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iShares Yield Optimized Bond ETF
BYLD

Overview Fund Activity

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.

Holders
55
Holders Change
-2
Holders Change %
-3.51%
% of All Funds
0.8%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
26
Reduced
14
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$16.7M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$3.42M
3
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$3.03M
4
WIA
4
World Investment Advisors
California
$2.04M
5
P
5
&Partners
Tennessee
$2.03M

Top Sellers

1
RWA
1
Redhawk Wealth Advisors
Minnesota
$505K
2
Jane Street
2
Jane Street
New York
$0
3
BWM
3
Birchcreek Wealth Management
Ohio
$0
4
ECA
4
Elevated Capital Advisors
Utah
$0
5
SOS
5
Silver Oak Securities
Tennessee
$0
Name Market Value Shares Shares
Change 		Shares
Change %
HNB
1
Huntington National Bank
Ohio
– – – –
LPL Financial
2
LPL Financial
California
$16.7M 730,761 +181,418 +33%
Focus Partners Wealth
3
Focus Partners Wealth
Massachusetts
$10.7M 465,093 +68,203 +17%
SL
4
Systelligence LLC
Minnesota
$9.76M 425,800 +66,623 +19%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$6.94M 302,796 -248 -0.1%
RJA
6
Raymond James & Associates
Florida
$5.95M 259,508 +35,049 +16%
KAS
7
KPP Advisory Services
Kentucky
$5.59M 243,688 +82,960 +52%
SPC
8
Sigma Planning Corp
Michigan
$4.91M 214,420 -6,422 -3%
Bank of America
9
Bank of America
North Carolina
$4.31M 187,902 +60,397 +47%
TPA
10
Trivium Point Advisory
Connecticut
$3.83M 171,170 +86,010 +101%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$3.42M 149,160 +106,154 +247%
Truist Financial
12
Truist Financial
North Carolina
$3.24M 141,417 -3,815 -3%
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$3.03M 132,411 +89,957 +212%
LAS
14
LWM Advisory Services
Florida
$2.69M 117,159 -7,097 -6%
Osaic Holdings
15
Osaic Holdings
Arizona
$2.51M 109,540 +8,059 +8%
WIA
16
World Investment Advisors
California
$2.04M 88,930 +88,930 New
P
17
&Partners
Tennessee
$2.03M 87,822 +87,822 New
AF
18
Allworth Financial
California
$1.97M 86,152 -204 -0.2%
Mariner
19
Mariner
Kansas
$1.91M 83,367 +12,545 +18%
HI
20
Harbour Investments
Wisconsin
$1.9M 82,699 +82,699 New
JPMorgan Chase & Co
21
JPMorgan Chase & Co
New York
$1.4M 61,022 +690 +1%
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
$1.26M 54,865 +54,865 New
SAI
23
Savvy Advisors Inc
New York
$1.21M 52,938 +1,323 +3%
AMG
24
Asset Management Group
Connecticut
$1.14M 49,717 -6,111 -11%
RWPA
25
Richard W. Paul & Associates
Michigan
$1.11M 48,329 +858 +2%
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