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iShares High Yield Systematic Bond ETF

46 hedge funds and large institutions have $63.1M invested in iShares High Yield Systematic Bond ETF in 2021 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 21 increasing their positions, 9 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 9

67% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 6

53% more capital invested

Capital invested by funds: $41.3M → $63.1M (+$21.8M)

10% more funds holding

Funds holding: 4246 (+4)

9.32% more ownership

Funds ownership: 25.78%35.1% (+9.3%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
46
Holders Change
+4
Holders Change %
+9.52%
% of All Funds
0.71%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
10
Increased
21
Reduced
9
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SB
26
Strategic Blueprint
Georgia
$262K +$41.5K +807 +19%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$245K +$35.8K +697 +17%
Cetera Investment Advisers
28
Cetera Investment Advisers
Illinois
$229K +$15.6K +304 +7%
CF
29
Centaurus Financial
California
$224K +$5.04K +98 +2%
WP
30
WealthSource Partners
California
$201K +$201K +3,905 New
Carson Wealth (CWM LLC)
31
Carson Wealth (CWM LLC)
Nebraska
$129K +$128K +2,500 New
BAM
32
Belpointe Asset Management
Nevada
$126K +$126K +2,454 New
CAAS
33
Capital Asset Advisory Services
Michigan
$70K -$23.8K -463 -25%
NSIM
34
North Star Investment Management
Illinois
$60K
APA
35
American Portfolios Advisors
New York
$55.7K +$874 +17 +2%
KFS
36
Kelly Financial Services
Massachusetts
$54.3K +$874 +17 +2%
TSWM
37
Tyler-Stone Wealth Management
Ohio
$52K +$52.4K +1,020 New
IA
38
IFP Advisors
Florida
$44K
NFG
39
Next Financial Group
Texas
$36K +$35.8K +696 New
HI
40
Harbour Investments
Wisconsin
$26K +$2.21K +43 +9%
Fidelity Investments
41
Fidelity Investments
Massachusetts
$18K +$18K +351 New
MFT
42
Moisand Fitzgerald Tamayo
Florida
$16K
Royal Bank of Canada
43
Royal Bank of Canada
Ontario, Canada
$16K
FRA
44
Front Row Advisors
California
$5K
RFM
45
Royal Fund Management
Florida
-$5.22M -100,943 Closed
Commonwealth Equity Services
46
Commonwealth Equity Services
Massachusetts
-$305K -5,898 Closed
BCA
47
Bay Colony Advisors
Massachusetts
-$209K -4,049 Closed
Morgan Stanley
48
Morgan Stanley
New York
-$41.1K -800 -100%
FCA
49
FinTrust Capital Advisors
South Carolina
-$16K -303 Closed
EIP
50
Ellis Investment Partners
Pennsylvania
-$10K -203 Closed

HYDB Hedge Fund Activity: Q4 2021 in Review

46 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares High Yield Systematic Bond ETF (HYDB) for Q4 2021, worth a combined $63.1M — up 53% from $41.3M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new HYDB positions and 6 closed out — a net gain of 4 holders — while 21 added to existing stakes and 9 trimmed.

The largest buyer was Hennion & Walsh Asset Management, opening a new position worth an estimated $9.47M. The largest seller was Royal Fund Management, exiting entirely with an estimated $5.22M sold.

  • 46 institutional investors held iShares High Yield Systematic Bond ETF (HYDB) as of Q4 2021, up from 42 in Q3 2021.
  • Funds reported $63.1M of iShares High Yield Systematic Bond ETF stock for Q4 2021, up 53% quarter-over-quarter.
  • 10 funds opened new iShares High Yield Systematic Bond ETF positions in Q4 2021 and 6 closed out, a net change of +4 holders.
  • The largest iShares High Yield Systematic Bond ETF buyer in Q4 2021 was Hennion & Walsh Asset Management, an estimated $9.47M added.
  • The largest iShares High Yield Systematic Bond ETF seller in Q4 2021 was Royal Fund Management, an estimated $5.22M sold.

Based on aggregated 13F filings for Q4 2021.