iShares High Yield Systematic Bond ETF
HYDB
52 hedge funds and large institutions have $55.4M invested in iShares High Yield Systematic Bond ETF in 2023 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 15 increasing their positions, 15 reducing their positions, and 5 closing their positions.
160% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 5
48% more capital invested
Capital invested by funds: $37.4M → $55.4M (+$18M)
16% more funds holding
Funds holding: 45 → 52 (+7)
5.22% more ownership
Funds ownership: 34.35% → 39.57% (+5.2%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 15
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CCA
Column Capital Advisors
Indianapolis,
Indiana
|
+$6.38M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$4.45M |
| 3 |
ARG
Advisory Resource Group
Tulsa,
Oklahoma
|
+$3.65M |
| 4 |
MML Investors Services
Springfield,
Massachusetts
|
+$3.32M |
| 5 |
OWA
Outlook Wealth Advisors
Shenandoah,
Texas
|
+$2.93M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FA
Fermata Advisors
Sonoma,
California
|
-$3.2M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$1.93M |
| 3 |
Jane Street
New York
|
-$1.05M |
| 4 |
3AM
3EDGE Asset Management
Naples,
Florida
|
-$844K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$256K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
Commonwealth Equity Services
Waltham,
Massachusetts
| $279 | +$31K | +698 | +13% |
|
52
Morgan Stanley
New York
| $89 | – | – | – |
|
|
FA
53
Fermata Advisors
Sonoma,
California
| – | -$3.2M | -73,437 | Closed |
|
|
3AM
54
3EDGE Asset Management
Naples,
Florida
| – | -$844K | -19,369 | Closed |
|
55
Citadel Advisors
Miami,
Florida
| – | -$214K | -4,919 | Closed |
|
|
APC
56
Aspire Private Capital
Cornelius,
North Carolina
| – | -$10.9K | -250 | Closed |
|
|
PIMG
57
Patriot Investment Management Group
Knoxville,
Tennessee
| – | -$9.02K | -200 | Closed |
|
HYDB Hedge Fund Activity: Q1 2023 in Review
52 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in iShares High Yield Systematic Bond ETF (HYDB) for Q1 2023, worth a combined $55.4M — up 48% from $37.4M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new HYDB positions and 5 closed out — a net gain of 8 holders — while 15 added to existing stakes and 15 trimmed.
The largest buyer was Column Capital Advisors, opening a new position worth an estimated $6.38M. The largest seller was Fermata Advisors, exiting entirely with an estimated $3.2M sold.
- 52 institutional investors held iShares High Yield Systematic Bond ETF (HYDB) as of Q1 2023, up from 45 in Q4 2022.
- Funds reported $55.4M of iShares High Yield Systematic Bond ETF stock for Q1 2023, up 48% quarter-over-quarter.
- 13 funds opened new iShares High Yield Systematic Bond ETF positions in Q1 2023 and 5 closed out, a net change of +8 holders.
- The largest iShares High Yield Systematic Bond ETF buyer in Q1 2023 was Column Capital Advisors, an estimated $6.38M added.
- The largest iShares High Yield Systematic Bond ETF seller in Q1 2023 was Fermata Advisors, an estimated $3.2M sold.
Based on aggregated 13F filings for Q1 2023.