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iShares High Yield Systematic Bond ETF
HYDB

Overview Fund Activity

216 hedge funds and large institutions have $1.11B invested in iShares High Yield Systematic Bond ETF in 2025 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 69 increasing their positions, 103 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
216
Holders Change
-25
Holders Change %
-10.37%
% of All Funds
2.9%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
29
Increased
69
Reduced
103
Closed
49
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWM
Apollon Wealth Management
South Carolina
+$13.5M
2
SW
SoFi Wealth
California
+$11M
3
IWS
Insight Wealth Strategies
California
+$10.9M
4
BWP
BlueStem Wealth Partners
Minnesota
+$10.7M
5
MPW
MA Private Wealth
California
+$6.09M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$66.7M
2
MNA
Manning & Napier Advisors
New York
-$18.6M
3
AssetMark Inc
AssetMark Inc
California
-$18.1M
4
BlackRock
BlackRock
New York
-$14.7M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$14.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
MML Investors Services
26
MML Investors Services
Massachusetts
$10.6M -$2.49M -52,363 -19%
Osaic Holdings
27
Osaic Holdings
Arizona
$10.1M -$612K -13,011 -6%
AFG
28
Atomi Financial Group
New York
$9.89M +$774K +16,300 +8%
TPW
29
TL Private Wealth
Texas
$9.46M +$131K +2,770 +1%
BlackRock
30
BlackRock
New York
$8.65M -$14.7M -310,102 -63%
DC
31
Dahring Cusmano
Michigan
$8.48M -$38.7K -815 -0.5%
IWM
32
IHT Wealth Management
Illinois
$7.65M -$13.3M -280,905 -64%
SWA
33
Sax Wealth Advisors
New Jersey
$7.57M +$120K +2,533 +2%
KIM
34
Kestra Investment Management
Texas
$7.27M +$4.26M +90,080 +142%
MPW
35
MA Private Wealth
California
$6.54M +$6.09M +128,285 +1,340%
Raymond James Financial
36
Raymond James Financial
Florida
$5.76M +$733K +15,439 +15%
CCA
37
Cottonwood Capital Advisors
Utah
$5.55M +$527K +11,109 +11%
WA
38
Waverly Advisors
Alabama
$5.52M -$65.2K -1,373 -1%
LSWP
39
Liberty Square Wealth Partners
Pennsylvania
$4.79M +$2.74M +57,779 +134%
MWM
40
Mascagni Wealth Management
Mississippi
$4.54M +$70.5K +1,486 +2%
CCWM
41
Correct Capital Wealth Management
Missouri
$4.4M -$109K -2,302 -2%
Bank of New York Mellon
42
Bank of New York Mellon
New York
$4.03M -$3.03M -63,914 -43%
SL
43
Systelligence LLC
Minnesota
$3.87M -$787K -16,571 -17%
Envestnet Portfolio Solutions
44
Envestnet Portfolio Solutions
Illinois
$3.83M -$8.69M -182,939 -69%
SAI
45
Savvy Advisors Inc
New York
$3.75M +$924K +19,461 +33%
Mariner
46
Mariner
Kansas
$3.52M +$3.52M +74,203 New
ARG
47
Advisory Resource Group
Oklahoma
$3.52M +$281K +5,920 +9%
OIA
48
OneDigital Investment Advisors
Kansas
$3.47M -$365K -7,678 -10%
BFP
49
Beacon Financial Planning
Massachusetts
$3.19M +$494K +10,410 +18%
DWM
50
Dynasty Wealth Management
Florida
$3.07M -$74.5K -1,569 -2%
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