iShares High Yield Systematic Bond ETF
HYDB
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.
118% more repeat investments, than reductions
Existing positions increased: 74 | Existing positions reduced: 34
92% more first-time investments, than exits
New positions opened: 23 | Existing positions closed: 12
23% more capital invested
Capital invested by funds: $323M → $397M (+$73.6M)
7% more funds holding
Funds holding: 137 → 146 (+9)
3.9% more ownership
Funds ownership: 63.83% → 67.73% (+3.9%)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
State of New Jersey Common Pension Fund D
Trenton,
New Jersey
|
+$23.7M |
| 2 |
RSWM
Robertson Stephens Wealth Management
San Francisco,
California
|
+$11.5M |
| 3 |
TPW
TL Private Wealth
Southlake,
Texas
|
+$8.55M |
| 4 |
SAM
Synergy Asset Management
Vancouver,
Washington
|
+$6.06M |
| 5 |
SL
Systelligence LLC
Bloomington,
Minnesota
|
+$5.87M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
-$7.79M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$7.77M |
| 3 |
Legacy Financial Group (Iowa)
Des Moines,
Iowa
|
-$1.94M |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$1.73M |
| 5 |
FRA
FFG Retirement Advisors
Centennial,
Colorado
|
-$978K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CC
151
Copperleaf Capital
Raleigh,
North Carolina
| – | -$259K | -5,550 | Closed |
|
|
PCM
152
Parsons Capital Management
Providence,
Rhode Island
| – | -$259K | -5,544 | Closed |
|
|
MA
153
Mutual Advisors
Omaha,
Nebraska
| – | -$253K | -5,421 | Closed |
|
154
Goldman Sachs
New York
| – | -$240K | -5,128 | Closed |
|
|
SWC
155
Spectrum Wealth Counsel
Indianapolis,
Indiana
| – | -$13K | -279 | Closed |
|
|
CIAS
156
Capital Investment Advisory Services
Raleigh,
North Carolina
| – | -$2.15K | -46 | Closed |
|
|
CSB
157
City State Bank
Norwalk,
Iowa
| – | -$2K | -40 | Closed |
|
|
NB
158
NBT Bank
Norwich,
New York
| – | -$794 | -17 | Closed |
|
HYDB Hedge Fund Activity: Q2 2024 in Review
146 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares High Yield Systematic Bond ETF (HYDB) for Q2 2024, worth a combined $397M — up 23% from $323M a quarter earlier.
Buyers outnumbered sellers: 23 funds opened new HYDB positions and 12 closed out — a net gain of 11 holders — while 74 added to existing stakes and 34 trimmed.
The largest buyer was State of New Jersey Common Pension Fund D, adding an estimated $23.7M. The largest seller was Carson Wealth (CWM LLC), cutting an estimated $7.79M.
- 146 institutional investors held iShares High Yield Systematic Bond ETF (HYDB) as of Q2 2024, up from 137 in Q1 2024.
- Funds reported $397M of iShares High Yield Systematic Bond ETF stock for Q2 2024, up 23% quarter-over-quarter.
- 23 funds opened new iShares High Yield Systematic Bond ETF positions in Q2 2024 and 12 closed out, a net change of +11 holders.
- The largest iShares High Yield Systematic Bond ETF buyer in Q2 2024 was State of New Jersey Common Pension Fund D, an estimated $23.7M added.
- The largest iShares High Yield Systematic Bond ETF seller in Q2 2024 was Carson Wealth (CWM LLC), an estimated $7.79M sold.
Based on aggregated 13F filings for Q2 2024.