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iShares High Yield Systematic Bond ETF

239 hedge funds and large institutions have $948M invested in iShares High Yield Systematic Bond ETF in 2024 Q4 according to their latest regulatory filings, with 102 funds opening new positions, 100 increasing their positions, 25 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,600% more first-time investments, than exits

New positions opened: 102 | Existing positions closed: 6

300% more repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 25

92% more capital invested

Capital invested by funds: $494M → $948M (+$454M)

66% more funds holding

Funds holding: 144239 (+95)

40% more funds holding in top 10

Funds holding in top 10: 57 (+2)

13.3% more ownership

Funds ownership: 66.85%80.15% (+13%)

Holders
239
Holders Change
+95
Holders Change %
+65.97%
% of All Funds
3.15%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.09%
New
102
Increased
100
Reduced
25
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BCM
126
Brookstone Capital Management
Illinois
$458K +$463K +9,740 New
AWA
127
Arkadios Wealth Advisors
Georgia
$450K +$29.2K +614 +7%
TGAM
128
TBH Global Asset Management
Tennessee
$436K +$950 +20 +0.2%
I
129
INVST
Indiana
$435K +$439K +9,249 New
IAN
130
Integrated Advisors Network
Texas
$426K +$43.3K +912 +11%
OFS
131
OneAscent Financial Services
Alabama
$425K +$430K +9,048 New
SVWG
132
Shared Vision Wealth Group
United States
$420K +$424K +8,936 New
TVAMP
133
Tennessee Valley Asset Management Partners
Tennessee
$407K -$23.6K -497 -5%
WP
134
WealthShield Partners
North Carolina
$390K +$394K +8,293 New
SPIA
135
Steward Partners Investment Advisory
New York
$390K +$325K +6,843 +473%
CPCP
136
Cedar Point Capital Partners
Iowa
$380K -$6.98K -147 -2%
OAP
137
One Advisory Partners
Kansas
$377K +$381K +8,015 New
SIA
138
Summit Investment Advisors
Maryland
$371K +$372K +7,828 New
PFG
139
PAX Financial Group
Texas
$369K +$373K +7,854 New
WWG
140
West Wealth Group
California
$368K +$372K +7,826 New
IAA
141
Independent Advisor Alliance
North Carolina
$367K +$371K +7,812 New
GJIA
142
Glass Jacobson Investment Advisors
Maryland
$367K +$6.36K +134 +2%
MWM
143
Mosley Wealth Management
California
$361K +$361K +7,593 New
SIM
144
Synergy Investment Management
Florida
$357K +$361K +7,593 New
PCIA
145
Prime Capital Investment Advisors
Kansas
$356K -$38.9K -819 -10%
CIA
146
Capital Investment Advisors
Georgia
$350K +$55.7K +1,172 +19%
RWM
147
Riverchase Wealth Management
Texas
$348K +$352K +7,411 New
MFG
148
Merit Financial Group
Georgia
$339K +$342K +7,204 New
BFG
149
Buttonwood Financial Group
Missouri
$338K +$338K +7,114 New
RFA
150
ROI Financial Advisors
Oregon
$332K +$15.6K +329 +5%

HYDB Hedge Fund Activity: Q4 2024 in Review

239 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares High Yield Systematic Bond ETF (HYDB) for Q4 2024, worth a combined $948M — up 92% from $494M a quarter earlier.

Buyers outnumbered sellers: 102 funds opened new HYDB positions and 6 closed out — a net gain of 96 holders — while 100 added to existing stakes and 25 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $100M. The largest seller was Equitable Holdings, cutting an estimated $4.05M.

  • 239 institutional investors held iShares High Yield Systematic Bond ETF (HYDB) as of Q4 2024, up from 144 in Q3 2024.
  • Funds reported $948M of iShares High Yield Systematic Bond ETF stock for Q4 2024, up 92% quarter-over-quarter.
  • 102 funds opened new iShares High Yield Systematic Bond ETF positions in Q4 2024 and 6 closed out, a net change of +96 holders.
  • The largest iShares High Yield Systematic Bond ETF buyer in Q4 2024 was Envestnet Asset Management, an estimated $100M added.
  • The largest iShares High Yield Systematic Bond ETF seller in Q4 2024 was Equitable Holdings, an estimated $4.05M sold.

Based on aggregated 13F filings for Q4 2024.