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iShares Yield Optimized Bond ETF
BYLD

Overview Fund Activity

30 hedge funds and large institutions have $35.7M invested in iShares Yield Optimized Bond ETF in 2023 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 7 increasing their positions, 14 reducing their positions, and 7 closing their positions.

Holders
30
Holders Change
-3
Holders Change %
-9.09%
% of All Funds
0.47%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
7
Reduced
14
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$396K
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$406K
3
ECA
3
Elevated Capital Advisors
Utah
$864K
4
SCA
4
Stonebridge Capital Advisors
Minnesota
$111K
5
AF
5
Advisornet Financial
Minnesota
$111K

Top Sellers

1
Mariner
1
Mariner
Kansas
$410K
2
Jane Street
2
Jane Street
New York
$382K
3
T
3
TCWP
Ohio
$0
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$0
5
Osaic Holdings
5
Osaic Holdings
Arizona
$1.16M
Name Market Value Shares Shares
Change 		Shares
Change %
HNB
1
Huntington National Bank
Ohio
– – – –
DWM
2
Darwin Wealth Management
Florida
$3.91M 179,617 +4,312 +2%
AMG
3
Asset Management Group
Connecticut
$1.35M 61,543 +631 +1%
LPL Financial
4
LPL Financial
California
$1.26M 57,406 -4,068 -7%
Osaic Holdings
5
Osaic Holdings
Arizona
$1.16M 53,019 -14,814 -22%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$894K 40,733 -1,622 -4%
Bank of America
7
Bank of America
North Carolina
$864K 39,391 -7,747 -16%
ECA
8
Elevated Capital Advisors
Utah
$864K 39,369 +6,118 +18%
AWM
9
AE Wealth Management
Kansas
$700K 31,894 +505 +2%
RWPA
10
Richard W. Paul & Associates
Michigan
$683K 31,141 +401 +1%
SI
11
Stephens Inc
Arkansas
$660K 30,095 – –
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$423K 19,284 -4,111 -18%
VFPW
13
Vantage Financial Partners (Wisconsin)
Wisconsin
$420K 19,134 -659 -3%
LNC
14
Lincoln National Corp
Pennsylvania
$416K 18,964 -100 -0.5%
SFC
15
SYM Financial Corp
Indiana
$415K 18,917 -275 -1%
Mariner
16
Mariner
Kansas
$410K 18,687 -729,486 -98%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$406K 18,517 +8,131 +78%
Citadel Advisors
18
Citadel Advisors
Florida
$396K 18,060 +18,060 New
PFS
19
Prospera Financial Services
Texas
$384K 17,503 -1,747 -9%
Jane Street
20
Jane Street
New York
$382K 17,409 -100,064 -85%
AF
21
Allworth Financial
California
$366K 16,696 – –
DAS
22
Dynamic Advisor Solutions
Arizona
$278K 12,664 +308 +2%
SFG
23
Sage Financial Group
Pennsylvania
$255K 11,615 -10,800 -48%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$230K 10,485 -443 -4%
SCA
25
Stonebridge Capital Advisors
Minnesota
$111K 5,050 +5,050 New
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