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iShares High Yield Systematic Bond ETF

216 hedge funds and large institutions have $1.08B invested in iShares High Yield Systematic Bond ETF in 2026 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 84 increasing their positions, 77 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 26

10% more funds holding in top 10

Funds holding in top 10: 1011 (+1)

9% more repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 77

1% less funds holding

Funds holding: 219216 (-3)

4.99% less ownership

Funds ownership: 73.27%68.29% (-5%)

11% less capital invested

Capital invested by funds: $1.21B → $1.08B (-$136M)

Holders
216
Holders Change
-3
Holders Change %
-1.37%
% of All Funds
2.66%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.14%
New
30
Increased
84
Reduced
77
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AssetMark Inc
51
AssetMark Inc
California
$2.72M -$873K -18,485 -24%
RPGNY
52
Retirement Planning Group (New York)
New York
$2.61M +$6.19K +131 +0.2%
OIA
53
OneDigital Investment Advisors
Kansas
$2.57M -$240K -5,079 -8%
CCWM
54
Correct Capital Wealth Management
Missouri
$2.53M -$3.87K -82 -0.2%
TA
55
TFB Advisors
Kansas
$2.19M +$243K +5,137 +12%
ARG
56
Advisory Resource Group
Oklahoma
$2.12M +$150K +3,176 +7%
OBWG
57
Onyx Bridge Wealth Group
New York
$1.97M +$1.34M +28,290 +202%
CA
58
Continuum Advisory
Idaho
$1.95M +$2.03K +43 +0.1%
SA
59
Sovran Advisors
California
$1.9M +$180K +3,821 +10%
SA
60
Sonoma Allocations
California
$1.9M +$1.15M +24,262 +146%
PNC Financial Services Group
61
PNC Financial Services Group
Pennsylvania
$1.72M +$1.67M +35,288 +2,132%
LWL
62
Leo Wealth LLC
Texas
$1.72M +$3.87K +82 +0.2%
Thrivent Financial for Lutherans
63
Thrivent Financial for Lutherans
Minnesota
$1.7M +$988K +20,929 +133%
JWCA
64
J.W. Cole Advisors
Florida
$1.7M +$111K +2,356 +7%
RFA
65
ROI Financial Advisors
Oregon
$1.7M +$73.7K +1,561 +4%
SB
66
Strategic Blueprint
Georgia
$1.57M +$192K +4,060 +14%
CWM
67
Cranbrook Wealth Management
Michigan
$1.54M +$577K +12,220 +58%
HighTower Advisors
68
HighTower Advisors
Illinois
$1.5M +$422K +8,928 +38%
AC
69
Avestar Capital
New York
$1.48M -$10.6K -225 -0.7%
AF
70
Apollon Financial
South Carolina
$1.42M +$689K +14,589 +91%
UBS Group
71
UBS Group
Switzerland
$1.4M -$10.5M -222,985 -88%
NS
72
NBC Securities
Alabama
$1.35M +$1.32M +27,966 +2,466%
SFG
73
Seamount Financial Group
Colorado
$1.33M +$129K +2,734 +11%
Rockefeller Capital Management
74
Rockefeller Capital Management
New York
$1.26M -$181K -3,830 -12%
T
75
Tidemark
California
$1.14M -$89.7K -1,899 -7%