We are live on ! Find out more
HYDB icon

iShares High Yield Systematic Bond ETF
HYDB

244 hedge funds and large institutions have $1.3B invested in iShares High Yield Systematic Bond ETF in 2025 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 135 increasing their positions, 55 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

145% more repeat investments, than reductions

Existing positions increased: 135 | Existing positions reduced: 55

41% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 27

37% more capital invested

Capital invested by funds: $948M → $1.3B (+$355M)

29% more funds holding in top 10

Funds holding in top 10: 7 → 9 (+2)

2% more funds holding

Funds holding: 239 → 244 (+5)

0.12% less ownership

Funds ownership: 80.15% → 80.03% (-0.12%)

Holders
244
Holders Change
+5
Holders Change %
+2.09%
% of All Funds
3.27%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.12%
New
38
Increased
135
Reduced
55
Closed
27
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RH
RenaissanceRe Holdings
Bermuda
+$239M
2
Bank of America
Bank of America
North Carolina
+$117M
3
SPG
Strategic Planning Group
Utah
+$21.6M
4
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$8.33M
5
MML Investors Services
MML Investors Services
Massachusetts
+$5.61M

Top Sellers

Rank Fund Capital Flow
1
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
-$30.8M
2
KIM
Kestra Investment Management
Texas
-$18.7M
3
LPL Financial
LPL Financial
California
-$13.5M
4
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
-$7.56M
5
Jane Street
Jane Street
New York
-$6.35M
Name Holding Trade Value Shares
Change 		Change in
Stake
LWL
251
Leo Wealth LLC
Texas
– -$1.01M -21,539 Closed
SA
252
Scarborough Advisors
Maryland
– -$974K -20,727 Closed
Citadel Advisors
253
Citadel Advisors
Florida
– -$547K -11,626 Closed
PIS
254
POM Investment Strategies
North Carolina
– -$473K -10,065 Closed
BBA
255
Braun-Bostich & Associates
Pennsylvania
– -$471K -10,023 Closed
TGAM
256
TBH Global Asset Management
Tennessee
– -$436K -9,275 Closed
SIM
257
Synergy Investment Management
Florida
– -$357K -7,593 Closed
AWMS
258
Advocacy Wealth Management Services
Georgia
– -$331K -7,041 Closed
LWM
259
Liberty Wealth Management
California
– -$291K -6,303 Closed
SFG
260
Snider Financial Group
Washington
– -$289K -6,145 Closed
BCA
261
Bay Colony Advisors
Massachusetts
– -$276K -5,880 Closed
AWM
262
Alterna Wealth Management
Texas
– -$216K -4,585 Closed
CT
263
Colonial Trust
South Carolina
– -$147K -3,127 Closed
SAM
264
Synergy Asset Management
Washington
– -$37.4K -779 Closed
CJ
265
Caitlin John
Michigan
– -$32.2K -684 Closed
GM
266
GeoWealth Management
Illinois
– -$31K -659 Closed
VWM
267
Venturi Wealth Management
Texas
– -$12K -255 Closed
AWM
268
Avior Wealth Management
Nebraska
– -$5.41K -115 Closed
FWM
269
FLP Wealth Management
Arkansas
– -$4.99K -106 Closed
OP
270
ORG Partners
Indiana
– -$3.67K -78 Closed
TAM
271
Tucker Asset Management
Colorado
– -$1.03K -22 Closed
Jones Financial Companies
272
Jones Financial Companies
Missouri
– -$987 -21 Closed
7 8 9 10
11

HYDB Hedge Fund Activity: Q1 2025 in Review

244 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in iShares High Yield Systematic Bond ETF (HYDB) for Q1 2025, worth a combined $1.3B — up 37% from $948M a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new HYDB positions and 27 closed out — a net gain of 11 holders — while 135 added to existing stakes and 55 trimmed.

The largest buyer was RenaissanceRe Holdings, opening a new position worth an estimated $239M. The largest seller was State of New Jersey Common Pension Fund D, cutting an estimated $30.8M.

  • 244 institutional investors held iShares High Yield Systematic Bond ETF (HYDB) as of Q1 2025, up from 239 in Q4 2024.
  • Funds reported $1.3B of iShares High Yield Systematic Bond ETF stock for Q1 2025, up 37% quarter-over-quarter.
  • 38 funds opened new iShares High Yield Systematic Bond ETF positions in Q1 2025 and 27 closed out, a net change of +11 holders.
  • The largest iShares High Yield Systematic Bond ETF buyer in Q1 2025 was RenaissanceRe Holdings, an estimated $239M added.
  • The largest iShares High Yield Systematic Bond ETF seller in Q1 2025 was State of New Jersey Common Pension Fund D, an estimated $30.8M sold.

Based on aggregated 13F filings for Q1 2025.