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iShares Yield Optimized Bond ETF
BYLD

Overview Fund Activity

54 hedge funds and large institutions have $94.1M invested in iShares Yield Optimized Bond ETF in 2024 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 29 increasing their positions, 9 reducing their positions, and 6 closing their positions.

Holders
54
Holders Change
+4
Holders Change %
+8%
% of All Funds
0.78%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
10
Increased
29
Reduced
9
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SPC
1
Sigma Planning Corp
Michigan
$4.94M
2
RJA
2
Raymond James & Associates
Florida
$4.44M
3
LPL Financial
3
LPL Financial
California
$6.98M
4
Bank of America
4
Bank of America
North Carolina
$2.78M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$5.88M

Top Sellers

1
AWM
1
AE Wealth Management
Kansas
$0
2
Citadel Advisors
2
Citadel Advisors
Florida
$0
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$436K
4
LNC
4
Lincoln National Corp
Pennsylvania
$0
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$225K
Name Market Value Shares Shares
Change 		Shares
Change %
HNB
1
Huntington National Bank
Ohio
– – – –
APWM
2
Atlas Private Wealth Management
New York
$8.43M 377,165 +20,076 +6%
SL
3
Systelligence LLC
Minnesota
$8.08M 361,479 +755 +0.2%
LPL Financial
4
LPL Financial
California
$6.98M 312,206 +175,988 +129%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$5.88M 262,935 +73,110 +39%
SPC
6
Sigma Planning Corp
Michigan
$4.94M 220,884 +220,884 New
RJA
7
Raymond James & Associates
Florida
$4.44M 198,475 +185,116 +1,386%
DWM
8
Darwin Wealth Management
Florida
$3.45M 154,511 -8,968 -5%
Truist Financial
9
Truist Financial
North Carolina
$2.98M 133,397 +19,168 +17%
Bank of America
10
Bank of America
North Carolina
$2.78M 124,372 +76,670 +161%
LAS
11
LWM Advisory Services
Florida
$2.64M 118,284 +21,404 +22%
Osaic Holdings
12
Osaic Holdings
Arizona
$2.15M 96,361 +49,516 +106%
ZIMP
13
Zimmermann Investment Management & Planning
Pennsylvania
$1.96M 87,864 +61,325 +231%
GVAG
14
Great Valley Advisor Group
Delaware
$1.96M 87,601 +68,514 +359%
AF
15
Allworth Financial
California
$1.82M 81,327 +18,037 +28%
Jane Street
16
Jane Street
New York
$1.75M 78,385 +30,757 +65%
KAS
17
KPP Advisory Services
Kentucky
$1.36M 61,001 +61,001 New
Mariner
18
Mariner
Kansas
$1.35M 60,417 +27,163 +82%
JPMorgan Chase & Co
19
JPMorgan Chase & Co
New York
$1.23M 55,138 +10,146 +23%
AMG
20
Asset Management Group
Connecticut
$1.23M 55,136 -511 -0.9%
SAI
21
Savvy Advisors Inc
New York
$1.06M 47,573 +33,398 +236%
ECA
22
Elevated Capital Advisors
Utah
$982K 43,912 +966 +2%
RWPA
23
Richard W. Paul & Associates
Michigan
$938K 41,959 +4,337 +12%
BWM
24
Birchcreek Wealth Management
Ohio
$894K 39,976 +9,166 +30%
DAS
25
Dynamic Advisor Solutions
Arizona
$521K 23,317 +4,278 +22%
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