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iShares High Yield Systematic Bond ETF
HYDB

Overview Fund Activity

241 hedge funds and large institutions have $1.3B invested in iShares High Yield Systematic Bond ETF in 2025 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 134 increasing their positions, 54 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
241
Holders Change
+3
Holders Change %
+1.26%
% of All Funds
3.27%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.12%
New
37
Increased
134
Reduced
54
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RH
RenaissanceRe Holdings
Bermuda
+$238M
2
Bank of America
Bank of America
North Carolina
+$117M
3
SPG
Strategic Planning Group
Utah
+$21.5M
4
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$8.29M
5
MML Investors Services
MML Investors Services
Massachusetts
+$5.58M

Top Sellers

1
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
-$30.6M
2
KIM
Kestra Investment Management
Texas
-$18.6M
3
LPL Financial
LPL Financial
California
-$13.5M
4
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
-$7.52M
5
Jane Street
Jane Street
New York
-$6.35M
Name Holding Trade Value Shares
Change 		Shares
Change %
ARG
51
Advisory Resource Group
Oklahoma
$3.21M -$3.99M -84,775 -55%
TWP
52
Triad Wealth Partners
Kansas
$3.21M +$266K +5,648 +9%
DWM
53
Dynasty Wealth Management
Florida
$3.12M +$413K +8,766 +15%
KIM
54
Kestra Investment Management
Texas
$2.99M -$18.6M -394,601 -86%
Stifel Financial
55
Stifel Financial
Missouri
$2.93M +$245K +5,203 +9%
SAI
56
Savvy Advisors Inc
New York
$2.81M +$1.52M +32,364 +119%
SWP
57
Sagespring Wealth Partners
Tennessee
$2.71M +$339K +7,190 +14%
BFP
58
Beacon Financial Planning
Massachusetts
$2.67M +$2.1M +44,587 +366%
AAS
59
Avantax Advisory Services
Texas
$2.65M +$261K +5,532 +11%
SXL
60
Summit X LLC
Missouri
$2.65M -$550K -11,672 -17%
RPGNY
61
Retirement Planning Group (New York)
New York
$2.64M +$15.3K +325 +0.6%
AG
62
Ascent Group
Virginia
$2.63M +$1.74M +36,855 +193%
Cambridge Investment Research Advisors
63
Cambridge Investment Research Advisors
Iowa
$2.61M +$98K +2,081 +4%
CW
64
CreativeOne Wealth
Kansas
$2.58M +$41.1K +872 +2%
MFG
65
Merit Financial Group
Georgia
$2.55M +$2.21M +46,907 +651%
SWP
66
Stratos Wealth Partners
Ohio
$2.36M +$2.36M +50,151 New
KAS
67
Kestra Advisory Services
Texas
$2.32M +$88.2K +1,872 +4%
VW
68
Veridan Wealth
Oregon
$2.3M +$79.9K +1,696 +4%
Truist Financial
69
Truist Financial
North Carolina
$2.11M +$28K +595 +1%
DAS
70
Dynamic Advisor Solutions
Arizona
$2.03M +$281K +5,971 +16%
LSWP
71
Liberty Square Wealth Partners
Pennsylvania
$2.03M +$947K +20,105 +88%
AWS
72
Atria Wealth Solutions
New York
$1.93M +$12.2K +259 +0.6%
AI
73
Atria Investments
North Carolina
$1.92M +$182K +3,855 +10%
US Bancorp
74
US Bancorp
Minnesota
$1.86M -$2.83K -60 -0.2%
SW
75
SteelPeak Wealth
California
$1.73M +$510K +10,827 +42%
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