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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.

New
Increased
Maintained
Reduced
Closed

0% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 3

0% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 13

4% less capital invested

Capital invested by funds: $56.5M → $54.3M (-$2.24M)

3% less funds holding

Funds holding: 3433 (-1)

3.22% less ownership

Funds ownership: 42.91%39.7% (-3.2%)

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 Holding Trade Value Shares
Change
Change in
Stake
Mariner
1
Mariner
Kansas
$16.5M -$5.74M -261,811 -26%
HNB
2
Huntington National Bank
Ohio
$16.5M
DWM
3
Darwin Wealth Management
Florida
$3.84M -$67.3K -3,072 -2%
Jane Street
4
Jane Street
New York
$2.59M +$265K +12,083 +11%
Osaic Holdings
5
Osaic Holdings
Arizona
$1.49M +$135K +6,176 +10%
LPL Financial
6
LPL Financial
California
$1.35M -$44.7K -2,041 -3%
AMG
7
Asset Management Group
Connecticut
$1.34M +$13K +592 +1%
Bank of America
8
Bank of America
North Carolina
$1.04M +$34.3K +1,564 +3%
T
9
TCWP
Ohio
$977K +$112K +5,089 +13%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$934K -$116K -5,273 -11%
ECA
11
Elevated Capital Advisors
Utah
$733K +$14K +640 +2%
AWM
12
AE Wealth Management
Kansas
$692K +$17.9K +818 +3%
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$685K -$354K -16,172 -34%
RWPA
14
Richard W. Paul & Associates
Michigan
$678K +$18.6K +848 +3%
SI
15
Stephens Inc
Arkansas
$663K
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$516K +$29.2K +1,333 +6%
SFG
17
Sage Financial Group
Pennsylvania
$494K -$87.7K -4,000 -15%
VFPW
18
Vantage Financial Partners (Wisconsin)
Wisconsin
$436K -$37.6K -1,717 -8%
PFS
19
Prospera Financial Services
Texas
$424K -$22.2K -1,011 -5%
SFC
20
SYM Financial Corp
Indiana
$423K +$38.2K +1,741 +10%
LNC
21
Lincoln National Corp
Pennsylvania
$420K -$10.7K -486 -2%
AF
22
Allworth Financial
California
$368K +$354K +16,168 +3,062%
DAS
23
Dynamic Advisor Solutions
Arizona
$272K +$271K +12,356 New
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$241K -$153 -7 -0.1%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$229K +$13.4K +612 +6%

BYLD Hedge Fund Activity: Q1 2023 in Review

33 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in iShares Yield Optimized Bond ETF (BYLD) for Q1 2023, worth a combined $54.3M — down 4% from $56.5M a quarter earlier.

Fund positioning in BYLD was balanced in Q1 2023: 3 funds opened new positions, 3 closed out, 13 added to existing stakes and 13 trimmed.

The largest buyer was Allworth Financial, adding an estimated $354K. The largest seller was Mariner, cutting an estimated $5.74M.

  • 33 institutional investors held iShares Yield Optimized Bond ETF (BYLD) as of Q1 2023, down from 34 in Q4 2022.
  • Funds reported $54.3M of iShares Yield Optimized Bond ETF stock for Q1 2023, down 4% quarter-over-quarter.
  • 3 funds opened new iShares Yield Optimized Bond ETF positions in Q1 2023 and 3 closed out, a net change of 0 holders.
  • The largest iShares Yield Optimized Bond ETF buyer in Q1 2023 was Allworth Financial, an estimated $354K added.
  • The largest iShares Yield Optimized Bond ETF seller in Q1 2023 was Mariner, an estimated $5.74M sold.

Based on aggregated 13F filings for Q1 2023.