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iShares High Yield Systematic Bond ETF
HYDB

Overview Fund Activity

143 hedge funds and large institutions have $494M invested in iShares High Yield Systematic Bond ETF in 2024 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 73 increasing their positions, 38 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
143
Holders Change
-3
Holders Change %
-2.05%
% of All Funds
2.07%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.07%
New
14
Increased
73
Reduced
38
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WANY
1
Wealthspire Advisors (New York)
New York
$50.7M
2
AssetMark Inc
2
AssetMark Inc
California
$28.4M
3
OPAM
3
Ocean Park Asset Management
California
$8.41M
4
KIM
4
Kestra Investment Management
Texas
$20.7M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$6.35M

Top Sellers

1
RSWM
1
Robertson Stephens Wealth Management
California
$0
2
HWAM
2
Hennion & Walsh Asset Management
New Jersey
$842K
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$2.63M
4
SAM
4
Synergy Asset Management
Washington
$0
5
CCWM
5
Correct Capital Wealth Management
Missouri
$6.79M
Name Holding Trade Value Shares
Change 		Shares
Change %
IWS
26
Insight Wealth Strategies
California
$5.33M +$1.97M +41,075 +59%
EH
27
Equitable Holdings
New York
$5.33M +$573K +11,919 +12%
SWA
28
Sax Wealth Advisors
New Jersey
$5.2M +$1.44M +29,951 +38%
CFD
29
Creative Financial Designs
Indiana
$4.99M +$4.99M +103,878 +207,756%
GAG
30
GM Advisory Group
New York
$4.62M +$475K +9,890 +11%
JPMorgan Chase & Co
31
JPMorgan Chase & Co
New York
$4.5M +$2.41M +50,116 +115%
Carson Wealth (CWM LLC)
32
Carson Wealth (CWM LLC)
Nebraska
$4.3M +$131K +2,719 +3%
SA
33
Sanctuary Advisors
Indiana
$4.2M +$4.2M +88,311 New
CCA
34
Cottonwood Capital Advisors
Utah
$3.99M +$1.55M +32,179 +63%
Mariner
35
Mariner
Kansas
$3.08M +$3.08M +64,079 New
TWP
36
Triad Wealth Partners
Kansas
$2.78M -$918K -19,101 -25%
RJFSA
37
Raymond James Financial Services Advisors
Florida
$2.63M -$8.22M -170,933 -76%
UCFA
38
United Capital Financial Advisors
Texas
$2.33M -$343K -7,127 -13%
MML Investors Services
39
MML Investors Services
Massachusetts
$2.26M +$18.6K +386 +0.8%
KAS
40
Kestra Advisory Services
Texas
$2.2M -$543K -11,308 -20%
SXL
41
Summit X LLC
Missouri
$2.01M -$74.1K -1,595 -4%
Cambridge Investment Research Advisors
42
Cambridge Investment Research Advisors
Iowa
$2M +$88.2K +1,835 +5%
Jane Street
43
Jane Street
New York
$1.75M +$31K +646 +2%
CA
44
Continuum Advisory
Idaho
$1.65M +$3.99K +84 +0.2%
AC
45
Avestar Capital
New York
$1.51M -$231K -4,804 -13%
PAG
46
Private Advisor Group
New Jersey
$1.4M -$1.17M -24,374 -45%
WA
47
Waverly Advisors
Alabama
$1.37M +$416K +8,660 +43%
AWM
48
Apollon Wealth Management
South Carolina
$1.36M +$200K +4,163 +17%
TFS
49
Thoroughbred Financial Services
Tennessee
$1.35M +$388K +8,070 +40%
SWP
50
Summit Wealth Partners
Florida
$1.31M +$803K +16,717 +159%
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