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iShares High Yield Systematic Bond ETF
HYDB

239 hedge funds and large institutions have $948M invested in iShares High Yield Systematic Bond ETF in 2024 Q4 according to their latest regulatory filings, with 102 funds opening new positions, 100 increasing their positions, 25 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,600% more first-time investments, than exits

New positions opened: 102 | Existing positions closed: 6

300% more repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 25

92% more capital invested

Capital invested by funds: $494M → $948M (+$454M)

66% more funds holding

Funds holding: 144 → 239 (+95)

40% more funds holding in top 10

Funds holding in top 10: 5 → 7 (+2)

13.3% more ownership

Funds ownership: 66.85% → 80.15% (+13%)

Holders
239
Holders Change
+95
Holders Change %
+65.97%
% of All Funds
3.15%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.09%
New
102
Increased
100
Reduced
25
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$100M
2
LPL Financial
LPL Financial
California
+$44.8M
3
IWM
IHT Wealth Management
Illinois
+$24.6M
4
BlackRock
BlackRock
New York
+$21.8M
5
MNA
Manning & Napier Advisors
New York
+$19.9M

Top Sellers

Rank Fund Capital Flow
1
EH
Equitable Holdings
New York
-$4.05M
2
Mariner
Mariner
Kansas
-$1M
3
CA
Claro Advisors
Massachusetts
-$848K
4
ARG
Advisory Resource Group
Oklahoma
-$811K
5
PAG
Private Advisor Group
New Jersey
-$564K
Name Holding Trade Value Shares
Change 		Change in
Stake
OPAM
26
Ocean Park Asset Management
California
$8.24M +$9.45K +199 +0.1%
AFG
27
Atomi Financial Group
New York
$7.9M +$2.44M +51,389 +44%
DC
28
Dahring Cusmano
Michigan
$7.82M +$7.9M +166,356 New
MML Investors Services
29
MML Investors Services
Massachusetts
$7.35M +$5.19M +109,264 +232%
ARG
30
Advisory Resource Group
Oklahoma
$7.19M -$811K -17,082 -10%
UCFA
31
United Capital Financial Advisors
Texas
$6.95M +$4.72M +99,386 +205%
CCWM
32
Correct Capital Wealth Management
Missouri
$6.87M +$233K +4,914 +3%
PAS
33
Park Avenue Securities
New York
$6.39M +$5.98M +125,980 +1,261%
Jane Street
34
Jane Street
New York
$6.35M +$4.69M +98,740 +272%
SWA
35
Sax Wealth Advisors
New Jersey
$6.26M +$1.19M +25,079 +23%
SL
36
Systelligence LLC
Minnesota
$5.7M +$5.65K +119 +0.1%
OIA
37
OneDigital Investment Advisors
Kansas
$5.64M -$19.7K -415 -0.3%
IWS
38
Insight Wealth Strategies
California
$5.45M +$238K +5,016 +5%
Bank of New York Mellon
39
Bank of New York Mellon
New York
$5.21M +$4.8M +101,002 +1,023%
CFD
40
Creative Financial Designs
Indiana
$5.02M +$134K +2,822 +3%
WA
41
Waverly Advisors
Alabama
$4.94M +$3.63M +76,490 +267%
FIA
42
Foundations Investment Advisors
Arizona
$4.82M +$4.38M +92,225 +894%
GAG
43
GM Advisory Group
New York
$4.75M +$236K +4,976 +5%
Janney Montgomery Scott
44
Janney Montgomery Scott
Pennsylvania
$4.59M +$4.15M +87,461 +859%
SA
45
Sanctuary Advisors
Indiana
$4.58M +$376K +7,922 +9%
MWM
46
Mascagni Wealth Management
Mississippi
$4.43M +$4.47M +94,074 New
CCA
47
Cottonwood Capital Advisors
Utah
$4.23M +$326K +6,862 +8%
NA
48
NewEdge Advisors
Louisiana
$4.08M +$4.11M +86,577 +27,928%
Raymond James Financial
49
Raymond James Financial
Florida
$4.01M +$4.05M +85,310 New
KFS
50
Kelly Financial Services
Massachusetts
$3.77M +$3.81M +80,181 New
1
2
3 4 5

HYDB Hedge Fund Activity: Q4 2024 in Review

239 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares High Yield Systematic Bond ETF (HYDB) for Q4 2024, worth a combined $948M — up 92% from $494M a quarter earlier.

Buyers outnumbered sellers: 102 funds opened new HYDB positions and 6 closed out — a net gain of 96 holders — while 100 added to existing stakes and 25 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $100M. The largest seller was Equitable Holdings, cutting an estimated $4.05M.

  • 239 institutional investors held iShares High Yield Systematic Bond ETF (HYDB) as of Q4 2024, up from 144 in Q3 2024.
  • Funds reported $948M of iShares High Yield Systematic Bond ETF stock for Q4 2024, up 92% quarter-over-quarter.
  • 102 funds opened new iShares High Yield Systematic Bond ETF positions in Q4 2024 and 6 closed out, a net change of +96 holders.
  • The largest iShares High Yield Systematic Bond ETF buyer in Q4 2024 was Envestnet Asset Management, an estimated $100M added.
  • The largest iShares High Yield Systematic Bond ETF seller in Q4 2024 was Equitable Holdings, an estimated $4.05M sold.

Based on aggregated 13F filings for Q4 2024.