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iShares High Yield Systematic Bond ETF

231 hedge funds and large institutions have $1.25B invested in iShares High Yield Systematic Bond ETF in 2025 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 117 increasing their positions, 55 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
231
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
RIA
101
Regal Investment Advisors
Michigan
$848K
AWM
102
Avior Wealth Management
Nebraska
$822K
HWAM
103
Hennion & Walsh Asset Management
New Jersey
$802K
SW
104
SteelPeak Wealth
California
$795K
KFS
105
Kelly Financial Services
Massachusetts
$770K
AF
106
Apollon Financial
South Carolina
$703K
KWS
107
Keystone Wealth Services
California
$680K
AI
108
Atria Investments
North Carolina
$679K
KWM
109
Kingsview Wealth Management
Oregon
$673K
Cerity Partners
110
Cerity Partners
New York
$657K
EH
111
Equitable Holdings
New York
$656K
PS
112
Principal Securities
Iowa
$637K
RWM
113
Riverchase Wealth Management
Texas
$620K
SB
114
Strategic Blueprint
Georgia
$611K
MWM
115
Meridian Wealth Management
Kentucky
$600K
TWM
116
TSA Wealth Management
Texas
$585K
ETC
117
Exchange Traded Concepts
Oklahoma
$573K
NP
118
NorthRock Partners
Minnesota
$572K
OBWG
119
Onyx Bridge Wealth Group
New York
$571K
BCG
120
Breakwater Capital Group
New Jersey
$541K
CIA
121
Capital Investment Advisors
Georgia
$483K
IWC
122
Integrated Wealth Concepts
Massachusetts
$470K
5W
123
5T Wealth
California
$467K
NB
124
NBT Bank
New York
$464K
IWA
125
Icon Wealth Advisors
Texas
$462K