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iShares High Yield Systematic Bond ETF
HYDB

Overview Fund Activity

123 hedge funds and large institutions have $193M invested in iShares High Yield Systematic Bond ETF in 2023 Q4 according to their latest regulatory filings, with 72 funds opening new positions, 31 increasing their positions, 15 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
123
Holders Change
+66
Holders Change %
+115.79%
% of All Funds
1.8%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
72
Increased
31
Reduced
15
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$27.8M
2
Morgan Stanley
2
Morgan Stanley
New York
$16M
3
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$13.9M
4
CPG
4
Cornerstone Planning Group
New Jersey
$10.6M
5
BlackRock
5
BlackRock
New York
$6.88M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$3.98M
2
Citadel Advisors
2
Citadel Advisors
Florida
$0
3
HWAM
3
Hennion & Walsh Asset Management
New Jersey
$7.66M
4
Bank of America
4
Bank of America
North Carolina
$3.13M
5
MOS
5
MGO One Seven
Ohio
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
RIA
51
Regal Investment Advisors
Michigan
$548K +$98.7K +2,137 +22%
EH
52
Equitable Holdings
New York
$541K +$541K +11,717 New
CW
53
Cook Wealth
North Carolina
$540K +$166K +3,583 +44%
CPCP
54
Cedar Point Capital Partners
Iowa
$511K +$511K +11,058 New
TGAM
55
TBH Global Asset Management
Tennessee
$482K -$47.8K -1,034 -9%
SFS
56
Sowell Financial Services
Arkansas
$469K +$469K +10,156 New
PIS
57
POM Investment Strategies
North Carolina
$465K +$465K +10,065 New
FIA
58
Foundations Investment Advisors
Arizona
$437K +$437K +9,378 New
HighTower Advisors
59
HighTower Advisors
Illinois
$428K +$59.3K +1,306 +16%
Cambridge Investment Research Advisors
60
Cambridge Investment Research Advisors
Iowa
$385K +$385K +8,330 New
AWS
61
Atria Wealth Solutions
New York
$369K +$369K +7,987 New
IAN
62
Integrated Advisors Network
Texas
$358K +$358K +7,749 New
MGIA
63
Matthew Goff Investment Advisor
Texas
$339K -$151K -3,258 -31%
SFG
64
Seamount Financial Group
Colorado
$322K +$322K +6,964 New
CW
65
CreativeOne Wealth
Kansas
$312K +$312K +6,753 New
PCM
66
Parsons Capital Management
Rhode Island
$298K -$20K -433 -6%
GJIA
67
Glass Jacobson Investment Advisors
Maryland
$293K +$76K +1,645 +35%
JC
68
JB Capital
Connecticut
$288K +$288K +6,245 New
MFS
69
Madrona Financial Services
Washington
$285K +$18.1K +391 +7%
PWM
70
Perigon Wealth Management
California
$275K +$275K +5,954 New
DAS
71
Dynamic Advisor Solutions
Arizona
$265K +$265K +5,772 New
CIA
72
Capital Investment Advisors
Georgia
$255K +$255K +5,515 New
SW
73
Simplicity Wealth
New Jersey
$254K +$254K +5,494 New
CC
74
Copperleaf Capital
North Carolina
$245K +$245K +5,300 New
Prudential Financial
75
Prudential Financial
New Jersey
$227K +$227K +4,915 New
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