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iShares Yield Optimized Bond ETF
BYLD

Overview Fund Activity

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.

New
Increased
Maintained
Reduced
Closed
Holders
60
Holders Change
-5
Holders Change %
-7.69%
% of All Funds
0.81%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
9
Increased
25
Reduced
18
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Raymond James Financial
Raymond James Financial
Florida
+$2.79M
2
LPL Financial
LPL Financial
California
+$2.63M
3
TPA
Trivium Point Advisory
Connecticut
+$1.82M
4
Bank of America
Bank of America
North Carolina
+$1.78M
5
Mariner
Mariner
Kansas
+$1.68M

Top Sellers

1
HNB
Huntington National Bank
Ohio
-$19.3M
2
KAS
KPP Advisory Services
Kentucky
-$2.68M
3
WIA
World Investment Advisors
California
-$2.13M
4
P
&Partners
Tennessee
-$2.07M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$1.93M
Name Holding Trade Value Shares
Change 		Shares
Change %
HNB
1
Huntington National Bank
Ohio
$20.7M -$19.3M – –
LPL Financial
2
LPL Financial
California
$18M +$2.63M +117,353 +17%
Raymond James Financial
3
Raymond James Financial
Florida
$16M +$2.79M +124,461 +21%
Focus Partners Wealth
4
Focus Partners Wealth
Massachusetts
$11.4M +$666K +29,684 +6%
Bank of America
5
Bank of America
North Carolina
$6.94M +$1.78M +79,581 +35%
TPA
6
Trivium Point Advisory
Connecticut
$5.99M +$1.82M +81,363 +44%
SPC
7
Sigma Planning Corp
Michigan
$4.91M +$51.9K +2,313 +1%
Mariner
8
Mariner
Kansas
$4.67M +$1.68M +75,052 +56%
Osaic Holdings
9
Osaic Holdings
Arizona
$3.09M +$149K +6,649 +5%
LAS
10
LWM Advisory Services
Florida
$3.07M +$130K +5,807 +4%
Truist Financial
11
Truist Financial
North Carolina
$3.03M +$197K +8,807 +7%
VA
12
VestGen Advisors
Illinois
$1.86M +$1.86M +82,855 New
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$1.41M -$1.93M -86,158 -58%
JPMorgan Chase & Co
14
JPMorgan Chase & Co
New York
$1.4M -$135K -6,037 -9%
AF
15
Allworth Financial
California
$1.34M -$496K -22,300 -27%
PWM
16
Partners Wealth Management
California
$1.33M -$13.1K -582 -1%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$1.27M +$116K +5,159 +10%
SAI
18
Savvy Advisors Inc
New York
$1.26M -$189K -8,420 -13%
AAS
19
Avantax Advisory Services
Texas
$1.19M +$527K +23,501 +80%
AWA
20
Arkadios Wealth Advisors
Georgia
$1.08M -$54.1K -2,413 -5%
Citadel Advisors
21
Citadel Advisors
Florida
$1.07M -$389K -17,328 -27%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$885K -$7.49K -334 -0.8%
DAS
23
Dynamic Advisor Solutions
Arizona
$783K +$31K +1,381 +4%
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$733K +$733K +32,678 New
GVAG
25
Great Valley Advisor Group
Delaware
$710K +$270K +12,019 +61%
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