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iShares High Yield Systematic Bond ETF
HYDB

244 hedge funds and large institutions have $1.3B invested in iShares High Yield Systematic Bond ETF in 2025 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 135 increasing their positions, 55 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

145% more repeat investments, than reductions

Existing positions increased: 135 | Existing positions reduced: 55

41% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 27

37% more capital invested

Capital invested by funds: $948M → $1.3B (+$355M)

29% more funds holding in top 10

Funds holding in top 10: 7 → 9 (+2)

2% more funds holding

Funds holding: 239 → 244 (+5)

0.12% less ownership

Funds ownership: 80.15% → 80.03% (-0.12%)

Holders
244
Holders Change
+5
Holders Change %
+2.09%
% of All Funds
3.27%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.12%
New
38
Increased
135
Reduced
55
Closed
27
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RH
RenaissanceRe Holdings
Bermuda
+$239M
2
Bank of America
Bank of America
North Carolina
+$117M
3
SPG
Strategic Planning Group
Utah
+$21.6M
4
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$8.33M
5
MML Investors Services
MML Investors Services
Massachusetts
+$5.61M

Top Sellers

Rank Fund Capital Flow
1
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
-$30.8M
2
KIM
Kestra Investment Management
Texas
-$18.7M
3
LPL Financial
LPL Financial
California
-$13.5M
4
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
-$7.56M
5
Jane Street
Jane Street
New York
-$6.35M
Name Holding Trade Value Shares
Change 		Change in
Stake
VFG
176
Victory Financial Group
Texas
$264K +$265K +5,605 New
Comerica Bank
177
Comerica Bank
Texas
$263K +$26K +550 +11%
PS
178
Principal Securities
Iowa
$261K – – –
QPWM
179
Quadrant Private Wealth Management
Pennsylvania
$258K -$272K -5,754 -51%
PAS
180
PKS Advisory Services
New York
$258K +$259K +5,477 New
IAA
181
Independent Advisor Alliance
North Carolina
$256K -$112K -2,366 -30%
SWC
182
Spectrum Wealth Counsel
Indiana
$253K +$24.7K +522 +11%
SCA
183
Snowden Capital Advisors
New York
$241K +$9.47K +200 +4%
PCG
184
Prosperity Consulting Group
Maryland
$240K +$20K +423 +9%
PCM
185
Pennsylvania Capital Management
Pennsylvania
$236K +$2.32K +49 +1%
FHA
186
First Horizon Advisors
Tennessee
$231K +$52.9K +1,118 +30%
DAS
187
Diversify Advisory Services
Utah
$224K +$227K +4,798 New
TFGT
188
TS Financial Group (TSFG)
Illinois
$222K +$63.2K +1,334 +39%
EPW
189
Endeavor Private Wealth
Kansas
$221K +$81.6K +1,723 +58%
UWS
190
Unique Wealth Strategies
Illinois
$219K -$4.02K -85 -2%
SPC
191
Sigma Planning Corp
Michigan
$210K +$211K +4,457 New
BWP
192
BlueStem Wealth Partners
Minnesota
$209K +$210K +4,438 New
BWMG
193
Barnes Wealth Management Group
California
$209K +$210K +4,435 New
TWCA
194
Two West Capital Advisors
Kansas
$208K +$219K +4,623 New
SFA
195
Sequoia Financial Advisors
Ohio
$203K +$204K +4,314 New
CAL
196
Capital Analysts LLC
Pennsylvania
$200K +$9.8K +207 +5%
MG
197
Mather Group
Illinois
$185K +$5.21K +110 +3%
ACA
198
Aptus Capital Advisors
Alabama
$156K -$12.1K -255 -7%
SHIM
199
Stone House Investment Management
Pennsylvania
$154K +$154K +3,263 New
PTC
200
Private Trust Company
Ohio
$107K +$47.3K +1,000 +78%
6 7
8
9 10

HYDB Hedge Fund Activity: Q1 2025 in Review

244 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in iShares High Yield Systematic Bond ETF (HYDB) for Q1 2025, worth a combined $1.3B — up 37% from $948M a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new HYDB positions and 27 closed out — a net gain of 11 holders — while 135 added to existing stakes and 55 trimmed.

The largest buyer was RenaissanceRe Holdings, opening a new position worth an estimated $239M. The largest seller was State of New Jersey Common Pension Fund D, cutting an estimated $30.8M.

  • 244 institutional investors held iShares High Yield Systematic Bond ETF (HYDB) as of Q1 2025, up from 239 in Q4 2024.
  • Funds reported $1.3B of iShares High Yield Systematic Bond ETF stock for Q1 2025, up 37% quarter-over-quarter.
  • 38 funds opened new iShares High Yield Systematic Bond ETF positions in Q1 2025 and 27 closed out, a net change of +11 holders.
  • The largest iShares High Yield Systematic Bond ETF buyer in Q1 2025 was RenaissanceRe Holdings, an estimated $239M added.
  • The largest iShares High Yield Systematic Bond ETF seller in Q1 2025 was State of New Jersey Common Pension Fund D, an estimated $30.8M sold.

Based on aggregated 13F filings for Q1 2025.