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iShares High Yield Systematic Bond ETF

216 hedge funds and large institutions have $1.08B invested in iShares High Yield Systematic Bond ETF in 2026 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 84 increasing their positions, 77 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 26

10% more funds holding in top 10

Funds holding in top 10: 1011 (+1)

9% more repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 77

1% less funds holding

Funds holding: 219216 (-3)

4.99% less ownership

Funds ownership: 73.27%68.29% (-5%)

11% less capital invested

Capital invested by funds: $1.21B → $1.08B (-$136M)

Holders
216
Holders Change
-3
Holders Change %
-1.37%
% of All Funds
2.66%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.14%
New
30
Increased
84
Reduced
77
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ATS
201
Ashton Thomas Securities
New York
$2.7K +$2.74K +58 New
CF
202
Collier Financial
Colorado
$2.53K +$47 +1 +2%
EWA
203
EverSource Wealth Advisors
Alabama
$2.42K
CAN
204
Capital Advisor Network
Indiana
$2.42K +$2.46K +52 New
GSEP
205
Golden State Equity Partners
California
$2.33K +$2.36K +50 New
Wells Fargo
206
Wells Fargo
California
$1K +$47 +1 +5%
HHCP
207
Hilton Head Capital Partners
South Carolina
$791
OSAM
208
O'Shaughnessy Asset Management
Connecticut
$702 -$425 -9 -38%
CFD
209
Creative Financial Designs
Indiana
$465
RFP
210
Root Financial Partners
California
$465
SWP
211
Strategic Wealth Partners
Ohio
$372
BNP Paribas Financial Markets
212
BNP Paribas Financial Markets
France
$326 -$1.53M -32,400 -100%
Allspring Global Investments
213
Allspring Global Investments
North Carolina
$66 +$47 +1 New
AF
214
Alerus Financial
North Dakota
$47
MPW
215
MASECO Private Wealth
$47
Citigroup
216
Citigroup
New York
$47 +$47 +1 New
SL
217
Systelligence LLC
Minnesota
-$3.57M -75,428 Closed
SWP
218
Stratos Wealth Partners
Ohio
-$2.8M -59,059 Closed
FIA
219
Foundations Investment Advisors
Arizona
-$2.76M -58,293 Closed
SFS
220
Security Financial Services
Indiana
-$1.67M -35,221 Closed
JESC
221
J.E. Simmons & Co
Texas
-$1.65M -34,831 Closed
TPBG
222
Turning Point Benefit Group
Maryland
-$494K -10,434 Closed
DAS
223
Diversify Advisory Services
Utah
-$383K -8,053 Closed
AI
224
Atria Investments
North Carolina
-$369K -7,795 Closed
MFS
225
Madrona Financial Services
Washington
-$359K -7,578 Closed