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iShares High Yield Systematic Bond ETF

231 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, 117 increasing their positions, 55 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
231
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
SWP
126
Summit Wealth Partners
Florida
$459K
SWP
127
ShoreHaven Wealth Partners
New Jersey
$452K
EFG
128
Embree Financial Group
Illinois
$437K
P
129
&Partners
Tennessee
$425K
CC
130
Copperleaf Capital
North Carolina
$406K
TPBG
131
Turning Point Benefit Group
Maryland
$404K
OPWM
132
Oxinas Partners Wealth Management
Indiana
$401K
USCWA
133
U.S. Capital Wealth Advisors
Texas
$399K
JWM
134
JPL Wealth Management
Colorado
$392K
MFS
135
Madrona Financial Services
Washington
$367K
TGAM
136
TBH Global Asset Management
Tennessee
$366K
FA
137
Fedenia Advisers
Wisconsin
$365K
PCIA
138
Prime Capital Investment Advisors
Kansas
$361K
IAA
139
Independent Advisor Alliance
North Carolina
$352K
WAP
140
Wealthcare Advisory Partners
Pennsylvania
$351K
JSW
141
Journey Strategic Wealth
New Jersey
$348K
OMC
142
Old Mission Capital
Illinois
$337K
BRIA
143
Balanced Rock Investment Advisors
Massachusetts
$329K
AWM
144
AE Wealth Management
Kansas
$323K
Northwestern Mutual Wealth Management
145
Northwestern Mutual Wealth Management
Wisconsin
$315K
PWM
146
Perigon Wealth Management
California
$315K
BP
147
Ballentine Partners
Massachusetts
$301K
GRP
148
Global Retirement Partners
California
$300K
CL
149
Choreo LLC
Illinois
$300K
OCG
150
Opus Capital Group
Ohio
$287K