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iShares High Yield Systematic Bond ETF

219 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 31 funds opening new positions, 86 increasing their positions, 80 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 80

3% less capital invested

Capital invested by funds: $1.25B → $1.21B (-$41.6M)

2.64% less ownership

Funds ownership: 75.92%73.27% (-2.6%)

6% less funds holding

Funds holding: 233219 (-14)

9% less funds holding in top 10

Funds holding in top 10: 1110 (-1)

26% less first-time investments, than exits

New positions opened: 31 | Existing positions closed: 42

Holders
219
Holders Change
-14
Holders Change %
-6.01%
% of All Funds
2.66%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.12%
New
31
Increased
86
Reduced
80
Closed
42
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GRP
151
Global Retirement Partners
California
$236K -$61.7K -1,303 -21%
KA
152
KLCM Advisors
Wisconsin
$231K +$231K +4,875 New
MG
153
Mather Group
Illinois
$225K +$8.14K +172 +4%
AG
154
AmeriFlex Group
Nevada
$222K +$137K +2,902 +162%
AG
155
Ascent Group
Virginia
$220K -$928K -19,608 -81%
WIA
156
World Investment Advisors
California
$217K +$217K +4,577 New
KPWS
157
Kestra Private Wealth Services
Texas
$213K +$213K +4,506 New
ATPW
158
Ashton Thomas Private Wealth
Arizona
$206K +$206K +4,360 New
BAM
159
BOS Asset Management
Illinois
$204K -$2.27K -48 -1%
Stifel Financial
160
Stifel Financial
Missouri
$203K -$1.1M -23,174 -84%
IAIM
161
International Assets Investment Management
Florida
$187K -$52.1K -1,100 -22%
Comerica Bank
162
Comerica Bank
Texas
$167K -$37.9K -800 -19%
ACA
163
Aptus Capital Advisors
Alabama
$125K -$1.42K -30 -1%
KFGG
164
Keystone Financial Group (Georgia)
Georgia
$108K -$15.2K -321 -12%
MCM
165
MAI Capital Management
Ohio
$105K +$1.66K +35 +2%
AAP
166
Arax Advisory Partners
Colorado
$97.6K +$97.6K +2,062 New
MCA
167
Midwest Capital Advisors
Michigan
$89.2K -$96.2K -2,031 -52%
PNC Financial Services Group
168
PNC Financial Services Group
Pennsylvania
$78.3K +$2.13K +45 +3%
NSIM
169
North Star Investment Management
Illinois
$55.6K
NS
170
NBC Securities
Alabama
$53.7K -$994 -21 -2%
TAM
171
Tucker Asset Management
Colorado
$53.6K +$53.6K +1,131 New
SIS
172
Sound Income Strategies
Florida
$51.9K
SA
173
Scarborough Advisors
Maryland
$49.5K -$14.1K -298 -22%
SPIA
174
Steward Partners Investment Advisory
New York
$48.8K -$61.9K -1,308 -56%
PTC
175
Private Trust Company
Ohio
$47.4K -$8.33K -176 -15%