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iShares High Yield Systematic Bond ETF
HYDB

Overview Fund Activity

238 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, 99 increasing their positions, 25 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
238
Holders Change
+95
Holders Change %
+66.43%
% of All Funds
3.17%
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
99
Reduced
25
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$126M
2
LPL Financial
2
LPL Financial
California
$66.5M
3
IWM
3
IHT Wealth Management
Illinois
$24.4M
4
BlackRock
4
BlackRock
New York
$21.6M
5
MNA
5
Manning & Napier Advisors
New York
$19.7M

Top Sellers

1
EH
1
Equitable Holdings
New York
$1.21M
2
Mariner
2
Mariner
Kansas
$2.02M
3
CA
3
Claro Advisors
Massachusetts
$326K
4
ARG
4
Advisory Resource Group
Oklahoma
$7.19M
5
PAG
5
Private Advisor Group
New Jersey
$815K
Name Holding Trade Value Shares
Change 		Shares
Change %
AWMS
151
Advocacy Wealth Management Services
Georgia
$331K +$331K +7,041 New
MFS
152
Madrona Financial Services
Washington
$327K -$13.2K -281 -4%
CA
153
Claro Advisors
Massachusetts
$326K -$840K -17,860 -72%
AWM
154
AE Wealth Management
Kansas
$315K +$50.3K +1,069 +19%
JC
155
JB Capital
Connecticut
$312K +$312K +6,627 New
IAIM
156
International Assets Investment Management
Florida
$311K +$311K +6,599 New
Northwestern Mutual Wealth Management
157
Northwestern Mutual Wealth Management
Wisconsin
$308K +$307K +6,534 +38,435%
MWM
158
Meridian Wealth Management
Kentucky
$304K +$20.3K +432 +7%
MGIA
159
Matthew Goff Investment Advisor
Texas
$299K -$45.9K -976 -13%
LWM
160
Liberty Wealth Management
California
$291K +$291K +6,303 New
PGFC
161
Peapack-Gladstone Financial Corp
New Jersey
$289K – – –
SFG
162
Snider Financial Group
Washington
$289K +$289K +6,145 New
CWS
163
Cypress Wealth Services
California
$281K +$281K +5,987 New
BCA
164
Bay Colony Advisors
Massachusetts
$276K +$276K +5,880 New
BRIA
165
Balanced Rock Investment Advisors
Massachusetts
$276K +$25.3K +538 +10%
CWP
166
Cyndeo Wealth Partners
Florida
$271K +$271K +5,773 New
PS
167
Principal Securities
Iowa
$261K +$261K +5,545 New
BAM
168
BOS Asset Management
Illinois
$259K +$259K +5,512 New
BHWM
169
Bay Harbor Wealth Management
Maryland
$259K +$259K +5,512 New
JWM
170
JPL Wealth Management
Colorado
$247K +$247K +5,263 New
OCG
171
Opus Capital Group
Ohio
$242K +$9.9K +211 +4%
FFA
172
Farther Finance Advisors
California
$239K +$221K +4,696 +1,242%
Comerica Bank
173
Comerica Bank
Texas
$237K +$80.4K +1,710 +51%
PCM
174
Pennsylvania Capital Management
Pennsylvania
$233K +$4.65K +99 +2%
BCI
175
Brinker Capital Investments
Pennsylvania
$233K +$233K +4,946 New
5 6
7
8 9