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iShares High Yield Systematic Bond ETF
HYDB

239 hedge funds and large institutions have $948M invested in iShares High Yield Systematic Bond ETF in 2024 Q4 according to their latest regulatory filings, with 102 funds opening new positions, 100 increasing their positions, 25 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,600% more first-time investments, than exits

New positions opened: 102 | Existing positions closed: 6

300% more repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 25

92% more capital invested

Capital invested by funds: $494M → $948M (+$454M)

66% more funds holding

Funds holding: 144 → 239 (+95)

40% more funds holding in top 10

Funds holding in top 10: 5 → 7 (+2)

13.3% more ownership

Funds ownership: 66.85% → 80.15% (+13%)

Holders
239
Holders Change
+95
Holders Change %
+65.97%
% of All Funds
3.15%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.09%
New
102
Increased
100
Reduced
25
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$100M
2
LPL Financial
LPL Financial
California
+$44.8M
3
IWM
IHT Wealth Management
Illinois
+$24.6M
4
BlackRock
BlackRock
New York
+$21.8M
5
MNA
Manning & Napier Advisors
New York
+$19.9M

Top Sellers

Rank Fund Capital Flow
1
EH
Equitable Holdings
New York
-$4.05M
2
Mariner
Mariner
Kansas
-$1M
3
CA
Claro Advisors
Massachusetts
-$848K
4
ARG
Advisory Resource Group
Oklahoma
-$811K
5
PAG
Private Advisor Group
New Jersey
-$564K
Name Holding Trade Value Shares
Change 		Change in
Stake
Kovitz Investment Group Partners
51
Kovitz Investment Group Partners
Illinois
$3.4M +$3.42M +72,046 New
SXL
52
Summit X LLC
Missouri
$3.2M +$1.18M +24,811 +57%
UBS Group
53
UBS Group
Switzerland
$3.16M +$3.19M +67,115 New
TWP
54
Triad Wealth Partners
Kansas
$2.93M +$213K +4,496 +8%
DWM
55
Dynasty Wealth Management
Florida
$2.7M +$2.73M +57,538 New
Stifel Financial
56
Stifel Financial
Missouri
$2.68M +$1.86M +39,108 +219%
RPGNY
57
Retirement Planning Group (New York)
New York
$2.62M +$2.65M +55,708 New
CW
58
CreativeOne Wealth
Kansas
$2.53M +$2.56M +53,894 New
Cambridge Investment Research Advisors
59
Cambridge Investment Research Advisors
Iowa
$2.51M +$556K +11,715 +28%
AAS
60
Avantax Advisory Services
Texas
$2.39M +$1.22M +25,681 +102%
SWP
61
Sagespring Wealth Partners
Tennessee
$2.36M +$2.39M +50,258 New
KAS
62
Kestra Advisory Services
Texas
$2.23M +$80.2K +1,688 +4%
VW
63
Veridan Wealth
Oregon
$2.22M +$2.24M +47,126 New
Truist Financial
64
Truist Financial
North Carolina
$2.08M +$2.1M +44,242 New
Mariner
65
Mariner
Kansas
$2.02M -$1M -21,161 -33%
AWS
66
Atria Wealth Solutions
New York
$1.91M +$1.93M +40,647 New
US Bancorp
67
US Bancorp
Minnesota
$1.86M +$1.42M +29,953 +314%
DAS
68
Dynamic Advisor Solutions
Arizona
$1.75M +$546K +11,492 +45%
AI
69
Atria Investments
North Carolina
$1.74M +$849K +17,882 +94%
CA
70
Continuum Advisory
Idaho
$1.65M +$9.64K +203 +0.6%
SFS
71
Security Financial Services
Indiana
$1.63M +$1.65M +34,759 New
CFGS
72
Concourse Financial Group Securities
Alabama
$1.56M +$1.53M +32,193 +4,242%
AWM
73
Apollon Wealth Management
South Carolina
$1.46M +$138K +2,915 +10%
SWP
74
Summit Wealth Partners
Florida
$1.35M +$74.3K +1,565 +6%
AC
75
Avestar Capital
New York
$1.31M -$163K -3,441 -11%
1 2
3
4 5

HYDB Hedge Fund Activity: Q4 2024 in Review

239 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares High Yield Systematic Bond ETF (HYDB) for Q4 2024, worth a combined $948M — up 92% from $494M a quarter earlier.

Buyers outnumbered sellers: 102 funds opened new HYDB positions and 6 closed out — a net gain of 96 holders — while 100 added to existing stakes and 25 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $100M. The largest seller was Equitable Holdings, cutting an estimated $4.05M.

  • 239 institutional investors held iShares High Yield Systematic Bond ETF (HYDB) as of Q4 2024, up from 144 in Q3 2024.
  • Funds reported $948M of iShares High Yield Systematic Bond ETF stock for Q4 2024, up 92% quarter-over-quarter.
  • 102 funds opened new iShares High Yield Systematic Bond ETF positions in Q4 2024 and 6 closed out, a net change of +96 holders.
  • The largest iShares High Yield Systematic Bond ETF buyer in Q4 2024 was Envestnet Asset Management, an estimated $100M added.
  • The largest iShares High Yield Systematic Bond ETF seller in Q4 2024 was Equitable Holdings, an estimated $4.05M sold.

Based on aggregated 13F filings for Q4 2024.