iShares Yield Optimized Bond ETF
BYLD
60 hedge funds and large institutions have $122M invested in iShares Yield Optimized Bond ETF in 2025 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 25 increasing their positions, 18 reducing their positions, and 12 closing their positions.
39% more repeat investments, than reductions
Existing positions increased: 25 | Existing positions reduced: 18
1% less capital invested
Capital invested by funds: $124M → $122M (-$1.6M)
2.98% less ownership
Funds ownership: 47.17% → 44.19% (-3%)
8% less funds holding
Funds holding: 65 → 60 (-5)
25% less first-time investments, than exits
New positions opened: 9 | Existing positions closed: 12
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Raymond James Financial
St Petersburg,
Florida
|
+$2.78M |
| 2 |
LPL Financial
San Diego,
California
|
+$2.62M |
| 3 |
TPA
Trivium Point Advisory
Westport,
Connecticut
|
+$1.82M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$1.78M |
| 5 |
Mariner
Overland Park,
Kansas
|
+$1.68M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KAS
KPP Advisory Services
Louisville,
Kentucky
|
-$2.67M |
| 2 |
WIA
World Investment Advisors
Santa Barbara,
California
|
-$2.13M |
| 3 |
P
&Partners
Nashville,
Tennessee
|
-$2.07M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$1.93M |
| 5 |
HI
Harbour Investments
Madison,
Wisconsin
|
-$1.87M |
BYLD Hedge Fund Activity: Q1 2025 in Review
60 of the 7,473 institutional investors tracked by Wall St. Rank reported a position in iShares Yield Optimized Bond ETF (BYLD) for Q1 2025, worth a combined $122M — down 1.3% from $124M a quarter earlier.
Sellers outnumbered buyers: 12 funds closed out of BYLD and 9 opened new positions — a net loss of 3 holders — while 18 trimmed existing stakes and 25 added.
The largest buyer was Raymond James Financial, adding an estimated $2.78M. The largest seller was KPP Advisory Services, cutting an estimated $2.67M.
- 60 institutional investors held iShares Yield Optimized Bond ETF (BYLD) as of Q1 2025, down from 65 in Q4 2024.
- Funds reported $122M of iShares Yield Optimized Bond ETF stock for Q1 2025, down 1.3% quarter-over-quarter.
- 9 funds opened new iShares Yield Optimized Bond ETF positions in Q1 2025 and 12 closed out, a net change of -3 holders.
- The largest iShares Yield Optimized Bond ETF buyer in Q1 2025 was Raymond James Financial, an estimated $2.78M added.
- The largest iShares Yield Optimized Bond ETF seller in Q1 2025 was KPP Advisory Services, an estimated $2.67M sold.
Based on aggregated 13F filings for Q1 2025.