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iShares High Yield Systematic Bond ETF
HYDB

Overview Fund Activity

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.

New
Increased
Maintained
Reduced
Closed
Holders
57
Holders Change
+3
Holders Change %
+5.56%
% of All Funds
0.91%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
10
Increased
25
Reduced
14
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FA
Fermata Advisors
California
$2.25M
2
Osaic Holdings
Osaic Holdings
Arizona
$2.39M
3
CCA
Column Capital Advisors
Indiana
$25.8M
4
Citadel Advisors
Citadel Advisors
Florida
$1.95M
5
Bank of America
Bank of America
North Carolina
$3.65M

Top Sellers

1
Jane Street
Jane Street
New York
$2.44M
2
MML Investors Services
MML Investors Services
Massachusetts
$546K
3
Ameriprise
Ameriprise
Minnesota
$8.58M
4
OMC
Old Mission Capital
Illinois
$0
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$591K
Name Holding Trade Value Shares
Change 		Shares
Change %
TGAM
26
TBH Global Asset Management
Tennessee
$504K -$69.5K -1,581 -12%
AC
27
Avestar Capital
New York
$503K -$150K -3,421 -23%
AWM
28
AE Wealth Management
Kansas
$484K +$791 +18 +0.2%
MGIA
29
Matthew Goff Investment Advisor
Texas
$466K – – –
RIA
30
Regal Investment Advisors
Michigan
$427K +$1.98K +45 +0.5%
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$418K +$96.2K +2,190 +30%
CW
32
Cook Wealth
North Carolina
$351K +$351K +8,108 New
HighTower Advisors
33
HighTower Advisors
Illinois
$342K +$379 +9 +0.1%
RF
34
RHS Financial
California
$322K -$171K -3,891 -35%
PCM
35
Parsons Capital Management
Rhode Island
$302K -$791 -18 -0.3%
US Bancorp
36
US Bancorp
Minnesota
$281K -$64.2K -1,462 -19%
MFS
37
Madrona Financial Services
Washington
$254K – – –
SB
38
Strategic Blueprint
Georgia
$251K – – –
Envestnet Portfolio Solutions
39
Envestnet Portfolio Solutions
Illinois
$238K +$238K +5,421 New
AG
40
Ascent Group
Virginia
$209K +$209K +4,719 New
GJIA
41
Glass Jacobson Investment Advisors
Maryland
$206K +$126K +2,879 +159%
AF
42
Allworth Financial
California
$168K -$1.93K -44 -1%
JPMorgan Chase & Co
43
JPMorgan Chase & Co
New York
$168K +$168K +3,820 New
NS
44
NBC Securities
Alabama
$52K +$52K +1,190 New
NSIM
45
North Star Investment Management
Illinois
$51.6K – – –
SS
46
Sunbelt Securities
Texas
$44.4K +$790 +18 +2%
KFS
47
Kelly Financial Services
Massachusetts
$41.4K +$791 +18 +2%
TSWM
48
Tyler-Stone Wealth Management
Ohio
$35K – – –
HI
49
Harbour Investments
Wisconsin
$24.8K +$483 +11 +2%
ATC
50
Adirondack Trust Company
New York
$24.3K +$24.3K +554 New
1
2
3