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iShares Yield Optimized Bond ETF

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.

New
Increased
Maintained
Reduced
Closed

222% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 9

67% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 6

26% more capital invested

Capital invested by funds: $74.5M → $94.1M (+$19.6M)

8% more funds holding

Funds holding: 5054 (+4)

4.97% more ownership

Funds ownership: 39.39%44.36% (+5%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

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
Name Holding Trade Value Shares
Change
Change in
Stake
HNB
1
Huntington National Bank
Ohio
$19.3M
APWM
2
Atlas Private Wealth Management
New York
$8.43M +$447K +20,076 +6%
SL
3
Systelligence LLC
Minnesota
$8.08M +$16.8K +755 +0.2%
LPL Financial
4
LPL Financial
California
$6.98M +$3.92M +175,988 +129%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$5.88M +$1.63M +73,110 +39%
SPC
6
Sigma Planning Corp
Michigan
$4.94M +$4.92M +220,884 New
RJA
7
Raymond James & Associates
Florida
$4.44M +$4.12M +185,116 +1,386%
DWM
8
Darwin Wealth Management
Florida
$3.45M -$200K -8,968 -5%
Truist Financial
9
Truist Financial
North Carolina
$2.98M +$427K +19,168 +17%
Bank of America
10
Bank of America
North Carolina
$2.78M +$1.71M +76,670 +161%
LAS
11
LWM Advisory Services
Florida
$2.64M +$477K +21,404 +22%
Osaic Holdings
12
Osaic Holdings
Arizona
$2.15M +$1.1M +49,516 +106%
ZIMP
13
Zimmermann Investment Management & Planning
Pennsylvania
$1.96M +$1.37M +61,325 +231%
GVAG
14
Great Valley Advisor Group
Delaware
$1.96M +$1.53M +68,514 +359%
AF
15
Allworth Financial
California
$1.82M +$402K +18,037 +28%
Jane Street
16
Jane Street
New York
$1.75M +$685K +30,757 +65%
KAS
17
KPP Advisory Services
Kentucky
$1.36M +$1.36M +61,001 New
Mariner
18
Mariner
Kansas
$1.35M +$605K +27,163 +82%
JP Morgan Chase
19
JP Morgan Chase
New York
$1.23M +$226K +10,146 +23%
AMG
20
Asset Management Group
Connecticut
$1.23M -$11.4K -511 -0.9%
SAI
21
Savvy Advisors Inc
New York
$1.06M +$744K +33,398 +236%
ECA
22
Elevated Capital Advisors
Utah
$982K +$21.5K +966 +2%
RWPA
23
Richard W. Paul & Associates
Michigan
$938K +$96.6K +4,337 +12%
BWM
24
Birchcreek Wealth Management
Ohio
$894K +$204K +9,166 +30%
DAS
25
Dynamic Advisor Solutions
Arizona
$521K +$95.3K +4,278 +22%

BYLD Hedge Fund Activity: Q1 2024 in Review

54 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in iShares Yield Optimized Bond ETF (BYLD) for Q1 2024, worth a combined $94.1M — up 26% from $74.5M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new BYLD positions and 6 closed out — a net gain of 4 holders — while 29 added to existing stakes and 9 trimmed.

The largest buyer was Sigma Planning Corp, opening a new position worth an estimated $4.92M. The largest seller was AE Wealth Management, exiting entirely with an estimated $861K sold.

  • 54 institutional investors held iShares Yield Optimized Bond ETF (BYLD) as of Q1 2024, up from 50 in Q4 2023.
  • Funds reported $94.1M of iShares Yield Optimized Bond ETF stock for Q1 2024, up 26% quarter-over-quarter.
  • 10 funds opened new iShares Yield Optimized Bond ETF positions in Q1 2024 and 6 closed out, a net change of +4 holders.
  • The largest iShares Yield Optimized Bond ETF buyer in Q1 2024 was Sigma Planning Corp, an estimated $4.92M added.
  • The largest iShares Yield Optimized Bond ETF seller in Q1 2024 was AE Wealth Management, an estimated $861K sold.

Based on aggregated 13F filings for Q1 2024.