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iShares High Yield Systematic Bond ETF

238 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, 99 increasing their positions, 25 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
238
Holders Change
+95
Holders Change %
+66.43%
% of All Funds
3.17%
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
99
Reduced
25
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SIS
201
Sound Income Strategies
Florida
$50.6K
GWM
202
Geneos Wealth Management
Colorado
$44.8K
ATC
203
Adirondack Trust Company
New York
$41.5K +$15.4K +328 +59%
SAM
204
Synergy Asset Management
Washington
$37.4K +$37.4K +779 New
CJ
205
Caitlin John
Michigan
$32.2K
GM
206
GeoWealth Management
Illinois
$31K +$24.7K +525 +392%
LFA
207
LGT Financial Advisors
Texas
$30K +$30K +637 New
RWS
208
Retirement Wealth Solutions
Wisconsin
$28.9K +$28.9K +617 New
WI
209
Wintrust Investments
Illinois
$28K +$6.67K +146 +31%
EAM
210
Eukles Asset Management
Ohio
$22.4K
OLVIG
211
Oliver Lagore Vanvalin Investment Group
Michigan
$20K +$20K +425 New
PSFG
212
Park Square Financial Group
Georgia
$19K +$19K +404 New
WFA
213
Wells Financial Advisors
Massachusetts
$15K +$15K +320 New
MFT
214
Moisand Fitzgerald Tamayo
Florida
$14.4K
VWM
215
Venturi Wealth Management
Texas
$12K +$12K +255 New
PNC Financial Services Group
216
PNC Financial Services Group
Pennsylvania
$11.1K -$2.39K -51 -18%
NRC
217
New Republic Capital
North Carolina
$10.8K +$10.8K +231 New
CA
218
CoreCap Advisors
Michigan
$7.76K +$7.76K +165 New
AF
219
Advisornet Financial
Minnesota
$7.62K -$50K -1,064 -87%
MIA
220
Milestone Investment Advisors
Wisconsin
$6.58K
CIA
221
Cape Investment Advisory
Georgia
$6.21K +$6.21K +132 New
AA
222
Ancora Advisors
Ohio
$5.83K
PA
223
Parallel Advisors
California
$5.55K +$5.55K +118 New
RCM
224
Raleigh Capital Management
North Carolina
$5.42K +$5.42K +115 New
AWM
225
Avior Wealth Management
Nebraska
$5.41K