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iShares High Yield Systematic Bond ETF

216 hedge funds and large institutions have $1.12B invested in iShares High Yield Systematic Bond ETF in 2025 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 70 increasing their positions, 103 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

less ownership

Funds ownership:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

32% less repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 103

44% less first-time investments, than exits

New positions opened: 28 | Existing positions closed: 50

Holders
216
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Sellers

1 -$66.7M
2 -$18.6M
3 -$18.1M
4
BlackRock
BlackRock
New York
-$14.7M
5
JP Morgan Chase
JP Morgan Chase
New York
-$14.2M
Name Holding Trade Value Shares
Change
Change in
Stake
RFA
101
ROI Financial Advisors
Oregon
$765K
AWA
102
Arkadios Wealth Advisors
Georgia
$748K
Rockefeller Capital Management
103
Rockefeller Capital Management
New York
$715K
T
104
Tidemark
California
$711K
KWM
105
Kingsview Wealth Management
Oregon
$693K
EH
106
Equitable Holdings
New York
$682K
IWC
107
Integrated Wealth Concepts
Massachusetts
$677K
WIA
108
World Investment Advisors
California
$648K
LSA
109
Lansing Street Advisors
Pennsylvania
$648K
TF
110
Trek Financial
Arizona
$623K
RWM
111
Riverchase Wealth Management
Texas
$598K
SB
112
Strategic Blueprint
Georgia
$593K
ETC
113
Exchange Traded Concepts
Oklahoma
$569K
SWP
114
Summit Wealth Partners
Florida
$558K
SW
115
Simplicity Wealth
New Jersey
$529K
BCG
116
Breakwater Capital Group
New Jersey
$518K
TWM
117
TSA Wealth Management
Texas
$516K
MWM
118
Meridian Wealth Management
Kentucky
$512K
CC
119
Copperleaf Capital
North Carolina
$501K
AWM
120
Arista Wealth Management
Nevada
$495K
AF
121
Apollon Financial
South Carolina
$471K
CWM
122
Cranbrook Wealth Management
Michigan
$463K
OBWG
123
Onyx Bridge Wealth Group
New York
$457K
OPWM
124
Oxinas Partners Wealth Management
Indiana
$442K
USCWA
125
U.S. Capital Wealth Advisors
Texas
$441K