HYDB icon

iShares High Yield Systematic Bond ETF

227 hedge funds and large institutions have $1.24B invested in iShares High Yield Systematic Bond ETF in 2025 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 113 increasing their positions, 55 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
227
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SW
101
SteelPeak Wealth
California
$795K
KFS
102
Kelly Financial Services
Massachusetts
$770K
AF
103
Apollon Financial
South Carolina
$703K
KWS
104
Keystone Wealth Services
California
$680K
AI
105
Atria Investments
North Carolina
$679K
KWM
106
Kingsview Wealth Management
Oregon
$673K
Cerity Partners
107
Cerity Partners
New York
$657K
EH
108
Equitable Holdings
New York
$656K
PS
109
Principal Securities
Iowa
$637K
RWM
110
Riverchase Wealth Management
Texas
$620K
SB
111
Strategic Blueprint
Georgia
$611K
MWM
112
Meridian Wealth Management
Kentucky
$600K
TWM
113
TSA Wealth Management
Texas
$585K
ETC
114
Exchange Traded Concepts
Oklahoma
$573K
NP
115
NorthRock Partners
Minnesota
$572K
OBWG
116
Onyx Bridge Wealth Group
New York
$571K
BCG
117
Breakwater Capital Group
New Jersey
$541K
CIA
118
Capital Investment Advisors
Georgia
$483K
IWC
119
Integrated Wealth Concepts
Massachusetts
$470K
5W
120
5T Wealth
California
$467K
NB
121
NBT Bank
New York
$464K
IWA
122
Icon Wealth Advisors
Texas
$462K
SWP
123
Summit Wealth Partners
Florida
$459K
SWP
124
ShoreHaven Wealth Partners
New Jersey
$452K
EFG
125
Embree Financial Group
Illinois
$437K