iShares High Yield Systematic Bond ETF
HYDB
57 hedge funds and large institutions have $96.9M invested in iShares High Yield Systematic Bond ETF in 2023 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 25 increasing their positions, 14 reducing their positions, and 7 closing their positions.
79% more repeat investments, than reductions
Existing positions increased: 25 | Existing positions reduced: 14
43% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 7
6% more funds holding
Funds holding: 54 → 57 (+3)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
1% less capital invested
Capital invested by funds: $97.7M → $96.9M (-$789K)
4.1% less ownership
Funds ownership: 56.57% → 52.47% (-4.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FA
Fermata Advisors
Sonoma,
California
|
+$2.29M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
+$1.76M |
| 3 |
CCA
Column Capital Advisors
Indianapolis,
Indiana
|
+$1.49M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$1.24M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$977K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$5.35M |
| 2 |
MML Investors Services
Springfield,
Massachusetts
|
-$1.81M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
-$1.57M |
| 4 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$633K |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
-$529K |
HYDB Hedge Fund Activity: Q3 2023 in Review
57 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in iShares High Yield Systematic Bond ETF (HYDB) for Q3 2023, worth a combined $96.9M — down 0.81% from $97.7M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new HYDB positions and 7 closed out — a net gain of 3 holders — while 25 added to existing stakes and 14 trimmed.
The largest buyer was Fermata Advisors, opening a new position worth an estimated $2.29M. The largest seller was Jane Street, cutting an estimated $5.35M.
- 57 institutional investors held iShares High Yield Systematic Bond ETF (HYDB) as of Q3 2023, up from 54 in Q2 2023.
- Funds reported $96.9M of iShares High Yield Systematic Bond ETF stock for Q3 2023, down 0.81% quarter-over-quarter.
- 10 funds opened new iShares High Yield Systematic Bond ETF positions in Q3 2023 and 7 closed out, a net change of +3 holders.
- The largest iShares High Yield Systematic Bond ETF buyer in Q3 2023 was Fermata Advisors, an estimated $2.29M added.
- The largest iShares High Yield Systematic Bond ETF seller in Q3 2023 was Jane Street, an estimated $5.35M sold.
Based on aggregated 13F filings for Q3 2023.