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iShares High Yield Systematic Bond ETF
HYDB

Overview Fund Activity

238 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, 99 increasing their positions, 25 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
238
Holders Change
+95
Holders Change %
+66.43%
% of All Funds
3.17%
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
99
Reduced
25
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$126M
2
LPL Financial
2
LPL Financial
California
$66.5M
3
IWM
3
IHT Wealth Management
Illinois
$24.4M
4
BlackRock
4
BlackRock
New York
$21.6M
5
MNA
5
Manning & Napier Advisors
New York
$19.7M

Top Sellers

1
EH
1
Equitable Holdings
New York
$1.21M
2
Mariner
2
Mariner
Kansas
$2.02M
3
CA
3
Claro Advisors
Massachusetts
$326K
4
ARG
4
Advisory Resource Group
Oklahoma
$7.19M
5
PAG
5
Private Advisor Group
New Jersey
$815K
Name Holding Trade Value Shares
Change 		Shares
Change %
Kovitz Investment Group Partners
51
Kovitz Investment Group Partners
Illinois
$3.4M +$3.4M +72,046 New
SXL
52
Summit X LLC
Missouri
$3.2M +$1.17M +24,811 +57%
UBS Group
53
UBS Group
Switzerland
$3.16M +$3.16M +67,115 New
TWP
54
Triad Wealth Partners
Kansas
$2.93M +$211K +4,496 +8%
DWM
55
Dynasty Wealth Management
Florida
$2.7M +$2.7M +57,538 New
Stifel Financial
56
Stifel Financial
Missouri
$2.68M +$1.84M +39,108 +219%
RPGNY
57
Retirement Planning Group (New York)
New York
$2.62M +$2.62M +55,708 New
CW
58
CreativeOne Wealth
Kansas
$2.53M +$2.53M +53,894 New
Cambridge Investment Research Advisors
59
Cambridge Investment Research Advisors
Iowa
$2.51M +$551K +11,715 +28%
AAS
60
Avantax Advisory Services
Texas
$2.39M +$1.21M +25,681 +102%
SWP
61
Sagespring Wealth Partners
Tennessee
$2.36M +$2.36M +50,258 New
KAS
62
Kestra Advisory Services
Texas
$2.23M +$79.4K +1,688 +4%
VW
63
Veridan Wealth
Oregon
$2.22M +$2.22M +47,126 New
Truist Financial
64
Truist Financial
North Carolina
$2.08M +$2.08M +44,242 New
Mariner
65
Mariner
Kansas
$2.02M -$995K -21,161 -33%
AWS
66
Atria Wealth Solutions
New York
$1.91M +$1.91M +40,647 New
US Bancorp
67
US Bancorp
Minnesota
$1.86M +$1.41M +29,953 +314%
DAS
68
Dynamic Advisor Solutions
Arizona
$1.75M +$540K +11,492 +45%
AI
69
Atria Investments
North Carolina
$1.74M +$841K +17,882 +94%
CA
70
Continuum Advisory
Idaho
$1.65M +$9.54K +203 +0.6%
SFS
71
Security Financial Services
Indiana
$1.63M +$1.63M +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 +$137K +2,915 +10%
SWP
74
Summit Wealth Partners
Florida
$1.35M +$73.6K +1,565 +6%
AC
75
Avestar Capital
New York
$1.31M -$162K -3,441 -11%
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