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iShares High Yield Systematic Bond ETF
HYDB

Overview Fund Activity

143 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, 73 increasing their positions, 38 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
143
Holders Change
-3
Holders Change %
-2.05%
% of All Funds
2.07%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.07%
New
14
Increased
73
Reduced
38
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WANY
1
Wealthspire Advisors (New York)
New York
$50.7M
2
AssetMark Inc
2
AssetMark Inc
California
$28.4M
3
OPAM
3
Ocean Park Asset Management
California
$8.41M
4
KIM
4
Kestra Investment Management
Texas
$20.7M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$6.35M

Top Sellers

1
RSWM
1
Robertson Stephens Wealth Management
California
$0
2
HWAM
2
Hennion & Walsh Asset Management
New Jersey
$842K
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$2.63M
4
SAM
4
Synergy Asset Management
Washington
$0
5
CCWM
5
Correct Capital Wealth Management
Missouri
$6.79M
Name Holding Trade Value Shares
Change 		Shares
Change %
KFS
151
Kelly Financial Services
Massachusetts
– -$46.2K -995 Closed
TSWM
152
Tyler-Stone Wealth Management
Ohio
– -$36.9K -795 Closed
UBS Group
153
UBS Group
Switzerland
– -$36.3K -781 Closed
PS
154
Principal Securities
Iowa
– -$30.8K -663 Closed
LFG
155
Larson Financial Group
Missouri
– -$25.3K -544 Closed
OP
156
ORG Partners
Indiana
– -$15.1K -328 Closed
3 4 5 6
7