iShares High Yield Systematic Bond ETF
HYDB
12 hedge funds and large institutions have $9.8M invested in iShares High Yield Systematic Bond ETF in 2019 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 4 increasing their positions, 2 reducing their positions, and 1 closing their positions.
300% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 1
100% more repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 2
33% more funds holding
Funds holding: 9 → 12 (+3)
15% less capital invested
Capital invested by funds: $11.5M → $9.8M (-$1.69M)
17.58% less ownership
Funds ownership: 66.58% → 49% (-18%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OWA
Outlook Wealth Advisors
Shenandoah,
Texas
|
+$1.13M |
| 2 |
MA
Mutual Advisors
Omaha,
Nebraska
|
+$403K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$259K |
| 4 |
LPL Financial
San Diego,
California
|
+$134K |
| 5 |
AssetMark Inc
Concord,
California
|
+$27.5K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$1.92M |
| 2 |
Jane Street
New York
|
-$1.86M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$30K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
BlackRock
New York
| $5.4M | -$1.92M | -38,743 | -26% |
|
|
OWA
2
Outlook Wealth Advisors
Shenandoah,
Texas
| $1.69M | +$1.13M | +22,751 | +206% |
|
|
3
LPL Financial
San Diego,
California
| $920K | +$134K | +2,713 | +17% |
|
|
4
Jane Street
New York
| $690K | -$1.86M | -37,656 | -73% |
|
|
MA
5
Mutual Advisors
Omaha,
Nebraska
| $407K | +$403K | +8,144 | New |
|
|
6
Bank of America
Charlotte,
North Carolina
| $385K | +$259K | +5,243 | +213% |
|
7
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $130K | – | – | – |
|
|
LTFS
8
Ladenburg Thalmann Financial Services
Miami,
Florida
| $116K | +$9.6K | +194 | +9% |
|
|
9
AssetMark Inc
Concord,
California
| $28K | +$27.5K | +555 | New |
|
|
FCA
10
FinTrust Capital Advisors
Greenville,
South Carolina
| $18K | – | – | – |
|
|
RIA
11
Realta Investment Advisors
Wilmington,
Delaware
| $15K | +$14.8K | +300 | New |
|
12
Royal Bank of Canada
Toronto,
Ontario, Canada
| $5K | +$4.75K | +96 | New |
|
|
13
UBS Group
Zurich,
Switzerland
| – | -$30K | -609 | Closed |
|
HYDB Hedge Fund Activity: Q2 2019 in Review
12 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in iShares High Yield Systematic Bond ETF (HYDB) for Q2 2019, worth a combined $9.8M — down 15% from $11.5M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new HYDB positions and 1 closed out — a net gain of 3 holders — while 4 added to existing stakes and 2 trimmed.
The largest buyer was Outlook Wealth Advisors, adding an estimated $1.13M. The largest seller was BlackRock, cutting an estimated $1.92M.
- 12 institutional investors held iShares High Yield Systematic Bond ETF (HYDB) as of Q2 2019, up from 9 in Q1 2019.
- Funds reported $9.8M of iShares High Yield Systematic Bond ETF stock for Q2 2019, down 15% quarter-over-quarter.
- 4 funds opened new iShares High Yield Systematic Bond ETF positions in Q2 2019 and 1 closed out, a net change of +3 holders.
- The largest iShares High Yield Systematic Bond ETF buyer in Q2 2019 was Outlook Wealth Advisors, an estimated $1.13M added.
- The largest iShares High Yield Systematic Bond ETF seller in Q2 2019 was BlackRock, an estimated $1.92M sold.
Based on aggregated 13F filings for Q2 2019.