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iShares High Yield Systematic Bond ETF

244 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 38 funds opening new positions, 135 increasing their positions, 55 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

145% more repeat investments, than reductions

Existing positions increased: 135 | Existing positions reduced: 55

41% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 27

37% more capital invested

Capital invested by funds: $948M → $1.3B (+$355M)

29% more funds holding in top 10

Funds holding in top 10: 79 (+2)

2% more funds holding

Funds holding: 239244 (+5)

0.12% less ownership

Funds ownership: 80.15%80.03% (-0.12%)

Holders
244
Holders Change
+5
Holders Change %
+2.09%
% 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
38
Increased
135
Reduced
55
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
26
Osaic Holdings
Arizona
$10.7M +$1.32M +27,780 +14%
Betterment LLC
27
Betterment LLC
New York
$10.5M +$1.98M +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 -$166K -3,502 -2%
UBS Group
30
UBS Group
Switzerland
$8.71M +$5.58M +117,928 +176%
DC
31
Dahring Cusmano
Michigan
$8.45M +$618K +13,055 +8%
SWA
32
Sax Wealth Advisors
New Jersey
$7.39M +$1.13M +23,777 +18%
PAS
33
Park Avenue Securities
New York
$7.02M +$625K +13,198 +10%
Bank of New York Mellon
34
Bank of New York Mellon
New York
$7.01M +$1.79M +37,882 +34%
FIA
35
Foundations Investment Advisors
Arizona
$6.79M +$1.97M +41,578 +41%
UCFA
36
United Capital Financial Advisors
Texas
$5.7M -$1.28M -26,972 -18%
WA
37
Waverly Advisors
Alabama
$5.54M +$597K +12,604 +12%
CFD
38
Creative Financial Designs
Indiana
$5.15M +$125K +2,631 +2%
Commonwealth Equity Services
39
Commonwealth Equity Services
Massachusetts
$5.15M -$6.03M -127,405 -54%
Raymond James Financial
40
Raymond James Financial
Florida
$4.99M +$979K +20,677 +24%
CCA
41
Cottonwood Capital Advisors
Utah
$4.98M +$744K +15,725 +17%
Janney Montgomery Scott
42
Janney Montgomery Scott
Pennsylvania
$4.81M +$215K +4,534 +5%
SA
43
Sanctuary Advisors
Indiana
$4.75M +$222K +4,698 +5%
NA
44
NewEdge Advisors
Louisiana
$4.71M +$618K +13,046 +15%
SL
45
Systelligence LLC
Minnesota
$4.62M -$1.1M -23,337 -19%
CCWM
46
Correct Capital Wealth Management
Missouri
$4.48M -$2.42M -51,026 -35%
MWM
47
Mascagni Wealth Management
Mississippi
$4.43M
KFS
48
Kelly Financial Services
Massachusetts
$3.88M +$104K +2,203 +3%
OIA
49
OneDigital Investment Advisors
Kansas
$3.81M -$1.86M -39,198 -33%
Kovitz Investment Group Partners
50
Kovitz Investment Group Partners
Illinois
$3.37M -$19.8K -419 -0.6%

HYDB Hedge Fund Activity: Q1 2025 in Review

244 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in iShares High Yield Systematic Bond ETF (HYDB) for Q1 2025, worth a combined $1.3B — up 37% from $948M a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new HYDB positions and 27 closed out — a net gain of 11 holders — while 135 added to existing stakes and 55 trimmed.

The largest buyer was RenaissanceRe Holdings, opening a new position worth an estimated $239M. The largest seller was State of New Jersey Common Pension Fund D, cutting an estimated $30.8M.

  • 244 institutional investors held iShares High Yield Systematic Bond ETF (HYDB) as of Q1 2025, up from 239 in Q4 2024.
  • Funds reported $1.3B of iShares High Yield Systematic Bond ETF stock for Q1 2025, up 37% quarter-over-quarter.
  • 38 funds opened new iShares High Yield Systematic Bond ETF positions in Q1 2025 and 27 closed out, a net change of +11 holders.
  • The largest iShares High Yield Systematic Bond ETF buyer in Q1 2025 was RenaissanceRe Holdings, an estimated $239M added.
  • The largest iShares High Yield Systematic Bond ETF seller in Q1 2025 was State of New Jersey Common Pension Fund D, an estimated $30.8M sold.

Based on aggregated 13F filings for Q1 2025.