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iShares High Yield Systematic Bond ETF

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

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: $ → $

33% less repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 103

41% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 49

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
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$14.2M
Name Holding Trade Value Shares
Change
Change in
Stake
AWA
101
Arkadios Wealth Advisors
Georgia
$748K
Rockefeller Capital Management
102
Rockefeller Capital Management
New York
$715K
T
103
Tidemark
California
$711K
KWM
104
Kingsview Wealth Management
Oregon
$693K
EH
105
Equitable Holdings
New York
$682K
IWC
106
Integrated Wealth Concepts
Massachusetts
$677K
WIA
107
World Investment Advisors
California
$648K
LSA
108
Lansing Street Advisors
Pennsylvania
$648K
TF
109
Trek Financial
Arizona
$623K
RWM
110
Riverchase Wealth Management
Texas
$598K
SB
111
Strategic Blueprint
Georgia
$593K
ETC
112
Exchange Traded Concepts
Oklahoma
$569K
SWP
113
Summit Wealth Partners
Florida
$558K
SW
114
Simplicity Wealth
New Jersey
$529K
BCG
115
Breakwater Capital Group
New Jersey
$518K
TWM
116
TSA Wealth Management
Texas
$516K
MWM
117
Meridian Wealth Management
Kentucky
$512K
CC
118
Copperleaf Capital
North Carolina
$501K
AWM
119
Arista Wealth Management
Nevada
$495K
AF
120
Apollon Financial
South Carolina
$471K
CWM
121
Cranbrook Wealth Management
Michigan
$463K
OBWG
122
Onyx Bridge Wealth Group
New York
$457K
OPWM
123
Oxinas Partners Wealth Management
Indiana
$442K
USCWA
124
U.S. Capital Wealth Advisors
Texas
$441K
PS
125
Principal Securities
Iowa
$439K