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iShares High Yield Systematic Bond ETF

239 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, 100 increasing their positions, 25 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,600% more first-time investments, than exits

New positions opened: 102 | Existing positions closed: 6

300% more repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 25

92% more capital invested

Capital invested by funds: $494M → $948M (+$454M)

66% more funds holding

Funds holding: 144239 (+95)

40% more funds holding in top 10

Funds holding in top 10: 57 (+2)

13.3% more ownership

Funds ownership: 66.85%80.15% (+13%)

Holders
239
Holders Change
+95
Holders Change %
+65.97%
% of All Funds
3.15%
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
100
Reduced
25
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OPS
176
Orion Portfolio Solutions
Nebraska
$233K +$235K +4,946 New
CAM
177
Cobblestone Asset Management
Virginia
$232K +$235K +4,941 New
SCA
178
Snowden Capital Advisors
New York
$231K +$233K +4,909 New
SWC
179
Spectrum Wealth Counsel
Indiana
$229K +$231K +4,861 New
PW
180
Peninsula Wealth
California
$223K +$226K +4,752 New
UWS
181
Unique Wealth Strategies
Illinois
$223K +$18.1K +382 +9%
PCG
182
Prosperity Consulting Group
Maryland
$220K +$4.94K +104 +2%
GRP
183
Global Retirement Partners
California
$219K +$133K +2,797 +150%
AWM
184
Alterna Wealth Management
Texas
$216K +$218K +4,585 New
AF
185
Allworth Financial
California
$205K +$49.6K +1,044 +32%
CAL
186
Capital Analysts LLC
Pennsylvania
$190K +$192K +4,050 New
CWM
187
Cranbrook Wealth Management
Michigan
$190K +$95.6K +2,013 +100%
MG
188
Mather Group
Illinois
$179K +$26.4K +557 +17%
FHA
189
First Horizon Advisors
Tennessee
$178K +$136K +2,873 +317%
ACA
190
Aptus Capital Advisors
Alabama
$168K +$26.1K +549 +18%
TFGT
191
TS Financial Group (TSFG)
Illinois
$159K +$161K +3,380 New
CT
192
Colonial Trust
South Carolina
$147K +$148K +3,127 New
EPW
193
Endeavor Private Wealth
Kansas
$139K +$141K +2,964 New
T
194
Tidemark
California
$99K +$100K +2,106 New
SS
195
Sunbelt Securities
Texas
$88.3K +$950 +20 +1%
AG
196
AmeriFlex Group
Nevada
$80.9K +$80.8K +1,702 New
TCPW
197
Twin City Private Wealth
North Carolina
$69.2K -$19.6K -413 -22%
PTC
198
Private Trust Company
Ohio
$60.3K +$60.9K +1,282 New
Fidelity Investments
199
Fidelity Investments
Massachusetts
$59.2K +$8.26K +174 +16%
NSIM
200
North Star Investment Management
Illinois
$55.2K

HYDB Hedge Fund Activity: Q4 2024 in Review

239 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares High Yield Systematic Bond ETF (HYDB) for Q4 2024, worth a combined $948M — up 92% from $494M a quarter earlier.

Buyers outnumbered sellers: 102 funds opened new HYDB positions and 6 closed out — a net gain of 96 holders — while 100 added to existing stakes and 25 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $100M. The largest seller was Equitable Holdings, cutting an estimated $4.05M.

  • 239 institutional investors held iShares High Yield Systematic Bond ETF (HYDB) as of Q4 2024, up from 144 in Q3 2024.
  • Funds reported $948M of iShares High Yield Systematic Bond ETF stock for Q4 2024, up 92% quarter-over-quarter.
  • 102 funds opened new iShares High Yield Systematic Bond ETF positions in Q4 2024 and 6 closed out, a net change of +96 holders.
  • The largest iShares High Yield Systematic Bond ETF buyer in Q4 2024 was Envestnet Asset Management, an estimated $100M added.
  • The largest iShares High Yield Systematic Bond ETF seller in Q4 2024 was Equitable Holdings, an estimated $4.05M sold.

Based on aggregated 13F filings for Q4 2024.