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iShares High Yield Systematic Bond ETF

219 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 31 funds opening new positions, 86 increasing their positions, 80 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 80

3% less capital invested

Capital invested by funds: $1.25B → $1.21B (-$41.6M)

2.64% less ownership

Funds ownership: 75.92%73.27% (-2.6%)

6% less funds holding

Funds holding: 233219 (-14)

9% less funds holding in top 10

Funds holding in top 10: 1110 (-1)

26% less first-time investments, than exits

New positions opened: 31 | Existing positions closed: 42

Holders
219
Holders Change
-14
Holders Change %
-6.01%
% of All Funds
2.66%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.12%
New
31
Increased
86
Reduced
80
Closed
42
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JWCA
176
J.W. Cole Advisors
Florida
$42.3K +$172K +3,623 +12%
ATC
177
Adirondack Trust Company
New York
$41.8K
TCPW
178
Twin City Private Wealth
North Carolina
$35.5K -$12.3K -259 -26%
BW
179
Bravera Wealth
North Dakota
$32.8K +$32.8K +693 New
CJ
180
Caitlin John
Michigan
$32.4K
Fidelity Investments
181
Fidelity Investments
Massachusetts
$29.8K +$1.75K +37 +6%
SS
182
Sunbelt Securities
Texas
$28.1K +$568 +12 +2%
TFGT
183
TS Financial Group (TSFG)
Illinois
$26K -$28.5K -601 -52%
IW
184
Imprint Wealth
South Carolina
$25.3K +$1.37K +29 +6%
GWM
185
Geneos Wealth Management
Colorado
$23.7K
VR
186
Vision Retirement
New Jersey
$19K +$19K +402 New
WFA
187
Wells Financial Advisors
Massachusetts
$18K +$2.84K +60 +19%
MFT
188
Moisand Fitzgerald Tamayo
Florida
$14.5K
SAG
189
SageView Advisory Group
California
$14.5K +$14.5K +306 New
CA
190
CoreCap Advisors
Michigan
$12K -$12.5K -264 -51%
WP
191
WealthShield Partners
North Carolina
$10.3K -$213K -4,499 -95%
CT
192
Colonial Trust
South Carolina
$9.28K
DJSG
193
D.J. St. Germain
Massachusetts
$9K
PSFG
194
Park Square Financial Group
Georgia
$7.8K +$237 +5 +3%
SEP
195
Signature Equity Partners
Ohio
$7.25K +$7.25K +153 New
FWP
196
FAS Wealth Partners
Kansas
$7.1K +$7.1K +150 New
MIA
197
Milestone Investment Advisors
Wisconsin
$6.63K
AF
198
Advisornet Financial
Minnesota
$5.43K +$95 +2 +2%
FRA
199
Front Row Advisors
California
$4.74K
RF
200
Rossby Financial
Florida
$4.36K