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iShares High Yield Systematic Bond ETF

213 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 27 funds opening new positions, 85 increasing their positions, 80 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less capital invested

Capital invested by funds: $ → $

less ownership

Funds ownership:

less funds holding

Funds holding:

9% less funds holding in top 10

Funds holding in top 10: 1110 (-1)

36% less first-time investments, than exits

New positions opened: 27 | Existing positions closed: 42

Holders
213
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OP
201
ORG Partners
Indiana
$2.37K
SAM
202
Smartleaf Asset Management
Massachusetts
$1.75K
OSAM
203
O'Shaughnessy Asset Management
Connecticut
$1.14K
Wells Fargo
204
Wells Fargo
California
$1.01K
RFS
205
Richardson Financial Services
Massachusetts
$947
HHCP
206
Hilton Head Capital Partners
South Carolina
$805
CFD
207
Creative Financial Designs
Indiana
$474
RFP
208
Root Financial Partners
California
$474
OA
209
Operose Advisors
Wisconsin
$451
GWM
210
Gilpin Wealth Management
Colorado
$427
Russell Investments Group
211
Russell Investments Group
United Kingdom
$48
MPW
212
MASECO Private Wealth
$47
AF
213
Alerus Financial
North Dakota
$47
IWS
214
Insight Wealth Strategies
California
OPAM
215
Ocean Park Asset Management
California
BWP
216
BlueStem Wealth Partners
Minnesota
Mariner
217
Mariner
Kansas
CW
218
CreativeOne Wealth
Kansas
Truist Financial
219
Truist Financial
North Carolina
AWM
220
Arista Wealth Management
Nevada
SW
221
SteelPeak Wealth
California
MWM
222
Meridian Wealth Management
Kentucky
TWM
223
TSA Wealth Management
Texas
IWC
224
Integrated Wealth Concepts
Massachusetts
SWP
225
Summit Wealth Partners
Florida