iShares Yield Optimized Bond ETF
BYLD
55 hedge funds and large institutions have $128M invested in iShares Yield Optimized Bond ETF in 2024 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 26 increasing their positions, 14 reducing their positions, and 11 closing their positions.
86% more repeat investments, than reductions
Existing positions increased: 26 | Existing positions reduced: 14
12% more capital invested
Capital invested by funds: $115M → $128M (+$13.6M)
2.28% less ownership
Funds ownership: 48.5% → 46.21% (-2.3%)
4% less funds holding
Funds holding: 57 → 55 (-2)
18% less first-time investments, than exits
New positions opened: 9 | Existing positions closed: 11
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$4.09M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$2.39M |
| 3 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$2.03M |
| 4 |
WIA
World Investment Advisors
Santa Barbara,
California
|
+$2M |
| 5 |
P
&Partners
Nashville,
Tennessee
|
+$1.98M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RWA
Redhawk Wealth Advisors
Minneapolis,
Minnesota
|
-$10.8M |
| 2 |
Jane Street
New York
|
-$1.66M |
| 3 |
BWM
Birchcreek Wealth Management
Miami Township,
Ohio
|
-$1.21M |
| 4 |
ECA
Elevated Capital Advisors
Sandy,
Utah
|
-$911K |
| 5 |
SOS
Silver Oak Securities
Jackson,
Tennessee
|
-$578K |
BYLD Hedge Fund Activity: Q3 2024 in Review
55 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares Yield Optimized Bond ETF (BYLD) for Q3 2024, worth a combined $128M — up 12% from $115M a quarter earlier.
Sellers outnumbered buyers: 11 funds closed out of BYLD and 9 opened new positions — a net loss of 2 holders — while 14 trimmed existing stakes and 26 added.
The largest buyer was LPL Financial, adding an estimated $4.09M. The largest seller was Redhawk Wealth Advisors, cutting an estimated $10.8M.
- 55 institutional investors held iShares Yield Optimized Bond ETF (BYLD) as of Q3 2024, down from 57 in Q2 2024.
- Funds reported $128M of iShares Yield Optimized Bond ETF stock for Q3 2024, up 12% quarter-over-quarter.
- 9 funds opened new iShares Yield Optimized Bond ETF positions in Q3 2024 and 11 closed out, a net change of -2 holders.
- The largest iShares Yield Optimized Bond ETF buyer in Q3 2024 was LPL Financial, an estimated $4.09M added.
- The largest iShares Yield Optimized Bond ETF seller in Q3 2024 was Redhawk Wealth Advisors, an estimated $10.8M sold.
Based on aggregated 13F filings for Q3 2024.