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iShares Yield Optimized Bond ETF

57 hedge funds and large institutions have $115M invested in iShares Yield Optimized Bond ETF in 2024 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 30 increasing their positions, 10 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 10

100% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 5

22% more capital invested

Capital invested by funds: $94.1M → $115M (+$20.8M)

6% more funds holding

Funds holding: 5457 (+3)

4.14% more ownership

Funds ownership: 44.36%48.5% (+4.1%)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
57
Holders Change
+3
Holders Change %
+5.56%
% of All Funds
0.82%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
10
Increased
30
Reduced
10
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HNB
1
Huntington National Bank
Ohio
$19.2M
LPL Financial
2
LPL Financial
California
$12.2M +$5.24M +237,137 +76%
RWA
3
Redhawk Wealth Advisors
Minnesota
$11.1M +$11.1M +501,647 New
Focus Partners Wealth
4
Focus Partners Wealth
Massachusetts
$8.8M +$8.77M +396,890 New
SL
5
Systelligence LLC
Minnesota
$7.97M -$50.9K -2,302 -0.6%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$6.72M +$887K +40,109 +15%
RJA
7
Raymond James & Associates
Florida
$4.98M +$574K +25,984 +13%
SPC
8
Sigma Planning Corp
Michigan
$4.9M -$928 -42 -0%
KAS
9
KPP Advisory Services
Kentucky
$3.56M +$2.2M +99,727 +163%
Truist Financial
10
Truist Financial
North Carolina
$3.22M +$262K +11,835 +9%
Bank of America
11
Bank of America
North Carolina
$2.83M +$69.3K +3,133 +3%
LAS
12
LWM Advisory Services
Florida
$2.76M +$132K +5,972 +5%
Osaic Holdings
13
Osaic Holdings
Arizona
$2.25M +$113K +5,120 +5%
AF
14
Allworth Financial
California
$1.92M +$111K +5,029 +6%
TPA
15
Trivium Point Advisory
Connecticut
$1.89M +$1.88M +85,160 New
Jane Street
16
Jane Street
New York
$1.66M -$75.5K -3,415 -4%
Mariner
17
Mariner
Kansas
$1.57M +$230K +10,405 +17%
JP Morgan Chase
18
JP Morgan Chase
New York
$1.34M +$115K +5,194 +9%
AMG
19
Asset Management Group
Connecticut
$1.24M +$15.3K +692 +1%
BWM
20
Birchcreek Wealth Management
Ohio
$1.21M +$325K +14,711 +37%
SAI
21
Savvy Advisors Inc
New York
$1.14M +$89.3K +4,042 +8%
RWPA
22
Richard W. Paul & Associates
Michigan
$1.05M +$122K +5,512 +13%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$954K +$482K +21,802 +103%
Cetera Investment Advisers
24
Cetera Investment Advisers
Illinois
$942K +$938K +42,454 New
ECA
25
Elevated Capital Advisors
Utah
$911K -$62.7K -2,837 -6%

BYLD Hedge Fund Activity: Q2 2024 in Review

57 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares Yield Optimized Bond ETF (BYLD) for Q2 2024, worth a combined $115M — up 22% from $94.1M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new BYLD positions and 5 closed out — a net gain of 5 holders — while 30 added to existing stakes and 10 trimmed.

The largest buyer was Redhawk Wealth Advisors, opening a new position worth an estimated $11.1M. The largest seller was Darwin Wealth Management, exiting entirely with an estimated $3.45M sold.

  • 57 institutional investors held iShares Yield Optimized Bond ETF (BYLD) as of Q2 2024, up from 54 in Q1 2024.
  • Funds reported $115M of iShares Yield Optimized Bond ETF stock for Q2 2024, up 22% quarter-over-quarter.
  • 10 funds opened new iShares Yield Optimized Bond ETF positions in Q2 2024 and 5 closed out, a net change of +5 holders.
  • The largest iShares Yield Optimized Bond ETF buyer in Q2 2024 was Redhawk Wealth Advisors, an estimated $11.1M added.
  • The largest iShares Yield Optimized Bond ETF seller in Q2 2024 was Darwin Wealth Management, an estimated $3.45M sold.

Based on aggregated 13F filings for Q2 2024.