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iShares High Yield Systematic Bond ETF
HYDB

Overview Fund Activity

143 hedge funds and large institutions have $494M invested in iShares High Yield Systematic Bond ETF in 2024 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 73 increasing their positions, 38 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
143
Holders Change
-3
Holders Change %
-2.05%
% of All Funds
2.07%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.07%
New
14
Increased
73
Reduced
38
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WANY
1
Wealthspire Advisors (New York)
New York
$50.7M
2
AssetMark Inc
2
AssetMark Inc
California
$28.4M
3
OPAM
3
Ocean Park Asset Management
California
$8.41M
4
KIM
4
Kestra Investment Management
Texas
$20.7M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$6.35M

Top Sellers

1
RSWM
1
Robertson Stephens Wealth Management
California
$0
2
HWAM
2
Hennion & Walsh Asset Management
New Jersey
$842K
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$2.63M
4
SAM
4
Synergy Asset Management
Washington
$0
5
CCWM
5
Correct Capital Wealth Management
Missouri
$6.79M
Name Holding Trade Value Shares
Change 		Shares
Change %
PCG
101
Prosperity Consulting Group
Maryland
$220K +$3.85K +80 +2%
Comerica Bank
102
Comerica Bank
Texas
$160K -$29.2K -607 -15%
AF
103
Allworth Financial
California
$157K – – –
MG
104
Mather Group
Illinois
$156K +$56.3K +1,172 +56%
ACA
105
Aptus Capital Advisors
Alabama
$146K +$2.88K +60 +2%
CWM
106
Cranbrook Wealth Management
Michigan
$97.1K +$97.1K +2,021 New
TCPW
107
Twin City Private Wealth
North Carolina
$90.6K +$4.57K +95 +5%
GRP
108
Global Retirement Partners
California
$89.4K +$30.3K +630 +51%
SS
109
Sunbelt Securities
Texas
$89.3K +$817 +17 +0.9%
SPIA
110
Steward Partners Investment Advisory
New York
$69.5K +$2.07K +43 +3%
AF
111
Advisornet Financial
Minnesota
$58.9K – – –
NSIM
112
North Star Investment Management
Illinois
$56.5K – – –
NS
113
NBC Securities
Alabama
$54K – – –
Fidelity Investments
114
Fidelity Investments
Massachusetts
$52.2K -$2.26K -47 -4%
SIS
115
Sound Income Strategies
Florida
$51.8K – – –
GWM
116
Geneos Wealth Management
Colorado
$45.8K -$60.5K -1,259 -57%
FHA
117
First Horizon Advisors
Tennessee
$43.5K +$18.8K +392 +76%
CFGS
118
Concourse Financial Group Securities
Alabama
$36.5K +$28.1K +585 +336%
CJ
119
Caitlin John
Michigan
$32.5K – – –
APC
120
Aspire Private Capital
North Carolina
$31.9K +$8.65K +180 +37%
ATC
121
Adirondack Trust Company
New York
$26.6K – – –
SWM
122
Spire Wealth Management
Virginia
$25.5K +$24K +500 +1,667%
SC
123
Swan Capital
Florida
$24.9K +$24.9K +519 New
EAM
124
Eukles Asset Management
Ohio
$22.9K – – –
WI
125
Wintrust Investments
Illinois
$22K +$22K +467 New
3 4
5
6 7