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iShares High Yield Systematic Bond ETF
HYDB

123 hedge funds and large institutions have $193M invested in iShares High Yield Systematic Bond ETF in 2023 Q4 according to their latest regulatory filings, with 72 funds opening new positions, 31 increasing their positions, 15 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,340% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 5

116% more funds holding

Funds holding: 57 → 123 (+66)

107% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 15

99% more capital invested

Capital invested by funds: $96.9M → $193M (+$96M)

4.71% more ownership

Funds ownership: 52.47% → 57.19% (+4.7%)

33% less funds holding in top 10

Funds holding in top 10: 3 → 2 (-1)

Holders
123
Holders Change
+66
Holders Change %
+115.79%
% of All Funds
1.79%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
72
Increased
31
Reduced
15
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$26.2M
2
Morgan Stanley
Morgan Stanley
New York
+$15.4M
3
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$13.5M
4
CPG
Cornerstone Planning Group
New Jersey
+$10.2M
5
BlackRock
BlackRock
New York
+$6.65M

Top Sellers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
-$4.82M
2
Citadel Advisors
Citadel Advisors
Florida
-$1.95M
3
HWAM
Hennion & Walsh Asset Management
New Jersey
-$728K
4
Bank of America
Bank of America
North Carolina
-$677K
5
MOS
MGO One Seven
Ohio
-$517K
Name Holding Trade Value Shares
Change 		Change in
Stake
CAN
26
Cetera Advisor Networks
California
$1.31M +$615K +13,798 +95%
CA
27
Cetera Advisors
Colorado
$1.21M +$1.17M +26,199 New
Janney Montgomery Scott
28
Janney Montgomery Scott
Pennsylvania
$1.17M +$1.13M +25,262 New
TFS
29
Thoroughbred Financial Services
Tennessee
$1.05M +$1.02M +22,826 New
AWM
30
AE Wealth Management
Kansas
$1.03M +$495K +11,088 +101%
RJFSA
31
Raymond James Financial Services Advisors
Florida
$1M +$412K +9,229 +74%
Bank of New York Mellon
32
Bank of New York Mellon
New York
$974K +$940K +21,082 New
MIA
33
Milestone Investment Advisors
Wisconsin
$965K +$932K +20,892 New
RC
34
Rovin Capital
Arizona
$935K -$3.75K -84 -0.4%
FRA
35
FFG Retirement Advisors
Colorado
$870K +$840K +18,829 New
AFG
36
Atomi Financial Group
New York
$836K +$230K +5,167 +40%
Stifel Financial
37
Stifel Financial
Missouri
$803K +$775K +17,376 New
Thrivent Financial for Lutherans
38
Thrivent Financial for Lutherans
Minnesota
$790K +$34K +763 +5%
WP
39
WealthSource Partners
California
$756K +$730K +16,370 New
AIA
40
Armor Investment Advisors
North Carolina
$744K -$31.5K -706 -4%
OIA
41
OneDigital Investment Advisors
Kansas
$662K +$639K +14,328 New
KWM
42
Kingsview Wealth Management
Oregon
$661K -$117K -2,621 -15%
AC
43
Avestar Capital
New York
$656K +$122K +2,745 +24%
SB
44
Strategic Blueprint
Georgia
$642K +$365K +8,182 +143%
TWM
45
TSA Wealth Management
Texas
$614K +$593K +13,286 New
AWM
46
Apollon Wealth Management
South Carolina
$601K +$580K +13,005 New
Commonwealth Equity Services
47
Commonwealth Equity Services
Massachusetts
$599K +$154K +3,443 +36%
US Bancorp
48
US Bancorp
Minnesota
$591K +$286K +6,411 +100%
KFS
49
Kelly Financial Services
Massachusetts
$586K +$524K +11,741 +1,246%
Truist Financial
50
Truist Financial
North Carolina
$573K +$553K +12,407 New
1
2
3 4 5

HYDB Hedge Fund Activity: Q4 2023 in Review

123 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in iShares High Yield Systematic Bond ETF (HYDB) for Q4 2023, worth a combined $193M — up 99% from $96.9M a quarter earlier.

Buyers outnumbered sellers: 72 funds opened new HYDB positions and 5 closed out — a net gain of 67 holders — while 31 added to existing stakes and 15 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $26.2M. The largest seller was Ameriprise, cutting an estimated $4.82M.

  • 123 institutional investors held iShares High Yield Systematic Bond ETF (HYDB) as of Q4 2023, up from 57 in Q3 2023.
  • Funds reported $193M of iShares High Yield Systematic Bond ETF stock for Q4 2023, up 99% quarter-over-quarter.
  • 72 funds opened new iShares High Yield Systematic Bond ETF positions in Q4 2023 and 5 closed out, a net change of +67 holders.
  • The largest iShares High Yield Systematic Bond ETF buyer in Q4 2023 was Envestnet Asset Management, an estimated $26.2M added.
  • The largest iShares High Yield Systematic Bond ETF seller in Q4 2023 was Ameriprise, an estimated $4.82M sold.

Based on aggregated 13F filings for Q4 2023.