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iShares High Yield Systematic Bond ETF

214 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 28 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)

33% less first-time investments, than exits

New positions opened: 28 | Existing positions closed: 42

Holders
214
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
EWA
201
EverSource Wealth Advisors
Alabama
$2.46K
OP
202
ORG Partners
Indiana
$2.37K
SAM
203
Smartleaf Asset Management
Massachusetts
$1.75K
OSAM
204
O'Shaughnessy Asset Management
Connecticut
$1.14K
Wells Fargo
205
Wells Fargo
California
$1.01K
RFS
206
Richardson Financial Services
Massachusetts
$947
HHCP
207
Hilton Head Capital Partners
South Carolina
$805
CFD
208
Creative Financial Designs
Indiana
$474
RFP
209
Root Financial Partners
California
$474
OA
210
Operose Advisors
Wisconsin
$451
GWM
211
Gilpin Wealth Management
Colorado
$427
Russell Investments Group
212
Russell Investments Group
United Kingdom
$48
MPW
213
MASECO Private Wealth
$47
AF
214
Alerus Financial
North Dakota
$47
IWS
215
Insight Wealth Strategies
California
OPAM
216
Ocean Park Asset Management
California
BWP
217
BlueStem Wealth Partners
Minnesota
Mariner
218
Mariner
Kansas
CW
219
CreativeOne Wealth
Kansas
Truist Financial
220
Truist Financial
North Carolina
AWM
221
Arista Wealth Management
Nevada
SW
222
SteelPeak Wealth
California
MWM
223
Meridian Wealth Management
Kentucky
TWM
224
TSA Wealth Management
Texas
IWC
225
Integrated Wealth Concepts
Massachusetts