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iShares High Yield Systematic Bond ETF

213 hedge funds and large institutions have $1.21B invested in iShares High Yield Systematic Bond ETF in 2025 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 85 increasing their positions, 80 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less capital invested

Capital invested by funds: $ → $

less ownership

Funds ownership:

less funds holding

Funds holding:

9% less funds holding in top 10

Funds holding in top 10: 1110 (-1)

36% less first-time investments, than exits

New positions opened: 27 | Existing positions closed: 42

Holders
213
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MG
151
Mather Group
Illinois
$225K
AG
152
AmeriFlex Group
Nevada
$222K
AG
153
Ascent Group
Virginia
$220K
KPWS
154
Kestra Private Wealth Services
Texas
$213K
ATPW
155
Ashton Thomas Private Wealth
Arizona
$206K
BAM
156
BOS Asset Management
Illinois
$204K
Stifel Financial
157
Stifel Financial
Missouri
$203K
IAIM
158
International Assets Investment Management
Florida
$187K
Comerica Bank
159
Comerica Bank
Texas
$167K
ACA
160
Aptus Capital Advisors
Alabama
$125K
KFGG
161
Keystone Financial Group (Georgia)
Georgia
$108K
MCM
162
MAI Capital Management
Ohio
$105K
AAP
163
Arax Advisory Partners
Colorado
$97.6K
MCA
164
Midwest Capital Advisors
Michigan
$89.2K
PNC Financial Services Group
165
PNC Financial Services Group
Pennsylvania
$78.3K
NSIM
166
North Star Investment Management
Illinois
$55.6K
NS
167
NBC Securities
Alabama
$53.7K
TAM
168
Tucker Asset Management
Colorado
$53.6K
SIS
169
Sound Income Strategies
Florida
$51.9K
SA
170
Scarborough Advisors
Maryland
$49.5K
SPIA
171
Steward Partners Investment Advisory
New York
$48.8K
PTC
172
Private Trust Company
Ohio
$47.4K
JWCA
173
J.W. Cole Advisors
Florida
$42.3K
ATC
174
Adirondack Trust Company
New York
$41.8K
TCPW
175
Twin City Private Wealth
North Carolina
$35.5K