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iShares High Yield Systematic Bond ETF

233 hedge funds and large institutions have $1.25B invested in iShares High Yield Systematic Bond ETF in 2025 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 118 increasing their positions, 56 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

147% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 15

111% more repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 56

22% more funds holding in top 10

Funds holding in top 10: 911 (+2)

12% more capital invested

Capital invested by funds: $1.12B → $1.25B (+$132M)

7% more funds holding

Funds holding: 217233 (+16)

0.01% less ownership

Funds ownership: 75.93%75.92% (-0.01%)

Holders
233
Holders Change
+16
Holders Change %
+7.37%
% of All Funds
3.06%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.14%
New
37
Increased
118
Reduced
56
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RIA
101
Regal Investment Advisors
Michigan
$848K +$13.7K +288 +2%
AWM
102
Avior Wealth Management
Nebraska
$822K +$816K +17,189 New
HWAM
103
Hennion & Walsh Asset Management
New Jersey
$802K -$230K -4,846 -22%
SW
104
SteelPeak Wealth
California
$795K -$84.9K -1,788 -10%
KFS
105
Kelly Financial Services
Massachusetts
$770K -$1.66K -35 -0.2%
AF
106
Apollon Financial
South Carolina
$703K +$226K +4,772 +48%
KWS
107
Keystone Wealth Services
California
$680K +$674K +14,204 New
AI
108
Atria Investments
North Carolina
$679K -$363K -7,644 -35%
KWM
109
Kingsview Wealth Management
Oregon
$673K -$25.2K -530 -4%
Cerity Partners
110
Cerity Partners
New York
$657K -$108K -2,265 -14%
EH
111
Equitable Holdings
New York
$656K -$31.3K -659 -5%
PS
112
Principal Securities
Iowa
$637K +$193K +4,070 +44%
RWM
113
Riverchase Wealth Management
Texas
$620K +$17.6K +371 +3%
SB
114
Strategic Blueprint
Georgia
$611K +$13.2K +279 +2%
MWM
115
Meridian Wealth Management
Kentucky
$600K +$83K +1,748 +16%
TWM
116
TSA Wealth Management
Texas
$585K +$64.3K +1,354 +12%
ETC
117
Exchange Traded Concepts
Oklahoma
$573K
NP
118
NorthRock Partners
Minnesota
$572K +$568K +11,958 New
OBWG
119
Onyx Bridge Wealth Group
New York
$571K +$109K +2,306 +24%
BCG
120
Breakwater Capital Group
New Jersey
$541K +$18.1K +382 +3%
CIA
121
Capital Investment Advisors
Georgia
$483K +$75.6K +1,593 +19%
IWC
122
Integrated Wealth Concepts
Massachusetts
$470K -$210K -4,426 -31%
5W
123
5T Wealth
California
$467K +$26.1K +549 +6%
NB
124
NBT Bank
New York
$464K +$30.9K +650 +7%
IWA
125
Icon Wealth Advisors
Texas
$462K +$225K +4,750 +97%