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iShares High Yield Systematic Bond ETF

213 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 27 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)

36% less first-time investments, than exits

New positions opened: 27 | Existing positions closed: 42

Holders
213
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
CJ
176
Caitlin John
Michigan
$32.4K
Fidelity Investments
177
Fidelity Investments
Massachusetts
$29.8K
SS
178
Sunbelt Securities
Texas
$28.1K
TFGT
179
TS Financial Group (TSFG)
Illinois
$26K
IW
180
Imprint Wealth
South Carolina
$25.3K
GWM
181
Geneos Wealth Management
Colorado
$23.7K
WFA
182
Wells Financial Advisors
Massachusetts
$18K
MFT
183
Moisand Fitzgerald Tamayo
Florida
$14.5K
SAG
184
SageView Advisory Group
California
$14.5K
CA
185
CoreCap Advisors
Michigan
$12K
WP
186
WealthShield Partners
North Carolina
$10.3K
CT
187
Colonial Trust
South Carolina
$9.28K
DJSG
188
D.J. St. Germain
Massachusetts
$9K
PSFG
189
Park Square Financial Group
Georgia
$7.8K
SEP
190
Signature Equity Partners
Ohio
$7.25K
FWP
191
FAS Wealth Partners
Kansas
$7.1K
MIA
192
Milestone Investment Advisors
Wisconsin
$6.63K
AF
193
Advisornet Financial
Minnesota
$5.43K
FRA
194
Front Row Advisors
California
$4.74K
RF
195
Rossby Financial
Florida
$4.36K
HI
196
Harbour Investments
Wisconsin
$3.98K
GAFA
197
Garton & Associates Financial Advisors
Kentucky
$2.84K
CF
198
Collier Financial
Colorado
$2.54K
OC
199
Optima Capital
Oregon
$2.51K
EWA
200
EverSource Wealth Advisors
Alabama
$2.46K