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iShares High Yield Systematic Bond ETF

233 hedge funds and large institutions have $1.25B invested in iShares High Yield Systematic Bond ETF in 2025 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 118 increasing their positions, 56 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

147% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 15

111% more repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 56

22% more funds holding in top 10

Funds holding in top 10: 911 (+2)

12% more capital invested

Capital invested by funds: $1.12B → $1.25B (+$132M)

7% more funds holding

Funds holding: 217233 (+16)

0.01% less ownership

Funds ownership: 75.93%75.92% (-0.01%)

Holders
233
Holders Change
+16
Holders Change %
+7.37%
% of All Funds
3.06%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.14%
New
37
Increased
118
Reduced
56
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWA
26
Sax Wealth Advisors
New Jersey
$10.8M +$3.12M +65,695 +41%
AFG
27
Atomi Financial Group
New York
$10.5M +$548K +11,549 +6%
MML Investors Services
28
MML Investors Services
Massachusetts
$10.5M -$174K -3,658 -2%
AssetMark Inc
29
AssetMark Inc
California
$10.4M -$355K -7,474 -3%
TPW
30
TL Private Wealth
Texas
$10.1M +$611K +12,863 +6%
LSWP
31
Liberty Square Wealth Partners
Pennsylvania
$9.98M +$5.11M +107,731 +107%
BlackRock
32
BlackRock
New York
$8.69M -$25.7K -542 -0.3%
CAPTRUST Financial Advisors
33
CAPTRUST Financial Advisors
North Carolina
$8.5M -$3.44M -72,523 -29%
MPW
34
MA Private Wealth
California
$8.22M +$1.61M +33,903 +25%
AIA
35
Armor Investment Advisors
North Carolina
$7.65M +$6.61M +139,205 +670%
IWM
36
IHT Wealth Management
Illinois
$7.11M -$596K -12,548 -8%
SAI
37
Savvy Advisors Inc
New York
$6.95M +$3.14M +66,226 +84%
Raymond James Financial
38
Raymond James Financial
Florida
$6.49M +$671K +14,145 +12%
CCA
39
Cottonwood Capital Advisors
Utah
$5.82M +$234K +4,924 +4%
SL
40
Systelligence LLC
Minnesota
$5.69M +$1.78M +37,506 +46%
WA
41
Waverly Advisors
Alabama
$5.58M +$19K +400 +0.3%
Jane Street
42
Jane Street
New York
$5.18M +$5.14M +108,315 New
KIM
43
Kestra Investment Management
Texas
$5.01M -$2.32M -48,870 -32%
CCWM
44
Correct Capital Wealth Management
Missouri
$4.8M +$362K +7,619 +8%
SA
45
Sanctuary Advisors
Indiana
$4.73M +$725K +15,280 +18%
MWM
46
Mascagni Wealth Management
Mississippi
$4.71M +$135K +2,838 +3%
Bank of New York Mellon
47
Bank of New York Mellon
New York
$4.52M +$457K +9,637 +11%
Mariner
48
Mariner
Kansas
$3.86M +$305K +6,434 +9%
Envestnet Portfolio Solutions
49
Envestnet Portfolio Solutions
Illinois
$3.79M -$66.7K -1,406 -2%
TVAMP
50
Tennessee Valley Asset Management Partners
Tennessee
$3.6M +$3.57M +75,164 New