HYDB icon

iShares High Yield Systematic Bond ETF
HYDB

Overview Fund Activity

146 hedge funds and large institutions have $397M invested in iShares High Yield Systematic Bond ETF in 2024 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 74 increasing their positions, 34 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
146
Holders Change
+9
Holders Change %
+6.57%
% of All Funds
2.12%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
23
Increased
74
Reduced
34
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
State of New Jersey Common Pension Fund D
1
State of New Jersey Common Pension Fund D
New Jersey
$47M
2
RSWM
2
Robertson Stephens Wealth Management
California
$11.5M
3
TPW
3
TL Private Wealth
Texas
$8.69M
4
SAM
4
Synergy Asset Management
Washington
$6.08M
5
SL
5
Systelligence LLC
Minnesota
$5.89M

Top Sellers

1
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$4.03M
2
Bank of America
2
Bank of America
North Carolina
$2.9M
3
Legacy Financial Group (Iowa)
3
Legacy Financial Group (Iowa)
Iowa
$0
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$633K
5
FRA
5
FFG Retirement Advisors
Colorado
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
TFS
51
Thoroughbred Financial Services
Tennessee
$928K -$258K -5,562 -22%
WA
52
Waverly Advisors
Alabama
$926K +$926K +19,938 New
AIA
53
Armor Investment Advisors
North Carolina
$886K +$115K +2,479 +15%
Stifel Financial
54
Stifel Financial
Missouri
$827K -$246K -5,296 -23%
CA
55
Claro Advisors
Massachusetts
$801K +$326K +7,021 +69%
HighTower Advisors
56
HighTower Advisors
Illinois
$750K -$793K -17,216 -51%
Mercer Global Advisors
57
Mercer Global Advisors
Colorado
$746K +$746K +16,069 New
KWM
58
Kingsview Wealth Management
Oregon
$638K -$21.5K -464 -3%
Commonwealth Equity Services
59
Commonwealth Equity Services
Massachusetts
$633K -$1.73M -37,317 -73%
DAS
60
Dynamic Advisor Solutions
Arizona
$600K +$261K +5,627 +77%
CW
61
Cook Wealth
North Carolina
$574K -$30.4K -648 -5%
SIAS
62
Summit Investment Advisory Services
Minnesota
$561K +$561K +12,071 New
PAS
63
Park Avenue Securities
New York
$556K +$131K +2,817 +31%
AAS
64
Avantax Advisory Services
Texas
$556K +$109K +2,352 +24%
SAI
65
Savvy Advisors Inc
New York
$547K +$182K +3,916 +50%
Janney Montgomery Scott
66
Janney Montgomery Scott
Pennsylvania
$532K +$6.73K +145 +1%
SB
67
Strategic Blueprint
Georgia
$525K -$29.4K -633 -5%
CPCP
68
Cedar Point Capital Partners
Iowa
$512K +$1.49K +32 +0.3%
TGAM
69
TBH Global Asset Management
Tennessee
$500K +$14.4K +310 +3%
SWP
70
Summit Wealth Partners
Florida
$489K +$160K +3,441 +48%
CIA
71
Capital Investment Advisors
Georgia
$470K +$1.72K +37 +0.4%
PIS
72
POM Investment Strategies
North Carolina
$467K – – –
ASN
73
Advisory Services Network
Georgia
$461K -$42.7K -919 -8%
RIA
74
Regal Investment Advisors
Michigan
$454K +$3.76K +81 +0.8%
PCIA
75
Prime Capital Investment Advisors
Kansas
$451K +$6.87K +148 +2%
1 2
3
4 5