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iShares High Yield Systematic Bond ETF
HYDB

Overview Fund Activity

216 hedge funds and large institutions have $1.11B invested in iShares High Yield Systematic Bond ETF in 2025 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 69 increasing their positions, 103 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
216
Holders Change
-25
Holders Change %
-10.37%
% of All Funds
2.9%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
29
Increased
69
Reduced
103
Closed
49
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWM
Apollon Wealth Management
South Carolina
+$13.5M
2
SW
SoFi Wealth
California
+$11M
3
IWS
Insight Wealth Strategies
California
+$10.9M
4
BWP
BlueStem Wealth Partners
Minnesota
+$10.7M
5
MPW
MA Private Wealth
California
+$6.09M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$66.7M
2
MNA
Manning & Napier Advisors
New York
-$18.6M
3
AssetMark Inc
AssetMark Inc
California
-$18.1M
4
BlackRock
BlackRock
New York
-$14.7M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$14.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
5W
126
5T Wealth
California
$438K -$153K -3,216 -26%
NB
127
NBT Bank
New York
$429K +$21.4K +450 +5%
CIA
128
Capital Investment Advisors
Georgia
$403K -$23.7K -500 -6%
P
129
&Partners
Tennessee
$399K +$399K +8,402 New
JWM
130
JPL Wealth Management
Colorado
$392K +$21.6K +455 +6%
ACM
131
Absolute Capital Management
Pennsylvania
$383K -$82.3K -1,734 -18%
SIAS
132
Summit Investment Advisory Services
Minnesota
$381K +$381K +8,018 New
SIA
133
Summit Investment Advisors
Maryland
$380K +$7.06K +150 +2%
FA
134
Fedenia Advisers
Wisconsin
$371K -$196K -4,127 -35%
PCIA
135
Prime Capital Investment Advisors
Kansas
$369K -$10.3K -217 -3%
MFS
136
Madrona Financial Services
Washington
$365K +$23.3K +490 +7%
IAA
137
Independent Advisor Alliance
North Carolina
$344K +$85.3K +1,797 +33%
PWM
138
Perigon Wealth Management
California
$307K +$307K +6,459 New
GRP
139
Global Retirement Partners
California
$304K +$304K +6,410 New
BTI
140
Blue Trust Inc
Georgia
$303K -$389K -8,191 -56%
BRIA
141
Balanced Rock Investment Advisors
Massachusetts
$303K +$20.1K +423 +7%
AWM
142
AE Wealth Management
Kansas
$298K -$409K -8,623 -58%
CL
143
Choreo LLC
Illinois
$296K +$296K +6,225 New
OCG
144
Opus Capital Group
Ohio
$292K +$12.6K +264 +4%
RCG
145
Regatta Capital Group
California
$284K +$284K +5,989 New
LWM
146
Liberty Wealth Management
California
$261K +$261K +5,496 New
MGIA
147
Matthew Goff Investment Advisor
Texas
$253K -$49.8K -1,049 -16%
FFA
148
Farther Finance Advisors
California
$252K -$247K -5,197 -49%
CIAS
149
CFS Investment Advisory Services
New Jersey
$248K -$637K -13,451 -72%
PCM
150
Pennsylvania Capital Management
Pennsylvania
$242K +$4.08K +86 +2%
4 5
6
7 8