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iShares High Yield Systematic Bond ETF

43 hedge funds and large institutions have $45.6M invested in iShares High Yield Systematic Bond ETF in 2022 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 15 increasing their positions, 13 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 5

15% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 13

5% more funds holding

Funds holding: 4143 (+2)

2.75% less ownership

Funds ownership: 32.71%29.95% (-2.8%)

17% less capital invested

Capital invested by funds: $55.2M → $45.6M (-$9.6M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
43
Holders Change
+2
Holders Change %
+4.88%
% of All Funds
0.72%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
7
Increased
15
Reduced
13
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MFS
26
Madrona Financial Services
Washington
$243K
SB
27
Strategic Blueprint
Georgia
$223K +$2.08K +45 +0.9%
BAM
28
Belpointe Asset Management
Nevada
$106K -$462 -10 -0.4%
AF
29
Allworth Financial
California
$95K +$101K +2,178 New
CAAS
30
Capital Asset Advisory Services
Michigan
$60K
NSIM
31
North Star Investment Management
Illinois
$51K
TSWM
32
Tyler-Stone Wealth Management
Ohio
$44K
KFS
33
Kelly Financial Services
Massachusetts
$37.6K -$9.29K -201 -19%
FFA
34
Founders Financial Alliance
North Carolina
$35K +$37K +800 New
1IA
35
1834 Investment Advisors
Wisconsin
$24K +$25.8K +558 New
HI
36
Harbour Investments
Wisconsin
$23K +$23.9K +518 New
UBS Group
37
UBS Group
Switzerland
$16K -$68K -1,471 -80%
Royal Bank of Canada
38
Royal Bank of Canada
Ontario, Canada
$13K
MFT
39
Moisand Fitzgerald Tamayo
Florida
$13K +$14.1K +306 New
GWSG
40
GPS Wealth Strategies Group
Colorado
$9K
FRA
41
Front Row Advisors
California
$4K
BTI
42
Blue Trust Inc
Georgia
$2K +$1.66K +36 New
AI
43
Atria Investments
North Carolina
-$1.23M -25,145 Closed
OIA
44
OneDigital Investment Advisors
Kansas
-$583K -11,970 Closed
Ameriprise
45
Ameriprise
Minnesota
-$294K -6,031 Closed
APA
46
American Portfolios Advisors
New York
-$53.2K -1,092 Closed
Wells Fargo
47
Wells Fargo
California
-$46 -1 Closed
Morgan Stanley
48
Morgan Stanley
New York
+$46 +1 +100%

HYDB Hedge Fund Activity: Q2 2022 in Review

43 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in iShares High Yield Systematic Bond ETF (HYDB) for Q2 2022, worth a combined $45.6M — down 17% from $55.2M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new HYDB positions and 5 closed out — a net gain of 2 holders — while 15 added to existing stakes and 13 trimmed.

The largest buyer was Flow Traders U.S., adding an estimated $2.38M. The largest seller was Outlook Wealth Advisors, cutting an estimated $5.42M.

  • 43 institutional investors held iShares High Yield Systematic Bond ETF (HYDB) as of Q2 2022, up from 41 in Q1 2022.
  • Funds reported $45.6M of iShares High Yield Systematic Bond ETF stock for Q2 2022, down 17% quarter-over-quarter.
  • 7 funds opened new iShares High Yield Systematic Bond ETF positions in Q2 2022 and 5 closed out, a net change of +2 holders.
  • The largest iShares High Yield Systematic Bond ETF buyer in Q2 2022 was Flow Traders U.S., an estimated $2.38M added.
  • The largest iShares High Yield Systematic Bond ETF seller in Q2 2022 was Outlook Wealth Advisors, an estimated $5.42M sold.

Based on aggregated 13F filings for Q2 2022.