HYDB icon

iShares High Yield Systematic Bond ETF
HYDB

Overview Fund Activity

123 hedge funds and large institutions have $193M invested in iShares High Yield Systematic Bond ETF in 2023 Q4 according to their latest regulatory filings, with 72 funds opening new positions, 31 increasing their positions, 15 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
123
Holders Change
+66
Holders Change %
+115.79%
% of All Funds
1.8%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
72
Increased
31
Reduced
15
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$27.8M
2
Morgan Stanley
2
Morgan Stanley
New York
$16M
3
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$13.9M
4
CPG
4
Cornerstone Planning Group
New Jersey
$10.6M
5
BlackRock
5
BlackRock
New York
$6.88M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$3.98M
2
Citadel Advisors
2
Citadel Advisors
Florida
$0
3
HWAM
3
Hennion & Walsh Asset Management
New Jersey
$7.66M
4
Bank of America
4
Bank of America
North Carolina
$3.13M
5
MOS
5
MGO One Seven
Ohio
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AG
76
Ascent Group
Virginia
$224K +$5.74K +124 +3%
ACM
77
Absolute Capital Management
Pennsylvania
$222K +$222K +4,805 New
HGWM
78
Horst & Graben Wealth Management
Oregon
$213K +$213K +4,605 New
NA
79
NewEdge Advisors
Louisiana
$205K +$205K +4,434 New
PPC
80
Park Place Capital
Alabama
$169K +$169K +3,668 New
AF
81
Allworth Financial
California
$149K -$27.1K -586 -15%
WP
82
WealthShield Partners
North Carolina
$141K +$141K +3,045 New
CFGS
83
Concourse Financial Group Securities
Alabama
$118K +$118K +2,551 New
IWA
84
Icon Wealth Advisors
Texas
$116K +$116K +2,509 New
IGWM
85
ICA Group Wealth Management
Colorado
$108K +$108K +2,335 New
BHWM
86
Bay Harbor Wealth Management
Maryland
$103K +$103K +2,224 New
ODG
87
O'Dell Group
Ohio
$74.1K +$74.1K +1,604 New
FFA
88
Farther Finance Advisors
California
$65.2K +$65.2K +1,412 New
HI
89
Harbour Investments
Wisconsin
$63.4K +$37.3K +807 +143%
CFD
90
Creative Financial Designs
Indiana
$61.3K +$61.3K +1,326 New
AF
91
Advisornet Financial
Minnesota
$58.1K +$58.1K +1,257 New
NSIM
92
North Star Investment Management
Illinois
$54.3K – – –
NS
93
NBC Securities
Alabama
$52K -$2.57K -56 -5%
Fidelity Investments
94
Fidelity Investments
Massachusetts
$49.6K +$26.5K +573 +114%
SS
95
Sunbelt Securities
Texas
$47.7K +$1.06K +23 +2%
TSWM
96
Tyler-Stone Wealth Management
Ohio
$36.7K – – –
BWM
97
BKM Wealth Management
Wisconsin
$32.5K +$32.5K +704 New
CJ
98
Caitlin John
Michigan
$31.6K +$31.6K +684 New
ASN
99
Advisory Services Network
Georgia
$27.3K +$27.3K +591 New
ATC
100
Adirondack Trust Company
New York
$25.6K – – –
2 3
4
5 6