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iShares High Yield Systematic Bond ETF
HYDB

Overview Fund Activity

45 hedge funds and large institutions have $37.4M invested in iShares High Yield Systematic Bond ETF in 2022 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 15 increasing their positions, 13 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
45
Holders Change
-2
Holders Change %
-4.26%
% of All Funds
0.73%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
8
Increased
15
Reduced
13
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FA
1
Fermata Advisors
California
$3.2M
2
RF
2
RHS Financial
California
$761K
3
AC
3
Avestar Capital
New York
$680K
4
Bank of America
4
Bank of America
North Carolina
$4.27M
5
HWAM
5
Hennion & Walsh Asset Management
New Jersey
$8.21M

Top Sellers

1
OWA
1
Outlook Wealth Advisors
Texas
$0
2
CFD
2
Creative Financial Designs
Indiana
$39.3K
3
CG
3
Colony Group
Massachusetts
$0
4
LPL Financial
4
LPL Financial
California
$2.62M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$534K
Name Holding Trade Value Shares
Change 		Shares
Change %
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$242K -$17.7K -407 -7%
Citadel Advisors
27
Citadel Advisors
Florida
$214K +$214K +4,919 New
AF
28
Allworth Financial
California
$163K +$101K +2,327 +165%
IGWM
29
ICA Group Wealth Management
Colorado
$111K +$111K +2,539 New
GRP
30
Global Retirement Partners
California
$65.2K +$65.2K +1,497 New
NSIM
31
North Star Investment Management
Illinois
$51.2K – – –
TSWM
32
Tyler-Stone Wealth Management
Ohio
$44K – – –
CFD
33
Creative Financial Designs
Indiana
$39.3K -$2.15M -49,344 -98%
KFS
34
Kelly Financial Services
Massachusetts
$39.1K +$872 +20 +2%
BAM
35
Belpointe Asset Management
Nevada
$26.5K +$26.5K +608 New
HI
36
Harbour Investments
Wisconsin
$23.4K +$872 +20 +4%
Carson Wealth (CWM LLC)
37
Carson Wealth (CWM LLC)
Nebraska
$20K – – –
Royal Bank of Canada
38
Royal Bank of Canada
Ontario, Canada
$14K – – –
MFT
39
Moisand Fitzgerald Tamayo
Florida
$13.3K – – –
APC
40
Aspire Private Capital
North Carolina
$10.9K +$10.9K +250 New
PIMG
41
Patriot Investment Management Group
Tennessee
$9.02K +$9.02K +200 New
FRA
42
Front Row Advisors
California
$4K – – –
BTI
43
Blue Trust Inc
Georgia
$2K – – –
Morgan Stanley
44
Morgan Stanley
New York
$87 – – –
Wells Fargo
45
Wells Fargo
California
$44 – – –
OWA
46
Outlook Wealth Advisors
Texas
– -$2.9M -68,002 Closed
CG
47
Colony Group
Massachusetts
– -$1.85M -43,509 Closed
SXL
48
Summit X LLC
Missouri
– -$783K -18,411 Closed
JPMorgan Chase & Co
49
JPMorgan Chase & Co
New York
– -$255K -5,983 Closed
CA
50
Cetera Advisors
Colorado
– -$246K -5,784 Closed
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2
3