iShares High Yield Systematic Bond ETF
HYDB
35 hedge funds and large institutions have $37.3M invested in iShares High Yield Systematic Bond ETF in 2021 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 10 increasing their positions, 3 reducing their positions, and 3 closing their positions.
367% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 3
233% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 3
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
65% more capital invested
Capital invested by funds: $22.6M → $37.3M (+$14.8M)
46% more funds holding
Funds holding: 24 → 35 (+11)
3.01% more ownership
Funds ownership: 25.07% → 28.08% (+3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OPWM
Oxinas Partners Wealth Management
Jeffersonville,
Indiana
|
+$4.57M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$2.89M |
| 3 |
KFS
Kelly Financial Services
Braintree,
Massachusetts
|
+$2.2M |
| 4 |
CFD
Creative Financial Designs
Kokomo,
Indiana
|
+$1.96M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$1.95M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$2.15M |
| 2 |
FTUS
Flow Traders U.S.
New York
|
-$215K |
| 3 |
BCA
Bay Colony Advisors
Concord,
Massachusetts
|
-$205K |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$126K |
| 5 |
CA
Cetera Advisors
Denver,
Colorado
|
-$53.4K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SB
26
Strategic Blueprint
Atlanta,
Georgia
| $118K | +$116K | +2,259 | New |
|
|
NSIM
27
North Star Investment Management
Chicago,
Illinois
| $61K | – | – | – |
|
|
APA
28
American Portfolios Advisors
Holbrook,
New York
| $54.9K | +$567 | +11 | +1% |
|
29
Morgan Stanley
New York
| $42K | – | – | – |
|
|
EIP
30
Ellis Investment Partners
Berwyn,
Pennsylvania
| $20K | +$20.7K | +402 | New |
|
|
FCA
31
FinTrust Capital Advisors
Greenville,
South Carolina
| $19K | – | – | – |
|
|
MFT
32
Moisand Fitzgerald Tamayo
Orlando,
Florida
| $16K | – | – | – |
|
33
Royal Bank of Canada
Toronto,
Ontario, Canada
| $16K | – | – | – |
|
|
FRA
34
Front Row Advisors
Tiburon,
California
| $5K | – | – | – |
|
35
Fidelity Investments
Boston,
Massachusetts
| $3K | +$3.25K | +63 | New |
|
|
FTUS
36
Flow Traders U.S.
New York
| – | -$215K | -4,179 | Closed |
|
|
BCA
37
Bay Colony Advisors
Concord,
Massachusetts
| – | -$205K | -3,982 | Closed |
|
|
CAC
38
Certified Advisory Corp
Altamonte Springs,
Florida
| – | -$15K | -294 | Closed |
|
HYDB Hedge Fund Activity: Q2 2021 in Review
35 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in iShares High Yield Systematic Bond ETF (HYDB) for Q2 2021, worth a combined $37.3M — up 65% from $22.6M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new HYDB positions and 3 closed out — a net gain of 11 holders — while 10 added to existing stakes and 3 trimmed.
The largest buyer was Oxinas Partners Wealth Management, opening a new position worth an estimated $4.57M. The largest seller was Jane Street, cutting an estimated $2.15M.
- 35 institutional investors held iShares High Yield Systematic Bond ETF (HYDB) as of Q2 2021, up from 24 in Q1 2021.
- Funds reported $37.3M of iShares High Yield Systematic Bond ETF stock for Q2 2021, up 65% quarter-over-quarter.
- 14 funds opened new iShares High Yield Systematic Bond ETF positions in Q2 2021 and 3 closed out, a net change of +11 holders.
- The largest iShares High Yield Systematic Bond ETF buyer in Q2 2021 was Oxinas Partners Wealth Management, an estimated $4.57M added.
- The largest iShares High Yield Systematic Bond ETF seller in Q2 2021 was Jane Street, an estimated $2.15M sold.
Based on aggregated 13F filings for Q2 2021.