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iShares High Yield Systematic Bond ETF

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 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: $ → $

33% less repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 103

42% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 50

Holders
216
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
JPMorgan Chase & Co
JPMorgan Chase & Co
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
SIAS
132
Summit Investment Advisory Services
Minnesota
$381K
SIA
133
Summit Investment Advisors
Maryland
$380K
FA
134
Fedenia Advisers
Wisconsin
$371K
PCIA
135
Prime Capital Investment Advisors
Kansas
$369K
MFS
136
Madrona Financial Services
Washington
$365K
IAA
137
Independent Advisor Alliance
North Carolina
$344K
PWM
138
Perigon Wealth Management
California
$307K
GRP
139
Global Retirement Partners
California
$304K
BTI
140
Blue Trust Inc
Georgia
$303K
BRIA
141
Balanced Rock Investment Advisors
Massachusetts
$303K
AWM
142
AE Wealth Management
Kansas
$298K
CL
143
Choreo LLC
Illinois
$296K
OCG
144
Opus Capital Group
Ohio
$292K
RCG
145
Regatta Capital Group
California
$284K
LWM
146
Liberty Wealth Management
California
$261K
MGIA
147
Matthew Goff Investment Advisor
Texas
$253K
FFA
148
Farther Finance Advisors
California
$252K
CIAS
149
CFS Investment Advisory Services
New Jersey
$248K
PCM
150
Pennsylvania Capital Management
Pennsylvania
$242K