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iShares High Yield Systematic Bond ETF
HYDB

Overview Fund Activity

216 hedge funds and large institutions have $1.11B invested in iShares High Yield Systematic Bond ETF in 2025 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 69 increasing their positions, 103 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
216
Holders Change
-25
Holders Change %
-10.37%
% of All Funds
2.9%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
29
Increased
69
Reduced
103
Closed
49
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWM
Apollon Wealth Management
South Carolina
+$13.5M
2
SW
SoFi Wealth
California
+$11M
3
IWS
Insight Wealth Strategies
California
+$10.9M
4
BWP
BlueStem Wealth Partners
Minnesota
+$10.7M
5
MPW
MA Private Wealth
California
+$6.09M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$66.7M
2
MNA
Manning & Napier Advisors
New York
-$18.6M
3
AssetMark Inc
AssetMark Inc
California
-$18.1M
4
BlackRock
BlackRock
New York
-$14.7M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$14.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
PSFG
201
Park Square Financial Group
Georgia
$8.17K -$1.33K -28 -14%
RWS
202
Retirement Wealth Solutions
Wisconsin
$8.12K -$26.9K -566 -77%
MIA
203
Milestone Investment Advisors
Wisconsin
$6.65K – – –
AF
204
Advisornet Financial
Minnesota
$5.33K -$3.61K -76 -40%
AA
205
Ancora Advisors
Ohio
$4.8K – – –
FRA
206
Front Row Advisors
California
$4.75K – – –
RF
207
Rossby Financial
Florida
$4.32K +$4.32K +91 New
CA
208
CoreCap Advisors
Michigan
$4.18K -$16.3K -344 -80%
HI
209
Harbour Investments
Wisconsin
$3.99K +$3.99K +84 New
PA
210
Parallel Advisors
California
$3.75K – – –
PPC
211
Park Place Capital
Alabama
$3.3K -$1.94K -41 -37%
TPWA
212
Twin Peaks Wealth Advisors
California
$2.29K +$2.29K +48 New
RFS
213
Richardson Financial Services
Massachusetts
$1.04K -$377 -8 -27%
Wells Fargo
214
Wells Fargo
California
$1.04K -$8.83K -179 -90%
MCM
215
MAI Capital Management
Ohio
$760 – – –
LFA
216
LGT Financial Advisors
Texas
$92 – – –
Kovitz Investment Group Partners
217
Kovitz Investment Group Partners
Illinois
– -$3.37M -71,627 Closed
TVAMP
218
Tennessee Valley Asset Management Partners
Tennessee
– -$3.28M -69,645 Closed
SWP
219
Sagespring Wealth Partners
Tennessee
– -$2.71M -57,448 Closed
IAN
220
Integrated Advisors Network
Texas
– -$698K -14,816 Closed
CW
221
Cook Wealth
North Carolina
– -$681K -14,791 Closed
HFA
222
High Falls Advisors
New York
– -$695K -14,754 Closed
SWP
223
ShoreHaven Wealth Partners
New Jersey
– -$551K -11,708 Closed
HPM
224
Hoxton Planning & Management
West Virginia
– -$537K -11,409 Closed
TVM
225
True Vision MN
Minnesota
– -$474K -10,063 Closed
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