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iShares High Yield Systematic Bond ETF

213 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 27 funds opening new positions, 85 increasing their positions, 80 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less capital invested

Capital invested by funds: $ → $

less ownership

Funds ownership:

less funds holding

Funds holding:

9% less funds holding in top 10

Funds holding in top 10: 1110 (-1)

36% less first-time investments, than exits

New positions opened: 27 | Existing positions closed: 42

Holders
213
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
10
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
KWS
101
Keystone Wealth Services
California
$694K
KWM
102
Kingsview Wealth Management
Oregon
$677K
Cerity Partners
103
Cerity Partners
New York
$673K
OBWG
104
Onyx Bridge Wealth Group
New York
$663K
RWM
105
Riverchase Wealth Management
Texas
$652K
ETC
106
Exchange Traded Concepts
Oklahoma
$567K
WAP
107
Wealthcare Advisory Partners
Pennsylvania
$549K
BCG
108
Breakwater Capital Group
New Jersey
$534K
KFAS
109
Keating Financial Advisory Services
Kansas
$512K
NB
110
NBT Bank
New York
$505K
TPBG
111
Turning Point Benefit Group
Maryland
$494K
EH
112
Equitable Holdings
New York
$479K
WPW
113
Watershed Private Wealth
Illinois
$474K
5W
114
5T Wealth
California
$463K
CIA
115
Capital Investment Advisors
Georgia
$456K
US Bancorp
116
US Bancorp
Minnesota
$452K
JWM
117
JPL Wealth Management
Colorado
$420K
AWM
118
AE Wealth Management
Kansas
$400K
SWM
119
Spire Wealth Management
Virginia
$398K
IAA
120
Independent Advisor Alliance
North Carolina
$393K
FFA
121
Founders Financial Alliance
North Carolina
$389K
NA
122
NewEdge Advisors
Louisiana
$386K
DAS
123
Diversify Advisory Services
Utah
$383K
USCWA
124
U.S. Capital Wealth Advisors
Texas
$373K
AI
125
Atria Investments
North Carolina
$369K