iShares Yield Optimized Bond ETF
BYLD
36 hedge funds and large institutions have $52.4M invested in iShares Yield Optimized Bond ETF in 2023 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 15 increasing their positions, 9 reducing their positions, and 3 closing their positions.
200% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 3
67% more repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 9
47% more capital invested
Capital invested by funds: $35.7M → $52.4M (+$16.7M)
20% more funds holding
Funds holding: 30 → 36 (+6)
11.08% more ownership
Funds ownership: 22.09% → 33.17% (+11%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SL
Systelligence LLC
Bloomington,
Minnesota
|
+$5.61M |
| 2 |
LAS
LWM Advisory Services
Plantation,
Florida
|
+$2.62M |
| 3 |
Truist Financial
Charlotte,
North Carolina
|
+$2.58M |
| 4 |
Jane Street
New York
|
+$1.47M |
| 5 |
LPL Financial
San Diego,
California
|
+$794K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SI
Stephens Inc
Little Rock,
Arkansas
|
-$660K |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$604K |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$230K |
| 4 |
VFPW
Vantage Financial Partners (Wisconsin)
Elm Grove,
Wisconsin
|
-$99.2K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$89.7K |
BYLD Hedge Fund Activity: Q3 2023 in Review
36 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in iShares Yield Optimized Bond ETF (BYLD) for Q3 2023, worth a combined $52.4M — up 47% from $35.7M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new BYLD positions and 3 closed out — a net gain of 6 holders — while 15 added to existing stakes and 9 trimmed.
The largest buyer was Systelligence LLC, opening a new position worth an estimated $5.61M. The largest seller was Stephens Inc, exiting entirely with an estimated $660K sold.
- 36 institutional investors held iShares Yield Optimized Bond ETF (BYLD) as of Q3 2023, up from 30 in Q2 2023.
- Funds reported $52.4M of iShares Yield Optimized Bond ETF stock for Q3 2023, up 47% quarter-over-quarter.
- 9 funds opened new iShares Yield Optimized Bond ETF positions in Q3 2023 and 3 closed out, a net change of +6 holders.
- The largest iShares Yield Optimized Bond ETF buyer in Q3 2023 was Systelligence LLC, an estimated $5.61M added.
- The largest iShares Yield Optimized Bond ETF seller in Q3 2023 was Stephens Inc, an estimated $660K sold.
Based on aggregated 13F filings for Q3 2023.