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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
SWM
201
Spire Wealth Management
Virginia
$51.8K +$27.1K +571 +108%
SIS
202
Sound Income Strategies
Florida
$50.6K
GWM
203
Geneos Wealth Management
Colorado
$44.8K
ATC
204
Adirondack Trust Company
New York
$41.5K +$15.6K +328 +59%
SAM
205
Synergy Asset Management
Washington
$37.4K +$37K +779 New
CJ
206
Caitlin John
Michigan
$32.2K
GM
207
GeoWealth Management
Illinois
$31K +$24.9K +525 +392%
LFA
208
LGT Financial Advisors
Texas
$30K +$30.2K +637 New
RWS
209
Retirement Wealth Solutions
Wisconsin
$28.9K +$29.3K +617 New
WI
210
Wintrust Investments
Illinois
$28K +$6.93K +146 +31%
EAM
211
Eukles Asset Management
Ohio
$22.4K
OLVIG
212
Oliver Lagore Vanvalin Investment Group
Michigan
$20K +$20.2K +425 New
PSFG
213
Park Square Financial Group
Georgia
$19K +$19.2K +404 New
WFA
214
Wells Financial Advisors
Massachusetts
$15K +$15.2K +320 New
MFT
215
Moisand Fitzgerald Tamayo
Florida
$14.4K
VWM
216
Venturi Wealth Management
Texas
$12K +$12.1K +255 New
PNC Financial Services Group
217
PNC Financial Services Group
Pennsylvania
$11.1K -$2.42K -51 -18%
NRC
218
New Republic Capital
North Carolina
$10.8K +$11K +231 New
CA
219
CoreCap Advisors
Michigan
$7.76K +$7.83K +165 New
AF
220
Advisornet Financial
Minnesota
$7.62K -$50.5K -1,064 -87%
MIA
221
Milestone Investment Advisors
Wisconsin
$6.58K
CIA
222
Cape Investment Advisory
Georgia
$6.21K +$6.27K +132 New
AA
223
Ancora Advisors
Ohio
$5.83K
PA
224
Parallel Advisors
California
$5.55K +$5.6K +118 New
RCM
225
Raleigh Capital Management
North Carolina
$5.42K +$5.46K +115 New

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.