iShares High Yield Systematic Bond ETF
HYDB
123 hedge funds and large institutions have $193M invested in iShares High Yield Systematic Bond ETF in 2023 Q4 according to their latest regulatory filings, with 72 funds opening new positions, 31 increasing their positions, 15 reducing their positions, and 5 closing their positions.
1,340% more first-time investments, than exits
New positions opened: 72 | Existing positions closed: 5
116% more funds holding
Funds holding: 57 → 123 (+66)
107% more repeat investments, than reductions
Existing positions increased: 31 | Existing positions reduced: 15
99% more capital invested
Capital invested by funds: $96.9M → $193M (+$96M)
4.71% more ownership
Funds ownership: 52.47% → 57.19% (+4.7%)
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$26.2M |
| 2 |
Morgan Stanley
New York
|
+$15.4M |
| 3 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$13.5M |
| 4 |
CPG
Cornerstone Planning Group
Fairfield,
New Jersey
|
+$10.2M |
| 5 |
BlackRock
New York
|
+$6.65M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$4.82M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$1.95M |
| 3 |
HWAM
Hennion & Walsh Asset Management
Parsippany,
New Jersey
|
-$728K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$677K |
| 5 |
MOS
MGO One Seven
Beachwood,
Ohio
|
-$517K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
RF
126
RHS Financial
San Francisco,
California
| – | -$322K | -7,330 | Closed |
|
|
GWSG
127
GPS Wealth Strategies Group
Centennial,
Colorado
| – | -$9.2K | -209 | Closed |
|
128
UBS Group
Zurich,
Switzerland
| – | -$791 | -18 | Closed |
|
HYDB Hedge Fund Activity: Q4 2023 in Review
123 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in iShares High Yield Systematic Bond ETF (HYDB) for Q4 2023, worth a combined $193M — up 99% from $96.9M a quarter earlier.
Buyers outnumbered sellers: 72 funds opened new HYDB positions and 5 closed out — a net gain of 67 holders — while 31 added to existing stakes and 15 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $26.2M. The largest seller was Ameriprise, cutting an estimated $4.82M.
- 123 institutional investors held iShares High Yield Systematic Bond ETF (HYDB) as of Q4 2023, up from 57 in Q3 2023.
- Funds reported $193M of iShares High Yield Systematic Bond ETF stock for Q4 2023, up 99% quarter-over-quarter.
- 72 funds opened new iShares High Yield Systematic Bond ETF positions in Q4 2023 and 5 closed out, a net change of +67 holders.
- The largest iShares High Yield Systematic Bond ETF buyer in Q4 2023 was Envestnet Asset Management, an estimated $26.2M added.
- The largest iShares High Yield Systematic Bond ETF seller in Q4 2023 was Ameriprise, an estimated $4.82M sold.
Based on aggregated 13F filings for Q4 2023.