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iShares High Yield Systematic Bond ETF

146 hedge funds and large institutions have $397M invested in iShares High Yield Systematic Bond ETF in 2024 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 74 increasing their positions, 34 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
146
Holders Change
+9
Holders Change %
+6.57%
% of All Funds
2.12%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
23
Increased
74
Reduced
34
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
APC
126
Aspire Private Capital
North Carolina
$22.4K +$2.09K +45 +10%
EAM
127
Eukles Asset Management
Ohio
$22.2K +$5.02K +108 +29%
FFA
128
Farther Finance Advisors
California
$21.2K -$36.7K -796 -63%
PPC
129
Park Place Capital
Alabama
$21.1K -$25.5K -549 -55%
BlackRock
130
BlackRock
New York
$19.9K +$5.2K +112 +35%
OP
131
ORG Partners
Indiana
$15.1K +$15.1K +328 New
MFT
132
Moisand Fitzgerald Tamayo
Florida
$14.2K
NA
133
NewEdge Advisors
Louisiana
$13.6K
PNC Financial Services Group
134
PNC Financial Services Group
Pennsylvania
$13.3K +$1.16K +25 +10%
AWM
135
Avior Wealth Management
Nebraska
$8.27K
CFGS
136
Concourse Financial Group Securities
Alabama
$8.08K
Wells Fargo
137
Wells Fargo
California
$7.97K
AA
138
Ancora Advisors
Ohio
$6.18K -$1.35K -29 -18%
WWP
139
WR Wealth Planners
Missouri
$5.25K
MIA
140
Milestone Investment Advisors
Wisconsin
$4.64K -$5.02K -108 -52%
FRA
141
Front Row Advisors
California
$4.64K
IA
142
IFP Advisors
Florida
$4.41K +$2.18K +47 +98%
Northwestern Mutual Wealth Management
143
Northwestern Mutual Wealth Management
Wisconsin
$3.3K +$3.3K +71 New
CFD
144
Creative Financial Designs
Indiana
$2.32K -$62.5K -1,345 -96%
SWM
145
Spire Wealth Management
Virginia
$1.39K -$13.3K -287 -91%
RFS
146
Richardson Financial Services
Massachusetts
$975 -$46 -1 -5%
Legacy Financial Group (Iowa)
147
Legacy Financial Group (Iowa)
Iowa
-$1.94M -41,446 Closed
FRA
148
FFG Retirement Advisors
Colorado
-$978K -20,925 Closed
SFS
149
Sowell Financial Services
Arkansas
-$507K -10,844 Closed
FA
150
Fermata Advisors
California
-$385K -8,233 Closed