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iShares High Yield Systematic Bond ETF
HYDB

Overview Fund Activity

143 hedge funds and large institutions have $494M invested in iShares High Yield Systematic Bond ETF in 2024 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 73 increasing their positions, 38 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
143
Holders Change
-3
Holders Change %
-2.05%
% of All Funds
2.07%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.07%
New
14
Increased
73
Reduced
38
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WANY
1
Wealthspire Advisors (New York)
New York
$50.7M
2
AssetMark Inc
2
AssetMark Inc
California
$28.4M
3
OPAM
3
Ocean Park Asset Management
California
$8.41M
4
KIM
4
Kestra Investment Management
Texas
$20.7M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$6.35M

Top Sellers

1
RSWM
1
Robertson Stephens Wealth Management
California
$0
2
HWAM
2
Hennion & Walsh Asset Management
New Jersey
$842K
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$2.63M
4
SAM
4
Synergy Asset Management
Washington
$0
5
CCWM
5
Correct Capital Wealth Management
Missouri
$6.79M
Name Holding Trade Value Shares
Change 		Shares
Change %
DAS
51
Dynamic Advisor Solutions
Arizona
$1.23M +$611K +12,712 +98%
AAS
52
Avantax Advisory Services
Texas
$1.21M +$634K +13,187 +110%
CA
53
Claro Advisors
Massachusetts
$1.19M +$362K +7,538 +44%
JWCA
54
J.W. Cole Advisors
Florida
$1.11M +$124K +2,572 +13%
RC
55
Rovin Capital
Arizona
$1.07M +$18.2K +378 +2%
Thrivent Financial for Lutherans
56
Thrivent Financial for Lutherans
Minnesota
$1.04M -$709K -14,746 -41%
OPWM
57
Oxinas Partners Wealth Management
Indiana
$955K -$1.32M -27,402 -58%
Envestnet Portfolio Solutions
58
Envestnet Portfolio Solutions
Illinois
$945K -$43.5K -905 -4%
AIA
59
Armor Investment Advisors
North Carolina
$918K +$961 +20 +0.1%
AI
60
Atria Investments
North Carolina
$917K +$917K +19,075 New
Stifel Financial
61
Stifel Financial
Missouri
$857K +$1.39K +29 +0.2%
HWAM
62
Hennion & Walsh Asset Management
New Jersey
$842K -$10.3M -213,991 -92%
HighTower Advisors
63
HighTower Advisors
Illinois
$811K +$31.8K +665 +4%
SAI
64
Savvy Advisors Inc
New York
$791K +$225K +4,682 +40%
KWM
65
Kingsview Wealth Management
Oregon
$671K +$10.4K +217 +2%
CW
66
Cook Wealth
North Carolina
$612K +$31.1K +656 +5%
SB
67
Strategic Blueprint
Georgia
$533K -$9.66K -201 -2%
Royal Bank of Canada
68
Royal Bank of Canada
Ontario, Canada
$525K +$177K +3,688 +51%
FIA
69
Foundations Investment Advisors
Arizona
$496K +$30K +624 +6%
Janney Montgomery Scott
70
Janney Montgomery Scott
Pennsylvania
$489K -$61.5K -1,280 -11%
PIS
71
POM Investment Strategies
North Carolina
$484K – – –
PAS
72
Park Avenue Securities
New York
$480K -$95.5K -1,987 -17%
Bank of New York Mellon
73
Bank of New York Mellon
New York
$475K +$29K +603 +7%
WPW
74
Watershed Private Wealth
Illinois
$471K +$30K +624 +7%
ASN
75
Advisory Services Network
Georgia
$461K – – –
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3
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