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iShares High Yield Systematic Bond ETF

219 hedge funds and large institutions have $1.21B invested in iShares High Yield Systematic Bond ETF in 2025 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 86 increasing their positions, 80 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 80

3% less capital invested

Capital invested by funds: $1.25B → $1.21B (-$41.6M)

2.64% less ownership

Funds ownership: 75.92%73.27% (-2.6%)

6% less funds holding

Funds holding: 233219 (-14)

9% less funds holding in top 10

Funds holding in top 10: 1110 (-1)

26% less first-time investments, than exits

New positions opened: 31 | Existing positions closed: 42

Holders
219
Holders Change
-14
Holders Change %
-6.01%
% of All Funds
2.66%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.12%
New
31
Increased
86
Reduced
80
Closed
42
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DAS
51
Dynamic Advisor Solutions
Arizona
$2.96M +$252K +5,320 +9%
OIA
52
OneDigital Investment Advisors
Kansas
$2.85M -$115K -2,438 -4%
SWP
53
Stratos Wealth Partners
Ohio
$2.8M +$162K +3,430 +6%
FIA
54
Foundations Investment Advisors
Arizona
$2.76M +$22K +464 +0.8%
RPGNY
55
Retirement Planning Group (New York)
New York
$2.65M -$1.94K -41 -0.1%
PFPG
56
Pinnacle Financial Partners (Georgia)
Georgia
$2.64M +$2.64M +55,787 New
CCWM
57
Correct Capital Wealth Management
Missouri
$2.58M -$2.18M -45,984 -46%
Commonwealth Equity Services
58
Commonwealth Equity Services
Massachusetts
$2.11M +$179K +3,779 +9%
ARG
59
Advisory Resource Group
Oklahoma
$2.01M +$111K +2,351 +6%
TA
60
TFB Advisors
Kansas
$1.99M +$221K +4,671 +13%
CA
61
Continuum Advisory
Idaho
$1.98M +$330K +6,971 +20%
PAS
62
Park Avenue Securities
New York
$1.78M -$1.19M -25,131 -40%
LWL
63
Leo Wealth LLC
Texas
$1.74M +$1.74M +36,820 New
SA
64
Sovran Advisors
California
$1.74M +$81.1K +1,713 +5%
SFS
65
Security Financial Services
Indiana
$1.67M -$354K -7,473 -18%
RFA
66
ROI Financial Advisors
Oregon
$1.66M +$116K +2,453 +8%
JESC
67
J.E. Simmons & Co
Texas
$1.65M +$1.65M +34,831 New
SFC
68
Strategic Financial Concepts
Texas
$1.62M +$1.62M +34,292 New
BNP Paribas Financial Markets
69
BNP Paribas Financial Markets
France
$1.53M +$331 +7 +0%
AC
70
Avestar Capital
New York
$1.51M +$111K +2,349 +8%
RC
71
Rovin Capital
Arizona
$1.49M +$91.7K +1,936 +7%
Rockefeller Capital Management
72
Rockefeller Capital Management
New York
$1.47M +$283K +5,971 +24%
SB
73
Strategic Blueprint
Georgia
$1.4M +$797K +16,842 +132%
JWA
74
JFS Wealth Advisors
Pennsylvania
$1.4M +$74.1K +1,564 +6%
Envestnet Portfolio Solutions
75
Envestnet Portfolio Solutions
Illinois
$1.38M -$2.38M -50,215 -63%