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iShares High Yield Systematic Bond ETF
HYDB

Overview Fund Activity

238 hedge funds and large institutions have $948M invested in iShares High Yield Systematic Bond ETF in 2024 Q4 according to their latest regulatory filings, with 102 funds opening new positions, 99 increasing their positions, 25 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
238
Holders Change
+95
Holders Change %
+66.43%
% of All Funds
3.17%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.09%
New
102
Increased
99
Reduced
25
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$126M
2
LPL Financial
2
LPL Financial
California
$66.5M
3
IWM
3
IHT Wealth Management
Illinois
$24.4M
4
BlackRock
4
BlackRock
New York
$21.6M
5
MNA
5
Manning & Napier Advisors
New York
$19.7M

Top Sellers

1
EH
1
Equitable Holdings
New York
$1.21M
2
Mariner
2
Mariner
Kansas
$2.02M
3
CA
3
Claro Advisors
Massachusetts
$326K
4
ARG
4
Advisory Resource Group
Oklahoma
$7.19M
5
PAG
5
Private Advisor Group
New Jersey
$815K
Name Holding Trade Value Shares
Change 		Shares
Change %
SHJ
101
Sharkey, Howes & Javer
Colorado
$758K +$758K +16,131 New
WI
102
Westbourne Investments
Virginia
$756K +$756K +16,878 New
SB
103
Strategic Blueprint
Georgia
$711K +$190K +4,032 +36%
TF
104
Trek Financial
Arizona
$698K +$698K +14,852 New
BTI
105
Blue Trust Inc
Georgia
$690K +$690K +14,683 New
IA
106
IFP Advisors
Florida
$687K +$682K +14,516 +15,280%
HFA
107
High Falls Advisors
New York
$666K +$666K +14,176 New
CW
108
Cook Wealth
North Carolina
$666K +$52.9K +1,112 +9%
TA
109
TFB Advisors
Kansas
$640K +$312K +6,627 +95%
KWM
110
Kingsview Wealth Management
Oregon
$623K -$32.8K -698 -5%
ETC
111
Exchange Traded Concepts
Oklahoma
$601K +$601K +12,784 New
IWA
112
Icon Wealth Advisors
Texas
$585K +$585K +12,450 New
FA
113
Fedenia Advisers
Wisconsin
$572K +$572K +12,171 New
BFP
114
Beacon Financial Planning
Massachusetts
$572K +$572K +12,170 New
5W
115
5T Wealth
California
$571K +$571K +12,145 New
SWP
116
ShoreHaven Wealth Partners
New Jersey
$563K +$563K +11,968 New
Citadel Advisors
117
Citadel Advisors
Florida
$547K +$547K +11,626 New
QPWM
118
Quadrant Private Wealth Management
Pennsylvania
$528K +$528K +11,237 New
OPWM
119
Oxinas Partners Wealth Management
Indiana
$518K -$416K -8,841 -45%
SWM
120
SigFig Wealth Management
California
$517K +$517K +11,015 New
CF
121
Collier Financial
Colorado
$510K +$510K +10,843 New
ACM
122
Absolute Capital Management
Pennsylvania
$503K +$230K +4,888 +84%
TVM
123
True Vision MN
Minnesota
$474K +$474K +10,090 New
PIS
124
POM Investment Strategies
North Carolina
$473K – – –
BBA
125
Braun-Bostich & Associates
Pennsylvania
$471K +$471K +10,023 New
3 4
5
6 7