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iShares High Yield Systematic Bond ETF
HYDB

Overview Fund Activity

143 hedge funds and large institutions have $494M invested in iShares High Yield Systematic Bond ETF in 2024 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 73 increasing their positions, 38 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
143
Holders Change
-3
Holders Change %
-2.05%
% of All Funds
2.07%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.07%
New
14
Increased
73
Reduced
38
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WANY
1
Wealthspire Advisors (New York)
New York
$50.7M
2
AssetMark Inc
2
AssetMark Inc
California
$28.4M
3
OPAM
3
Ocean Park Asset Management
California
$8.41M
4
KIM
4
Kestra Investment Management
Texas
$20.7M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$6.35M

Top Sellers

1
RSWM
1
Robertson Stephens Wealth Management
California
$0
2
HWAM
2
Hennion & Walsh Asset Management
New Jersey
$842K
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$2.63M
4
SAM
4
Synergy Asset Management
Washington
$0
5
CCWM
5
Correct Capital Wealth Management
Missouri
$6.79M
Name Holding Trade Value Shares
Change 		Shares
Change %
US Bancorp
76
US Bancorp
Minnesota
$458K +$49.2K +1,023 +12%
RIA
77
Regal Investment Advisors
Michigan
$454K -$15.3K -318 -3%
TGAM
78
TBH Global Asset Management
Tennessee
$445K -$72.8K -1,515 -14%
TVAMP
79
Tennessee Valley Asset Management Partners
Tennessee
$440K +$24.5K +509 +6%
AWA
80
Arkadios Wealth Advisors
Georgia
$430K +$129K +2,686 +43%
PCIA
81
Prime Capital Investment Advisors
Kansas
$403K -$63.8K -1,328 -14%
CPCP
82
Cedar Point Capital Partners
Iowa
$395K -$134K -2,791 -25%
IAN
83
Integrated Advisors Network
Texas
$392K +$6.87K +143 +2%
GJIA
84
Glass Jacobson Investment Advisors
Maryland
$368K +$15.2K +316 +4%
MGIA
85
Matthew Goff Investment Advisor
Texas
$353K – – –
MFS
86
Madrona Financial Services
Washington
$348K – – –
TA
87
TFB Advisors
Kansas
$335K +$335K +6,979 New
SA
88
SFI Advisors
New Jersey
$335K +$335K +6,965 New
SFG
89
Seamount Financial Group
Colorado
$330K -$13.9K -289 -4%
RFA
90
ROI Financial Advisors
Oregon
$324K +$116K +2,416 +56%
CIA
91
Capital Investment Advisors
Georgia
$302K -$184K -3,830 -38%
PGFC
92
Peapack-Gladstone Financial Corp
New Jersey
$296K +$48.1K +1,000 +19%
MWM
93
Meridian Wealth Management
Kentucky
$290K +$290K +6,029 New
ACM
94
Absolute Capital Management
Pennsylvania
$279K -$24K -499 -8%
AWM
95
AE Wealth Management
Kansas
$271K +$24.2K +504 +10%
CIAS
96
CFS Investment Advisory Services
New Jersey
$268K +$268K +5,583 New
BRIA
97
Balanced Rock Investment Advisors
Massachusetts
$256K +$21.1K +439 +9%
OCG
98
Opus Capital Group
Ohio
$238K +$238K +4,946 New
PCM
99
Pennsylvania Capital Management
Pennsylvania
$233K +$3.65K +76 +2%
AG
100
Ascent Group
Virginia
$225K +$2.5K +52 +1%
2 3
4
5 6