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iShares High Yield Systematic Bond ETF
HYDB

Overview Fund Activity

238 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, 99 increasing their positions, 25 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
238
Holders Change
+95
Holders Change %
+66.43%
% of All Funds
3.17%
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
99
Reduced
25
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$126M
2
LPL Financial
2
LPL Financial
California
$66.5M
3
IWM
3
IHT Wealth Management
Illinois
$24.4M
4
BlackRock
4
BlackRock
New York
$21.6M
5
MNA
5
Manning & Napier Advisors
New York
$19.7M

Top Sellers

1
EH
1
Equitable Holdings
New York
$1.21M
2
Mariner
2
Mariner
Kansas
$2.02M
3
CA
3
Claro Advisors
Massachusetts
$326K
4
ARG
4
Advisory Resource Group
Oklahoma
$7.19M
5
PAG
5
Private Advisor Group
New Jersey
$815K
Name Holding Trade Value Shares
Change 		Shares
Change %
SAI
76
Savvy Advisors Inc
New York
$1.28M +$507K +10,794 +66%
MWM
77
Modern Wealth Management
Kansas
$1.28M +$1.28M +27,227 New
SW
78
SteelPeak Wealth
California
$1.21M +$1.21M +25,829 New
EH
79
Equitable Holdings
New York
$1.21M -$4.01M -85,197 -77%
TWM
80
TSA Wealth Management
Texas
$1.16M +$1.16M +24,718 New
JWCA
81
J.W. Cole Advisors
Florida
$1.13M +$48.9K +1,041 +5%
TFS
82
Thoroughbred Financial Services
Tennessee
$1.1M -$215K -4,584 -16%
RC
83
Rovin Capital
Arizona
$1.1M +$44.2K +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 +$1.07M +22,791 New
MCA
86
Midwest Capital Advisors
Michigan
$1.07M +$1.07M +22,713 New
WPW
87
Watershed Private Wealth
Illinois
$1.04M +$580K +12,344 +126%
LWL
88
Leo Wealth LLC
Texas
$1.01M +$1.01M +21,539 New
HWAM
89
Hennion & Walsh Asset Management
New Jersey
$1.01M +$185K +3,932 +22%
HighTower Advisors
90
HighTower Advisors
Illinois
$1.01M +$212K +4,504 +27%
SA
91
Scarborough Advisors
Maryland
$974K +$974K +20,727 New
HGWM
92
Horst & Graben Wealth Management
Oregon
$911K +$911K +19,389 New
CIAS
93
CFS Investment Advisory Services
New Jersey
$910K +$648K +13,778 +247%
AIA
94
Armor Investment Advisors
North Carolina
$899K +$1.27K +27 +0.1%
AG
95
Ascent Group
Virginia
$896K +$676K +14,389 +308%
Thrivent Financial for Lutherans
96
Thrivent Financial for Lutherans
Minnesota
$883K -$149K -3,110 -14%
Royal Bank of Canada
97
Royal Bank of Canada
Ontario, Canada
$858K +$345K +7,332 +67%
SFG
98
Seamount Financial Group
Colorado
$819K +$496K +10,552 +154%
RIA
99
Regal Investment Advisors
Michigan
$818K +$373K +7,942 +84%
PAG
100
Private Advisor Group
New Jersey
$815K -$559K -11,880 -41%
2 3
4
5 6