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iShares High Yield Systematic Bond ETF

233 hedge funds and large institutions have $1.25B invested in iShares High Yield Systematic Bond ETF in 2025 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 118 increasing their positions, 56 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

147% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 15

111% more repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 56

22% more funds holding in top 10

Funds holding in top 10: 911 (+2)

12% more capital invested

Capital invested by funds: $1.12B → $1.25B (+$132M)

7% more funds holding

Funds holding: 217233 (+16)

0.01% less ownership

Funds ownership: 75.93%75.92% (-0.01%)

Holders
233
Holders Change
+16
Holders Change %
+7.37%
% of All Funds
3.06%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.14%
New
37
Increased
118
Reduced
56
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OP
226
ORG Partners
Indiana
$2.39K +$2.37K +50 New
RFP
227
Root Financial Partners
California
$1.53K +$1.52K +32 New
RFS
228
Richardson Financial Services
Massachusetts
$909 -$142 -3 -14%
LFG
229
Larson Financial Group
Missouri
$718 +$712 +15 New
SWP
230
Strategic Wealth Partners
Ohio
$383 +$380 +8 New
GA
231
Guerra Advisors
Florida
$287 +$285 +6 New
MPW
232
MASECO Private Wealth
$48 +$47 +1 New
Russell Investments Group
233
Russell Investments Group
United Kingdom
$48 +$47 +1 New
DWM
234
Dynasty Wealth Management
Florida
-$3.07M -64,735 Closed
SXL
235
Summit X LLC
Missouri
-$2.23M -46,940 Closed
LWL
236
Leo Wealth LLC
Texas
-$1.39M -29,345 Closed
MWM
237
Modern Wealth Management
Kansas
-$821K -17,288 Closed
WI
238
Westbourne Investments
Virginia
-$813K -17,123 Closed
LSA
239
Lansing Street Advisors
Pennsylvania
-$648K -13,651 Closed
WIA
240
World Investment Advisors
California
-$648K -13,651 Closed
PAS
241
PKS Advisory Services
New York
-$240K -5,048 Closed
SVWG
242
Shared Vision Wealth Group
United States
-$228K -4,803 Closed
SHJ
243
Sharkey, Howes & Javer
Colorado
-$223K -4,690 Closed
SWA
244
SOA Wealth Advisors
New York
-$140K -2,940 Closed
MYIA
245
Mount Yale Investment Advisors
Colorado
-$126K -2,655 Closed
AAP
246
Arax Advisory Partners
Colorado
-$15K -316 Closed
AA
247
Ancora Advisors
Ohio
-$4.79K -101 Closed
TPWA
248
Twin Peaks Wealth Advisors
California
-$2.29K -48 Closed