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iShares Yield Optimized Bond ETF

50 hedge funds and large institutions have $74.5M invested in iShares Yield Optimized Bond ETF in 2023 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 18 increasing their positions, 11 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

350% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 4

64% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 11

42% more capital invested

Capital invested by funds: $52.4M → $74.5M (+$22.2M)

39% more funds holding

Funds holding: 3650 (+14)

6.22% more ownership

Funds ownership: 33.17%39.39% (+6.2%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
50
Holders Change
+14
Holders Change %
+38.89%
% of All Funds
0.73%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
18
Increased
18
Reduced
11
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HNB
1
Huntington National Bank
Ohio
$24.2M
SL
2
Systelligence LLC
Minnesota
$8.09M +$2.22M +102,456 +40%
APWM
3
Atlas Private Wealth Management
New York
$8.01M +$7.72M +357,089 New
RJFSA
4
Raymond James Financial Services Advisors
Florida
$4.26M +$3.09M +142,855 +304%
DWM
5
Darwin Wealth Management
Florida
$3.67M -$310K -14,336 -8%
LPL Financial
6
LPL Financial
California
$3.06M +$914K +42,272 +45%
Truist Financial
7
Truist Financial
North Carolina
$2.56M -$101K -4,676 -4%
LAS
8
LWM Advisory Services
Florida
$2.17M -$510K -23,559 -20%
AF
9
Allworth Financial
California
$1.42M +$259K +11,979 +23%
AMG
10
Asset Management Group
Connecticut
$1.25M -$46.4K -2,147 -4%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$1.18M +$1.13M +52,451 New
Bank of America
12
Bank of America
North Carolina
$1.07M +$781K +36,106 +311%
Jane Street
13
Jane Street
New York
$1.07M -$814K -37,638 -44%
Osaic Holdings
14
Osaic Holdings
Arizona
$1.05M -$44.3K -2,048 -4%
JP Morgan Chase
15
JP Morgan Chase
New York
$1.01M +$213K +9,849 +28%
ECA
16
Elevated Capital Advisors
Utah
$963K +$61.2K +2,830 +7%
AWM
17
AE Wealth Management
Kansas
$861K +$11.7K +542 +1%
RWPA
18
Richard W. Paul & Associates
Michigan
$844K +$8.61K +398 +1%
Citadel Advisors
19
Citadel Advisors
Florida
$785K +$309K +14,303 +69%
Mariner
20
Mariner
Kansas
$746K +$165K +7,619 +30%
BWM
21
Birchcreek Wealth Management
Ohio
$691K -$28K -1,296 -4%
ZIMP
22
Zimmermann Investment Management & Planning
Pennsylvania
$595K +$574K +26,539 New
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$510K +$68.3K +3,159 +16%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$443K +$8.63K +399 +2%
GVAG
25
Great Valley Advisor Group
Delaware
$428K +$413K +19,087 New

BYLD Hedge Fund Activity: Q4 2023 in Review

50 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in iShares Yield Optimized Bond ETF (BYLD) for Q4 2023, worth a combined $74.5M — up 42% from $52.4M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new BYLD positions and 4 closed out — a net gain of 14 holders — while 18 added to existing stakes and 11 trimmed.

The largest buyer was Atlas Private Wealth Management, opening a new position worth an estimated $7.72M. The largest seller was Jane Street, cutting an estimated $814K.

  • 50 institutional investors held iShares Yield Optimized Bond ETF (BYLD) as of Q4 2023, up from 36 in Q3 2023.
  • Funds reported $74.5M of iShares Yield Optimized Bond ETF stock for Q4 2023, up 42% quarter-over-quarter.
  • 18 funds opened new iShares Yield Optimized Bond ETF positions in Q4 2023 and 4 closed out, a net change of +14 holders.
  • The largest iShares Yield Optimized Bond ETF buyer in Q4 2023 was Atlas Private Wealth Management, an estimated $7.72M added.
  • The largest iShares Yield Optimized Bond ETF seller in Q4 2023 was Jane Street, an estimated $814K sold.

Based on aggregated 13F filings for Q4 2023.