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iShares Yield Optimized Bond ETF
BYLD

Overview Fund Activity

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.

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
–

Top Buyers

1
APWM
1
Atlas Private Wealth Management
New York
$8.01M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$4.26M
3
SL
3
Systelligence LLC
Minnesota
$8.09M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$1.18M
5
LPL Financial
5
LPL Financial
California
$3.06M

Top Sellers

1
Jane Street
1
Jane Street
New York
$1.07M
2
LAS
2
LWM Advisory Services
Florida
$2.17M
3
PFS
3
Prospera Financial Services
Texas
$0
4
DWM
4
Darwin Wealth Management
Florida
$3.67M
5
SFG
5
Sage Financial Group
Pennsylvania
$0
Name Market Value Shares Shares
Change 		Shares
Change %
HNB
1
Huntington National Bank
Ohio
– – – –
SL
2
Systelligence LLC
Minnesota
$8.09M 360,724 +102,456 +40%
APWM
3
Atlas Private Wealth Management
New York
$8.01M 357,089 +357,089 New
RJFSA
4
Raymond James Financial Services Advisors
Florida
$4.26M 189,825 +142,855 +304%
DWM
5
Darwin Wealth Management
Florida
$3.67M 163,479 -14,336 -8%
LPL Financial
6
LPL Financial
California
$3.06M 136,218 +42,272 +45%
Truist Financial
7
Truist Financial
North Carolina
$2.56M 114,229 -4,676 -4%
LAS
8
LWM Advisory Services
Florida
$2.17M 96,880 -23,559 -20%
AF
9
Allworth Financial
California
$1.42M 63,290 +11,979 +23%
AMG
10
Asset Management Group
Connecticut
$1.25M 55,647 -2,147 -4%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$1.18M 52,451 +52,451 New
Bank of America
12
Bank of America
North Carolina
$1.07M 47,702 +36,106 +311%
Jane Street
13
Jane Street
New York
$1.07M 47,628 -37,638 -44%
Osaic Holdings
14
Osaic Holdings
Arizona
$1.05M 46,845 -2,048 -4%
JPMorgan Chase & Co
15
JPMorgan Chase & Co
New York
$1.01M 44,992 +9,849 +28%
ECA
16
Elevated Capital Advisors
Utah
$963K 42,946 +2,830 +7%
AWM
17
AE Wealth Management
Kansas
$861K 38,597 +542 +1%
RWPA
18
Richard W. Paul & Associates
Michigan
$844K 37,622 +398 +1%
Citadel Advisors
19
Citadel Advisors
Florida
$785K 34,996 +14,303 +69%
Mariner
20
Mariner
Kansas
$746K 33,254 +7,619 +30%
BWM
21
Birchcreek Wealth Management
Ohio
$691K 30,810 -1,296 -4%
ZIMP
22
Zimmermann Investment Management & Planning
Pennsylvania
$595K 26,539 +26,539 New
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$510K 22,722 +3,159 +16%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$443K 19,735 +399 +2%
GVAG
25
Great Valley Advisor Group
Delaware
$428K 19,087 +19,087 New
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