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iShares High Yield Systematic Bond ETF

35 hedge funds and large institutions have $37.3M invested in iShares High Yield Systematic Bond ETF in 2021 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 10 increasing their positions, 3 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
35
Holders Change
+11
Holders Change %
+45.83%
% of All Funds
0.61%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
14
Increased
10
Reduced
3
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
OWA
1
Outlook Wealth Advisors
Texas
$9.88M +$763K +14,639 +8%
OPWM
2
Oxinas Partners Wealth Management
Indiana
$4.62M +$4.62M +88,699 New
Bank of America
3
Bank of America
North Carolina
$3.94M +$2.92M +56,083 +287%
Osaic Holdings
4
Osaic Holdings
Arizona
$2.66M +$609K +11,688 +30%
LPL Financial
5
LPL Financial
California
$2.65M +$156K +2,985 +6%
RWA
6
Redhawk Wealth Advisors
Minnesota
$2.15M +$155K +2,972 +8%
CFD
7
Creative Financial Designs
Indiana
$1.98M +$1.98M +37,998 New
Citadel Advisors
8
Citadel Advisors
Florida
$1.97M +$1.97M +37,867 New
KFS
9
Kelly Financial Services
Massachusetts
$839K +$819K +42,660 +4,009%
CA
10
Cetera Advisors
Colorado
$836K -$53.9K -1,035 -6%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$636K +$636K +12,206 New
MGIA
12
Matthew Goff Investment Advisor
Texas
$585K
RIA
13
Regal Investment Advisors
Michigan
$547K +$547K +10,507 New
Jane Street
14
Jane Street
New York
$535K -$2.18M -41,717 -80%
HighTower Advisors
15
HighTower Advisors
Illinois
$532K +$532K +10,234 New
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$493K +$136K +2,617 +38%
LFGH
17
Lee Financial Group Hawaii
Hawaii
$377K +$377K +7,238 New
OIA
18
OneDigital Investment Advisors
Kansas
$354K +$354K +6,803 New
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$311K -$127K -2,439 -29%
PCM
20
Parsons Capital Management
Rhode Island
$242K +$16.3K +312 +7%
Cetera Investment Advisers
21
Cetera Investment Advisers
Illinois
$209K +$209K +4,012 New
Ameriprise
22
Ameriprise
Minnesota
$202K +$202K +3,876 New
US Bancorp
23
US Bancorp
Minnesota
$163K +$21.5K +412 +15%
Carson Wealth (CWM LLC)
24
Carson Wealth (CWM LLC)
Nebraska
$130K
CF
25
Centaurus Financial
California
$125K +$125K +2,407 New