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iShares High Yield Systematic Bond ETF

215 hedge funds and large institutions have $1.12B invested in iShares High Yield Systematic Bond ETF in 2025 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 70 increasing their positions, 102 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

less ownership

Funds ownership:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

31% less repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 102

44% less first-time investments, than exits

New positions opened: 28 | Existing positions closed: 50

Holders
215
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Sellers

1 -$66.7M
2 -$18.6M
3 -$18.1M
4
BlackRock
BlackRock
New York
-$14.7M
5
JP Morgan Chase
JP Morgan Chase
New York
-$14.2M
Name Holding Trade Value Shares
Change
Change in
Stake
5W
126
5T Wealth
California
$438K
NB
127
NBT Bank
New York
$429K
CIA
128
Capital Investment Advisors
Georgia
$403K
P
129
&Partners
Tennessee
$399K
JWM
130
JPL Wealth Management
Colorado
$392K
ACM
131
Absolute Capital Management
Pennsylvania
$383K
SIA
132
Summit Investment Advisors
Maryland
$380K
FA
133
Fedenia Advisers
Wisconsin
$371K
PCIA
134
Prime Capital Investment Advisors
Kansas
$369K
MFS
135
Madrona Financial Services
Washington
$365K
IAA
136
Independent Advisor Alliance
North Carolina
$344K
PWM
137
Perigon Wealth Management
California
$307K
GRP
138
Global Retirement Partners
California
$304K
BTI
139
Blue Trust Inc
Georgia
$303K
BRIA
140
Balanced Rock Investment Advisors
Massachusetts
$303K
AWM
141
AE Wealth Management
Kansas
$298K
CL
142
Choreo LLC
Illinois
$296K
OCG
143
Opus Capital Group
Ohio
$292K
RCG
144
Regatta Capital Group
California
$284K
LWM
145
Liberty Wealth Management
California
$261K
MGIA
146
Matthew Goff Investment Advisor
Texas
$253K
FFA
147
Farther Finance Advisors
California
$252K
CIAS
148
CFS Investment Advisory Services
New Jersey
$248K
PCM
149
Pennsylvania Capital Management
Pennsylvania
$242K
IAIM
150
International Assets Investment Management
Florida
$240K