HYDB icon

iShares High Yield Systematic Bond ETF

241 hedge funds and large institutions have $1.3B invested in iShares High Yield Systematic Bond ETF in 2025 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 134 increasing their positions, 54 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
241
Holders Change
+3
Holders Change %
+1.26%
% of All Funds
3.27%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.12%
New
37
Increased
134
Reduced
54
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SWM
126
SigFig Wealth Management
California
$521K +$2.49K +53 +0.5%
FFA
127
Farther Finance Advisors
California
$492K +$254K +5,430 +107%
SW
128
Simplicity Wealth
New Jersey
$481K +$481K +10,221 New
RFA
129
ROI Financial Advisors
Oregon
$476K +$143K +3,047 +43%
TVM
130
True Vision MN
Minnesota
$474K -$1.27K -27 -0.3%
SVWG
131
Shared Vision Wealth Group
United States
$470K +$48.9K +1,039 +12%
OPWM
132
Oxinas Partners Wealth Management
Indiana
$466K -$53.5K -1,136 -10%
ACM
133
Absolute Capital Management
Pennsylvania
$462K -$42.3K -898 -8%
MPW
134
MA Private Wealth
California
$451K +$451K +9,571 New
OFS
135
OneAscent Financial Services
Alabama
$435K +$8.72K +185 +2%
CC
136
Copperleaf Capital
North Carolina
$427K +$427K +9,065 New
CIA
137
Capital Investment Advisors
Georgia
$424K +$72.7K +1,543 +21%
Mirae Asset Global Investments
138
Mirae Asset Global Investments
South Korea
$421K +$421K +8,955 New
WP
139
WealthShield Partners
North Carolina
$412K +$21.9K +466 +6%
BCM
140
Brookstone Capital Management
Illinois
$407K -$51.5K -1,093 -11%
WWG
141
West Wealth Group
California
$406K +$38.8K +828 +11%
NB
142
NBT Bank
New York
$405K +$405K +8,595 New
SPIA
143
Steward Partners Investment Advisory
New York
$396K +$5.89K +125 +2%
CPCP
144
Cedar Point Capital Partners
Iowa
$380K -$848 -18 -0.2%
PCIA
145
Prime Capital Investment Advisors
Kansas
$376K +$19.8K +421 +6%
CA
146
Claro Advisors
Massachusetts
$373K +$47.1K +1,000 +14%
MWM
147
Meridian Wealth Management
Kentucky
$373K +$68.7K +1,459 +23%
OAP
148
One Advisory Partners
Kansas
$370K -$7.53K -160 -2%
JWM
149
JPL Wealth Management
Colorado
$368K +$120K +2,542 +48%
GJIA
150
Glass Jacobson Investment Advisors
Maryland
$367K