$4.08K -184 -1%
LNC
18
Lincoln National Corp
Pennsylvania
$392K +$1.55K +70 +0.4%
SFC
19
SYM Financial Corp
Indiana
$368K +$72.4K +3,269 +23%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$359K +$9.66K +436 +3%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$221K -$10.5K -475 -4%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$209K +$288 +13 +0.1%
HI
23
Harbour Investments
Wisconsin
$173K – – –
AF
24
Allworth Financial
California
$93K +$45.8K +2,065 +89%
TWC
25
TD Waterhouse Canada
Ontario, Canada
$64.3K – – –
1
2

BYLD Hedge Fund Activity: Q3 2022 in Review

33 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in iShares Yield Optimized Bond ETF (BYLD) for Q3 2022, worth a combined $30.8M — down 0.41% from $30.9M a quarter earlier.

Fund positioning in BYLD was balanced in Q3 2022: 4 funds opened new positions, 4 closed out, 8 added to existing stakes and 14 trimmed.

The largest buyer was Susquehanna International Group, opening a new position worth an estimated $757K. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $632K.

  • 33 institutional investors held iShares Yield Optimized Bond ETF (BYLD) as of Q3 2022, down from 34 in Q2 2022.
  • Funds reported $30.8M of iShares Yield Optimized Bond ETF stock for Q3 2022, down 0.41% quarter-over-quarter.
  • 4 funds opened new iShares Yield Optimized Bond ETF positions in Q3 2022 and 4 closed out, a net change of 0 holders.
  • The largest iShares Yield Optimized Bond ETF buyer in Q3 2022 was Susquehanna International Group, an estimated $757K added.
  • The largest iShares Yield Optimized Bond ETF seller in Q3 2022 was Raymond James Financial Services Advisors, an estimated $632K sold.

Based on aggregated 13F filings for Q3 2022.