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iShares High Yield Systematic Bond ETF

213 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 27 funds opening new positions, 85 increasing their positions, 80 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less capital invested

Capital invested by funds: $ → $

less ownership

Funds ownership:

less funds holding

Funds holding:

9% less funds holding in top 10

Funds holding in top 10: 1110 (-1)

36% less first-time investments, than exits

New positions opened: 27 | Existing positions closed: 42

Holders
213
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
26
JP Morgan Chase
New York
$9.66M
MPW
27
MA Private Wealth
California
$9.61M
State of New Jersey Common Pension Fund D
28
State of New Jersey Common Pension Fund D
New Jersey
$9.47M
MML Investors Services
29
MML Investors Services
Massachusetts
$9.22M
BlackRock
30
BlackRock
New York
$8.88M
Raymond James Financial
31
Raymond James Financial
Florida
$8.13M
CAPTRUST Financial Advisors
32
CAPTRUST Financial Advisors
North Carolina
$7.6M
DAS
33
Daybright Advisory Services
Florida
$6.16M
AIA
34
Armor Investment Advisors
North Carolina
$6.02M
CCA
35
Cottonwood Capital Advisors
Utah
$5.9M
MNA
36
Manning & Napier Advisors
New York
$5.78M
WA
37
Waverly Advisors
Alabama
$5.35M
KAS
38
Kestra Advisory Services
Texas
$5.19M
SWA
39
Sax Wealth Advisors
New Jersey
$4.9M
MWM
40
Mascagni Wealth Management
Mississippi
$4.83M
SA
41
Sanctuary Advisors
Indiana
$4.5M
PLFS
42
Provident Living Financial Services
Utah
$4.3M
TWP
43
Triad Wealth Partners
Kansas
$4.05M
TVAMP
44
Tennessee Valley Asset Management Partners
Tennessee
$3.77M
AssetMark Inc
45
AssetMark Inc
California
$3.64M
SL
46
Systelligence LLC
Minnesota
$3.57M
BFP
47
Beacon Financial Planning
Massachusetts
$3.47M
Bank of New York Mellon
48
Bank of New York Mellon
New York
$3.38M
PAG
49
Private Advisor Group
New Jersey
$3.28M
IA
50
IFP Advisors
Florida
$2.98M