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iShares High Yield Systematic Bond ETF

239 hedge funds and large institutions have $948M invested in iShares High Yield Systematic Bond ETF in 2024 Q4 according to their latest regulatory filings, with 102 funds opening new positions, 100 increasing their positions, 25 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,600% more first-time investments, than exits

New positions opened: 102 | Existing positions closed: 6

300% more repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 25

92% more capital invested

Capital invested by funds: $494M → $948M (+$454M)

66% more funds holding

Funds holding: 144239 (+95)

40% more funds holding in top 10

Funds holding in top 10: 57 (+2)

13.3% more ownership

Funds ownership: 66.85%80.15% (+13%)

Holders
239
Holders Change
+95
Holders Change %
+65.97%
% of All Funds
3.15%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.09%
New
102
Increased
100
Reduced
25
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SAI
76
Savvy Advisors Inc
New York
$1.28M +$513K +10,794 +66%
MWM
77
Modern Wealth Management
Kansas
$1.28M +$1.29M +27,227 New
SW
78
SteelPeak Wealth
California
$1.21M +$1.23M +25,829 New
EH
79
Equitable Holdings
New York
$1.21M -$4.05M -85,197 -77%
TWM
80
TSA Wealth Management
Texas
$1.16M +$1.17M +24,718 New
JWCA
81
J.W. Cole Advisors
Florida
$1.13M +$49.4K +1,041 +5%
TFS
82
Thoroughbred Financial Services
Tennessee
$1.1M -$218K -4,584 -16%
RC
83
Rovin Capital
Arizona
$1.09M +$44.7K +941 +4%
LSWP
84
Liberty Square Wealth Partners
Pennsylvania
$1.09M +$1.09M +22,968 New
USCWA
85
U.S. Capital Wealth Advisors
Texas
$1.07M +$1.08M +22,791 New
MCA
86
Midwest Capital Advisors
Michigan
$1.07M +$1.08M +22,713 New
WPW
87
Watershed Private Wealth
Illinois
$1.04M +$586K +12,344 +126%
LWL
88
Leo Wealth LLC
Texas
$1.01M +$1.02M +21,539 New
HWAM
89
Hennion & Walsh Asset Management
New Jersey
$1.01M +$187K +3,932 +22%
HighTower Advisors
90
HighTower Advisors
Illinois
$1.01M +$214K +4,504 +27%
SA
91
Scarborough Advisors
Maryland
$974K +$984K +20,727 New
HGWM
92
Horst & Graben Wealth Management
Oregon
$911K +$921K +19,389 New
CIAS
93
CFS Investment Advisory Services
New Jersey
$910K +$654K +13,778 +247%
AIA
94
Armor Investment Advisors
North Carolina
$899K +$1.28K +27 +0.1%
AG
95
Ascent Group
Virginia
$896K +$683K +14,389 +308%
Thrivent Financial for Lutherans
96
Thrivent Financial for Lutherans
Minnesota
$883K -$148K -3,110 -14%
Royal Bank of Canada
97
Royal Bank of Canada
Ontario, Canada
$858K +$348K +7,332 +67%
SFG
98
Seamount Financial Group
Colorado
$819K +$501K +10,552 +154%
RIA
99
Regal Investment Advisors
Michigan
$818K +$377K +7,942 +84%
PAG
100
Private Advisor Group
New Jersey
$815K -$564K -11,880 -41%

HYDB Hedge Fund Activity: Q4 2024 in Review

239 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares High Yield Systematic Bond ETF (HYDB) for Q4 2024, worth a combined $948M — up 92% from $494M a quarter earlier.

Buyers outnumbered sellers: 102 funds opened new HYDB positions and 6 closed out — a net gain of 96 holders — while 100 added to existing stakes and 25 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $100M. The largest seller was Equitable Holdings, cutting an estimated $4.05M.

  • 239 institutional investors held iShares High Yield Systematic Bond ETF (HYDB) as of Q4 2024, up from 144 in Q3 2024.
  • Funds reported $948M of iShares High Yield Systematic Bond ETF stock for Q4 2024, up 92% quarter-over-quarter.
  • 102 funds opened new iShares High Yield Systematic Bond ETF positions in Q4 2024 and 6 closed out, a net change of +96 holders.
  • The largest iShares High Yield Systematic Bond ETF buyer in Q4 2024 was Envestnet Asset Management, an estimated $100M added.
  • The largest iShares High Yield Systematic Bond ETF seller in Q4 2024 was Equitable Holdings, an estimated $4.05M sold.

Based on aggregated 13F filings for Q4 2024.