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iShares High Yield Systematic Bond ETF
HYDB

Overview Fund Activity

238 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, 99 increasing their positions, 25 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
238
Holders Change
+95
Holders Change %
+66.43%
% of All Funds
3.17%
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
99
Reduced
25
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$126M
2
LPL Financial
2
LPL Financial
California
$66.5M
3
IWM
3
IHT Wealth Management
Illinois
$24.4M
4
BlackRock
4
BlackRock
New York
$21.6M
5
MNA
5
Manning & Napier Advisors
New York
$19.7M

Top Sellers

1
EH
1
Equitable Holdings
New York
$1.21M
2
Mariner
2
Mariner
Kansas
$2.02M
3
CA
3
Claro Advisors
Massachusetts
$326K
4
ARG
4
Advisory Resource Group
Oklahoma
$7.19M
5
PAG
5
Private Advisor Group
New Jersey
$815K
Name Holding Trade Value Shares
Change 		Shares
Change %
OPAM
26
Ocean Park Asset Management
California
$8.24M +$9.36K +199 +0.1%
AFG
27
Atomi Financial Group
New York
$7.9M +$2.42M +51,389 +44%
DC
28
Dahring Cusmano
Michigan
$7.82M +$7.82M +166,356 New
MML Investors Services
29
MML Investors Services
Massachusetts
$7.35M +$5.14M +109,264 +232%
ARG
30
Advisory Resource Group
Oklahoma
$7.19M -$803K -17,082 -10%
UCFA
31
United Capital Financial Advisors
Texas
$6.95M +$4.67M +99,386 +205%
CCWM
32
Correct Capital Wealth Management
Missouri
$6.87M +$231K +4,914 +3%
PAS
33
Park Avenue Securities
New York
$6.39M +$5.92M +125,980 +1,261%
Jane Street
34
Jane Street
New York
$6.35M +$4.64M +98,740 +272%
SWA
35
Sax Wealth Advisors
New Jersey
$6.26M +$1.18M +25,079 +23%
SL
36
Systelligence LLC
Minnesota
$5.7M +$5.59K +119 +0.1%
OIA
37
OneDigital Investment Advisors
Kansas
$5.64M -$19.5K -415 -0.3%
IWS
38
Insight Wealth Strategies
California
$5.45M +$236K +5,016 +5%
Bank of New York Mellon
39
Bank of New York Mellon
New York
$5.21M +$4.75M +101,002 +1,023%
CFD
40
Creative Financial Designs
Indiana
$5.02M +$133K +2,822 +3%
WA
41
Waverly Advisors
Alabama
$4.94M +$3.6M +76,490 +267%
FIA
42
Foundations Investment Advisors
Arizona
$4.82M +$4.34M +92,225 +894%
GAG
43
GM Advisory Group
New York
$4.75M +$234K +4,976 +5%
Janney Montgomery Scott
44
Janney Montgomery Scott
Pennsylvania
$4.59M +$4.11M +87,461 +859%
SA
45
Sanctuary Advisors
Indiana
$4.58M +$377K +7,922 +9%
MWM
46
Mascagni Wealth Management
Mississippi
$4.43M +$4.43M +94,074 New
CCA
47
Cottonwood Capital Advisors
Utah
$4.23M +$323K +6,862 +8%
NA
48
NewEdge Advisors
Louisiana
$4.08M +$4.07M +86,577 +27,928%
Raymond James Financial
49
Raymond James Financial
Florida
$4.01M +$4.01M +85,310 New
KFS
50
Kelly Financial Services
Massachusetts
$3.77M +$3.77M +80,181 New
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