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iShares Yield Optimized Bond ETF
BYLD

59 hedge funds and large institutions have $132M invested in iShares Yield Optimized Bond ETF in 2025 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 28 increasing their positions, 15 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

87% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 15

5% more capital invested

Capital invested by funds: $126M → $132M (+$6.48M)

2.22% less ownership

Funds ownership: 44.1% → 41.87% (-2.2%)

6% less funds holding

Funds holding: 63 → 59 (-4)

29% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 7

Holders
59
Holders Change
-4
Holders Change %
-6.35%
% of All Funds
0.77%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
28
Reduced
15
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$1.34M
2
TPA
Trivium Point Advisory
Connecticut
+$1.06M
3
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$709K
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$458K
5
Bank of America
Bank of America
North Carolina
+$441K

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$603K
2
Jane Street
Jane Street
New York
-$336K
3
AFG
Atomi Financial Group
New York
-$209K
4
LAS
LWM Advisory Services
Florida
-$205K
5
NFSG
Newbridge Financial Services Group
Florida
-$196K
Name Holding Trade Value Shares
Change 		Change in
Stake
HNB
1
Huntington National Bank
Ohio
$22.8M – – –
LPL Financial
2
LPL Financial
California
$19.4M +$224K +9,860 +1%
Raymond James Financial
3
Raymond James Financial
Florida
$14M -$68.6K -3,027 -0.5%
Focus Partners Wealth
4
Focus Partners Wealth
Massachusetts
$12M +$709K +31,285 +6%
Osaic Holdings
5
Osaic Holdings
Arizona
$8.31M +$329K +14,502 +4%
TPA
6
Trivium Point Advisory
Connecticut
$7.92M +$1.06M +46,533 +16%
Bank of America
7
Bank of America
North Carolina
$7.6M +$441K +19,469 +6%
Mariner
8
Mariner
Kansas
$5.87M +$274K +12,078 +5%
Truist Financial
9
Truist Financial
North Carolina
$4.52M +$143K +6,293 +3%
LAS
10
LWM Advisory Services
Florida
$2.94M -$205K -9,059 -7%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$2.31M +$56.3K +2,484 +3%
KPWS
12
Kestra Private Wealth Services
Texas
$2.24M +$287K +12,643 +15%
VA
13
VestGen Advisors
Illinois
$1.97M +$312K +13,758 +19%
JP Morgan Chase
14
JP Morgan Chase
New York
$1.73M -$41.9K -1,848 -2%
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$1.61M +$1.34M +59,050 +529%
AF
16
Allworth Financial
California
$1.41M +$27.2K +1,198 +2%
PWM
17
Partners Wealth Management
California
$1.33M -$31.5K -1,388 -2%
SAI
18
Savvy Advisors Inc
New York
$1.28M +$2.72K +120 +0.2%
AWA
19
Arkadios Wealth Advisors
Georgia
$1.27M +$169K +7,456 +16%
AMG
20
Asset Management Group
Connecticut
$731K +$9.45K +417 +1%
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$731K +$458K +20,209 +173%
DAS
22
Dynamic Advisor Solutions
Arizona
$683K +$3.35K +148 +0.5%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$651K -$155K -6,828 -19%
AF
24
Advisornet Financial
Minnesota
$625K +$771 +34 +0.1%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$603K +$86.5K +3,816 +17%
1
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BYLD Hedge Fund Activity: Q3 2025 in Review

59 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in iShares Yield Optimized Bond ETF (BYLD) for Q3 2025, worth a combined $132M — up 5.2% from $126M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of BYLD and 5 opened new positions — a net loss of 2 holders — while 15 trimmed existing stakes and 28 added.

The largest buyer was Cetera Investment Advisers, adding an estimated $1.34M. The largest seller was Citadel Advisors, cutting an estimated $603K.

  • 59 institutional investors held iShares Yield Optimized Bond ETF (BYLD) as of Q3 2025, down from 63 in Q2 2025.
  • Funds reported $132M of iShares Yield Optimized Bond ETF stock for Q3 2025, up 5.2% quarter-over-quarter.
  • 5 funds opened new iShares Yield Optimized Bond ETF positions in Q3 2025 and 7 closed out, a net change of -2 holders.
  • The largest iShares Yield Optimized Bond ETF buyer in Q3 2025 was Cetera Investment Advisers, an estimated $1.34M added.
  • The largest iShares Yield Optimized Bond ETF seller in Q3 2025 was Citadel Advisors, an estimated $603K sold.

Based on aggregated 13F filings for Q3 2025.