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iShares High Yield Systematic Bond ETF

213 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 27 funds opening new positions, 85 increasing their positions, 80 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less capital invested

Capital invested by funds: $ → $

less ownership

Funds ownership:

less funds holding

Funds holding:

9% less funds holding in top 10

Funds holding in top 10: 1110 (-1)

36% less first-time investments, than exits

New positions opened: 27 | Existing positions closed: 42

Holders
213
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
10
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
MFG
126
Merit Financial Group
Georgia
$363K
TGAM
127
TBH Global Asset Management
Tennessee
$362K
MFS
128
Madrona Financial Services
Washington
$359K
IWA
129
Icon Wealth Advisors
Texas
$359K
JSW
130
Journey Strategic Wealth
New Jersey
$344K
PCIA
131
Prime Capital Investment Advisors
Kansas
$344K
BRIA
132
Balanced Rock Investment Advisors
Massachusetts
$336K
SWP
133
ShoreHaven Wealth Partners
New Jersey
$331K
OPWM
134
Oxinas Partners Wealth Management
Indiana
$327K
PWM
135
Perigon Wealth Management
California
$319K
CL
136
Choreo LLC
Illinois
$313K
NP
137
NorthRock Partners
Minnesota
$286K
RCG
138
Regatta Capital Group
California
$284K
TFA
139
Transamerica Financial Advisors
Florida
$280K
OCG
140
Opus Capital Group
Ohio
$275K
P
141
&Partners
Tennessee
$270K
FHA
142
Flagship Harbor Advisors
Massachusetts
$268K
KFS
143
Kelly Financial Services
Massachusetts
$261K
AW
144
Ankerstar Wealth
Texas
$258K
LWM
145
Liberty Wealth Management
California
$253K
TWCA
146
Two West Capital Advisors
Kansas
$252K
PCM
147
Pennsylvania Capital Management
Pennsylvania
$250K
NS
148
Northland Securities
Minnesota
$236K
GRP
149
Global Retirement Partners
California
$236K
KA
150
KLCM Advisors
Wisconsin
$231K