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iShares High Yield Systematic Bond ETF
HYDB

Overview Fund Activity

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
Holders
123
Holders Change
+66
Holders Change %
+115.79%
% of All Funds
1.8%
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

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$27.8M
2
Morgan Stanley
2
Morgan Stanley
New York
$16M
3
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$13.9M
4
CPG
4
Cornerstone Planning Group
New Jersey
$10.6M
5
BlackRock
5
BlackRock
New York
$6.88M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$3.98M
2
Citadel Advisors
2
Citadel Advisors
Florida
$0
3
HWAM
3
Hennion & Walsh Asset Management
New Jersey
$7.66M
4
Bank of America
4
Bank of America
North Carolina
$3.13M
5
MOS
5
MGO One Seven
Ohio
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CAN
26
Cetera Advisor Networks
California
$1.31M +$637K +13,798 +95%
CA
27
Cetera Advisors
Colorado
$1.21M +$1.21M +26,199 New
Janney Montgomery Scott
28
Janney Montgomery Scott
Pennsylvania
$1.17M +$1.17M +25,262 New
TFS
29
Thoroughbred Financial Services
Tennessee
$1.05M +$1.05M +22,826 New
AWM
30
AE Wealth Management
Kansas
$1.03M +$516K +11,088 +101%
RJFSA
31
Raymond James Financial Services Advisors
Florida
$1M +$426K +9,229 +74%
Bank of New York Mellon
32
Bank of New York Mellon
New York
$974K +$974K +21,082 New
MIA
33
Milestone Investment Advisors
Wisconsin
$965K +$965K +20,892 New
RC
34
Rovin Capital
Arizona
$935K -$3.88K -84 -0.4%
FRA
35
FFG Retirement Advisors
Colorado
$870K +$870K +18,829 New
AFG
36
Atomi Financial Group
New York
$836K +$239K +5,167 +40%
Stifel Financial
37
Stifel Financial
Missouri
$803K +$803K +17,376 New
Thrivent Financial for Lutherans
38
Thrivent Financial for Lutherans
Minnesota
$790K +$35.2K +763 +5%
WP
39
WealthSource Partners
California
$756K +$756K +16,370 New
AIA
40
Armor Investment Advisors
North Carolina
$744K -$32.6K -706 -4%
OIA
41
OneDigital Investment Advisors
Kansas
$662K +$662K +14,328 New
KWM
42
Kingsview Wealth Management
Oregon
$661K -$121K -2,621 -15%
AC
43
Avestar Capital
New York
$656K +$127K +2,745 +24%
SB
44
Strategic Blueprint
Georgia
$642K +$378K +8,182 +143%
TWM
45
TSA Wealth Management
Texas
$614K +$614K +13,286 New
AWM
46
Apollon Wealth Management
South Carolina
$601K +$601K +13,005 New
Commonwealth Equity Services
47
Commonwealth Equity Services
Massachusetts
$599K +$159K +3,443 +36%
US Bancorp
48
US Bancorp
Minnesota
$591K +$296K +6,411 +100%
KFS
49
Kelly Financial Services
Massachusetts
$586K +$542K +11,741 +1,246%
Truist Financial
50
Truist Financial
North Carolina
$573K +$573K +12,407 New
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