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iShares High Yield Systematic Bond ETF
HYDB

Overview Fund Activity

216 hedge funds and large institutions have $1.11B invested in iShares High Yield Systematic Bond ETF in 2025 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 69 increasing their positions, 103 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
216
Holders Change
-25
Holders Change %
-10.37%
% of All Funds
2.9%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
29
Increased
69
Reduced
103
Closed
49
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWM
Apollon Wealth Management
South Carolina
$15M
2
SW
SoFi Wealth
California
$11M
3
IWS
Insight Wealth Strategies
California
$21.8M
4
BWP
BlueStem Wealth Partners
Minnesota
$10.9M
5
MPW
MA Private Wealth
California
$6.54M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$62.2M
2
MNA
Manning & Napier Advisors
New York
$52.8K
3
AssetMark Inc
AssetMark Inc
California
$10.6M
4
BlackRock
BlackRock
New York
$8.65M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$10.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
TA
76
TFB Advisors
Kansas
$1.15M +$187K +3,942 +19%
SA
77
Sovran Advisors
California
$1.15M +$476K +10,109 +71%
PAG
78
Private Advisor Group
New Jersey
$1.14M -$43.2K -910 -4%
WPW
79
Watershed Private Wealth
Illinois
$1.12M -$15.9K -335 -1%
TFS
80
Thoroughbred Financial Services
Tennessee
$1.12M +$3.75K +79 +0.3%
AWS
81
Atria Wealth Solutions
New York
$1.09M -$849K -17,887 -44%
MFG
82
Merit Financial Group
Georgia
$1.06M -$1.5M -31,683 -59%
AF
83
Allworth Financial
California
$1.06M -$16.4K -346 -2%
AI
84
Atria Investments
North Carolina
$1.04M -$901K -18,980 -47%
HighTower Advisors
85
HighTower Advisors
Illinois
$1.03M -$15.6K -329 -1%
HWAM
86
Hennion & Walsh Asset Management
New Jersey
$1.03M -$16.3K -344 -2%
AG
87
Ascent Group
Virginia
$1M -$1.65M -34,768 -62%
AIA
88
Armor Investment Advisors
North Carolina
$987K +$53.5K +1,127 +6%
Thrivent Financial for Lutherans
89
Thrivent Financial for Lutherans
Minnesota
$981K +$104K +2,190 +12%
Royal Bank of Canada
90
Royal Bank of Canada
Ontario, Canada
$949K -$158K -3,337 -14%
Truist Financial
91
Truist Financial
North Carolina
$884K -$1.24M -26,222 -58%
US Bancorp
92
US Bancorp
Minnesota
$875K -$997K -21,000 -53%
SW
93
SteelPeak Wealth
California
$873K -$867K -18,257 -50%
RIA
94
Regal Investment Advisors
Michigan
$827K -$434K -9,142 -34%
MWM
95
Modern Wealth Management
Kansas
$821K -$548K -11,548 -40%
WI
96
Westbourne Investments
Virginia
$813K – – –
JWA
97
JFS Wealth Advisors
Pennsylvania
$802K +$12K +253 +2%
Cerity Partners
98
Cerity Partners
New York
$766K +$766K +16,142 New
KFS
99
Kelly Financial Services
Massachusetts
$766K -$3.15M -66,250 -80%
RFA
100
ROI Financial Advisors
Oregon
$765K +$285K +6,004 +59%
2 3
4
5 6