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iShares High Yield Systematic Bond ETF
HYDB

17 hedge funds and large institutions have $10.6M invested in iShares High Yield Systematic Bond ETF in 2019 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 6 increasing their positions, 2 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 1

200% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 2

42% more funds holding

Funds holding: 12 → 17 (+5)

8% more capital invested

Capital invested by funds: $9.8M → $10.6M (+$793K)

10.96% less ownership

Funds ownership: 49% → 38.05% (-11%)

Holders
17
Holders Change
+5
Holders Change %
+41.67%
% of All Funds
0.37%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
6
Reduced
2
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CA
Cetera Advisors
Colorado
+$1.16M
2
FTUS
Flow Traders U.S.
New York
+$551K
3
LPL Financial
LPL Financial
California
+$283K
4
MA
Mutual Advisors
Nebraska
+$280K
5
FAAS
First Allied Advisory Services
California
+$151K

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$1.23M
2
Jane Street
Jane Street
New York
-$690K
3
OWA
Outlook Wealth Advisors
Texas
-$15.6K
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$4.23M -$1.23M -24,436 -23%
OWA
2
Outlook Wealth Advisors
Texas
$1.7M -$15.6K -310 -0.9%
LPL Financial
3
LPL Financial
California
$1.22M +$283K +5,645 +31%
CA
4
Cetera Advisors
Colorado
$1.17M +$1.16M +23,121 New
MA
5
Mutual Advisors
Nebraska
$694K +$280K +5,574 +68%
FTUS
6
Flow Traders U.S.
New York
$555K +$551K +10,976 New
Bank of America
7
Bank of America
North Carolina
$396K +$6.33K +126 +2%
LTFS
8
Ladenburg Thalmann Financial Services
Florida
$163K +$45.2K +900 +39%
FAAS
9
First Allied Advisory Services
California
$152K +$151K +3,000 New
Carson Wealth (CWM LLC)
10
Carson Wealth (CWM LLC)
Nebraska
$130K – – –
US Bancorp
11
US Bancorp
Minnesota
$103K +$102K +2,028 New
AssetMark Inc
12
AssetMark Inc
California
$28K +$151 +3 +0.5%
FCA
13
FinTrust Capital Advisors
South Carolina
$18K – – –
AG
14
Advisor Group
Arizona
$17K +$16.6K +330 New
RIA
15
Realta Investment Advisors
Delaware
$15K – – –
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$10K +$4.72K +94 +98%
Jane Street
17
Jane Street
New York
– -$690K -13,807 Closed
Wells Fargo
18
Wells Fargo
California
– +$50 +1 New

HYDB Hedge Fund Activity: Q3 2019 in Review

17 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in iShares High Yield Systematic Bond ETF (HYDB) for Q3 2019, worth a combined $10.6M — up 8.1% from $9.8M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new HYDB positions and 1 closed out — a net gain of 5 holders — while 6 added to existing stakes and 2 trimmed.

The largest buyer was Cetera Advisors, opening a new position worth an estimated $1.16M. The largest seller was BlackRock, cutting an estimated $1.23M.

  • 17 institutional investors held iShares High Yield Systematic Bond ETF (HYDB) as of Q3 2019, up from 12 in Q2 2019.
  • Funds reported $10.6M of iShares High Yield Systematic Bond ETF stock for Q3 2019, up 8.1% quarter-over-quarter.
  • 6 funds opened new iShares High Yield Systematic Bond ETF positions in Q3 2019 and 1 closed out, a net change of +5 holders.
  • The largest iShares High Yield Systematic Bond ETF buyer in Q3 2019 was Cetera Advisors, an estimated $1.16M added.
  • The largest iShares High Yield Systematic Bond ETF seller in Q3 2019 was BlackRock, an estimated $1.23M sold.

Based on aggregated 13F filings for Q3 2019.