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iShares High Yield Systematic Bond ETF

219 hedge funds and large institutions have $1.21B invested in iShares High Yield Systematic Bond ETF in 2025 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 86 increasing their positions, 80 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 80

3% less capital invested

Capital invested by funds: $1.25B → $1.21B (-$41.6M)

2.64% less ownership

Funds ownership: 75.92%73.27% (-2.6%)

6% less funds holding

Funds holding: 233219 (-14)

9% less funds holding in top 10

Funds holding in top 10: 1110 (-1)

26% less first-time investments, than exits

New positions opened: 31 | Existing positions closed: 42

Holders
219
Holders Change
-14
Holders Change %
-6.01%
% of All Funds
2.66%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.12%
New
31
Increased
86
Reduced
80
Closed
42
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
26
JP Morgan Chase
New York
$9.66M -$3.47M -73,248 -26%
MPW
27
MA Private Wealth
California
$9.61M +$1.48M +31,197 +18%
State of New Jersey Common Pension Fund D
28
State of New Jersey Common Pension Fund D
New Jersey
$9.47M -$12.5M -263,120 -57%
MML Investors Services
29
MML Investors Services
Massachusetts
$9.22M -$1.14M -24,044 -11%
BlackRock
30
BlackRock
New York
$8.88M +$277K +5,840 +3%
Raymond James Financial
31
Raymond James Financial
Florida
$8.13M +$1.71M +36,047 +27%
CAPTRUST Financial Advisors
32
CAPTRUST Financial Advisors
North Carolina
$7.6M -$811K -17,126 -10%
DAS
33
Daybright Advisory Services
Florida
$6.16M +$6.16M +130,198 New
AIA
34
Armor Investment Advisors
North Carolina
$6.02M -$1.56M -32,951 -21%
CCA
35
Cottonwood Capital Advisors
Utah
$5.9M +$133K +2,819 +2%
MNA
36
Manning & Napier Advisors
New York
$5.78M +$4.83M +101,999 +511%
WA
37
Waverly Advisors
Alabama
$5.35M -$177K -3,738 -3%
KAS
38
Kestra Advisory Services
Texas
$5.19M +$2.48M +52,296 +91%
SWA
39
Sax Wealth Advisors
New Jersey
$4.9M -$5.76M -121,733 -54%
MWM
40
Mascagni Wealth Management
Mississippi
$4.83M +$167K +3,531 +4%
SA
41
Sanctuary Advisors
Indiana
$4.5M -$178K -3,764 -4%
PLFS
42
Provident Living Financial Services
Utah
$4.3M +$4.3M +90,742 New
TWP
43
Triad Wealth Partners
Kansas
$4.05M +$1.26M +26,690 +45%
TVAMP
44
Tennessee Valley Asset Management Partners
Tennessee
$3.77M +$211K +4,464 +6%
AssetMark Inc
45
AssetMark Inc
California
$3.64M -$6.61M -139,592 -64%
SL
46
Systelligence LLC
Minnesota
$3.57M -$2.06M -43,520 -37%
BFP
47
Beacon Financial Planning
Massachusetts
$3.47M +$94.5K +1,995 +3%
Bank of New York Mellon
48
Bank of New York Mellon
New York
$3.38M -$1.09M -22,997 -24%
PAG
49
Private Advisor Group
New Jersey
$3.28M +$1.62M +34,318 +98%
IA
50
IFP Advisors
Florida
$2.98M +$218K +4,606 +8%