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iShares High Yield Systematic Bond ETF

219 hedge funds and large institutions have $1.21B invested in iShares High Yield Systematic Bond ETF in 2025 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 86 increasing their positions, 80 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 80

3% less capital invested

Capital invested by funds: $1.25B → $1.21B (-$41.6M)

2.64% less ownership

Funds ownership: 75.92%73.27% (-2.6%)

6% less funds holding

Funds holding: 233219 (-14)

9% less funds holding in top 10

Funds holding in top 10: 1110 (-1)

26% less first-time investments, than exits

New positions opened: 31 | Existing positions closed: 42

Holders
219
Holders Change
-14
Holders Change %
-6.01%
% of All Funds
2.66%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.12%
New
31
Increased
86
Reduced
80
Closed
42
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MFG
126
Merit Financial Group
Georgia
$363K -$990K -20,910 -73%
TGAM
127
TBH Global Asset Management
Tennessee
$362K
MFS
128
Madrona Financial Services
Washington
$359K -$4.74K -100 -1%
IWA
129
Icon Wealth Advisors
Texas
$359K -$98.9K -2,088 -22%
JSW
130
Journey Strategic Wealth
New Jersey
$344K
PCIA
131
Prime Capital Investment Advisors
Kansas
$344K -$14.1K -298 -4%
BRIA
132
Balanced Rock Investment Advisors
Massachusetts
$336K +$9.99K +211 +3%
SWP
133
ShoreHaven Wealth Partners
New Jersey
$331K -$116K -2,445 -26%
OPWM
134
Oxinas Partners Wealth Management
Indiana
$327K -$69.7K -1,471 -18%
PWM
135
Perigon Wealth Management
California
$319K +$7.25K +153 +2%
CL
136
Choreo LLC
Illinois
$313K +$15.9K +335 +5%
NP
137
NorthRock Partners
Minnesota
$286K -$280K -5,918 -49%
RCG
138
Regatta Capital Group
California
$284K
TFA
139
Transamerica Financial Advisors
Florida
$280K +$9.99K +211 +4%
OCG
140
Opus Capital Group
Ohio
$275K -$9.56K -202 -3%
P
141
&Partners
Tennessee
$270K -$148K -3,131 -35%
FHA
142
Flagship Harbor Advisors
Massachusetts
$268K +$268K +5,665 New
UWS
143
Unique Wealth Strategies
Illinois
$262K +$33K +696 +14%
KFS
144
Kelly Financial Services
Massachusetts
$261K -$501K -10,591 -66%
AW
145
Ankerstar Wealth
Texas
$258K +$258K +5,456 New
LWM
146
Liberty Wealth Management
California
$253K -$4.88K -103 -2%
EFG
147
Everest Financial Group
Minnesota
$253K +$253K +5,348 New
TWCA
148
Two West Capital Advisors
Kansas
$252K +$19.1K +403 +8%
PCM
149
Pennsylvania Capital Management
Pennsylvania
$250K +$5.16K +109 +2%
NS
150
Northland Securities
Minnesota
$236K +$236K +4,990 New