iShares High Yield Systematic Bond ETF
HYDB
9 hedge funds and large institutions have $11.5M invested in iShares High Yield Systematic Bond ETF in 2019 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 3 increasing their positions, 2 reducing their positions, and 0 closing their positions.
50% more funds holding
Funds holding: 6 → 9 (+3)
50% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 2
4% less capital invested
Capital invested by funds: $12M → $11.5M (-$494K)
7.37% less ownership
Funds ownership: 73.95% → 66.58% (-7.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OWA
Outlook Wealth Advisors
Shenandoah,
Texas
|
+$537K |
| 2 |
LPL Financial
San Diego,
California
|
+$454K |
| 3 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$121K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$119K |
| 5 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$93.9K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$1.91M |
| 2 |
Jane Street
New York
|
-$670K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
BlackRock
New York
| $7.23M | -$1.91M | -39,440 | -21% |
|
|
2
Jane Street
New York
| $2.54M | -$670K | -13,812 | -21% |
|
|
3
LPL Financial
San Diego,
California
| $773K | +$454K | +9,351 | +148% |
|
|
OWA
4
Outlook Wealth Advisors
Shenandoah,
Texas
| $545K | +$537K | +11,064 | New |
|
|
5
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $130K | +$121K | +2,500 | New |
|
|
6
Bank of America
Charlotte,
North Carolina
| $121K | +$119K | +2,462 | New |
|
|
LTFS
7
Ladenburg Thalmann Financial Services
Miami,
Florida
| $105K | +$93.9K | +1,935 | +968% |
|
8
UBS Group
Zurich,
Switzerland
| $30K | +$6.45K | +133 | +28% |
|
|
FCA
9
FinTrust Capital Advisors
Greenville,
South Carolina
| $18K | – | – | – |
|
HYDB Hedge Fund Activity: Q1 2019 in Review
9 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in iShares High Yield Systematic Bond ETF (HYDB) for Q1 2019, worth a combined $11.5M — down 4.1% from $12M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new HYDB positions and 0 closed out — a net gain of 3 holders — while 3 added to existing stakes and 2 trimmed.
The largest buyer was Outlook Wealth Advisors, opening a new position worth an estimated $537K. The largest seller was BlackRock, cutting an estimated $1.91M.
- 9 institutional investors held iShares High Yield Systematic Bond ETF (HYDB) as of Q1 2019, up from 6 in Q4 2018.
- Funds reported $11.5M of iShares High Yield Systematic Bond ETF stock for Q1 2019, down 4.1% quarter-over-quarter.
- 3 funds opened new iShares High Yield Systematic Bond ETF positions in Q1 2019 and 0 closed out, a net change of +3 holders.
- The largest iShares High Yield Systematic Bond ETF buyer in Q1 2019 was Outlook Wealth Advisors, an estimated $537K added.
- The largest iShares High Yield Systematic Bond ETF seller in Q1 2019 was BlackRock, an estimated $1.91M sold.
Based on aggregated 13F filings for Q1 2019.