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iShares High Yield Systematic Bond ETF

219 hedge funds and large institutions have $1.21B invested in iShares High Yield Systematic Bond ETF in 2025 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 86 increasing their positions, 80 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 80

3% less capital invested

Capital invested by funds: $1.25B → $1.21B (-$41.6M)

2.64% less ownership

Funds ownership: 75.92%73.27% (-2.6%)

6% less funds holding

Funds holding: 233219 (-14)

9% less funds holding in top 10

Funds holding in top 10: 1110 (-1)

26% less first-time investments, than exits

New positions opened: 31 | Existing positions closed: 42

Holders
219
Holders Change
-14
Holders Change %
-6.01%
% of All Funds
2.66%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.12%
New
31
Increased
86
Reduced
80
Closed
42
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
226
Arista Wealth Management
Nevada
-$882K -18,430 Closed
SW
227
SteelPeak Wealth
California
-$795K -16,611 Closed
MWM
228
Meridian Wealth Management
Kentucky
-$600K -12,535 Closed
TWM
229
TSA Wealth Management
Texas
-$585K -12,228 Closed
IWC
230
Integrated Wealth Concepts
Massachusetts
-$470K -9,827 Closed
SWP
231
Summit Wealth Partners
Florida
-$459K -9,603 Closed
FA
232
Fedenia Advisers
Wisconsin
-$365K -7,621 Closed
OMC
233
Old Mission Capital
Illinois
-$337K -7,045 Closed
BP
234
Ballentine Partners
Massachusetts
-$301K -6,299 Closed
CIAS
235
CFS Investment Advisory Services
New Jersey
-$280K -5,881 Closed
SW
236
Simplicity Wealth
New Jersey
-$260K -5,442 Closed
BTI
237
Blue Trust Inc
Georgia
-$258K -5,383 Closed
MGIA
238
Matthew Goff Investment Advisor
Texas
-$255K -5,321 Closed
AWM
239
Alterna Wealth Management
Texas
-$246K -5,141 Closed
JC
240
JB Capital
Connecticut
-$232K -4,859 Closed
SWM
241
SigFig Wealth Management
California
-$230K -4,810 Closed
ACM
242
Absolute Capital Management
Pennsylvania
-$215K -4,497 Closed
GS
243
GTS Securities
New York
-$206K -4,311 Closed
BCM
244
Brookstone Capital Management
Illinois
-$202K -4,231 Closed
GM
245
GeoWealth Management
Illinois
-$193K -4,035 Closed
CAL
246
Capital Analysts LLC
Pennsylvania
-$129K -2,716 Closed
BHWM
247
Bay Harbor Wealth Management
Maryland
-$114K -2,380 Closed
AAS
248
Ameritas Advisory Services
Nebraska
-$44.3K -925 Closed
ASN
249
Advisory Services Network
Georgia
-$42.9K -897 Closed
WWA
250
Wealth Watch Advisors
Colorado
-$37.7K -788 Closed