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iShares High Yield Systematic Bond ETF

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
Holders Change %
% of All Funds
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ARG
51
Advisory Resource Group
Oklahoma
$3.21M
TWP
52
Triad Wealth Partners
Kansas
$3.21M
DWM
53
Dynasty Wealth Management
Florida
$3.12M
KIM
54
Kestra Investment Management
Texas
$2.99M
Stifel Financial
55
Stifel Financial
Missouri
$2.93M
SAI
56
Savvy Advisors Inc
New York
$2.81M
SWP
57
Sagespring Wealth Partners
Tennessee
$2.71M
BFP
58
Beacon Financial Planning
Massachusetts
$2.67M
AAS
59
Avantax Advisory Services
Texas
$2.65M
SXL
60
Summit X LLC
Missouri
$2.65M
RPGNY
61
Retirement Planning Group (New York)
New York
$2.64M
AG
62
Ascent Group
Virginia
$2.63M
Cambridge Investment Research Advisors
63
Cambridge Investment Research Advisors
Iowa
$2.61M
CW
64
CreativeOne Wealth
Kansas
$2.58M
MFG
65
Merit Financial Group
Georgia
$2.55M
SWP
66
Stratos Wealth Partners
Ohio
$2.36M
KAS
67
Kestra Advisory Services
Texas
$2.32M
VW
68
Veridan Wealth
Oregon
$2.3M
Truist Financial
69
Truist Financial
North Carolina
$2.11M
DAS
70
Dynamic Advisor Solutions
Arizona
$2.03M
LSWP
71
Liberty Square Wealth Partners
Pennsylvania
$2.03M
AWS
72
Atria Wealth Solutions
New York
$1.93M
AI
73
Atria Investments
North Carolina
$1.92M
US Bancorp
74
US Bancorp
Minnesota
$1.86M
SW
75
SteelPeak Wealth
California
$1.73M