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iShares High Yield Systematic Bond ETF
HYDB

Overview Fund Activity

146 hedge funds and large institutions have $397M invested in iShares High Yield Systematic Bond ETF in 2024 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 74 increasing their positions, 34 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
146
Holders Change
+9
Holders Change %
+6.57%
% of All Funds
2.12%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
23
Increased
74
Reduced
34
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
State of New Jersey Common Pension Fund D
1
State of New Jersey Common Pension Fund D
New Jersey
$47M
2
RSWM
2
Robertson Stephens Wealth Management
California
$11.5M
3
TPW
3
TL Private Wealth
Texas
$8.69M
4
SAM
4
Synergy Asset Management
Washington
$6.08M
5
SL
5
Systelligence LLC
Minnesota
$5.89M

Top Sellers

1
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$4.03M
2
Bank of America
2
Bank of America
North Carolina
$2.9M
3
Legacy Financial Group (Iowa)
3
Legacy Financial Group (Iowa)
Iowa
$0
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$633K
5
FRA
5
FFG Retirement Advisors
Colorado
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
GAG
26
GM Advisory Group
New York
$4M +$3.05M +65,585 +318%
SWA
27
Sax Wealth Advisors
New Jersey
$3.63M +$3.24M +69,734 +823%
AFG
28
Atomi Financial Group
New York
$3.62M +$1.11M +23,914 +44%
TWP
29
Triad Wealth Partners
Kansas
$3.58M +$606K +13,055 +20%
IWS
30
Insight Wealth Strategies
California
$3.25M +$29.5K +636 +0.9%
Osaic Holdings
31
Osaic Holdings
Arizona
$3.22M -$388K -8,355 -11%
Bank of America
32
Bank of America
North Carolina
$2.9M -$7.8M -167,988 -73%
KAS
33
Kestra Advisory Services
Texas
$2.65M +$300K +6,457 +13%
UCFA
34
United Capital Financial Advisors
Texas
$2.59M -$61.2K -1,318 -2%
PAG
35
Private Advisor Group
New Jersey
$2.49M +$526K +11,332 +27%
CCA
36
Cottonwood Capital Advisors
Utah
$2.37M +$407K +8,746 +21%
OPWM
37
Oxinas Partners Wealth Management
Indiana
$2.2M -$756K -16,273 -26%
MML Investors Services
38
MML Investors Services
Massachusetts
$2.17M -$700K -15,077 -24%
CICC
39
Capital Investment Counsel (Colorado)
Colorado
$2.09M +$2.09M +45,001 New
SXL
40
Summit X LLC
Missouri
$2.08M +$102K +2,191 +5%
JPMorgan Chase & Co
41
JPMorgan Chase & Co
New York
$2.02M +$385K +8,299 +24%
Cambridge Investment Research Advisors
42
Cambridge Investment Research Advisors
Iowa
$1.85M +$60.1K +1,295 +3%
Thrivent Financial for Lutherans
43
Thrivent Financial for Lutherans
Minnesota
$1.69M -$60.2K -1,296 -3%
AC
44
Avestar Capital
New York
$1.68M -$113K -2,444 -6%
Jane Street
45
Jane Street
New York
$1.66M +$1.66M +35,700 New
CA
46
Continuum Advisory
Idaho
$1.61M +$23.6K +508 +1%
AWM
47
Apollon Wealth Management
South Carolina
$1.12M +$361K +7,775 +48%
RC
48
Rovin Capital
Arizona
$1.02M -$7.94K -171 -0.8%
Envestnet Portfolio Solutions
49
Envestnet Portfolio Solutions
Illinois
$955K +$232K +5,006 +32%
JWCA
50
J.W. Cole Advisors
Florida
$950K +$950K +20,448 New
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