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iShares High Yield Systematic Bond ETF
HYDB

Overview Fund Activity

123 hedge funds and large institutions have $193M invested in iShares High Yield Systematic Bond ETF in 2023 Q4 according to their latest regulatory filings, with 72 funds opening new positions, 31 increasing their positions, 15 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
123
Holders Change
+66
Holders Change %
+115.79%
% of All Funds
1.8%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
72
Increased
31
Reduced
15
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$27.8M
2
Morgan Stanley
2
Morgan Stanley
New York
$16M
3
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$13.9M
4
CPG
4
Cornerstone Planning Group
New Jersey
$10.6M
5
BlackRock
5
BlackRock
New York
$6.88M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$3.98M
2
Citadel Advisors
2
Citadel Advisors
Florida
$0
3
HWAM
3
Hennion & Walsh Asset Management
New Jersey
$7.66M
4
Bank of America
4
Bank of America
North Carolina
$3.13M
5
MOS
5
MGO One Seven
Ohio
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Comerica Bank
101
Comerica Bank
Texas
$25.5K +$25.5K +552 New
SWM
102
Spire Wealth Management
Virginia
$23.3K +$23.3K +504 New
APC
103
Aspire Private Capital
North Carolina
$22.6K +$22.6K +489 New
SPIA
104
Steward Partners Investment Advisory
New York
$20.2K +$20.2K +438 New
GRP
105
Global Retirement Partners
California
$19.7K +$1.57K +34 +9%
OP
106
ORG Partners
Indiana
$19K +$19K +411 New
Wells Fargo
107
Wells Fargo
California
$17.5K +$6.88K +149 +65%
CAS
108
Coppell Advisory Solutions
Texas
$17K +$17K +367 New
MFT
109
Moisand Fitzgerald Tamayo
Florida
$14.1K – – –
PS
110
Principal Securities
Iowa
$14K +$14K +304 New
SWC
111
Spectrum Wealth Counsel
Indiana
$12.9K +$12.9K +279 New
FHA
112
First Horizon Advisors
Tennessee
$10.8K +$10.8K +233 New
FCA
113
FinTrust Capital Advisors
South Carolina
$9.7K +$9.7K +210 New
KFP
114
Keener Financial Planning
Texas
$8K +$8K +179 New
VWM
115
Venturi Wealth Management
Texas
$6.98K +$6.98K +151 New
AA
116
Ancora Advisors
Ohio
$6.56K +$6.56K +142 New
FRA
117
Front Row Advisors
California
$4.62K – – –
CIA
118
Cape Investment Advisory
Georgia
$4.44K +$4.44K +96 New
RCM
119
Raleigh Capital Management
North Carolina
$3.76K +$3.76K +81 New
EWA
120
EverSource Wealth Advisors
Alabama
$2.45K +$2.45K +53 New
Royal Bank of Canada
121
Royal Bank of Canada
Ontario, Canada
$2K +$2K +54 New
OLVIG
122
Oliver Lagore Vanvalin Investment Group
Michigan
$1.94K +$1.94K +42 New
ACA
123
Aptus Capital Advisors
Alabama
$1.57K +$1.57K +34 New
Citadel Advisors
124
Citadel Advisors
Florida
– -$1.95M -44,439 Closed
MOS
125
MGO One Seven
Ohio
– -$517K -11,774 Closed
2 3 4
5
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