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iShares Yield Optimized Bond ETF

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: 6674 (+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
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