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iShares High Yield Systematic Bond ETF

217 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, 104 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

4.1% less ownership

Funds ownership: 80.03%75.93% (-4.1%)

11% less funds holding

Funds holding: 244217 (-27)

14% less capital invested

Capital invested by funds: $1.3B → $1.12B (-$182M)

33% less repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 104

45% less first-time investments, than exits

New positions opened: 28 | Existing positions closed: 51

Holders
217
Holders Change
-27
Holders Change %
-11.07%
% of All Funds
2.86%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
28
Increased
70
Reduced
104
Closed
51
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PS
126
Principal Securities
Iowa
$439K +$172K +3,708 +67%
5W
127
5T Wealth
California
$438K -$149K -3,216 -26%
NB
128
NBT Bank
New York
$429K +$20.9K +450 +5%
CIA
129
Capital Investment Advisors
Georgia
$403K -$23.2K -500 -6%
P
130
&Partners
Tennessee
$399K +$390K +8,402 New
JWM
131
JPL Wealth Management
Colorado
$392K +$21.1K +455 +6%
ACM
132
Absolute Capital Management
Pennsylvania
$383K -$80.5K -1,734 -18%
SIA
133
Summit Investment Advisors
Maryland
$380K +$6.96K +150 +2%
FA
134
Fedenia Advisers
Wisconsin
$371K -$192K -4,127 -35%
PCIA
135
Prime Capital Investment Advisors
Kansas
$369K -$10.1K -217 -3%
MFS
136
Madrona Financial Services
Washington
$365K +$22.7K +490 +7%
IAA
137
Independent Advisor Alliance
North Carolina
$344K +$83.4K +1,797 +33%
PWM
138
Perigon Wealth Management
California
$307K +$300K +6,459 New
GRP
139
Global Retirement Partners
California
$304K +$298K +6,410 New
BTI
140
Blue Trust Inc
Georgia
$303K -$380K -8,191 -56%
BRIA
141
Balanced Rock Investment Advisors
Massachusetts
$303K +$19.6K +423 +7%
AWM
142
AE Wealth Management
Kansas
$298K -$400K -8,623 -58%
CL
143
Choreo LLC
Illinois
$296K +$289K +6,225 New
OCG
144
Opus Capital Group
Ohio
$292K +$12.3K +264 +4%
RCG
145
Regatta Capital Group
California
$284K +$278K +5,989 New
LWM
146
Liberty Wealth Management
California
$261K +$255K +5,496 New
MGIA
147
Matthew Goff Investment Advisor
Texas
$253K -$48.7K -1,049 -16%
FFA
148
Farther Finance Advisors
California
$252K -$241K -5,197 -49%
CIAS
149
CFS Investment Advisory Services
New Jersey
$248K -$624K -13,451 -72%
PCM
150
Pennsylvania Capital Management
Pennsylvania
$242K +$3.99K +86 +2%

HYDB Hedge Fund Activity: Q2 2025 in Review

217 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in iShares High Yield Systematic Bond ETF (HYDB) for Q2 2025, worth a combined $1.12B — down 14% from $1.3B a quarter earlier.

Sellers outnumbered buyers: 51 funds closed out of HYDB and 28 opened new positions — a net loss of 23 holders — while 104 trimmed existing stakes and 70 added.

The largest buyer was Apollon Wealth Management, adding an estimated $13.2M. The largest seller was Envestnet Asset Management, cutting an estimated $65.2M.

  • 217 institutional investors held iShares High Yield Systematic Bond ETF (HYDB) as of Q2 2025, down from 244 in Q1 2025.
  • Funds reported $1.12B of iShares High Yield Systematic Bond ETF stock for Q2 2025, down 14% quarter-over-quarter.
  • 28 funds opened new iShares High Yield Systematic Bond ETF positions in Q2 2025 and 51 closed out, a net change of -23 holders.
  • The largest iShares High Yield Systematic Bond ETF buyer in Q2 2025 was Apollon Wealth Management, an estimated $13.2M added.
  • The largest iShares High Yield Systematic Bond ETF seller in Q2 2025 was Envestnet Asset Management, an estimated $65.2M sold.

Based on aggregated 13F filings for Q2 2025.