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iShares High Yield Systematic Bond ETF

233 hedge funds and large institutions have $1.25B invested in iShares High Yield Systematic Bond ETF in 2025 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 118 increasing their positions, 56 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

147% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 15

111% more repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 56

22% more funds holding in top 10

Funds holding in top 10: 911 (+2)

12% more capital invested

Capital invested by funds: $1.12B → $1.25B (+$132M)

7% more funds holding

Funds holding: 217233 (+16)

0.01% less ownership

Funds ownership: 75.93%75.92% (-0.01%)

Holders
233
Holders Change
+16
Holders Change %
+7.37%
% of All Funds
3.06%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.14%
New
37
Increased
118
Reduced
56
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BFP
51
Beacon Financial Planning
Massachusetts
$3.41M +$193K +4,059 +6%
PAS
52
Park Avenue Securities
New York
$3M +$243K +5,122 +9%
OIA
53
OneDigital Investment Advisors
Kansas
$3M -$496K -10,456 -14%
CW
54
CreativeOne Wealth
Kansas
$2.9M +$166K +3,492 +6%
TWP
55
Triad Wealth Partners
Kansas
$2.81M +$206K +4,334 +8%
IA
56
IFP Advisors
Florida
$2.79M +$382K +8,057 +16%
FIA
57
Foundations Investment Advisors
Arizona
$2.77M +$126K +2,655 +5%
KAS
58
Kestra Advisory Services
Texas
$2.74M +$463K +9,763 +21%
DAS
59
Dynamic Advisor Solutions
Arizona
$2.73M +$556K +11,724 +26%
RPGNY
60
Retirement Planning Group (New York)
New York
$2.68M -$13.7K -288 -0.5%
SWP
61
Stratos Wealth Partners
Ohio
$2.66M +$105K +2,222 +4%
UCFA
62
United Capital Financial Advisors
Texas
$2.39M +$26.7K +562 +1%
SF
63
Synovus Financial
Georgia
$2.17M +$788K +16,600 +58%
NA
64
NewEdge Advisors
Louisiana
$2.13M +$116K +2,449 +6%
Thrivent Financial for Lutherans
65
Thrivent Financial for Lutherans
Minnesota
$2.07M +$1.07M +22,508 +109%
SFS
66
Security Financial Services
Indiana
$2.04M +$679K +14,311 +50%
Commonwealth Equity Services
67
Commonwealth Equity Services
Massachusetts
$1.95M +$575K +12,110 +42%
ARG
68
Advisory Resource Group
Oklahoma
$1.92M -$1.62M -34,039 -46%
TA
69
TFB Advisors
Kansas
$1.77M +$621K +13,079 +54%
Janney Montgomery Scott
70
Janney Montgomery Scott
Pennsylvania
$1.68M +$49.1K +1,034 +3%
CA
71
Continuum Advisory
Idaho
$1.67M +$1.47K +31 +0.1%
PAG
72
Private Advisor Group
New Jersey
$1.67M +$518K +10,908 +46%
SA
73
Sovran Advisors
California
$1.65M +$498K +10,484 +43%
RFA
74
ROI Financial Advisors
Oregon
$1.56M +$779K +16,419 +102%
DC
75
Dahring Cusmano
Michigan
$1.55M -$6.94M -146,171 -82%