iShares Yield Optimized Bond ETF
BYLD
33 hedge funds and large institutions have $54.5M 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.
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 → $54.5M (-$2M)
3% less funds holding
Funds holding: 34 → 33 (-1)
3.22% less ownership
Funds ownership: 42.91% → 39.7% (-3.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AF
Allworth Financial
Folsom,
California
|
+$354K |
| 2 |
DAS
Dynamic Advisor Solutions
Phoenix,
Arizona
|
+$271K |
| 3 |
Jane Street
New York
|
+$265K |
| 4 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$204K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$135K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Mariner
Overland Park,
Kansas
|
-$5.74M |
| 2 |
GM
GeoWealth Management
Chicago,
Illinois
|
-$403K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$354K |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$116K |
| 5 |
SFG
Sage Financial Group
W. Conshohocken,
Pennsylvania
|
-$87.7K |
BYLD Hedge Fund Activity: Q1 2023 in Review
33 of the 6,283 institutional investors tracked by Wall St. Rank reported a position in iShares Yield Optimized Bond ETF (BYLD) for Q1 2023, worth a combined $54.5M — down 3.5% 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 $54.5M of iShares Yield Optimized Bond ETF stock for Q1 2023, down 3.5% 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.