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iShares High Yield Systematic Bond ETF

239 hedge funds and large institutions have $948M invested in iShares High Yield Systematic Bond ETF in 2024 Q4 according to their latest regulatory filings, with 102 funds opening new positions, 100 increasing their positions, 25 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,600% more first-time investments, than exits

New positions opened: 102 | Existing positions closed: 6

300% more repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 25

92% more capital invested

Capital invested by funds: $494M → $948M (+$454M)

66% more funds holding

Funds holding: 144239 (+95)

40% more funds holding in top 10

Funds holding in top 10: 57 (+2)

13.3% more ownership

Funds ownership: 66.85%80.15% (+13%)

Holders
239
Holders Change
+95
Holders Change %
+65.97%
% of All Funds
3.15%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.09%
New
102
Increased
100
Reduced
25
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
226
Avior Wealth Management
Nebraska
$5.41K
PPC
227
Park Place Capital
Alabama
$5.22K -$16.3K -344 -76%
FWM
228
FLP Wealth Management
Arkansas
$4.99K +$5.03K +106 New
FRA
229
Front Row Advisors
California
$4.7K
EWA
230
EverSource Wealth Advisors
Alabama
$4K +$4.04K +85 New
GWANC
231
Guardian Wealth Advisors (North Carolina)
North Carolina
$3.67K +$3.7K +78 New
OP
232
ORG Partners
Indiana
$3.67K +$3.7K +78 New
RFS
233
Richardson Financial Services
Massachusetts
$1.55K +$570 +12 +57%
Wells Fargo
234
Wells Fargo
California
$1.19K -$13.2K -279 -92%
TAM
235
Tucker Asset Management
Colorado
$1.03K +$1.04K +22 New
Jones Financial Companies
236
Jones Financial Companies
Missouri
$987 +$997 +21 New
HNB
237
Huntington National Bank
Ohio
$940
MCM
238
MAI Capital Management
Ohio
$753 +$760 +16 New
WWP
239
WR Wealth Planners
Missouri
$376 -$95 -2 -20%
NS
240
NBC Securities
Alabama
$53 -$53.8K -1,133 -100%
ASN
241
Advisory Services Network
Georgia
-$461K -9,929 Closed
SA
242
SFI Advisors
New Jersey
-$335K -6,965 Closed
APC
243
Aspire Private Capital
North Carolina
-$31.9K -663 Closed
SC
244
Swan Capital
Florida
-$24.9K -519 Closed
JIP
245
Jaffetilchin Investment Partners
Florida
-$7.93K -165 Closed
HI
246
Harbour Investments
Wisconsin
-$144 -3 Closed

HYDB Hedge Fund Activity: Q4 2024 in Review

239 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares High Yield Systematic Bond ETF (HYDB) for Q4 2024, worth a combined $948M — up 92% from $494M a quarter earlier.

Buyers outnumbered sellers: 102 funds opened new HYDB positions and 6 closed out — a net gain of 96 holders — while 100 added to existing stakes and 25 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $100M. The largest seller was Equitable Holdings, cutting an estimated $4.05M.

  • 239 institutional investors held iShares High Yield Systematic Bond ETF (HYDB) as of Q4 2024, up from 144 in Q3 2024.
  • Funds reported $948M of iShares High Yield Systematic Bond ETF stock for Q4 2024, up 92% quarter-over-quarter.
  • 102 funds opened new iShares High Yield Systematic Bond ETF positions in Q4 2024 and 6 closed out, a net change of +96 holders.
  • The largest iShares High Yield Systematic Bond ETF buyer in Q4 2024 was Envestnet Asset Management, an estimated $100M added.
  • The largest iShares High Yield Systematic Bond ETF seller in Q4 2024 was Equitable Holdings, an estimated $4.05M sold.

Based on aggregated 13F filings for Q4 2024.