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iShares High Yield Systematic Bond ETF

239 hedge funds and large institutions have $948M invested in iShares High Yield Systematic Bond ETF in 2024 Q4 according to their latest regulatory filings, with 102 funds opening new positions, 100 increasing their positions, 25 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,600% more first-time investments, than exits

New positions opened: 102 | Existing positions closed: 6

300% more repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 25

92% more capital invested

Capital invested by funds: $494M → $948M (+$454M)

66% more funds holding

Funds holding: 144239 (+95)

40% more funds holding in top 10

Funds holding in top 10: 57 (+2)

13.3% more ownership

Funds ownership: 66.85%80.15% (+13%)

Holders
239
Holders Change
+95
Holders Change %
+65.97%
% of All Funds
3.15%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.09%
New
102
Increased
100
Reduced
25
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWMS
151
Advocacy Wealth Management Services
Georgia
$331K +$334K +7,041 New
MFS
152
Madrona Financial Services
Washington
$327K -$13.3K -281 -4%
CA
153
Claro Advisors
Massachusetts
$326K -$848K -17,860 -72%
AWM
154
AE Wealth Management
Kansas
$315K +$50.8K +1,069 +19%
JC
155
JB Capital
Connecticut
$312K +$315K +6,627 New
IAIM
156
International Assets Investment Management
Florida
$311K +$313K +6,599 New
Northwestern Mutual Wealth Management
157
Northwestern Mutual Wealth Management
Wisconsin
$308K +$310K +6,534 +38,435%
MWM
158
Meridian Wealth Management
Kentucky
$304K +$20.5K +432 +7%
MGIA
159
Matthew Goff Investment Advisor
Texas
$299K -$46.3K -976 -13%
LWM
160
Liberty Wealth Management
California
$291K +$299K +6,303 New
PGFC
161
Peapack-Gladstone Financial Corp
New Jersey
$289K
SFG
162
Snider Financial Group
Washington
$289K +$292K +6,145 New
CWS
163
Cypress Wealth Services
California
$281K +$284K +5,987 New
BCA
164
Bay Colony Advisors
Massachusetts
$276K +$279K +5,880 New
BRIA
165
Balanced Rock Investment Advisors
Massachusetts
$276K +$25.5K +538 +10%
CWP
166
Cyndeo Wealth Partners
Florida
$271K +$274K +5,773 New
PS
167
Principal Securities
Iowa
$261K +$263K +5,545 New
BHWM
168
Bay Harbor Wealth Management
Maryland
$259K +$262K +5,512 New
BAM
169
BOS Asset Management
Illinois
$259K +$262K +5,512 New
JWM
170
JPL Wealth Management
Colorado
$247K +$250K +5,263 New
OCG
171
Opus Capital Group
Ohio
$242K +$10K +211 +4%
FFA
172
Farther Finance Advisors
California
$239K +$223K +4,696 +1,242%
Comerica Bank
173
Comerica Bank
Texas
$237K +$81.2K +1,710 +51%
PCM
174
Pennsylvania Capital Management
Pennsylvania
$233K +$4.7K +99 +2%
BCI
175
Brinker Capital Investments
Pennsylvania
$233K +$235K +4,946 New

HYDB Hedge Fund Activity: Q4 2024 in Review

239 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares High Yield Systematic Bond ETF (HYDB) for Q4 2024, worth a combined $948M — up 92% from $494M a quarter earlier.

Buyers outnumbered sellers: 102 funds opened new HYDB positions and 6 closed out — a net gain of 96 holders — while 100 added to existing stakes and 25 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $100M. The largest seller was Equitable Holdings, cutting an estimated $4.05M.

  • 239 institutional investors held iShares High Yield Systematic Bond ETF (HYDB) as of Q4 2024, up from 144 in Q3 2024.
  • Funds reported $948M of iShares High Yield Systematic Bond ETF stock for Q4 2024, up 92% quarter-over-quarter.
  • 102 funds opened new iShares High Yield Systematic Bond ETF positions in Q4 2024 and 6 closed out, a net change of +96 holders.
  • The largest iShares High Yield Systematic Bond ETF buyer in Q4 2024 was Envestnet Asset Management, an estimated $100M added.
  • The largest iShares High Yield Systematic Bond ETF seller in Q4 2024 was Equitable Holdings, an estimated $4.05M sold.

Based on aggregated 13F filings for Q4 2024.