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iShares High Yield Systematic Bond ETF
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Overview Fund Activity

146 hedge funds and large institutions have $397M invested in iShares High Yield Systematic Bond ETF in 2024 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 74 increasing their positions, 34 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
146
Holders Change
+9
Holders Change %
+6.57%
% of All Funds
2.12%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
23
Increased
74
Reduced
34
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
State of New Jersey Common Pension Fund D
1
State of New Jersey Common Pension Fund D
New Jersey
$47M
2
RSWM
2
Robertson Stephens Wealth Management
California
$11.5M
3
TPW
3
TL Private Wealth
Texas
$8.69M
4
SAM
4
Synergy Asset Management
Washington
$6.08M
5
SL
5
Systelligence LLC
Minnesota
$5.89M

Top Sellers

1
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$4.03M
2
Bank of America
2
Bank of America
North Carolina
$2.9M
3
Legacy Financial Group (Iowa)
3
Legacy Financial Group (Iowa)
Iowa
$0
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$633K
5
FRA
5
FFG Retirement Advisors
Colorado
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CC
151
Copperleaf Capital
North Carolina
– -$259K -5,550 Closed
PCM
152
Parsons Capital Management
Rhode Island
– -$259K -5,544 Closed
MA
153
Mutual Advisors
Nebraska
– -$253K -5,421 Closed
Goldman Sachs
154
Goldman Sachs
New York
– -$240K -5,128 Closed
SWC
155
Spectrum Wealth Counsel
Indiana
– -$13K -279 Closed
CIAS
156
Capital Investment Advisory Services
North Carolina
– -$2.15K -46 Closed
CSB
157
City State Bank
Iowa
– -$2K -40 Closed
NB
158
NBT Bank
New York
– -$794 -17 Closed
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