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iShares High Yield Systematic Bond ETF

233 hedge funds and large institutions have $1.25B invested in iShares High Yield Systematic Bond ETF in 2025 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 118 increasing their positions, 56 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

147% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 15

111% more repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 56

22% more funds holding in top 10

Funds holding in top 10: 911 (+2)

12% more capital invested

Capital invested by funds: $1.12B → $1.25B (+$132M)

7% more funds holding

Funds holding: 217233 (+16)

0.01% less ownership

Funds ownership: 75.93%75.92% (-0.01%)

Holders
233
Holders Change
+16
Holders Change %
+7.37%
% of All Funds
3.06%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.14%
New
37
Increased
118
Reduced
56
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RCG
151
Regatta Capital Group
California
$287K
CIAS
152
CFS Investment Advisory Services
New Jersey
$280K +$30.8K +648 +12%
TFA
153
Transamerica Financial Advisors
Florida
$273K +$271K +5,700 New
LWM
154
Liberty Wealth Management
California
$261K -$1.99K -42 -0.8%
FFA
155
Farther Finance Advisors
California
$261K +$6.69K +141 +3%
SW
156
Simplicity Wealth
New Jersey
$260K -$271K -5,708 -51%
BTI
157
Blue Trust Inc
Georgia
$258K -$47.8K -1,007 -16%
MGIA
158
Matthew Goff Investment Advisor
Texas
$255K
PCM
159
Pennsylvania Capital Management
Pennsylvania
$247K +$3.84K +81 +2%
AWM
160
Alterna Wealth Management
Texas
$246K +$244K +5,141 New
IAIM
161
International Assets Investment Management
Florida
$238K
TWCA
162
Two West Capital Advisors
Kansas
$235K +$2.04K +43 +0.9%
JC
163
JB Capital
Connecticut
$232K +$4.27K +90 +2%
UWS
164
Unique Wealth Strategies
Illinois
$231K +$12.4K +261 +6%
SWM
165
SigFig Wealth Management
California
$230K +$9.87K +208 +5%
WP
166
WealthShield Partners
North Carolina
$226K +$5.55K +117 +3%
MG
167
Mather Group
Illinois
$219K +$217K +4,579 New
ACM
168
Absolute Capital Management
Pennsylvania
$215K -$170K -3,573 -44%
BAM
169
BOS Asset Management
Illinois
$209K +$207K +4,365 New
Comerica Bank
170
Comerica Bank
Texas
$207K +$17.4K +367 +9%
GS
171
GTS Securities
New York
$206K +$205K +4,311 New
BCM
172
Brookstone Capital Management
Illinois
$202K +$201K +4,231 New
GM
173
GeoWealth Management
Illinois
$193K +$3.37K +71 +2%
MCA
174
Midwest Capital Advisors
Michigan
$187K +$12.4K +261 +7%
CAL
175
Capital Analysts LLC
Pennsylvania
$129K -$7.88K -166 -6%