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iShares High Yield Systematic Bond ETF
HYDB

137 hedge funds and large institutions have $323M invested in iShares High Yield Systematic Bond ETF in 2024 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 54 increasing their positions, 33 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

70% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 23

68% more capital invested

Capital invested by funds: $193M → $323M (+$131M)

64% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 33

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

11% more funds holding

Funds holding: 123 → 137 (+14)

6.64% more ownership

Funds ownership: 57.19% → 63.83% (+6.6%)

Holders
137
Holders Change
+14
Holders Change %
+11.38%
% of All Funds
1.97%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
39
Increased
54
Reduced
33
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$28.2M
2
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
+$23.2M
3
AssetMark Inc
AssetMark Inc
California
+$13.8M
4
Ameriprise
Ameriprise
Minnesota
+$11.7M
5
AT
Arden Trust
Delaware
+$9.12M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$6.93M
2
BlackRock
BlackRock
New York
-$6.89M
3
Jane Street
Jane Street
New York
-$4.33M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$3.86M
5
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
-$2.76M
Name Holding Trade Value Shares
Change 		Change in
Stake
Betterment LLC
26
Betterment LLC
New York
$2.85M +$2.83M +61,061 New
UCFA
27
United Capital Financial Advisors
Texas
$2.66M +$1.2M +25,936 +84%
AFG
28
Atomi Financial Group
New York
$2.53M +$1.67M +36,016 +199%
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$2.38M +$1.76M +37,991 +293%
KAS
30
Kestra Advisory Services
Texas
$2.36M +$2.34M +50,538 New
CAN
31
Cetera Advisor Networks
California
$2.08M +$753K +16,248 +57%
SXL
32
Summit X LLC
Missouri
$1.99M +$28.7K +619 +1%
WANY
33
Wealthspire Advisors (New York)
New York
$1.98M +$1.96M +42,343 New
PAG
34
Private Advisor Group
New Jersey
$1.97M +$1.96M +42,259 New
Legacy Financial Group (Iowa)
35
Legacy Financial Group (Iowa)
Iowa
$1.94M +$1.92M +41,446 New
CCA
36
Cottonwood Capital Advisors
Utah
$1.93M +$1.95M +42,185 New
AC
37
Avestar Capital
New York
$1.81M +$1.13M +24,439 +172%
Cambridge Investment Research Advisors
38
Cambridge Investment Research Advisors
Iowa
$1.8M +$1.4M +30,188 +362%
Thrivent Financial for Lutherans
39
Thrivent Financial for Lutherans
Minnesota
$1.76M +$951K +20,529 +120%
JP Morgan Chase
40
JP Morgan Chase
New York
$1.64M -$1.15M -24,899 -41%
CA
41
Continuum Advisory
Idaho
$1.59M +$159K +3,438 +11%
HighTower Advisors
42
HighTower Advisors
Illinois
$1.56M +$1.12M +24,074 +255%
TFS
43
Thoroughbred Financial Services
Tennessee
$1.19M +$126K +2,723 +12%
Stifel Financial
44
Stifel Financial
Missouri
$1.08M +$265K +5,725 +33%
RC
45
Rovin Capital
Arizona
$1.03M +$88.9K +1,920 +9%
FRA
46
FFG Retirement Advisors
Colorado
$978K +$97.1K +2,096 +11%
GAG
47
GM Advisory Group
New York
$964K +$955K +20,623 New
AIA
48
Armor Investment Advisors
North Carolina
$775K +$22.6K +487 +3%
AWM
49
Apollon Wealth Management
South Carolina
$760K +$152K +3,271 +25%
Envestnet Portfolio Solutions
50
Envestnet Portfolio Solutions
Illinois
$727K -$2.76M -59,599 -79%
1
2
3 4 5

HYDB Hedge Fund Activity: Q1 2024 in Review

137 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in iShares High Yield Systematic Bond ETF (HYDB) for Q1 2024, worth a combined $323M — up 68% from $193M a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new HYDB positions and 23 closed out — a net gain of 16 holders — while 54 added to existing stakes and 33 trimmed.

The largest buyer was CAPTRUST Financial Advisors, opening a new position worth an estimated $28.2M. The largest seller was Morgan Stanley, cutting an estimated $6.93M.

  • 137 institutional investors held iShares High Yield Systematic Bond ETF (HYDB) as of Q1 2024, up from 123 in Q4 2023.
  • Funds reported $323M of iShares High Yield Systematic Bond ETF stock for Q1 2024, up 68% quarter-over-quarter.
  • 39 funds opened new iShares High Yield Systematic Bond ETF positions in Q1 2024 and 23 closed out, a net change of +16 holders.
  • The largest iShares High Yield Systematic Bond ETF buyer in Q1 2024 was CAPTRUST Financial Advisors, an estimated $28.2M added.
  • The largest iShares High Yield Systematic Bond ETF seller in Q1 2024 was Morgan Stanley, an estimated $6.93M sold.

Based on aggregated 13F filings for Q1 2024.