BYLD icon

iShares Yield Optimized Bond ETF
BYLD

Overview Fund Activity

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.

Holders
57
Holders Change
+3
Holders Change %
+5.56%
% of All Funds
0.83%
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
–

Top Buyers

1
RWA
1
Redhawk Wealth Advisors
Minnesota
$11.1M
2
Focus Partners Wealth
2
Focus Partners Wealth
Massachusetts
$8.8M
3
LPL Financial
3
LPL Financial
California
$12.2M
4
KAS
4
KPP Advisory Services
Kentucky
$3.56M
5
TPA
5
Trivium Point Advisory
Connecticut
$1.89M

Top Sellers

1
DWM
1
Darwin Wealth Management
Florida
$0
2
ZIMP
2
Zimmermann Investment Management & Planning
Pennsylvania
$460K
3
GVAG
3
Great Valley Advisor Group
Delaware
$636K
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$0
5
HIC
5
Hartline Investment Corp
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
HNB
1
Huntington National Bank
Ohio
– – – –
LPL Financial
2
LPL Financial
California
$12.2M 549,343 +237,137 +76%
RWA
3
Redhawk Wealth Advisors
Minnesota
$11.1M 501,647 +501,647 New
Focus Partners Wealth
4
Focus Partners Wealth
Massachusetts
$8.8M 396,890 +396,890 New
SL
5
Systelligence LLC
Minnesota
$7.97M 359,177 -2,302 -0.6%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$6.72M 303,044 +40,109 +15%
RJA
7
Raymond James & Associates
Florida
$4.98M 224,459 +25,984 +13%
SPC
8
Sigma Planning Corp
Michigan
$4.9M 220,842 -42 -0%
KAS
9
KPP Advisory Services
Kentucky
$3.56M 160,728 +99,727 +163%
Truist Financial
10
Truist Financial
North Carolina
$3.22M 145,232 +11,835 +9%
Bank of America
11
Bank of America
North Carolina
$2.83M 127,505 +3,133 +3%
LAS
12
LWM Advisory Services
Florida
$2.76M 124,256 +5,972 +5%
Osaic Holdings
13
Osaic Holdings
Arizona
$2.25M 101,481 +5,120 +5%
AF
14
Allworth Financial
California
$1.92M 86,356 +5,029 +6%
TPA
15
Trivium Point Advisory
Connecticut
$1.89M 85,160 +85,160 New
Jane Street
16
Jane Street
New York
$1.66M 74,970 -3,415 -4%
Mariner
17
Mariner
Kansas
$1.57M 70,822 +10,405 +17%
JPMorgan Chase & Co
18
JPMorgan Chase & Co
New York
$1.34M 60,332 +5,194 +9%
AMG
19
Asset Management Group
Connecticut
$1.24M 55,828 +692 +1%
BWM
20
Birchcreek Wealth Management
Ohio
$1.21M 54,687 +14,711 +37%
SAI
21
Savvy Advisors Inc
New York
$1.14M 51,615 +4,042 +8%
RWPA
22
Richard W. Paul & Associates
Michigan
$1.05M 47,471 +5,512 +13%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$954K 43,006 +21,802 +103%
Cetera Investment Advisers
24
Cetera Investment Advisers
Illinois
$942K 42,454 +42,454 New
ECA
25
Elevated Capital Advisors
Utah
$911K 41,075 -2,837 -6%
1
2 3