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iShares High Yield Systematic Bond ETF

219 hedge funds and large institutions have $1.21B invested in iShares High Yield Systematic Bond ETF in 2025 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 86 increasing their positions, 80 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 80

3% less capital invested

Capital invested by funds: $1.25B → $1.21B (-$41.6M)

2.64% less ownership

Funds ownership: 75.92%73.27% (-2.6%)

6% less funds holding

Funds holding: 233219 (-14)

9% less funds holding in top 10

Funds holding in top 10: 1110 (-1)

26% less first-time investments, than exits

New positions opened: 31 | Existing positions closed: 42

Holders
219
Holders Change
-14
Holders Change %
-6.01%
% of All Funds
2.66%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.12%
New
31
Increased
86
Reduced
80
Closed
42
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
T
76
Tidemark
California
$1.25M +$111K +2,353 +10%
SFG
77
Seamount Financial Group
Colorado
$1.23M -$105K -2,208 -8%
Royal Bank of Canada
78
Royal Bank of Canada
Ontario, Canada
$1.12M -$327K -6,914 -23%
HighTower Advisors
79
HighTower Advisors
Illinois
$1.1M +$68.1K +1,439 +7%
AF
80
Allworth Financial
California
$1.09M -$6.72K -142 -0.6%
IWM
81
IHT Wealth Management
Illinois
$1.09M -$5.95M -125,562 -85%
Jane Street
82
Jane Street
New York
$1.04M -$4.08M -86,255 -80%
CWM
83
Cranbrook Wealth Management
Michigan
$990K +$116K +2,455 +13%
AWA
84
Arkadios Wealth Advisors
Georgia
$986K +$37.5K +791 +4%
DC
85
Dahring Cusmano
Michigan
$977K -$558K -11,790 -36%
UCFA
86
United Capital Financial Advisors
Texas
$936K -$1.43M -30,114 -60%
Janney Montgomery Scott
87
Janney Montgomery Scott
Pennsylvania
$891K -$774K -16,349 -46%
TFS
88
Thoroughbred Financial Services
Tennessee
$890K -$7.29K -154 -0.8%
TF
89
Trek Financial
Arizona
$856K +$8.14K +172 +1%
PS
90
Principal Securities
Iowa
$805K +$174K +3,668 +28%
AFG
91
Atomi Financial Group
New York
$802K -$9.61M -202,911 -92%
SA
92
Sonoma Allocations
California
$786K -$487K -10,289 -38%
AF
93
Apollon Financial
South Carolina
$759K +$63.5K +1,342 +9%
Northwestern Mutual Wealth Management
94
Northwestern Mutual Wealth Management
Wisconsin
$753K +$441K +9,322 +142%
EFG
95
Embree Financial Group
Illinois
$750K +$318K +6,706 +73%
Thrivent Financial for Lutherans
96
Thrivent Financial for Lutherans
Minnesota
$743K -$1.3M -27,484 -64%
RIA
97
Regal Investment Advisors
Michigan
$729K -$109K -2,312 -13%
FFA
98
Farther Finance Advisors
California
$717K +$459K +9,701 +178%
Cambridge Investment Research Advisors
99
Cambridge Investment Research Advisors
Iowa
$711K -$671K -14,165 -49%
HWAM
100
Hennion & Walsh Asset Management
New Jersey
$696K -$98.3K -2,075 -12%