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iShares Yield Optimized Bond ETF

33 hedge funds and large institutions have $54.3M invested in iShares Yield Optimized Bond ETF in 2023 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 13 increasing their positions, 13 reducing their positions, and 3 closing their positions.

Holders
33
Holders Change
-1
Holders Change %
-2.94%
% of All Funds
0.53%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
13
Reduced
13
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Mariner
1
Mariner
Kansas
$16.5M 748,173 -261,811 -26%
HNB
2
Huntington National Bank
Ohio
DWM
3
Darwin Wealth Management
Florida
$3.84M 175,305 -3,072 -2%
Jane Street
4
Jane Street
New York
$2.59M 117,473 +12,083 +11%
Osaic Holdings
5
Osaic Holdings
Arizona
$1.49M 67,833 +6,176 +10%
LPL Financial
6
LPL Financial
California
$1.35M 61,474 -2,041 -3%
AMG
7
Asset Management Group
Connecticut
$1.34M 60,912 +592 +1%
Bank of America
8
Bank of America
North Carolina
$1.04M 47,138 +1,564 +3%
T
9
TCWP
Ohio
$977K 44,312 +5,089 +13%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$934K 42,355 -5,273 -11%
ECA
11
Elevated Capital Advisors
Utah
$733K 33,251 +640 +2%
AWM
12
AE Wealth Management
Kansas
$692K 31,389 +818 +3%
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$685K 31,096 -16,172 -34%
RWPA
14
Richard W. Paul & Associates
Michigan
$678K 30,740 +848 +3%
SI
15
Stephens Inc
Arkansas
$663K 30,095
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$516K 23,395 +1,333 +6%
SFG
17
Sage Financial Group
Pennsylvania
$494K 22,415 -4,000 -15%
VFPW
18
Vantage Financial Partners (Wisconsin)
Wisconsin
$436K 19,793 -1,717 -8%
PFS
19
Prospera Financial Services
Texas
$424K 19,250 -1,011 -5%
SFC
20
SYM Financial Corp
Indiana
$423K 19,192 +1,741 +10%
LNC
21
Lincoln National Corp
Pennsylvania
$420K 19,064 -486 -2%
AF
22
Allworth Financial
California
$368K 16,696 +16,168 +3,062%
DAS
23
Dynamic Advisor Solutions
Arizona
$272K 12,356 +12,356 New
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$241K 10,913 -7 -0.1%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$229K 10,386 +612 +6%