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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
TGAM
126
TBH Global Asset Management
Tennessee
$356K
TVAMP
127
Tennessee Valley Asset Management Partners
Tennessee
$344K -$3.41M -72,225 -91%
BRIA
128
Balanced Rock Investment Advisors
Massachusetts
$339K +$8.74K +185 +3%
JSW
129
Journey Strategic Wealth
New Jersey
$338K
PCIA
130
Prime Capital Investment Advisors
Kansas
$336K -$1.32K -28 -0.4%
USCWA
131
U.S. Capital Wealth Advisors
Texas
$320K -$47.2K -999 -13%
PWM
132
Perigon Wealth Management
California
$316K +$3.59K +76 +1%
NA
133
NewEdge Advisors
Louisiana
$316K -$64.2K -1,359 -17%
CL
134
Choreo LLC
Illinois
$310K +$3.54K +75 +1%
TWCA
135
Two West Capital Advisors
Kansas
$295K +$45.7K +968 +18%
5W
136
5T Wealth
California
$294K -$163K -3,453 -35%
OPWM
137
Oxinas Partners Wealth Management
Indiana
$292K -$30.1K -637 -9%
RCG
138
Regatta Capital Group
California
$279K
HF
139
HRT Financial
New York
$278K +$282K +5,979 New
FFA
140
Founders Financial Alliance
North Carolina
$276K -$108K -2,290 -28%
AW
141
Ankerstar Wealth
Texas
$275K +$21.2K +449 +8%
OCG
142
Opus Capital Group
Ohio
$268K -$2.08K -44 -0.8%
FHA
143
Flagship Harbor Advisors
Massachusetts
$267K +$3.07K +65 +1%
Mercer Global Advisors
144
Mercer Global Advisors
Colorado
$265K +$269K +5,706 New
PCM
145
Pennsylvania Capital Management
Pennsylvania
$248K +$2.55K +54 +1%
EFG
146
Everest Financial Group
Minnesota
$245K -$4.06K -86 -2%
P
147
&Partners
Tennessee
$240K -$25.6K -543 -10%
Carson Wealth (CWM LLC)
148
Carson Wealth (CWM LLC)
Nebraska
$240K -$9.83M -208,189 -98%
SPC
149
Sigma Planning Corp
Michigan
$232K +$235K +4,985 New
KFS
150
Kelly Financial Services
Massachusetts
$232K -$21.6K -457 -8%