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iShares High Yield Systematic Bond ETF

227 hedge funds and large institutions have $1.24B invested in iShares High Yield Systematic Bond ETF in 2025 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 113 increasing their positions, 55 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
227
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
P
126
&Partners
Tennessee
$425K
CC
127
Copperleaf Capital
North Carolina
$406K
TPBG
128
Turning Point Benefit Group
Maryland
$404K
OPWM
129
Oxinas Partners Wealth Management
Indiana
$401K
USCWA
130
U.S. Capital Wealth Advisors
Texas
$399K
JWM
131
JPL Wealth Management
Colorado
$392K
MFS
132
Madrona Financial Services
Washington
$367K
TGAM
133
TBH Global Asset Management
Tennessee
$366K
FA
134
Fedenia Advisers
Wisconsin
$365K
PCIA
135
Prime Capital Investment Advisors
Kansas
$361K
IAA
136
Independent Advisor Alliance
North Carolina
$352K
WAP
137
Wealthcare Advisory Partners
Pennsylvania
$351K
JSW
138
Journey Strategic Wealth
New Jersey
$348K
OMC
139
Old Mission Capital
Illinois
$337K
BRIA
140
Balanced Rock Investment Advisors
Massachusetts
$329K
AWM
141
AE Wealth Management
Kansas
$323K
Northwestern Mutual Wealth Management
142
Northwestern Mutual Wealth Management
Wisconsin
$315K
PWM
143
Perigon Wealth Management
California
$315K
BP
144
Ballentine Partners
Massachusetts
$301K
GRP
145
Global Retirement Partners
California
$300K
CL
146
Choreo LLC
Illinois
$300K
OCG
147
Opus Capital Group
Ohio
$287K
RCG
148
Regatta Capital Group
California
$287K
CIAS
149
CFS Investment Advisory Services
New Jersey
$280K
TFA
150
Transamerica Financial Advisors
Florida
$273K