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iShares Yield Optimized Bond ETF
BYLD

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.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 6

47% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 17

18% more funds holding

Funds holding: 55 → 65 (+10)

0.95% more ownership

Funds ownership: 46.21% → 47.17% (+0.95%)

3% less capital invested

Capital invested by funds: $128M → $124M (-$4.43M)

Holders
65
Holders Change
+10
Holders Change %
+18.18%
% of All Funds
0.86%
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
AA
Altman Advisors
Illinois
+$5.34M
2
Citadel Advisors
Citadel Advisors
Florida
+$1.46M
3
Mariner
Mariner
Kansas
+$1.12M
4
Jane Street
Jane Street
New York
+$1.09M
5
Bank of America
Bank of America
North Carolina
+$949K

Top Sellers

1
SL
Systelligence LLC
Minnesota
-$9.76M
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
-$2.75M
3
KAS
KPP Advisory Services
Kentucky
-$2.08M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.26M
5
LPL Financial
LPL Financial
California
-$1.01M
Name Holding Trade Value Shares
Change 		Change in
Stake
HNB
1
Huntington National Bank
Ohio
$19.3M – – –
LPL Financial
2
LPL Financial
California
$15.2M -$1.01M -45,061 -6%
Raymond James Financial
3
Raymond James Financial
Florida
$13.1M +$13.3M +589,876 New
Focus Partners Wealth
4
Focus Partners Wealth
Massachusetts
$10.6M +$331K +14,696 +3%
Bank of America
5
Bank of America
North Carolina
$5.1M +$949K +42,180 +22%
IW
6
IronOak Wealth
Texas
$4.98M +$5.05M +224,571 New
SPC
7
Sigma Planning Corp
Michigan
$4.81M +$54.4K +2,419 +1%
TPA
8
Trivium Point Advisory
Connecticut
$4.11M +$325K +14,465 +8%
KAS
9
KPP Advisory Services
Kentucky
$3.35M -$2.08M -92,642 -38%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$3.31M +$1.87K +83 +0.1%
Mariner
11
Mariner
Kansas
$2.95M +$1.12M +49,726 +60%
LAS
12
LWM Advisory Services
Florida
$2.9M +$312K +13,877 +12%
Osaic Holdings
13
Osaic Holdings
Arizona
$2.9M +$482K +21,442 +20%
Truist Financial
14
Truist Financial
North Carolina
$2.8M -$343K -15,259 -11%
P
15
&Partners
Tennessee
$2.34M +$351K +15,612 +18%
WIA
16
World Investment Advisors
California
$2.13M +$163K +7,252 +8%
HI
17
Harbour Investments
Wisconsin
$1.89M +$62.8K +2,791 +3%
AF
18
Allworth Financial
California
$1.84M -$82.5K -3,670 -4%
JP Morgan Chase
19
JP Morgan Chase
New York
$1.52M +$169K +7,505 +12%
Citadel Advisors
20
Citadel Advisors
Florida
$1.44M +$1.46M +64,942 New
SAI
21
Savvy Advisors Inc
New York
$1.43M +$261K +11,611 +22%
PWM
22
Partners Wealth Management
California
$1.33M +$1.35M +59,844 New
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$1.14M +$267K +11,879 +30%
AWA
24
Arkadios Wealth Advisors
Georgia
$1.12M +$64K +2,845 +6%
Jane Street
25
Jane Street
New York
$1.07M +$1.09M +48,285 New
1
2 3

BYLD Hedge Fund Activity: Q4 2024 in Review

65 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares Yield Optimized Bond ETF (BYLD) for Q4 2024, worth a combined $124M — down 3.4% from $128M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new BYLD positions and 6 closed out — a net gain of 12 holders — while 25 added to existing stakes and 17 trimmed.

The largest buyer was Altman Advisors, adding an estimated $5.34M. The largest seller was Systelligence LLC, exiting entirely with an estimated $9.76M sold.

  • 65 institutional investors held iShares Yield Optimized Bond ETF (BYLD) as of Q4 2024, up from 55 in Q3 2024.
  • Funds reported $124M of iShares Yield Optimized Bond ETF stock for Q4 2024, down 3.4% quarter-over-quarter.
  • 18 funds opened new iShares Yield Optimized Bond ETF positions in Q4 2024 and 6 closed out, a net change of +12 holders.
  • The largest iShares Yield Optimized Bond ETF buyer in Q4 2024 was Altman Advisors, an estimated $5.34M added.
  • The largest iShares Yield Optimized Bond ETF seller in Q4 2024 was Systelligence LLC, an estimated $9.76M sold.

Based on aggregated 13F filings for Q4 2024.