iShares High Yield Systematic Bond ETF
HYDB
24 hedge funds and large institutions have $22.6M invested in iShares High Yield Systematic Bond ETF in 2021 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 8 increasing their positions, 3 reducing their positions, and 4 closing their positions.
167% more repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 3
75% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 4
54% more capital invested
Capital invested by funds: $14.7M → $22.6M (+$7.89M)
14% more funds holding
Funds holding: 21 → 24 (+3)
6.74% less ownership
Funds ownership: 31.82% → 25.07% (-6.7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OWA
Outlook Wealth Advisors
Shenandoah,
Texas
|
+$7.07M |
| 2 |
RWA
Redhawk Wealth Advisors
Minneapolis,
Minnesota
|
+$1.97M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$1.66M |
| 4 |
Jane Street
New York
|
+$507K |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$351K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RCS
Retirement Capital Strategies
San Jose,
California
|
-$3.72M |
| 2 |
FTUS
Flow Traders U.S.
New York
|
-$832K |
| 3 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
-$266K |
| 4 |
CA
Cetera Advisors
Denver,
Colorado
|
-$49.4K |
| 5 |
BCA
Bay Colony Advisors
Concord,
Massachusetts
|
-$3.69K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
26
Cetera Investment Advisers
Schaumburg,
Illinois
| – | -$266K | -5,197 | Closed |
|
27
Wells Fargo
San Francisco,
California
| – | -$51 | -1 | Closed |
|
HYDB Hedge Fund Activity: Q1 2021 in Review
24 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in iShares High Yield Systematic Bond ETF (HYDB) for Q1 2021, worth a combined $22.6M — up 54% from $14.7M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new HYDB positions and 4 closed out — a net gain of 3 holders — while 8 added to existing stakes and 3 trimmed.
The largest buyer was Outlook Wealth Advisors, adding an estimated $7.07M. The largest seller was Retirement Capital Strategies, exiting entirely with an estimated $3.72M sold.
- 24 institutional investors held iShares High Yield Systematic Bond ETF (HYDB) as of Q1 2021, up from 21 in Q4 2020.
- Funds reported $22.6M of iShares High Yield Systematic Bond ETF stock for Q1 2021, up 54% quarter-over-quarter.
- 7 funds opened new iShares High Yield Systematic Bond ETF positions in Q1 2021 and 4 closed out, a net change of +3 holders.
- The largest iShares High Yield Systematic Bond ETF buyer in Q1 2021 was Outlook Wealth Advisors, an estimated $7.07M added.
- The largest iShares High Yield Systematic Bond ETF seller in Q1 2021 was Retirement Capital Strategies, an estimated $3.72M sold.
Based on aggregated 13F filings for Q1 2021.