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iShares High Yield Systematic Bond ETF

241 hedge funds and large institutions have $1.3B invested in iShares High Yield Systematic Bond ETF in 2025 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 134 increasing their positions, 54 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
241
Holders Change
+3
Holders Change %
+1.26%
% of All Funds
3.27%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.12%
New
37
Increased
134
Reduced
54
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Osaic Holdings
26
Osaic Holdings
Arizona
$10.7M +$1.31M +27,780 +14%
Betterment LLC
27
Betterment LLC
New York
$10.5M +$1.97M +41,887 +23%
AFG
28
Atomi Financial Group
New York
$9.04M +$1.13M +23,912 +14%
TPW
29
TL Private Wealth
Texas
$8.83M -$156K -3,502 -2%
UBS Group
30
UBS Group
Switzerland
$8.71M +$5.55M +117,928 +176%
DC
31
Dahring Cusmano
Michigan
$8.45M +$615K +13,055 +8%
SWA
32
Sax Wealth Advisors
New Jersey
$7.39M +$1.12M +23,777 +18%
PAS
33
Park Avenue Securities
New York
$7.02M +$621K +13,198 +10%
Bank of New York Mellon
34
Bank of New York Mellon
New York
$7.01M +$1.78M +37,882 +34%
FIA
35
Foundations Investment Advisors
Arizona
$6.79M +$1.96M +41,578 +41%
UCFA
36
United Capital Financial Advisors
Texas
$5.7M -$1.27M -26,972 -18%
WA
37
Waverly Advisors
Alabama
$5.54M +$594K +12,604 +12%
CFD
38
Creative Financial Designs
Indiana
$5.15M +$124K +2,631 +2%
Commonwealth Equity Services
39
Commonwealth Equity Services
Massachusetts
$5.15M -$6M -127,405 -54%
Raymond James Financial
40
Raymond James Financial
Florida
$4.99M +$974K +20,677 +24%
CCA
41
Cottonwood Capital Advisors
Utah
$4.98M +$740K +15,725 +17%
Janney Montgomery Scott
42
Janney Montgomery Scott
Pennsylvania
$4.81M +$214K +4,534 +5%
NA
43
NewEdge Advisors
Louisiana
$4.71M +$614K +13,046 +15%
SL
44
Systelligence LLC
Minnesota
$4.62M -$1.1M -23,337 -19%
CCWM
45
Correct Capital Wealth Management
Missouri
$4.48M -$2.4M -51,026 -35%
MWM
46
Mascagni Wealth Management
Mississippi
$4.43M
KFS
47
Kelly Financial Services
Massachusetts
$3.88M +$104K +2,203 +3%
OIA
48
OneDigital Investment Advisors
Kansas
$3.81M -$1.85M -39,198 -33%
Kovitz Investment Group Partners
49
Kovitz Investment Group Partners
Illinois
$3.37M -$19.7K -419 -0.6%
TVAMP
50
Tennessee Valley Asset Management Partners
Tennessee
$3.28M +$2.87M +60,991 +705%