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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

367% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 3

233% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 3

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

65% more capital invested

Capital invested by funds: $22.6M → $37.3M (+$14.8M)

46% more funds holding

Funds holding: 2435 (+11)

3.01% more ownership

Funds ownership: 25.07%28.08% (+3%)

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
Change in
Stake
OWA
1
Outlook Wealth Advisors
Texas
$9.88M +$755K +14,639 +8%
OPWM
2
Oxinas Partners Wealth Management
Indiana
$4.62M +$4.57M +88,699 New
Bank of America
3
Bank of America
North Carolina
$3.94M +$2.89M +56,083 +287%
Osaic Holdings
4
Osaic Holdings
Arizona
$2.66M +$603K +11,688 +30%
LPL Financial
5
LPL Financial
California
$2.65M +$154K +2,985 +6%
RWA
6
Redhawk Wealth Advisors
Minnesota
$2.15M +$153K +2,972 +8%
CFD
7
Creative Financial Designs
Indiana
$1.98M +$1.96M +37,998 New
Citadel Advisors
8
Citadel Advisors
Florida
$1.97M +$1.95M +37,867 New
KFS
9
Kelly Financial Services
Massachusetts
$839K +$2.2M +42,660 +4,009%
CA
10
Cetera Advisors
Colorado
$836K -$53.4K -1,035 -6%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$636K +$629K +12,206 New
MGIA
12
Matthew Goff Investment Advisor
Texas
$585K
RIA
13
Regal Investment Advisors
Michigan
$547K +$542K +10,507 New
Jane Street
14
Jane Street
New York
$535K -$2.15M -41,717 -80%
HighTower Advisors
15
HighTower Advisors
Illinois
$532K +$528K +10,234 New
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$493K +$135K +2,617 +38%
LFGH
17
Lee Financial Group Hawaii
Hawaii
$377K +$373K +7,238 New
OIA
18
OneDigital Investment Advisors
Kansas
$354K +$351K +6,803 New
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$311K -$126K -2,439 -29%
PCM
20
Parsons Capital Management
Rhode Island
$242K +$16.1K +312 +7%
Cetera Investment Advisers
21
Cetera Investment Advisers
Illinois
$209K +$207K +4,012 New
Ameriprise
22
Ameriprise
Minnesota
$202K +$200K +3,876 New
US Bancorp
23
US Bancorp
Minnesota
$163K +$21.2K +412 +15%
Carson Wealth (CWM LLC)
24
Carson Wealth (CWM LLC)
Nebraska
$130K
CF
25
Centaurus Financial
California
$125K +$124K +2,407 New

HYDB Hedge Fund Activity: Q2 2021 in Review

35 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in iShares High Yield Systematic Bond ETF (HYDB) for Q2 2021, worth a combined $37.3M — up 65% from $22.6M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new HYDB positions and 3 closed out — a net gain of 11 holders — while 10 added to existing stakes and 3 trimmed.

The largest buyer was Oxinas Partners Wealth Management, opening a new position worth an estimated $4.57M. The largest seller was Jane Street, cutting an estimated $2.15M.

  • 35 institutional investors held iShares High Yield Systematic Bond ETF (HYDB) as of Q2 2021, up from 24 in Q1 2021.
  • Funds reported $37.3M of iShares High Yield Systematic Bond ETF stock for Q2 2021, up 65% quarter-over-quarter.
  • 14 funds opened new iShares High Yield Systematic Bond ETF positions in Q2 2021 and 3 closed out, a net change of +11 holders.
  • The largest iShares High Yield Systematic Bond ETF buyer in Q2 2021 was Oxinas Partners Wealth Management, an estimated $4.57M added.
  • The largest iShares High Yield Systematic Bond ETF seller in Q2 2021 was Jane Street, an estimated $2.15M sold.

Based on aggregated 13F filings for Q2 2021.