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iShares High Yield Systematic Bond ETF
HYDB

Overview Fund Activity

216 hedge funds and large institutions have $1.11B invested in iShares High Yield Systematic Bond ETF in 2025 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 69 increasing their positions, 103 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
216
Holders Change
-25
Holders Change %
-10.37%
% of All Funds
2.9%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
29
Increased
69
Reduced
103
Closed
49
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWM
Apollon Wealth Management
South Carolina
$15M
2
SW
SoFi Wealth
California
$11M
3
IWS
Insight Wealth Strategies
California
$21.8M
4
BWP
BlueStem Wealth Partners
Minnesota
$10.9M
5
MPW
MA Private Wealth
California
$6.54M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$62.2M
2
MNA
Manning & Napier Advisors
New York
$52.8K
3
AssetMark Inc
AssetMark Inc
California
$10.6M
4
BlackRock
BlackRock
New York
$8.65M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$10.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWA
101
Arkadios Wealth Advisors
Georgia
$748K +$85.4K +1,799 +13%
Rockefeller Capital Management
102
Rockefeller Capital Management
New York
$715K +$715K +15,058 New
T
103
Tidemark
California
$711K -$70.9K -1,494 -9%
KWM
104
Kingsview Wealth Management
Oregon
$693K +$5.6K +118 +0.8%
EH
105
Equitable Holdings
New York
$682K -$360K -7,576 -35%
IWC
106
Integrated Wealth Concepts
Massachusetts
$677K -$952K -20,055 -58%
WIA
107
World Investment Advisors
California
$648K -$91.3K -1,923 -12%
LSA
108
Lansing Street Advisors
Pennsylvania
$648K +$84K +1,770 +15%
TF
109
Trek Financial
Arizona
$623K -$628K -13,220 -50%
RWM
110
Riverchase Wealth Management
Texas
$598K +$22.3K +469 +4%
SB
111
Strategic Blueprint
Georgia
$593K -$184K -3,867 -24%
ETC
112
Exchange Traded Concepts
Oklahoma
$569K +$332 +7 +0.1%
SWP
113
Summit Wealth Partners
Florida
$558K -$542K -11,424 -49%
SW
114
Simplicity Wealth
New Jersey
$529K +$44.1K +929 +9%
BCG
115
Breakwater Capital Group
New Jersey
$518K +$186K +3,909 +56%
TWM
116
TSA Wealth Management
Texas
$516K -$775K -16,320 -60%
MWM
117
Meridian Wealth Management
Kentucky
$512K +$136K +2,867 +36%
CC
118
Copperleaf Capital
North Carolina
$501K +$70.7K +1,490 +16%
AWM
119
Arista Wealth Management
Nevada
$495K +$495K +10,425 New
AF
120
Apollon Financial
South Carolina
$471K +$471K +9,918 New
CWM
121
Cranbrook Wealth Management
Michigan
$463K +$103K +2,161 +28%
OBWG
122
Onyx Bridge Wealth Group
New York
$457K +$457K +9,629 New
OPWM
123
Oxinas Partners Wealth Management
Indiana
$442K -$27.7K -584 -6%
USCWA
124
U.S. Capital Wealth Advisors
Texas
$441K -$801K -16,874 -65%
PS
125
Principal Securities
Iowa
$439K +$176K +3,708 +67%
3 4
5
6 7