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iShares High Yield Systematic Bond ETF

216 hedge funds and large institutions have $1.08B invested in iShares High Yield Systematic Bond ETF in 2026 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 84 increasing their positions, 77 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 26

10% more funds holding in top 10

Funds holding in top 10: 1011 (+1)

9% more repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 77

1% less funds holding

Funds holding: 219216 (-3)

4.99% less ownership

Funds ownership: 73.27%68.29% (-5%)

11% less capital invested

Capital invested by funds: $1.21B → $1.08B (-$136M)

Holders
216
Holders Change
-3
Holders Change %
-1.37%
% of All Funds
2.66%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.14%
New
30
Increased
84
Reduced
77
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RH
1
RenaissanceRe Holdings
Bermuda
$235M
FMI
2
Factory Mutual Insurance
Massachusetts
$98.5M
WANY
3
Wealthspire Advisors (New York)
New York
$70.4M +$4.12M +87,247 +6%
Bank of America
4
Bank of America
North Carolina
$66.4M -$84.1M -1,780,019 -55%
LPL Financial
5
LPL Financial
California
$55.1M +$1.82M +38,528 +3%
Ameriprise
6
Ameriprise
Minnesota
$43.4M +$17.7M +375,580 +67%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$33.5M -$19.5M -412,192 -36%
Morgan Stanley
8
Morgan Stanley
New York
$23.5M +$3.2M +67,692 +16%
AWM
9
Apollon Wealth Management
South Carolina
$22.5M +$7.61M +161,093 +50%
CICC
10
Capital Investment Counsel (Colorado)
Colorado
$19.9M +$630K +13,336 +3%
LSWP
11
Liberty Square Wealth Partners
Pennsylvania
$18.3M +$3.07M +64,924 +20%
CPG
12
Cornerstone Planning Group
New Jersey
$18.1M +$1.56M +32,933 +9%
SAI
13
Savvy Advisors Inc
New York
$17.4M +$7.35M +155,558 +71%
Betterment LLC
14
Betterment LLC
New York
$17M +$938K +19,869 +6%
BWP
15
BlueStem Wealth Partners
Minnesota
$16.6M +$16.9M +357,576 New
IAS
16
IMA Advisory Services
Colorado
$13.6M -$69.8K -1,479 -0.5%
Cetera Investment Advisers
17
Cetera Investment Advisers
Illinois
$13.4M -$628K -13,294 -4%
BWM
18
Boyd Wealth Management
California
$13.4M +$13.6M +288,504 New
OWA
19
Outlook Wealth Advisors
Texas
$11.5M -$1.36M -28,783 -10%
TPW
20
TL Private Wealth
Texas
$10.6M +$335K +7,089 +3%
Osaic Holdings
21
Osaic Holdings
Arizona
$10.3M -$1.33M -28,156 -11%
MNA
22
Manning & Napier Advisors
New York
$10M +$4.51M +95,433 +78%
State of New Jersey Common Pension Fund D
23
State of New Jersey Common Pension Fund D
New Jersey
$9.3M
Raymond James Financial
24
Raymond James Financial
Florida
$8.86M +$893K +18,903 +11%
PAG
25
Private Advisor Group
New Jersey
$8.03M +$4.88M +103,444 +150%