We are live on ! Find out more
HYDB icon

iShares High Yield Systematic Bond ETF

233 hedge funds and large institutions have $1.25B invested in iShares High Yield Systematic Bond ETF in 2025 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 118 increasing their positions, 56 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

147% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 15

111% more repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 56

22% more funds holding in top 10

Funds holding in top 10: 911 (+2)

12% more capital invested

Capital invested by funds: $1.12B → $1.25B (+$132M)

7% more funds holding

Funds holding: 217233 (+16)

0.01% less ownership

Funds ownership: 75.93%75.92% (-0.01%)

Holders
233
Holders Change
+16
Holders Change %
+7.37%
% of All Funds
3.06%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.14%
New
37
Increased
118
Reduced
56
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWP
126
Summit Wealth Partners
Florida
$459K -$102K -2,157 -18%
SWP
127
ShoreHaven Wealth Partners
New Jersey
$452K +$448K +9,442 New
EFG
128
Embree Financial Group
Illinois
$437K +$433K +9,124 New
P
129
&Partners
Tennessee
$425K +$20.9K +441 +5%
CC
130
Copperleaf Capital
North Carolina
$406K -$97.9K -2,063 -20%
TPBG
131
Turning Point Benefit Group
Maryland
$404K +$402K +8,466 New
OPWM
132
Oxinas Partners Wealth Management
Indiana
$401K -$43.9K -925 -10%
USCWA
133
U.S. Capital Wealth Advisors
Texas
$399K -$44.3K -933 -10%
JWM
134
JPL Wealth Management
Colorado
$392K -$3.08K -65 -0.8%
MFS
135
Madrona Financial Services
Washington
$367K -$759 -16 -0.2%
TGAM
136
TBH Global Asset Management
Tennessee
$366K +$363K +7,652 New
FA
137
Fedenia Advisers
Wisconsin
$365K -$9.54K -201 -3%
PCIA
138
Prime Capital Investment Advisors
Kansas
$361K -$10.6K -223 -3%
IAA
139
Independent Advisor Alliance
North Carolina
$352K +$5.32K +112 +2%
WAP
140
Wealthcare Advisory Partners
Pennsylvania
$351K +$143K +3,006 +69%
JSW
141
Journey Strategic Wealth
New Jersey
$348K +$345K +7,276 New
OMC
142
Old Mission Capital
Illinois
$337K +$334K +7,045 New
BRIA
143
Balanced Rock Investment Advisors
Massachusetts
$329K +$23.7K +499 +8%
AWM
144
AE Wealth Management
Kansas
$323K +$21.7K +458 +7%
Northwestern Mutual Wealth Management
145
Northwestern Mutual Wealth Management
Wisconsin
$315K +$81.3K +1,714 +35%
PWM
146
Perigon Wealth Management
California
$315K +$5.46K +115 +2%
BP
147
Ballentine Partners
Massachusetts
$301K +$299K +6,299 New
GRP
148
Global Retirement Partners
California
$300K -$6.26K -132 -2%
CL
149
Choreo LLC
Illinois
$300K +$1.66K +35 +0.6%
OCG
150
Opus Capital Group
Ohio
$287K -$6.69K -141 -2%