iShares High Yield Systematic Bond ETF
HYDB
144 hedge funds and large institutions have $494M invested in iShares High Yield Systematic Bond ETF in 2024 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 74 increasing their positions, 38 reducing their positions, and 13 closing their positions.
95% more repeat investments, than reductions
Existing positions increased: 74 | Existing positions reduced: 38
67% more funds holding in top 10
Funds holding in top 10: 3 → 5 (+2)
25% more capital invested
Capital invested by funds: $397M → $494M (+$97.3M)
8% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 13
0.88% less ownership
Funds ownership: 67.73% → 66.85% (-0.88%)
1% less funds holding
Funds holding: 146 → 144 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WANY
Wealthspire Advisors (New York)
New York
|
+$44.9M |
| 2 |
AssetMark Inc
Concord,
California
|
+$13.8M |
| 3 |
OPAM
Ocean Park Asset Management
Santa Monica,
California
|
+$8.25M |
| 4 |
KIM
Kestra Investment Management
Austin,
Texas
|
+$5.73M |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$5.59M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RSWM
Robertson Stephens Wealth Management
San Francisco,
California
|
-$11.5M |
| 2 |
HWAM
Hennion & Walsh Asset Management
Parsippany,
New Jersey
|
-$10.1M |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$8.06M |
| 4 |
SAM
Synergy Asset Management
Vancouver,
Washington
|
-$6.08M |
| 5 |
CCWM
Correct Capital Wealth Management
Clayton,
Missouri
|
-$2.66M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FAM
151
Family Asset Management
Charleston,
South Carolina
| – | -$54.7K | -1,178 | Closed |
|
|
KFS
152
Kelly Financial Services
Braintree,
Massachusetts
| – | -$46.2K | -995 | Closed |
|
|
TSWM
153
Tyler-Stone Wealth Management
Beachwood,
Ohio
| – | -$36.9K | -795 | Closed |
|
154
UBS Group
Zurich,
Switzerland
| – | -$36.3K | -781 | Closed |
|
|
PS
155
Principal Securities
Des Moines,
Iowa
| – | -$30.8K | -663 | Closed |
|
|
LFG
156
Larson Financial Group
St Louis,
Missouri
| – | -$25.3K | -544 | Closed |
|
|
OP
157
ORG Partners
Roanoke,
Indiana
| – | -$15.1K | -328 | Closed |
|
HYDB Hedge Fund Activity: Q3 2024 in Review
144 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares High Yield Systematic Bond ETF (HYDB) for Q3 2024, worth a combined $494M — up 25% from $397M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new HYDB positions and 13 closed out — a net gain of 1 holder — while 74 added to existing stakes and 38 trimmed.
The largest buyer was Wealthspire Advisors (New York), adding an estimated $44.9M. The largest seller was Robertson Stephens Wealth Management, exiting entirely with an estimated $11.5M sold.
- 144 institutional investors held iShares High Yield Systematic Bond ETF (HYDB) as of Q3 2024, down from 146 in Q2 2024.
- Funds reported $494M of iShares High Yield Systematic Bond ETF stock for Q3 2024, up 25% quarter-over-quarter.
- 14 funds opened new iShares High Yield Systematic Bond ETF positions in Q3 2024 and 13 closed out, a net change of +1 holder.
- The largest iShares High Yield Systematic Bond ETF buyer in Q3 2024 was Wealthspire Advisors (New York), an estimated $44.9M added.
- The largest iShares High Yield Systematic Bond ETF seller in Q3 2024 was Robertson Stephens Wealth Management, an estimated $11.5M sold.
Based on aggregated 13F filings for Q3 2024.