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iShares High Yield Systematic Bond ETF

216 hedge funds and large institutions have $1.08B invested in iShares High Yield Systematic Bond ETF in 2026 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 84 increasing their positions, 77 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 26

10% more funds holding in top 10

Funds holding in top 10: 1011 (+1)

9% more repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 77

1% less funds holding

Funds holding: 219216 (-3)

4.99% less ownership

Funds ownership: 73.27%68.29% (-5%)

11% less capital invested

Capital invested by funds: $1.21B → $1.08B (-$136M)

Holders
216
Holders Change
-3
Holders Change %
-1.37%
% of All Funds
2.66%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.14%
New
30
Increased
84
Reduced
77
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MPW
26
MA Private Wealth
California
$7.25M -$2.22M -47,118 -23%
Jane Street
27
Jane Street
New York
$7.2M +$6.27M +132,816 +602%
CAPTRUST Financial Advisors
28
CAPTRUST Financial Advisors
North Carolina
$6.61M -$872K -18,458 -12%
DAS
29
Daybright Advisory Services
Florida
$6.51M +$456K +9,659 +7%
AGA
30
Arch Global Advisors
New York
$6.34M +$6.44M +136,339 New
CCA
31
Cottonwood Capital Advisors
Utah
$6.24M +$451K +9,555 +8%
Envestnet Portfolio Solutions
32
Envestnet Portfolio Solutions
Illinois
$5.85M +$4.57M +96,743 +333%
EH
33
Equitable Holdings
New York
$5.81M +$5.32M +112,654 +1,115%
AWM
34
Avior Wealth Management
Nebraska
$5.55M -$4.65M -98,497 -45%
WA
35
Waverly Advisors
Alabama
$5.42M +$171K +3,618 +3%
BFP
36
Beacon Financial Planning
Massachusetts
$4.9M +$1.52M +32,199 +44%
MWM
37
Mascagni Wealth Management
Mississippi
$4.89M +$148K +3,143 +3%
FCBT
38
First Citizens Bank & Trust
North Carolina
$4.88M +$4.96M +104,985 New
SWA
39
Sax Wealth Advisors
New Jersey
$4.79M -$109K -2,308 -2%
TWP
40
Triad Wealth Partners
Kansas
$4.74M +$773K +16,371 +19%
JP Morgan Chase
41
JP Morgan Chase
New York
$4.18M -$5.35M -113,309 -56%
PLFS
42
Provident Living Financial Services
Utah
$4.16M -$62K -1,312 -1%
IA
43
IFP Advisors
Florida
$4.02M +$1.11M +23,446 +37%
MML Investors Services
44
MML Investors Services
Massachusetts
$3.71M -$5.43M -115,033 -59%
PFPG
45
Pinnacle Financial Partners (Georgia)
Georgia
$3.6M +$1.02M +21,547 +39%
KAS
46
Kestra Advisory Services
Texas
$3.56M -$1.56M -33,084 -30%
DAS
47
Dynamic Advisor Solutions
Arizona
$3.22M +$321K +6,789 +11%
Mariner
48
Mariner
Kansas
$3.16M +$3.21M +67,982 New
Commonwealth Equity Services
49
Commonwealth Equity Services
Massachusetts
$2.76M +$697K +14,769 +33%
SA
50
Sanctuary Advisors
Indiana
$2.74M -$1.72M -36,341 -38%