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iShares High Yield Systematic Bond ETF

219 hedge funds and large institutions have $1.21B invested in iShares High Yield Systematic Bond ETF in 2025 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 86 increasing their positions, 80 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 80

3% less capital invested

Capital invested by funds: $1.25B → $1.21B (-$41.6M)

2.64% less ownership

Funds ownership: 75.92%73.27% (-2.6%)

6% less funds holding

Funds holding: 233219 (-14)

9% less funds holding in top 10

Funds holding in top 10: 1110 (-1)

26% less first-time investments, than exits

New positions opened: 31 | Existing positions closed: 42

Holders
219
Holders Change
-14
Holders Change %
-6.01%
% of All Funds
2.66%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.12%
New
31
Increased
86
Reduced
80
Closed
42
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KWS
101
Keystone Wealth Services
California
$694K +$21.8K +461 +3%
KWM
102
Kingsview Wealth Management
Oregon
$677K +$10.7K +225 +2%
Cerity Partners
103
Cerity Partners
New York
$673K +$12.2K +257 +2%
OBWG
104
Onyx Bridge Wealth Group
New York
$663K +$97.4K +2,058 +17%
RWM
105
Riverchase Wealth Management
Texas
$652K +$37.8K +799 +6%
ETC
106
Exchange Traded Concepts
Oklahoma
$567K
WAP
107
Wealthcare Advisory Partners
Pennsylvania
$549K +$201K +4,246 +58%
BCG
108
Breakwater Capital Group
New Jersey
$534K -$994 -21 -0.2%
KFAS
109
Keating Financial Advisory Services
Kansas
$512K +$512K +10,807 New
NB
110
NBT Bank
New York
$505K +$45.7K +965 +10%
TPBG
111
Turning Point Benefit Group
Maryland
$494K +$93.2K +1,968 +23%
EH
112
Equitable Holdings
New York
$479K -$171K -3,606 -26%
WPW
113
Watershed Private Wealth
Illinois
$474K -$868K -18,324 -65%
5W
114
5T Wealth
California
$463K +$379 +8 +0.1%
CIA
115
Capital Investment Advisors
Georgia
$456K -$22K -465 -5%
US Bancorp
116
US Bancorp
Minnesota
$452K -$424K -8,953 -48%
JWM
117
JPL Wealth Management
Colorado
$420K +$31.5K +665 +8%
AWM
118
AE Wealth Management
Kansas
$400K +$80.4K +1,699 +25%
SWM
119
Spire Wealth Management
Virginia
$398K +$372K +7,850 +1,427%
IAA
120
Independent Advisor Alliance
North Carolina
$393K +$45.2K +954 +13%
FFA
121
Founders Financial Alliance
North Carolina
$389K +$389K +8,215 New
NA
122
NewEdge Advisors
Louisiana
$386K -$1.72M -36,366 -82%
DAS
123
Diversify Advisory Services
Utah
$383K +$381K +8,053 New
USCWA
124
U.S. Capital Wealth Advisors
Texas
$373K -$22.2K -468 -6%
AI
125
Atria Investments
North Carolina
$369K -$303K -6,393 -45%