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iShares High Yield Systematic Bond ETF
HYDB

Overview Fund Activity

146 hedge funds and large institutions have $397M invested in iShares High Yield Systematic Bond ETF in 2024 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 74 increasing their positions, 34 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
146
Holders Change
+9
Holders Change %
+6.57%
% of All Funds
2.12%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
23
Increased
74
Reduced
34
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
State of New Jersey Common Pension Fund D
1
State of New Jersey Common Pension Fund D
New Jersey
$47M
2
RSWM
2
Robertson Stephens Wealth Management
California
$11.5M
3
TPW
3
TL Private Wealth
Texas
$8.69M
4
SAM
4
Synergy Asset Management
Washington
$6.08M
5
SL
5
Systelligence LLC
Minnesota
$5.89M

Top Sellers

1
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$4.03M
2
Bank of America
2
Bank of America
North Carolina
$2.9M
3
Legacy Financial Group (Iowa)
3
Legacy Financial Group (Iowa)
Iowa
$0
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$633K
5
FRA
5
FFG Retirement Advisors
Colorado
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FIA
76
Foundations Investment Advisors
Arizona
$450K -$13K -279 -3%
Bank of New York Mellon
77
Bank of New York Mellon
New York
$431K +$13.2K +285 +3%
WPW
78
Watershed Private Wealth
Illinois
$427K +$22.2K +478 +5%
TVAMP
79
Tennessee Valley Asset Management Partners
Tennessee
$401K +$1.72K +37 +0.4%
US Bancorp
80
US Bancorp
Minnesota
$395K +$243K +5,237 +160%
PO
81
Private Ocean
California
$381K +$381K +8,203 New
IAN
82
Integrated Advisors Network
Texas
$372K +$5.81K +125 +2%
MGIA
83
Matthew Goff Investment Advisor
Texas
$341K – – –
GJIA
84
Glass Jacobson Investment Advisors
Maryland
$341K +$6.5K +140 +2%
MFS
85
Madrona Financial Services
Washington
$336K +$49.8K +1,072 +17%
Royal Bank of Canada
86
Royal Bank of Canada
Ontario, Canada
$336K -$39.5K -849 -11%
SFG
87
Seamount Financial Group
Colorado
$332K +$929 +20 +0.3%
ACM
88
Absolute Capital Management
Pennsylvania
$293K +$48.3K +1,039 +20%
AWA
89
Arkadios Wealth Advisors
Georgia
$291K +$291K +6,268 New
OWA
90
Outlook Wealth Advisors
Texas
$284K +$18.9K +14,582 +7%
PGFC
91
Peapack-Gladstone Financial Corp
New Jersey
$239K – – –
AWM
92
AE Wealth Management
Kansas
$239K -$77.9K -1,678 -25%
BRIA
93
Balanced Rock Investment Advisors
Massachusetts
$227K +$9.24K +199 +4%
PCM
94
Pennsylvania Capital Management
Pennsylvania
$222K +$222K +4,781 New
FFN
95
Focus Financial Network
Minnesota
$218K +$3.9K +83 +2%
AG
96
Ascent Group
Virginia
$215K +$13.6K +293 +7%
PCG
97
Prosperity Consulting Group
Maryland
$209K +$3.99K +86 +2%
RFA
98
ROI Financial Advisors
Oregon
$201K +$201K +4,320 New
Comerica Bank
99
Comerica Bank
Texas
$183K +$50.3K +1,084 +38%
IAIM
100
International Assets Investment Management
Florida
$167K +$167K +3,600 New
2 3
4
5 6