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iShares Yield Optimized Bond ETF

66 hedge funds and large institutions have $151M invested in iShares Yield Optimized Bond ETF in 2025 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 27 increasing their positions, 15 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 7

80% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 15

14% more capital invested

Capital invested by funds: $132M → $151M (+$18.7M)

12% more funds holding

Funds holding: 5966 (+7)

1.59% more ownership

Funds ownership: 41.87%43.46% (+1.6%)

Holders
66
Holders Change
+7
Holders Change %
+11.86%
% of All Funds
0.8%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
27
Reduced
15
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HNB
1
Huntington National Bank
Ohio
$24M
LPL Financial
2
LPL Financial
California
$21.5M +$2.19M +95,537 +11%
Raymond James Financial
3
Raymond James Financial
Florida
$19.3M +$5.41M +236,349 +39%
Focus Partners Wealth
4
Focus Partners Wealth
Massachusetts
$12.1M +$131K +5,743 +1%
Bank of America
5
Bank of America
North Carolina
$8.68M +$1.14M +49,792 +15%
Osaic Holdings
6
Osaic Holdings
Arizona
$8.59M +$331K +14,457 +4%
TPA
7
Trivium Point Advisory
Connecticut
$7.75M -$117K -5,131 -1%
Mariner
8
Mariner
Kansas
$6.82M +$985K +43,047 +17%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$5.27M +$2.98M +130,326 +129%
Truist Financial
10
Truist Financial
North Carolina
$4.79M +$297K +12,967 +7%
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$4.51M +$2.92M +127,860 +182%
LAS
12
LWM Advisory Services
Florida
$3.04M +$121K +5,303 +4%
KPWS
13
Kestra Private Wealth Services
Texas
$2.55M +$327K +14,277 +15%
JP Morgan Chase
14
JP Morgan Chase
New York
$1.7M -$21.3K -930 -1%
AF
15
Allworth Financial
California
$1.39M -$2.81K -123 -0.2%
SAI
16
Savvy Advisors Inc
New York
$1.36M +$80.9K +3,538 +6%
PWM
17
Partners Wealth Management
California
$1.3M -$22.2K -972 -2%
AWA
18
Arkadios Wealth Advisors
Georgia
$1.26M +$2.79K +122 +0.2%
LTI
19
Laffer Tengler Investments
Tennessee
$890K +$894K +39,082 New
Jane Street
20
Jane Street
New York
$843K +$846K +36,996 New
MA
21
Mutual Advisors
Nebraska
$754K +$333K +14,570 +79%
AMG
22
Asset Management Group
Connecticut
$699K -$27.1K -1,185 -4%
DAS
23
Dynamic Advisor Solutions
Arizona
$686K +$7.39K +323 +1%
DF
24
Daviman Financial
Indiana
$674K +$677K +29,610 New
BCA
25
Bay Colony Advisors
Massachusetts
$641K +$49.3K +2,156 +8%

BYLD Hedge Fund Activity: Q4 2025 in Review

66 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in iShares Yield Optimized Bond ETF (BYLD) for Q4 2025, worth a combined $151M — up 14% from $132M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new BYLD positions and 7 closed out — a net gain of 7 holders — while 27 added to existing stakes and 15 trimmed.

The largest buyer was Raymond James Financial, adding an estimated $5.41M. The largest seller was VestGen Advisors, cutting an estimated $1.37M.

  • 66 institutional investors held iShares Yield Optimized Bond ETF (BYLD) as of Q4 2025, up from 59 in Q3 2025.
  • Funds reported $151M of iShares Yield Optimized Bond ETF stock for Q4 2025, up 14% quarter-over-quarter.
  • 14 funds opened new iShares Yield Optimized Bond ETF positions in Q4 2025 and 7 closed out, a net change of +7 holders.
  • The largest iShares Yield Optimized Bond ETF buyer in Q4 2025 was Raymond James Financial, an estimated $5.41M added.
  • The largest iShares Yield Optimized Bond ETF seller in Q4 2025 was VestGen Advisors, an estimated $1.37M sold.

Based on aggregated 13F filings for Q4 2025.