We are live on ! Find out more
BYLD icon

iShares Yield Optimized Bond ETF

34 hedge funds and large institutions have $56.5M invested in iShares Yield Optimized Bond ETF in 2022 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 12 increasing their positions, 11 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

84% more capital invested

Capital invested by funds: $30.8M → $56.5M (+$25.8M)

40% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 5

16.91% more ownership

Funds ownership: 26%42.91% (+17%)

3% more funds holding

Funds holding: 3334 (+1)

9% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 11

Holders
34
Holders Change
+1
Holders Change %
+3.03%
% of All Funds
0.55%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
12
Reduced
11
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Mariner
1
Mariner
Kansas
$21.9M +$21.8M +1,009,984 New
HNB
2
Huntington National Bank
Ohio
$13.6M
DWM
3
Darwin Wealth Management
Florida
$3.95M -$325K -15,067 -8%
Jane Street
4
Jane Street
New York
$2.28M +$576K +26,711 +34%
LPL Financial
5
LPL Financial
California
$1.38M -$122K -5,633 -8%
Osaic Holdings
6
Osaic Holdings
Arizona
$1.34M +$1.92K +89 +0.1%
AMG
7
Asset Management Group
Connecticut
$1.31M -$141K -6,523 -10%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$1.03M +$74.2K +3,440 +8%
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$1.02M +$282K +13,094 +38%
Bank of America
10
Bank of America
North Carolina
$988K -$46.4K -2,151 -5%
T
11
TCWP
Ohio
$850K +$21.2K +982 +3%
ECA
12
Elevated Capital Advisors
Utah
$707K +$22.2K +1,030 +3%
AWM
13
AE Wealth Management
Kansas
$663K +$8.13K +377 +1%
SI
14
Stephens Inc
Arkansas
$652K
RWPA
15
Richard W. Paul & Associates
Michigan
$648K +$645K +29,892 New
SFG
16
Sage Financial Group
Pennsylvania
$573K +$570K +26,415 New
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$479K -$2.89K -134 -0.6%
VFPW
18
Vantage Financial Partners (Wisconsin)
Wisconsin
$466K -$687K -31,848 -60%
PFS
19
Prospera Financial Services
Texas
$439K +$30.2K +1,400 +7%
LNC
20
Lincoln National Corp
Pennsylvania
$424K +$25.2K +1,167 +6%
GM
21
GeoWealth Management
Illinois
$400K -$385K -17,835 -49%
SFC
22
SYM Financial Corp
Indiana
$378K +$3.95K +183 +1%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$281K -$83.6K -3,875 -23%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$237K +$12K +557 +5%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$212K -$1.03K -48 -0.5%

BYLD Hedge Fund Activity: Q4 2022 in Review

34 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in iShares Yield Optimized Bond ETF (BYLD) for Q4 2022, worth a combined $56.5M — up 84% from $30.8M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new BYLD positions and 5 closed out — a net gain of 2 holders — while 12 added to existing stakes and 11 trimmed.

The largest buyer was Mariner, opening a new position worth an estimated $21.8M. The largest seller was Vantage Financial Partners (Wisconsin), cutting an estimated $687K.

  • 34 institutional investors held iShares Yield Optimized Bond ETF (BYLD) as of Q4 2022, up from 33 in Q3 2022.
  • Funds reported $56.5M of iShares Yield Optimized Bond ETF stock for Q4 2022, up 84% quarter-over-quarter.
  • 7 funds opened new iShares Yield Optimized Bond ETF positions in Q4 2022 and 5 closed out, a net change of +2 holders.
  • The largest iShares Yield Optimized Bond ETF buyer in Q4 2022 was Mariner, an estimated $21.8M added.
  • The largest iShares Yield Optimized Bond ETF seller in Q4 2022 was Vantage Financial Partners (Wisconsin), an estimated $687K sold.

Based on aggregated 13F filings for Q4 2022.