We are live on ! Find out more
HYDB icon

iShares High Yield Systematic Bond ETF

47 hedge funds and large institutions have $43.3M invested in iShares High Yield Systematic Bond ETF in 2022 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 13 increasing their positions, 12 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 5

9% more funds holding

Funds holding: 4347 (+4)

8% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 12

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.57% less ownership

Funds ownership: 29.95%29.38% (-0.57%)

5% less capital invested

Capital invested by funds: $45.6M → $43.3M (-$2.29M)

Holders
47
Holders Change
+4
Holders Change %
+9.3%
% of All Funds
0.81%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
9
Increased
13
Reduced
12
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
26
JP Morgan Chase
New York
$255K +$268K +5,983 New
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$254K +$6.63K +148 +3%
CA
28
Cetera Advisors
Colorado
$246K -$287K -6,399 -53%
MFS
29
Madrona Financial Services
Washington
$238K
AWS
30
Atria Wealth Solutions
New York
$236K +$248K +5,536 New
SB
31
Strategic Blueprint
Georgia
$219K
AF
32
Allworth Financial
California
$60K -$34.3K -766 -35%
NSIM
33
North Star Investment Management
Illinois
$50K
TSWM
34
Tyler-Stone Wealth Management
Ohio
$43K
KFS
35
Kelly Financial Services
Massachusetts
$37.4K +$582 +13 +2%
HI
36
Harbour Investments
Wisconsin
$23K
Carson Wealth (CWM LLC)
37
Carson Wealth (CWM LLC)
Nebraska
$19K +$20.4K +455 New
MFT
38
Moisand Fitzgerald Tamayo
Florida
$13K
Royal Bank of Canada
39
Royal Bank of Canada
Ontario, Canada
$13K
GWSG
40
GPS Wealth Strategies Group
Colorado
$9K
FRA
41
Front Row Advisors
California
$4K
Fidelity Investments
42
Fidelity Investments
Massachusetts
$3K +$3.45K +77 New
BTI
43
Blue Trust Inc
Georgia
$2K
UBS Group
44
UBS Group
Switzerland
$1K -$15.2K -339 -92%
LFGH
45
Lee Financial Group Hawaii
Hawaii
$490 +$39.6K +885 +8%
Citadel Advisors
46
Citadel Advisors
Florida
-$412K -9,469 Closed
BAM
47
Belpointe Asset Management
Nevada
-$106K -2,444 Closed
CAAS
48
Capital Asset Advisory Services
Michigan
-$60K -1,368 Closed
FFA
49
Founders Financial Alliance
North Carolina
-$35K -800 Closed
1IA
50
1834 Investment Advisors
Wisconsin
-$24K -558 Closed

HYDB Hedge Fund Activity: Q3 2022 in Review

47 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in iShares High Yield Systematic Bond ETF (HYDB) for Q3 2022, worth a combined $43.3M — down 5% from $45.6M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new HYDB positions and 5 closed out — a net gain of 4 holders — while 13 added to existing stakes and 12 trimmed.

The largest buyer was 3EDGE Asset Management, opening a new position worth an estimated $1.06M. The largest seller was Flow Traders U.S., cutting an estimated $1.82M.

  • 47 institutional investors held iShares High Yield Systematic Bond ETF (HYDB) as of Q3 2022, up from 43 in Q2 2022.
  • Funds reported $43.3M of iShares High Yield Systematic Bond ETF stock for Q3 2022, down 5% quarter-over-quarter.
  • 9 funds opened new iShares High Yield Systematic Bond ETF positions in Q3 2022 and 5 closed out, a net change of +4 holders.
  • The largest iShares High Yield Systematic Bond ETF buyer in Q3 2022 was 3EDGE Asset Management, an estimated $1.06M added.
  • The largest iShares High Yield Systematic Bond ETF seller in Q3 2022 was Flow Traders U.S., an estimated $1.82M sold.

Based on aggregated 13F filings for Q3 2022.