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iShares High Yield Systematic Bond ETF
HYDB

Overview Fund Activity

238 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, 99 increasing their positions, 25 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
238
Holders Change
+95
Holders Change %
+66.43%
% of All Funds
3.17%
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
99
Reduced
25
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$126M
2
LPL Financial
2
LPL Financial
California
$66.5M
3
IWM
3
IHT Wealth Management
Illinois
$24.4M
4
BlackRock
4
BlackRock
New York
$21.6M
5
MNA
5
Manning & Napier Advisors
New York
$19.7M

Top Sellers

1
EH
1
Equitable Holdings
New York
$1.21M
2
Mariner
2
Mariner
Kansas
$2.02M
3
CA
3
Claro Advisors
Massachusetts
$326K
4
ARG
4
Advisory Resource Group
Oklahoma
$7.19M
5
PAG
5
Private Advisor Group
New Jersey
$815K
Name Holding Trade Value Shares
Change 		Shares
Change %
BCM
126
Brookstone Capital Management
Illinois
$458K +$458K +9,740 New
AWA
127
Arkadios Wealth Advisors
Georgia
$450K +$28.9K +614 +7%
TGAM
128
TBH Global Asset Management
Tennessee
$436K +$940 +20 +0.2%
I
129
INVST
Indiana
$435K +$435K +9,249 New
IAN
130
Integrated Advisors Network
Texas
$426K +$42.9K +912 +11%
OFS
131
OneAscent Financial Services
Alabama
$425K +$425K +9,048 New
SVWG
132
Shared Vision Wealth Group
United States
$420K +$420K +8,936 New
TVAMP
133
Tennessee Valley Asset Management Partners
Tennessee
$407K -$23.4K -497 -5%
WP
134
WealthShield Partners
North Carolina
$390K +$390K +8,293 New
SPIA
135
Steward Partners Investment Advisory
New York
$390K +$322K +6,843 +473%
CPCP
136
Cedar Point Capital Partners
Iowa
$380K -$6.91K -147 -2%
OAP
137
One Advisory Partners
Kansas
$377K +$377K +8,015 New
SIA
138
Summit Investment Advisors
Maryland
$371K +$371K +7,828 New
PFG
139
PAX Financial Group
Texas
$369K +$369K +7,854 New
WWG
140
West Wealth Group
California
$368K +$368K +7,826 New
IAA
141
Independent Advisor Alliance
North Carolina
$367K +$367K +7,812 New
GJIA
142
Glass Jacobson Investment Advisors
Maryland
$367K +$6.3K +134 +2%
MWM
143
Mosley Wealth Management
California
$361K +$361K +7,593 New
SIM
144
Synergy Investment Management
Florida
$357K +$357K +7,593 New
PCIA
145
Prime Capital Investment Advisors
Kansas
$356K -$38.5K -819 -10%
CIA
146
Capital Investment Advisors
Georgia
$350K +$55.1K +1,172 +19%
RWM
147
Riverchase Wealth Management
Texas
$348K +$348K +7,411 New
MFG
148
Merit Financial Group
Georgia
$339K +$339K +7,204 New
BFG
149
Buttonwood Financial Group
Missouri
$338K +$338K +7,114 New
RFA
150
ROI Financial Advisors
Oregon
$332K +$15.5K +329 +5%
4 5
6
7 8