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iShares High Yield Systematic Bond ETF

54 hedge funds and large institutions have $97.7M invested in iShares High Yield Systematic Bond ETF in 2023 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 21 increasing their positions, 14 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
54
Holders Change
+2
Holders Change %
+3.85%
% of All Funds
0.85%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
10
Increased
21
Reduced
14
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SFS
26
Sowell Financial Services
Arkansas
$483K +$483K +10,795 New
RJFSA
27
Raymond James Financial Services Advisors
Florida
$478K -$20.9K -468 -4%
MGIA
28
Matthew Goff Investment Advisor
Texas
$474K
SHFP
29
Second Half Financial Partners
Florida
$450K +$450K +10,065 New
RIA
30
Regal Investment Advisors
Michigan
$433K +$35.3K +789 +9%
US Bancorp
31
US Bancorp
Minnesota
$351K -$5.5K -123 -2%
HighTower Advisors
32
HighTower Advisors
Illinois
$349K +$70.7K +1,644 +25%
Commonwealth Equity Services
33
Commonwealth Equity Services
Massachusetts
$327K +$47.5K +1,063 +17%
PCM
34
Parsons Capital Management
Rhode Island
$308K +$2.41K +54 +0.8%
MFS
35
Madrona Financial Services
Washington
$258K -$1.79K -40 -0.7%
SB
36
Strategic Blueprint
Georgia
$255K
AFG
37
Atomi Financial Group
New York
$220K +$220K +4,922 New
AF
38
Allworth Financial
California
$173K -$1.16K -26 -0.7%
IGWM
39
ICA Group Wealth Management
Colorado
$113K
GJIA
40
Glass Jacobson Investment Advisors
Maryland
$81.2K +$81.2K +1,816 New
GRP
41
Global Retirement Partners
California
$68K +$492 +11 +0.7%
NSIM
42
North Star Investment Management
Illinois
$52.5K
SS
43
Sunbelt Securities
Texas
$44.3K -$358 -8 -0.8%
KFS
44
Kelly Financial Services
Massachusetts
$41.3K +$760 +17 +2%
TSWM
45
Tyler-Stone Wealth Management
Ohio
$36K +$36K +795 New
SWM
46
Spire Wealth Management
Virginia
$26.8K +$26.8K +600 New
HI
47
Harbour Investments
Wisconsin
$24.8K +$447 +10 +2%
Fidelity Investments
48
Fidelity Investments
Massachusetts
$22.4K +$22.4K +500 New
Carson Wealth (CWM LLC)
49
Carson Wealth (CWM LLC)
Nebraska
$20K
MFT
50
Moisand Fitzgerald Tamayo
Florida
$13.7K