iShares High Yield Systematic Bond ETF
HYDB
45 hedge funds and large institutions have $37.4M invested in iShares High Yield Systematic Bond ETF in 2022 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 15 increasing their positions, 13 reducing their positions, and 10 closing their positions.
15% more repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 13
4.96% more ownership
Funds ownership: 29.38% → 34.35% (+5%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
4% less funds holding
Funds holding: 47 → 45 (-2)
14% less capital invested
Capital invested by funds: $43.3M → $37.4M (-$5.9M)
20% less first-time investments, than exits
New positions opened: 8 | Existing positions closed: 10
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FA
Fermata Advisors
Sonoma,
California
|
+$1.18M |
| 2 |
RF
RHS Financial
San Francisco,
California
|
+$762K |
| 3 |
AC
Avestar Capital
New York
|
+$681K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$459K |
| 5 |
HWAM
Hennion & Walsh Asset Management
Parsippany,
New Jersey
|
+$308K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OWA
Outlook Wealth Advisors
Shenandoah,
Texas
|
-$2.9M |
| 2 |
CFD
Creative Financial Designs
Kokomo,
Indiana
|
-$2.15M |
| 3 |
CG
Colony Group
Boston,
Massachusetts
|
-$1.85M |
| 4 |
LPL Financial
San Diego,
California
|
-$1.55M |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$844K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AWS
51
Atria Wealth Solutions
New York
| – | -$236K | -5,536 | Closed |
|
|
SB
52
Strategic Blueprint
Atlanta,
Georgia
| – | -$219K | -5,135 | Closed |
|
|
GWSG
53
GPS Wealth Strategies Group
Centennial,
Colorado
| – | -$9K | -209 | Closed |
|
54
Fidelity Investments
Boston,
Massachusetts
| – | -$3K | -77 | Closed |
|
55
UBS Group
Zurich,
Switzerland
| – | -$1K | -30 | Closed |
|
HYDB Hedge Fund Activity: Q4 2022 in Review
45 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in iShares High Yield Systematic Bond ETF (HYDB) for Q4 2022, worth a combined $37.4M — down 14% from $43.3M a quarter earlier.
Sellers outnumbered buyers: 10 funds closed out of HYDB and 8 opened new positions — a net loss of 2 holders — while 13 trimmed existing stakes and 15 added.
The largest buyer was Fermata Advisors, adding an estimated $1.18M. The largest seller was Outlook Wealth Advisors, exiting entirely with an estimated $2.9M sold.
- 45 institutional investors held iShares High Yield Systematic Bond ETF (HYDB) as of Q4 2022, down from 47 in Q3 2022.
- Funds reported $37.4M of iShares High Yield Systematic Bond ETF stock for Q4 2022, down 14% quarter-over-quarter.
- 8 funds opened new iShares High Yield Systematic Bond ETF positions in Q4 2022 and 10 closed out, a net change of -2 holders.
- The largest iShares High Yield Systematic Bond ETF buyer in Q4 2022 was Fermata Advisors, an estimated $1.18M added.
- The largest iShares High Yield Systematic Bond ETF seller in Q4 2022 was Outlook Wealth Advisors, an estimated $2.9M sold.
Based on aggregated 13F filings for Q4 2022.