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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
AF
76
Allworth Financial
California
$1.11M +$31.3K +663 +3%
FFA
77
Farther Finance Advisors
California
$1.07M +$375K +7,932 +52%
Northwestern Mutual Wealth Management
78
Northwestern Mutual Wealth Management
Wisconsin
$1.07M +$332K +7,039 +44%
AWA
79
Arkadios Wealth Advisors
Georgia
$1.06M +$92.2K +1,953 +9%
PAS
80
Park Avenue Securities
New York
$1.04M -$724K -15,328 -41%
TF
81
Trek Financial
Arizona
$950K +$110K +2,331 +13%
WAP
82
Wealthcare Advisory Partners
Pennsylvania
$903K +$369K +7,816 +67%
TFS
83
Thoroughbred Financial Services
Tennessee
$875K +$519 +11 +0.1%
UCFA
84
United Capital Financial Advisors
Texas
$842K -$76.4K -1,618 -8%
Stifel Financial
85
Stifel Financial
Missouri
$837K +$647K +13,702 +320%
Bank of New York Mellon
86
Bank of New York Mellon
New York
$801K -$2.56M -54,258 -76%
DC
87
Dahring Cusmano
Michigan
$786K -$177K -3,743 -18%
Cambridge Investment Research Advisors
88
Cambridge Investment Research Advisors
Iowa
$779K +$82K +1,736 +12%
AIA
89
Armor Investment Advisors
North Carolina
$774K -$5.21M -110,394 -87%
Janney Montgomery Scott
90
Janney Montgomery Scott
Pennsylvania
$752K -$125K -2,654 -14%
RWM
91
Riverchase Wealth Management
Texas
$701K +$61.3K +1,299 +9%
KWS
92
Keystone Wealth Services
California
$690K +$8.4K +178 +1%
Cerity Partners
93
Cerity Partners
New York
$682K +$25.3K +535 +4%
SCM
94
SOL Capital Management
Maryland
$681K +$698K +14,791 New
SPG
95
Strategic Planning Group
Utah
$680K -$26.1M -552,357 -97%
KWM
96
Kingsview Wealth Management
Oregon
$668K +$3.4K +72 +0.5%
WPW
97
Watershed Private Wealth
Illinois
$652K +$189K +4,012 +40%
IWM
98
IHT Wealth Management
Illinois
$650K -$425K -9,002 -39%
EFG
99
Embree Financial Group
Illinois
$641K -$97.1K -2,057 -13%
FCAM
100
First Citizens Asset Management
North Carolina
$636K +$645K +13,661 New