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iShares Yield Optimized Bond ETF
BYLD

74 hedge funds and large institutions have $210M invested in iShares Yield Optimized Bond ETF in 2026 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 31 increasing their positions, 17 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 7

82% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 17

39% more capital invested

Capital invested by funds: $151M → $210M (+$59.4M)

12% more funds holding

Funds holding: 66 → 74 (+8)

7.26% more ownership

Funds ownership: 43.46% → 50.72% (+7.3%)

Holders
74
Holders Change
+8
Holders Change %
+12.12%
% of All Funds
0.91%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
15
Increased
31
Reduced
17
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HWM
Horizon Wealth Management
Illinois
+$52.4M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$3.04M
3
MWM
Modern Wealth Management
Kansas
+$2.65M
4
Raymond James Financial
Raymond James Financial
Florida
+$2.25M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$1.79M

Top Sellers

1
TPA
Trivium Point Advisory
Connecticut
-$7.75M
2
LAS
LWM Advisory Services
Florida
-$2.4M
3
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
-$2.37M
4
Jane Street
Jane Street
New York
-$843K
5
VA
VestGen Advisors
Illinois
-$591K
Name Holding Trade Value Shares
Change 		Change in
Stake
HWM
1
Horizon Wealth Management
Illinois
$51.8M +$52.4M +2,300,623 New
HNB
2
Huntington National Bank
Ohio
$24.6M – – –
LPL Financial
3
LPL Financial
California
$22.7M +$1.49M +65,402 +7%
Raymond James Financial
4
Raymond James Financial
Florida
$21.4M +$2.25M +98,724 +12%
Focus Partners Wealth
5
Focus Partners Wealth
Massachusetts
$9.62M -$2.37M -103,995 -20%
Bank of America
6
Bank of America
North Carolina
$8.96M +$380K +16,660 +4%
Osaic Holdings
7
Osaic Holdings
Arizona
$8.33M -$168K -7,384 -2%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$8.22M +$3.04M +133,442 +58%
Mariner
9
Mariner
Kansas
$7.34M +$606K +26,595 +9%
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$6.14M +$1.69M +74,285 +38%
Truist Financial
11
Truist Financial
North Carolina
$5.43M +$699K +30,681 +15%
KPWS
12
Kestra Private Wealth Services
Texas
$2.74M +$223K +9,804 +9%
MWM
13
Modern Wealth Management
Kansas
$2.62M +$2.65M +116,175 New
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$2.31M +$1.79M +78,400 +325%
Members Trust
15
Members Trust
Florida
$2.03M +$1.57M +69,000 +326%
JP Morgan Chase
16
JP Morgan Chase
New York
$1.97M +$303K +13,281 +18%
PF
17
PlanVest Financial
Maryland
$1.84M +$1.87M +81,866 New
LTI
18
Laffer Tengler Investments
Tennessee
$1.46M +$586K +25,714 +66%
AF
19
Allworth Financial
California
$1.41M +$29K +1,271 +2%
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$1.37M +$1.39M +60,922 New
SAI
21
Savvy Advisors Inc
New York
$1.35M +$7.61K +334 +0.6%
AWA
22
Arkadios Wealth Advisors
Georgia
$1.27M +$23.8K +1,044 +2%
PWM
23
Partners Wealth Management
California
$1.2M -$85.7K -3,763 -7%
MA
24
Mutual Advisors
Nebraska
$1.08M +$334K +14,664 +44%
HCM
25
Hengehold Capital Management
Ohio
$993K +$1M +44,055 New
1
2 3 4

BYLD Hedge Fund Activity: Q1 2026 in Review

74 of the 8,125 institutional investors tracked by Wall St. Rank reported a position in iShares Yield Optimized Bond ETF (BYLD) for Q1 2026, worth a combined $210M — up 39% from $151M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new BYLD positions and 7 closed out — a net gain of 8 holders — while 31 added to existing stakes and 17 trimmed.

The largest buyer was Horizon Wealth Management, opening a new position worth an estimated $52.4M. The largest seller was Trivium Point Advisory, exiting entirely with an estimated $7.75M sold.

  • 74 institutional investors held iShares Yield Optimized Bond ETF (BYLD) as of Q1 2026, up from 66 in Q4 2025.
  • Funds reported $210M of iShares Yield Optimized Bond ETF stock for Q1 2026, up 39% quarter-over-quarter.
  • 15 funds opened new iShares Yield Optimized Bond ETF positions in Q1 2026 and 7 closed out, a net change of +8 holders.
  • The largest iShares Yield Optimized Bond ETF buyer in Q1 2026 was Horizon Wealth Management, an estimated $52.4M added.
  • The largest iShares Yield Optimized Bond ETF seller in Q1 2026 was Trivium Point Advisory, an estimated $7.75M sold.

Based on aggregated 13F filings for Q1 2026.