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iShares Yield Optimized Bond ETF
BYLD

Overview Fund Activity

65 hedge funds and large institutions have $124M invested in iShares Yield Optimized Bond ETF in 2024 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 25 increasing their positions, 17 reducing their positions, and 6 closing their positions.

Holders
65
Holders Change
+10
Holders Change %
+18.18%
% of All Funds
0.87%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
18
Increased
25
Reduced
17
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Raymond James Financial
1
Raymond James Financial
Florida
$13.1M
2
IW
2
IronOak Wealth
Texas
$4.98M
3
Citadel Advisors
3
Citadel Advisors
Florida
$1.44M
4
PWM
4
Partners Wealth Management
California
$1.33M
5
Mariner
5
Mariner
Kansas
$2.95M

Top Sellers

1
SL
1
Systelligence LLC
Minnesota
$0
2
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
$222K
3
KAS
3
KPP Advisory Services
Kentucky
$3.35M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$0
5
LPL Financial
5
LPL Financial
California
$15.2M
Name Market Value Shares Shares
Change 		Shares
Change %
HNB
1
Huntington National Bank
Ohio
– – – –
LPL Financial
2
LPL Financial
California
$15.2M 685,700 -45,061 -6%
Raymond James Financial
3
Raymond James Financial
Florida
$13.1M 589,876 +589,876 New
Focus Partners Wealth
4
Focus Partners Wealth
Massachusetts
$10.6M 479,789 +14,696 +3%
Bank of America
5
Bank of America
North Carolina
$5.1M 230,082 +42,180 +22%
IW
6
IronOak Wealth
Texas
$4.98M 224,571 +224,571 New
SPC
7
Sigma Planning Corp
Michigan
$4.81M 216,839 +2,419 +1%
TPA
8
Trivium Point Advisory
Connecticut
$4.11M 185,635 +14,465 +8%
KAS
9
KPP Advisory Services
Kentucky
$3.35M 151,046 -92,642 -38%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$3.31M 149,243 +83 +0.1%
Mariner
11
Mariner
Kansas
$2.95M 133,093 +49,726 +60%
LAS
12
LWM Advisory Services
Florida
$2.9M 131,036 +13,877 +12%
Osaic Holdings
13
Osaic Holdings
Arizona
$2.9M 130,982 +21,442 +20%
Truist Financial
14
Truist Financial
North Carolina
$2.8M 126,158 -15,259 -11%
P
15
&Partners
Tennessee
$2.34M 103,434 +15,612 +18%
WIA
16
World Investment Advisors
California
$2.13M 96,182 +7,252 +8%
HI
17
Harbour Investments
Wisconsin
$1.89M 85,490 +2,791 +3%
AF
18
Allworth Financial
California
$1.84M 82,482 -3,670 -4%
JPMorgan Chase & Co
19
JPMorgan Chase & Co
New York
$1.52M 68,527 +7,505 +12%
Citadel Advisors
20
Citadel Advisors
Florida
$1.44M 64,942 +64,942 New
SAI
21
Savvy Advisors Inc
New York
$1.43M 64,549 +11,611 +22%
PWM
22
Partners Wealth Management
California
$1.33M 59,844 +59,844 New
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$1.14M 51,261 +11,879 +30%
AWA
24
Arkadios Wealth Advisors
Georgia
$1.12M 50,740 +2,845 +6%
Jane Street
25
Jane Street
New York
$1.07M 48,285 +48,285 New
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