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iShares High Yield Systematic Bond ETF
HYDB

Overview Fund Activity

146 hedge funds and large institutions have $397M invested in iShares High Yield Systematic Bond ETF in 2024 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 74 increasing their positions, 34 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
146
Holders Change
+9
Holders Change %
+6.57%
% of All Funds
2.12%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
23
Increased
74
Reduced
34
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
State of New Jersey Common Pension Fund D
1
State of New Jersey Common Pension Fund D
New Jersey
$47M
2
RSWM
2
Robertson Stephens Wealth Management
California
$11.5M
3
TPW
3
TL Private Wealth
Texas
$8.69M
4
SAM
4
Synergy Asset Management
Washington
$6.08M
5
SL
5
Systelligence LLC
Minnesota
$5.89M

Top Sellers

1
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$4.03M
2
Bank of America
2
Bank of America
North Carolina
$2.9M
3
Legacy Financial Group (Iowa)
3
Legacy Financial Group (Iowa)
Iowa
$0
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$633K
5
FRA
5
FFG Retirement Advisors
Colorado
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AF
101
Allworth Financial
California
$153K +$2.95K +63 +2%
UWS
102
Unique Wealth Strategies
Illinois
$153K +$153K +3,271 New
ACA
103
Aptus Capital Advisors
Alabama
$138K -$15.2K -327 -10%
GWM
104
Geneos Wealth Management
Colorado
$103K +$5.67K +122 +6%
IGWM
105
ICA Group Wealth Management
Colorado
$97.8K -$50.9K -1,097 -34%
MG
106
Mather Group
Illinois
$97.3K +$53.1K +1,137 +120%
SS
107
Sunbelt Securities
Texas
$85.6K +$790 +17 +0.9%
TCPW
108
Twin City Private Wealth
North Carolina
$83.1K +$83.1K +1,790 New
SPIA
109
Steward Partners Investment Advisory
New York
$65.2K -$17K -365 -21%
GRP
110
Global Retirement Partners
California
$57.1K +$28.8K +621 +102%
AF
111
Advisornet Financial
Minnesota
$56.9K -$3.95K -85 -6%
FAM
112
Family Asset Management
South Carolina
$54.7K +$54.7K +1,178 New
NSIM
113
North Star Investment Management
Illinois
$54.6K – – –
Fidelity Investments
114
Fidelity Investments
Massachusetts
$52.6K +$2.65K +57 +5%
NS
115
NBC Securities
Alabama
$52K – – –
SIS
116
Sound Income Strategies
Florida
$50K +$50K +1,077 New
KFS
117
Kelly Financial Services
Massachusetts
$46.2K +$836 +18 +2%
TSWM
118
Tyler-Stone Wealth Management
Ohio
$36.9K – – –
UBS Group
119
UBS Group
Switzerland
$36.3K -$45.6K -982 -56%
CJ
120
Caitlin John
Michigan
$31.8K – – –
PS
121
Principal Securities
Iowa
$30.8K +$21.6K +466 +237%
HI
122
Harbour Investments
Wisconsin
$27.8K +$511 +11 +2%
ATC
123
Adirondack Trust Company
New York
$25.7K – – –
LFG
124
Larson Financial Group
Missouri
$25.3K +$25.3K +544 New
FHA
125
First Horizon Advisors
Tennessee
$23.8K +$18.5K +398 +346%
3 4
5
6 7