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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
Holders Change %
% of All Funds
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
26
Osaic Holdings
Arizona
$10.7M
Betterment LLC
27
Betterment LLC
New York
$10.5M
AFG
28
Atomi Financial Group
New York
$9.04M
TPW
29
TL Private Wealth
Texas
$8.83M
UBS Group
30
UBS Group
Switzerland
$8.71M
DC
31
Dahring Cusmano
Michigan
$8.45M
SWA
32
Sax Wealth Advisors
New Jersey
$7.39M
PAS
33
Park Avenue Securities
New York
$7.02M
Bank of New York Mellon
34
Bank of New York Mellon
New York
$7.01M
FIA
35
Foundations Investment Advisors
Arizona
$6.79M
UCFA
36
United Capital Financial Advisors
Texas
$5.7M
WA
37
Waverly Advisors
Alabama
$5.54M
CFD
38
Creative Financial Designs
Indiana
$5.15M
Commonwealth Equity Services
39
Commonwealth Equity Services
Massachusetts
$5.15M
Raymond James Financial
40
Raymond James Financial
Florida
$4.99M
CCA
41
Cottonwood Capital Advisors
Utah
$4.98M
Janney Montgomery Scott
42
Janney Montgomery Scott
Pennsylvania
$4.81M
NA
43
NewEdge Advisors
Louisiana
$4.71M
SL
44
Systelligence LLC
Minnesota
$4.62M
CCWM
45
Correct Capital Wealth Management
Missouri
$4.48M
MWM
46
Mascagni Wealth Management
Mississippi
$4.43M
KFS
47
Kelly Financial Services
Massachusetts
$3.88M
OIA
48
OneDigital Investment Advisors
Kansas
$3.81M
Kovitz Investment Group Partners
49
Kovitz Investment Group Partners
Illinois
$3.37M
TVAMP
50
Tennessee Valley Asset Management Partners
Tennessee
$3.28M