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iShares High Yield Systematic Bond ETF
HYDB

239 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, 100 increasing their positions, 25 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,600% more first-time investments, than exits

New positions opened: 102 | Existing positions closed: 6

300% more repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 25

92% more capital invested

Capital invested by funds: $494M → $948M (+$454M)

66% more funds holding

Funds holding: 144 → 239 (+95)

40% more funds holding in top 10

Funds holding in top 10: 5 → 7 (+2)

13.3% more ownership

Funds ownership: 66.85% → 80.15% (+13%)

Holders
239
Holders Change
+95
Holders Change %
+65.97%
% of All Funds
3.15%
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
100
Reduced
25
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$100M
2
LPL Financial
LPL Financial
California
+$44.8M
3
IWM
IHT Wealth Management
Illinois
+$24.6M
4
BlackRock
BlackRock
New York
+$21.8M
5
MNA
Manning & Napier Advisors
New York
+$19.9M

Top Sellers

Rank Fund Capital Flow
1
EH
Equitable Holdings
New York
-$4.05M
2
Mariner
Mariner
Kansas
-$1M
3
CA
Claro Advisors
Massachusetts
-$848K
4
ARG
Advisory Resource Group
Oklahoma
-$811K
5
PAG
Private Advisor Group
New Jersey
-$564K
Name Holding Trade Value Shares
Change 		Change in
Stake
SHJ
101
Sharkey, Howes & Javer
Colorado
$758K +$766K +16,131 New
WI
102
Westbourne Investments
Virginia
$756K +$801K +16,878 New
SB
103
Strategic Blueprint
Georgia
$711K +$191K +4,032 +36%
TF
104
Trek Financial
Arizona
$698K +$705K +14,852 New
BTI
105
Blue Trust Inc
Georgia
$690K +$697K +14,683 New
IA
106
IFP Advisors
Florida
$687K +$689K +14,516 +15,280%
HFA
107
High Falls Advisors
New York
$666K +$673K +14,176 New
CW
108
Cook Wealth
North Carolina
$666K +$52.8K +1,112 +9%
TA
109
TFB Advisors
Kansas
$640K +$315K +6,627 +95%
KWM
110
Kingsview Wealth Management
Oregon
$623K -$33.1K -698 -5%
ETC
111
Exchange Traded Concepts
Oklahoma
$601K +$607K +12,784 New
IWA
112
Icon Wealth Advisors
Texas
$585K +$591K +12,450 New
FA
113
Fedenia Advisers
Wisconsin
$572K +$578K +12,171 New
BFP
114
Beacon Financial Planning
Massachusetts
$572K +$578K +12,170 New
5W
115
5T Wealth
California
$571K +$577K +12,145 New
SWP
116
ShoreHaven Wealth Partners
New Jersey
$563K +$568K +11,968 New
Citadel Advisors
117
Citadel Advisors
Florida
$547K +$552K +11,626 New
QPWM
118
Quadrant Private Wealth Management
Pennsylvania
$528K +$534K +11,237 New
OPWM
119
Oxinas Partners Wealth Management
Indiana
$518K -$420K -8,841 -45%
SWM
120
SigFig Wealth Management
California
$517K +$523K +11,015 New
CF
121
Collier Financial
Colorado
$510K +$515K +10,843 New
ACM
122
Absolute Capital Management
Pennsylvania
$503K +$232K +4,888 +84%
TVM
123
True Vision MN
Minnesota
$474K +$479K +10,090 New
PIS
124
POM Investment Strategies
North Carolina
$473K – – –
BBA
125
Braun-Bostich & Associates
Pennsylvania
$471K +$476K +10,023 New
3 4
5
6 7

HYDB Hedge Fund Activity: Q4 2024 in Review

239 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares High Yield Systematic Bond ETF (HYDB) for Q4 2024, worth a combined $948M — up 92% from $494M a quarter earlier.

Buyers outnumbered sellers: 102 funds opened new HYDB positions and 6 closed out — a net gain of 96 holders — while 100 added to existing stakes and 25 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $100M. The largest seller was Equitable Holdings, cutting an estimated $4.05M.

  • 239 institutional investors held iShares High Yield Systematic Bond ETF (HYDB) as of Q4 2024, up from 144 in Q3 2024.
  • Funds reported $948M of iShares High Yield Systematic Bond ETF stock for Q4 2024, up 92% quarter-over-quarter.
  • 102 funds opened new iShares High Yield Systematic Bond ETF positions in Q4 2024 and 6 closed out, a net change of +96 holders.
  • The largest iShares High Yield Systematic Bond ETF buyer in Q4 2024 was Envestnet Asset Management, an estimated $100M added.
  • The largest iShares High Yield Systematic Bond ETF seller in Q4 2024 was Equitable Holdings, an estimated $4.05M sold.

Based on aggregated 13F filings for Q4 2024.