iShares High Yield Systematic Bond ETF
HYDB
46 hedge funds and large institutions have $63.1M invested in iShares High Yield Systematic Bond ETF in 2021 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 21 increasing their positions, 9 reducing their positions, and 6 closing their positions.
133% more repeat investments, than reductions
Existing positions increased: 21 | Existing positions reduced: 9
67% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 6
53% more capital invested
Capital invested by funds: $41.3M → $63.1M (+$21.8M)
10% more funds holding
Funds holding: 42 → 46 (+4)
9.32% more ownership
Funds ownership: 25.78% → 35.1% (+9.3%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HWAM
Hennion & Walsh Asset Management
Parsippany,
New Jersey
|
+$9.47M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$5.17M |
| 3 |
Jane Street
New York
|
+$3.73M |
| 4 |
CG
Colony Group
Boston,
Massachusetts
|
+$3.56M |
| 5 |
FA
Fermata Advisors
Sonoma,
California
|
+$2.25M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RFM
Royal Fund Management
Lady Lake,
Florida
|
-$5.22M |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$305K |
| 3 |
BCA
Bay Colony Advisors
Concord,
Massachusetts
|
-$209K |
| 4 |
OIA
OneDigital Investment Advisors
Overland Park,
Kansas
|
-$133K |
| 5 |
Morgan Stanley
New York
|
-$41.1K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
JCM
51
Jacobi Capital Management
Pittston,
Pennsylvania
| – | -$10K | -201 | Closed |
|
52
Wells Fargo
San Francisco,
California
| – | +$51 | +1 | New |
|
HYDB Hedge Fund Activity: Q4 2021 in Review
46 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares High Yield Systematic Bond ETF (HYDB) for Q4 2021, worth a combined $63.1M — up 53% from $41.3M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new HYDB positions and 6 closed out — a net gain of 4 holders — while 21 added to existing stakes and 9 trimmed.
The largest buyer was Hennion & Walsh Asset Management, opening a new position worth an estimated $9.47M. The largest seller was Royal Fund Management, exiting entirely with an estimated $5.22M sold.
- 46 institutional investors held iShares High Yield Systematic Bond ETF (HYDB) as of Q4 2021, up from 42 in Q3 2021.
- Funds reported $63.1M of iShares High Yield Systematic Bond ETF stock for Q4 2021, up 53% quarter-over-quarter.
- 10 funds opened new iShares High Yield Systematic Bond ETF positions in Q4 2021 and 6 closed out, a net change of +4 holders.
- The largest iShares High Yield Systematic Bond ETF buyer in Q4 2021 was Hennion & Walsh Asset Management, an estimated $9.47M added.
- The largest iShares High Yield Systematic Bond ETF seller in Q4 2021 was Royal Fund Management, an estimated $5.22M sold.
Based on aggregated 13F filings for Q4 2021.