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iShares High Yield Systematic Bond ETF
HYDB

Overview Fund Activity

238 hedge funds and large institutions have $948M invested in iShares High Yield Systematic Bond ETF in 2024 Q4 according to their latest regulatory filings, with 102 funds opening new positions, 99 increasing their positions, 25 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
238
Holders Change
+95
Holders Change %
+66.43%
% of All Funds
3.17%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.09%
New
102
Increased
99
Reduced
25
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$126M
2
LPL Financial
2
LPL Financial
California
$66.5M
3
IWM
3
IHT Wealth Management
Illinois
$24.4M
4
BlackRock
4
BlackRock
New York
$21.6M
5
MNA
5
Manning & Napier Advisors
New York
$19.7M

Top Sellers

1
EH
1
Equitable Holdings
New York
$1.21M
2
Mariner
2
Mariner
Kansas
$2.02M
3
CA
3
Claro Advisors
Massachusetts
$326K
4
ARG
4
Advisory Resource Group
Oklahoma
$7.19M
5
PAG
5
Private Advisor Group
New Jersey
$815K
Name Holding Trade Value Shares
Change 		Shares
Change %
OPS
176
Orion Portfolio Solutions
Nebraska
$233K +$233K +4,946 New
CAM
177
Cobblestone Asset Management
Virginia
$232K +$232K +4,941 New
SCA
178
Snowden Capital Advisors
New York
$231K +$231K +4,909 New
SWC
179
Spectrum Wealth Counsel
Indiana
$229K +$229K +4,861 New
PW
180
Peninsula Wealth
California
$223K +$223K +4,752 New
PCG
181
Prosperity Consulting Group
Maryland
$220K +$4.89K +104 +2%
GRP
182
Global Retirement Partners
California
$219K +$131K +2,797 +150%
AWM
183
Alterna Wealth Management
Texas
$216K +$216K +4,585 New
AF
184
Allworth Financial
California
$205K +$49.5K +1,044 +32%
CAL
185
Capital Analysts LLC
Pennsylvania
$190K +$190K +4,050 New
CWM
186
Cranbrook Wealth Management
Michigan
$190K +$94.6K +2,013 +100%
MG
187
Mather Group
Illinois
$179K +$26.2K +557 +17%
FHA
188
First Horizon Advisors
Tennessee
$178K +$135K +2,873 +317%
ACA
189
Aptus Capital Advisors
Alabama
$168K +$25.8K +549 +18%
TFGT
190
TS Financial Group (TSFG)
Illinois
$159K +$159K +3,380 New
CT
191
Colonial Trust
South Carolina
$147K +$147K +3,127 New
EPW
192
Endeavor Private Wealth
Kansas
$139K +$139K +2,964 New
T
193
Tidemark
California
$99K +$99K +2,106 New
SS
194
Sunbelt Securities
Texas
$88.3K +$939 +20 +1%
AG
195
AmeriFlex Group
Nevada
$80.9K +$80.9K +1,702 New
TCPW
196
Twin City Private Wealth
North Carolina
$69.2K -$19.4K -413 -22%
PTC
197
Private Trust Company
Ohio
$60.3K +$60.3K +1,282 New
Fidelity Investments
198
Fidelity Investments
Massachusetts
$59.2K +$8.18K +174 +16%
NSIM
199
North Star Investment Management
Illinois
$55.2K – – –
SWM
200
Spire Wealth Management
Virginia
$51.8K +$26.8K +571 +108%
6 7
8
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