iShares High Yield Systematic Bond ETF
HYDB
54 hedge funds and large institutions have $97.7M invested in iShares High Yield Systematic Bond ETF in 2023 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 21 increasing their positions, 14 reducing their positions, and 8 closing their positions.
200% more funds holding in top 10
Funds holding in top 10: 1 → 3 (+2)
76% more capital invested
Capital invested by funds: $55.4M → $97.7M (+$42.3M)
50% more repeat investments, than reductions
Existing positions increased: 21 | Existing positions reduced: 14
25% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 8
17% more ownership
Funds ownership: 39.57% → 56.57% (+17%)
4% more funds holding
Funds holding: 52 → 54 (+2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CCA
Column Capital Advisors
Indianapolis,
Indiana
|
+$22.8M |
| 2 |
IAS
IMA Advisory Services
Denver,
Colorado
|
+$11.1M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$5.72M |
| 4 |
Jane Street
New York
|
+$5.58M |
| 5 |
OWA
Outlook Wealth Advisors
Shenandoah,
Texas
|
+$2.41M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HWAM
Hennion & Walsh Asset Management
Parsippany,
New Jersey
|
-$1.16M |
| 2 |
MML Investors Services
Springfield,
Massachusetts
|
-$963K |
| 3 |
OPWM
Oxinas Partners Wealth Management
Jeffersonville,
Indiana
|
-$576K |
| 4 |
LFGH
Lee Financial Group Hawaii
Honolulu,
Hawaii
|
-$511K |
| 5 |
FTUS
Flow Traders U.S.
New York
|
-$495K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GWSG
51
GPS Wealth Strategies Group
Centennial,
Colorado
| $9.36K | – | – | – |
|
|
FRA
52
Front Row Advisors
Tiburon,
California
| $4K | – | – | – |
|
53
Morgan Stanley
New York
| $89 | – | – | – |
|
54
Wells Fargo
San Francisco,
California
| $30 | -$5.27K | -119 | -99% |
|
|
LFGH
55
Lee Financial Group Hawaii
Honolulu,
Hawaii
| – | -$511K | -11,449 | Closed |
|
|
FTUS
56
Flow Traders U.S.
New York
| – | -$495K | -11,088 | Closed |
|
57
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
| – | -$430K | -9,719 | Closed |
|
|
AAS
58
Ameritas Advisory Services
Lincoln,
Nebraska
| – | -$41.3K | -925 | Closed |
|
|
CFD
59
Creative Financial Designs
Kokomo,
Indiana
| – | -$40.5K | -906 | Closed |
|
|
BAM
60
Belpointe Asset Management
Reno,
Nevada
| – | -$26.9K | -603 | Closed |
|
61
Royal Bank of Canada
Toronto,
Ontario, Canada
| – | -$14K | -310 | Closed |
|
|
BTI
62
Blue Trust Inc
Alpharetta,
Georgia
| – | -$2K | -36 | Closed |
|
HYDB Hedge Fund Activity: Q2 2023 in Review
54 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in iShares High Yield Systematic Bond ETF (HYDB) for Q2 2023, worth a combined $97.7M — up 76% from $55.4M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new HYDB positions and 8 closed out — a net gain of 2 holders — while 21 added to existing stakes and 14 trimmed.
The largest buyer was Column Capital Advisors, adding an estimated $22.8M. The largest seller was Hennion & Walsh Asset Management, cutting an estimated $1.16M.
- 54 institutional investors held iShares High Yield Systematic Bond ETF (HYDB) as of Q2 2023, up from 52 in Q1 2023.
- Funds reported $97.7M of iShares High Yield Systematic Bond ETF stock for Q2 2023, up 76% quarter-over-quarter.
- 10 funds opened new iShares High Yield Systematic Bond ETF positions in Q2 2023 and 8 closed out, a net change of +2 holders.
- The largest iShares High Yield Systematic Bond ETF buyer in Q2 2023 was Column Capital Advisors, an estimated $22.8M added.
- The largest iShares High Yield Systematic Bond ETF seller in Q2 2023 was Hennion & Walsh Asset Management, an estimated $1.16M sold.
Based on aggregated 13F filings for Q2 2023.