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iShares High Yield Systematic Bond ETF
HYDB

Overview Fund Activity

143 hedge funds and large institutions have $494M invested in iShares High Yield Systematic Bond ETF in 2024 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 73 increasing their positions, 38 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
143
Holders Change
-3
Holders Change %
-2.05%
% of All Funds
2.07%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.07%
New
14
Increased
73
Reduced
38
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WANY
1
Wealthspire Advisors (New York)
New York
$50.7M
2
AssetMark Inc
2
AssetMark Inc
California
$28.4M
3
OPAM
3
Ocean Park Asset Management
California
$8.41M
4
KIM
4
Kestra Investment Management
Texas
$20.7M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$6.35M

Top Sellers

1
RSWM
1
Robertson Stephens Wealth Management
California
$0
2
HWAM
2
Hennion & Walsh Asset Management
New Jersey
$842K
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$2.63M
4
SAM
4
Synergy Asset Management
Washington
$0
5
CCWM
5
Correct Capital Wealth Management
Missouri
$6.79M
Name Holding Trade Value Shares
Change 		Shares
Change %
PPC
126
Park Place Capital
Alabama
$21.9K – – –
FFA
127
Farther Finance Advisors
California
$18.2K -$3.95K -82 -18%
NA
128
NewEdge Advisors
Louisiana
$14.9K +$865 +18 +6%
MFT
129
Moisand Fitzgerald Tamayo
Florida
$14.7K – – –
Wells Fargo
130
Wells Fargo
California
$14.6K +$6.34K +132 +77%
BlackRock
131
BlackRock
New York
$13.9K -$6.63K -138 -32%
PNC Financial Services Group
132
PNC Financial Services Group
Pennsylvania
$13.9K +$48 +1 +0.3%
JIP
133
Jaffetilchin Investment Partners
Florida
$7.93K +$7.93K +165 New
MIA
134
Milestone Investment Advisors
Wisconsin
$6.73K +$1.92K +40 +40%
GM
135
GeoWealth Management
Illinois
$6.44K +$6.44K +134 New
AA
136
Ancora Advisors
Ohio
$5.96K -$433 -9 -7%
AWM
137
Avior Wealth Management
Nebraska
$5.53K -$3.03K -63 -35%
FRA
138
Front Row Advisors
California
$4.81K – – –
IA
139
IFP Advisors
Florida
$4.57K – – –
RFS
140
Richardson Financial Services
Massachusetts
$975 – – –
Northwestern Mutual Wealth Management
141
Northwestern Mutual Wealth Management
Wisconsin
$817 -$2.6K -54 -76%
WWP
142
WR Wealth Planners
Missouri
$481 -$4.95K -103 -91%
HI
143
Harbour Investments
Wisconsin
$144 -$28.6K -596 -99%
RSWM
144
Robertson Stephens Wealth Management
California
– -$11.5M -247,981 Closed
SAM
145
Synergy Asset Management
Washington
– -$6.08M -130,967 Closed
Mercer Global Advisors
146
Mercer Global Advisors
Colorado
– -$746K -16,069 Closed
SIAS
147
Summit Investment Advisory Services
Minnesota
– -$561K -12,071 Closed
FFN
148
Focus Financial Network
Minnesota
– -$218K -4,652 Closed
IAIM
149
International Assets Investment Management
Florida
– -$167K -3,600 Closed
FAM
150
Family Asset Management
South Carolina
– -$54.7K -1,178 Closed
3 4 5
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