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iShares High Yield Systematic Bond ETF

216 hedge funds and large institutions have $1.11B invested in iShares High Yield Systematic Bond ETF in 2025 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 69 increasing their positions, 103 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

less ownership

Funds ownership:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

33% less repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 103

42% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 50

Holders
216
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Sellers

1 -$66.7M
2 -$18.6M
3 -$18.1M
4
BlackRock
BlackRock
New York
-$14.7M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$14.2M
Name Holding Trade Value Shares
Change
Change in
Stake
IAIM
151
International Assets Investment Management
Florida
$240K
PAS
152
PKS Advisory Services
New York
$240K
IWA
153
Icon Wealth Advisors
Texas
$233K
TWCA
154
Two West Capital Advisors
Kansas
$231K
Northwestern Mutual Wealth Management
155
Northwestern Mutual Wealth Management
Wisconsin
$231K
SVWG
156
Shared Vision Wealth Group
United States
$228K
JC
157
JB Capital
Connecticut
$226K
SHJ
158
Sharkey, Howes & Javer
Colorado
$223K
WP
159
WealthShield Partners
North Carolina
$218K
SWM
160
SigFig Wealth Management
California
$218K
WAP
161
Wealthcare Advisory Partners
Pennsylvania
$206K
GM
162
GeoWealth Management
Illinois
$188K
Comerica Bank
163
Comerica Bank
Texas
$188K
MCA
164
Midwest Capital Advisors
Michigan
$174K
FHA
165
First Horizon Advisors
Tennessee
$149K
KFGG
166
Keystone Financial Group (Georgia)
Georgia
$141K
SWA
167
SOA Wealth Advisors
New York
$140K
EWA
168
EP Wealth Advisors
California
$138K
CAL
169
Capital Analysts LLC
Pennsylvania
$137K
ACA
170
Aptus Capital Advisors
Alabama
$127K
MYIA
171
Mount Yale Investment Advisors
Colorado
$126K
AAS
172
Ameritas Advisory Services
Nebraska
$115K
BHWM
173
Bay Harbor Wealth Management
Maryland
$112K
CFD
174
Creative Financial Designs
Indiana
$110K
SPIA
175
Steward Partners Investment Advisory
New York
$98.5K