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iShares High Yield Systematic Bond ETF
HYDB

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

200% more funds holding in top 10

Funds holding in top 10: 1 → 3 (+2)

76% more capital invested

Capital invested by funds: $55.4M → $97.7M (+$42.3M)

50% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 14

25% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 8

17% more ownership

Funds ownership: 39.57% → 56.57% (+17%)

4% more funds holding

Funds holding: 52 → 54 (+2)

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
–

Top Buyers

Rank Fund Capital Flow
1
CCA
Column Capital Advisors
Indiana
+$22.8M
2
IAS
IMA Advisory Services
Colorado
+$11.1M
3
Ameriprise
Ameriprise
Minnesota
+$5.72M
4
Jane Street
Jane Street
New York
+$5.58M
5
OWA
Outlook Wealth Advisors
Texas
+$2.41M

Top Sellers

Rank Fund Capital Flow
1
HWAM
Hennion & Walsh Asset Management
New Jersey
-$1.16M
2
MML Investors Services
MML Investors Services
Massachusetts
-$963K
3
OPWM
Oxinas Partners Wealth Management
Indiana
-$576K
4
LFGH
Lee Financial Group Hawaii
Hawaii
-$511K
5
FTUS
Flow Traders U.S.
New York
-$495K
Name Holding Trade Value Shares
Change 		Change in
Stake
SFS
26
Sowell Financial Services
Arkansas
$483K +$478K +10,795 New
RJFSA
27
Raymond James Financial Services Advisors
Florida
$478K -$20.7K -468 -4%
MGIA
28
Matthew Goff Investment Advisor
Texas
$474K – – –
SHFP
29
Second Half Financial Partners
Florida
$450K +$446K +10,065 New
RIA
30
Regal Investment Advisors
Michigan
$433K +$35K +789 +9%
US Bancorp
31
US Bancorp
Minnesota
$351K -$5.45K -123 -2%
HighTower Advisors
32
HighTower Advisors
Illinois
$349K +$72.8K +1,644 +25%
Commonwealth Equity Services
33
Commonwealth Equity Services
Massachusetts
$327K +$47.1K +1,063 +17%
PCM
34
Parsons Capital Management
Rhode Island
$308K +$2.39K +54 +0.8%
MFS
35
Madrona Financial Services
Washington
$258K -$1.77K -40 -0.7%
SB
36
Strategic Blueprint
Georgia
$255K – – –
AFG
37
Atomi Financial Group
New York
$220K +$218K +4,922 New
AF
38
Allworth Financial
California
$173K -$1.15K -26 -0.7%
IGWM
39
ICA Group Wealth Management
Colorado
$113K – – –
GJIA
40
Glass Jacobson Investment Advisors
Maryland
$81.2K +$80.5K +1,816 New
GRP
41
Global Retirement Partners
California
$68K +$487 +11 +0.7%
NSIM
42
North Star Investment Management
Illinois
$52.5K – – –
SS
43
Sunbelt Securities
Texas
$44.3K -$354 -8 -0.8%
KFS
44
Kelly Financial Services
Massachusetts
$41.3K +$753 +17 +2%
TSWM
45
Tyler-Stone Wealth Management
Ohio
$36K +$35.2K +795 New
SWM
46
Spire Wealth Management
Virginia
$26.8K +$26.6K +600 New
HI
47
Harbour Investments
Wisconsin
$24.8K +$443 +10 +2%
Fidelity Investments
48
Fidelity Investments
Massachusetts
$22.4K +$22.2K +500 New
Carson Wealth (CWM LLC)
49
Carson Wealth (CWM LLC)
Nebraska
$20K – – –
MFT
50
Moisand Fitzgerald Tamayo
Florida
$13.7K – – –
1
2
3

HYDB Hedge Fund Activity: Q2 2023 in Review

54 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in iShares High Yield Systematic Bond ETF (HYDB) for Q2 2023, worth a combined $97.7M — up 76% from $55.4M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new HYDB positions and 8 closed out — a net gain of 2 holders — while 21 added to existing stakes and 14 trimmed.

The largest buyer was Column Capital Advisors, adding an estimated $22.8M. The largest seller was Hennion & Walsh Asset Management, cutting an estimated $1.16M.

  • 54 institutional investors held iShares High Yield Systematic Bond ETF (HYDB) as of Q2 2023, up from 52 in Q1 2023.
  • Funds reported $97.7M of iShares High Yield Systematic Bond ETF stock for Q2 2023, up 76% quarter-over-quarter.
  • 10 funds opened new iShares High Yield Systematic Bond ETF positions in Q2 2023 and 8 closed out, a net change of +2 holders.
  • The largest iShares High Yield Systematic Bond ETF buyer in Q2 2023 was Column Capital Advisors, an estimated $22.8M added.
  • The largest iShares High Yield Systematic Bond ETF seller in Q2 2023 was Hennion & Walsh Asset Management, an estimated $1.16M sold.

Based on aggregated 13F filings for Q2 2023.