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iShares Yield Optimized Bond ETF
BYLD

Overview Fund Activity

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.

Holders
36
Holders Change
+6
Holders Change %
+20%
% of All Funds
0.57%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
9
Increased
15
Reduced
9
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SL
1
Systelligence LLC
Minnesota
$5.52M
2
LAS
2
LWM Advisory Services
Florida
$2.57M
3
Truist Financial
3
Truist Financial
North Carolina
$2.54M
4
Jane Street
4
Jane Street
New York
$1.82M
5
LPL Financial
5
LPL Financial
California
$2.01M

Top Sellers

1
SI
1
Stephens Inc
Arkansas
$0
2
Bank of America
2
Bank of America
North Carolina
$248K
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$0
4
VFPW
4
Vantage Financial Partners (Wisconsin)
Wisconsin
$311K
5
Osaic Holdings
5
Osaic Holdings
Arizona
$1.05M
Name Market Value Shares Shares
Change 		Shares
Change %
HNB
1
Huntington National Bank
Ohio
– – – –
SL
2
Systelligence LLC
Minnesota
$5.52M 258,268 +258,268 New
DWM
3
Darwin Wealth Management
Florida
$3.8M 177,815 -1,802 -1%
LAS
4
LWM Advisory Services
Florida
$2.57M 120,439 +120,439 New
Truist Financial
5
Truist Financial
North Carolina
$2.54M 118,905 +118,905 New
LPL Financial
6
LPL Financial
California
$2.01M 93,946 +36,540 +64%
Jane Street
7
Jane Street
New York
$1.82M 85,266 +67,857 +390%
AMG
8
Asset Management Group
Connecticut
$1.24M 57,794 -3,749 -6%
AF
9
Allworth Financial
California
$1.1M 51,311 +34,615 +207%
Osaic Holdings
10
Osaic Holdings
Arizona
$1.05M 48,893 -4,126 -8%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$1M 46,970 +6,237 +15%
ECA
12
Elevated Capital Advisors
Utah
$857K 40,116 +747 +2%
AWM
13
AE Wealth Management
Kansas
$813K 38,055 +6,161 +19%
RWPA
14
Richard W. Paul & Associates
Michigan
$796K 37,224 +6,083 +20%
JPMorgan Chase & Co
15
JPMorgan Chase & Co
New York
$751K 35,143 +35,143 New
BWM
16
Birchcreek Wealth Management
Ohio
$686K 32,106 +32,106 New
Mariner
17
Mariner
Kansas
$548K 25,635 +6,948 +37%
Citadel Advisors
18
Citadel Advisors
Florida
$442K 20,693 +2,633 +15%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$417K 19,563 +279 +1%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$413K 19,336 +819 +4%
SFC
21
SYM Financial Corp
Indiana
$384K 17,979 -938 -5%
PFS
22
Prospera Financial Services
Texas
$371K 17,370 -133 -0.8%
LNC
23
Lincoln National Corp
Pennsylvania
$371K 17,355 -1,609 -8%
DAS
24
Dynamic Advisor Solutions
Arizona
$336K 15,703 +3,039 +24%
VFPW
25
Vantage Financial Partners (Wisconsin)
Wisconsin
$311K 14,568 -4,566 -24%
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