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iShares High Yield Systematic Bond ETF

219 hedge funds and large institutions have $1.21B invested in iShares High Yield Systematic Bond ETF in 2025 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 86 increasing their positions, 80 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 80

3% less capital invested

Capital invested by funds: $1.25B → $1.21B (-$41.6M)

2.64% less ownership

Funds ownership: 75.92%73.27% (-2.6%)

6% less funds holding

Funds holding: 233219 (-14)

9% less funds holding in top 10

Funds holding in top 10: 1110 (-1)

26% less first-time investments, than exits

New positions opened: 31 | Existing positions closed: 42

Holders
219
Holders Change
-14
Holders Change %
-6.01%
% of All Funds
2.66%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.12%
New
31
Increased
86
Reduced
80
Closed
42
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HI
201
Harbour Investments
Wisconsin
$3.98K
GAFA
202
Garton & Associates Financial Advisors
Kentucky
$2.84K +$2.84K +60 New
CF
203
Collier Financial
Colorado
$2.54K
OC
204
Optima Capital
Oregon
$2.51K +$2.51K +53 New
EWA
205
EverSource Wealth Advisors
Alabama
$2.46K -$6.11K -129 -71%
OP
206
ORG Partners
Indiana
$2.37K
SAM
207
Smartleaf Asset Management
Massachusetts
$1.75K -$2.23K -47 -56%
OSAM
208
O'Shaughnessy Asset Management
Connecticut
$1.14K +$1.14K +24 New
Wells Fargo
209
Wells Fargo
California
$1.01K -$9.8K -207 -91%
RFS
210
Richardson Financial Services
Massachusetts
$947 +$47 +1 +5%
HHCP
211
Hilton Head Capital Partners
South Carolina
$805 +$805 +17 New
CFD
212
Creative Financial Designs
Indiana
$474 -$84.1K -1,777 -99%
RFP
213
Root Financial Partners
California
$474 -$1.04K -22 -69%
OA
214
Operose Advisors
Wisconsin
$451 +$474 +10 New
GWM
215
Gilpin Wealth Management
Colorado
$427 +$426 +9 New
SWP
216
Strategic Wealth Partners
Ohio
$379
Russell Investments Group
217
Russell Investments Group
United Kingdom
$48
MPW
218
MASECO Private Wealth
$47
AF
219
Alerus Financial
North Dakota
$47 +$47 +1 New
IWS
220
Insight Wealth Strategies
California
-$23.1M -481,910 Closed
OPAM
221
Ocean Park Asset Management
California
-$20.5M -427,800 Closed
BWP
222
BlueStem Wealth Partners
Minnesota
-$12.6M -262,857 Closed
Mariner
223
Mariner
Kansas
-$3.86M -80,637 Closed
CW
224
CreativeOne Wealth
Kansas
-$2.9M -60,640 Closed
Truist Financial
225
Truist Financial
North Carolina
-$942K -19,684 Closed