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iShares High Yield Systematic Bond ETF

241 hedge funds and large institutions have $1.3B invested in iShares High Yield Systematic Bond ETF in 2025 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 134 increasing their positions, 54 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
241
Holders Change
+3
Holders Change %
+1.26%
% of All Funds
3.27%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.12%
New
37
Increased
134
Reduced
54
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BCM
201
Blume Capital Management
California
$78.6K +$78.6K +1,670 New
NSIM
202
North Star Investment Management
Illinois
$55.3K
NS
203
NBC Securities
Alabama
$53K +$53K +1,133 +113,300%
TCPW
204
Twin City Private Wealth
North Carolina
$52.8K -$16.5K -350 -24%
SWM
205
Spire Wealth Management
Virginia
$51.5K -$377 -8 -0.7%
AG
206
AmeriFlex Group
Nevada
$50.8K -$29.3K -623 -37%
SIS
207
Sound Income Strategies
Florida
$50.7K
SS
208
Sunbelt Securities
Texas
$50.1K -$38.4K -816 -43%
PNC Financial Services Group
209
PNC Financial Services Group
Pennsylvania
$49.4K +$38.2K +812 +343%
LWMI
210
Legacy Wealth Management (Idaho)
Idaho
$47K +$47K +999 New
EWA
211
EverSource Wealth Advisors
Alabama
$44.2K +$40.2K +853 +1,004%
AAP
212
Arax Advisory Partners
Colorado
$42.4K +$42.4K +900 New
ATC
213
Adirondack Trust Company
New York
$41.5K
Fidelity Investments
214
Fidelity Investments
Massachusetts
$34.8K -$24.4K -519 -41%
RWS
215
Retirement Wealth Solutions
Wisconsin
$34.7K +$5.65K +120 +19%
Bank of Montreal
216
Bank of Montreal
Ontario, Canada
$25.5K +$25.5K +542 New
EAM
217
Eukles Asset Management
Ohio
$22.5K
CA
218
CoreCap Advisors
Michigan
$20.3K +$12.6K +267 +162%
CIA
219
Cape Investment Advisory
Georgia
$17.8K +$11.6K +246 +186%
CCM
220
Coldstream Capital Management
Washington
$17.8K +$17.8K +378 New
WFA
221
Wells Financial Advisors
Massachusetts
$15.1K
MFT
222
Moisand Fitzgerald Tamayo
Florida
$14.4K
AWM
223
Abound Wealth Management
Tennessee
$14.3K +$14.3K +303 New
NRC
224
New Republic Capital
North Carolina
$11K +$94 +2 +0.9%
PSFG
225
Park Square Financial Group
Georgia
$9.42K -$9.61K -204 -50%