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iShares High Yield Systematic Bond ETF

214 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 28 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)

33% less first-time investments, than exits

New positions opened: 28 | Existing positions closed: 42

Holders
214
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
WIA
154
World Investment Advisors
California
$217K
KPWS
155
Kestra Private Wealth Services
Texas
$213K
ATPW
156
Ashton Thomas Private Wealth
Arizona
$206K
BAM
157
BOS Asset Management
Illinois
$204K
Stifel Financial
158
Stifel Financial
Missouri
$203K
IAIM
159
International Assets Investment Management
Florida
$187K
Comerica Bank
160
Comerica Bank
Texas
$167K
ACA
161
Aptus Capital Advisors
Alabama
$125K
KFGG
162
Keystone Financial Group (Georgia)
Georgia
$108K
MCM
163
MAI Capital Management
Ohio
$105K
AAP
164
Arax Advisory Partners
Colorado
$97.6K
MCA
165
Midwest Capital Advisors
Michigan
$89.2K
PNC Financial Services Group
166
PNC Financial Services Group
Pennsylvania
$78.3K
NSIM
167
North Star Investment Management
Illinois
$55.6K
NS
168
NBC Securities
Alabama
$53.7K
TAM
169
Tucker Asset Management
Colorado
$53.6K
SIS
170
Sound Income Strategies
Florida
$51.9K
SA
171
Scarborough Advisors
Maryland
$49.5K
SPIA
172
Steward Partners Investment Advisory
New York
$48.8K
PTC
173
Private Trust Company
Ohio
$47.4K
JWCA
174
J.W. Cole Advisors
Florida
$42.3K
ATC
175
Adirondack Trust Company
New York
$41.8K