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iShares High Yield Systematic Bond ETF

216 hedge funds and large institutions have $1.08B invested in iShares High Yield Systematic Bond ETF in 2026 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 84 increasing their positions, 77 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 26

10% more funds holding in top 10

Funds holding in top 10: 1011 (+1)

9% more repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 77

1% less funds holding

Funds holding: 219216 (-3)

4.99% less ownership

Funds ownership: 73.27%68.29% (-5%)

11% less capital invested

Capital invested by funds: $1.21B → $1.08B (-$136M)

Holders
216
Holders Change
-3
Holders Change %
-1.37%
% of All Funds
2.66%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.14%
New
30
Increased
84
Reduced
77
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
101
AE Wealth Management
Kansas
$616K +$227K +4,806 +57%
PS
102
Principal Securities
Iowa
$615K -$178K -3,778 -22%
Susquehanna International Group
103
Susquehanna International Group
Pennsylvania
$611K +$620K +13,129 New
JWM
104
JPL Wealth Management
Colorado
$590K +$180K +3,817 +43%
SWM
105
Spire Wealth Management
Virginia
$576K +$188K +3,973 +47%
Citadel Advisors
106
Citadel Advisors
Florida
$575K +$583K +12,356 New
IAA
107
Independent Advisor Alliance
North Carolina
$574K +$190K +4,030 +49%
NB
108
NBT Bank
New York
$562K +$67.1K +1,420 +13%
KIM
109
Kestra Investment Management
Texas
$548K -$24.8M -525,748 -98%
US Bancorp
110
US Bancorp
Minnesota
$531K +$88.7K +1,878 +20%
ETC
111
Exchange Traded Concepts
Oklahoma
$531K -$26.3K -556 -5%
DWM
112
Dynasty Wealth Management
Florida
$487K +$495K +10,476 New
BCG
113
Breakwater Capital Group
New Jersey
$480K -$45.7K -968 -9%
RIA
114
Regal Investment Advisors
Michigan
$472K -$249K -5,266 -34%
KFAS
115
Keating Financial Advisory Services
Kansas
$470K -$32.9K -697 -6%
AFG
116
Atomi Financial Group
New York
$461K -$332K -7,027 -41%
SFC
117
Strategic Financial Concepts
Texas
$451K -$1.16M -24,604 -72%
MFG
118
Merit Financial Group
Georgia
$436K +$81.4K +1,724 +23%
IA
119
Integrity Alliance
Iowa
$427K +$433K +9,180 New
HWAM
120
Hennion & Walsh Asset Management
New Jersey
$423K -$265K -5,602 -38%
CIA
121
Capital Investment Advisors
Georgia
$407K -$41.6K -882 -9%
Royal Bank of Canada
122
Royal Bank of Canada
Ontario, Canada
$372K -$743K -15,731 -66%
AG
123
AmeriFlex Group
Nevada
$367K +$151K +3,197 +68%
DWM
124
Diversify Wealth Management
Utah
$367K +$369K +7,815 New
SWP
125
Sagespring Wealth Partners
Tennessee
$364K +$370K +7,832 New