iShares High Yield Systematic Bond ETF
HYDB
42 hedge funds and large institutions have $41.3M invested in iShares High Yield Systematic Bond ETF in 2021 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 19 increasing their positions, 6 reducing their positions, and 3 closing their positions.
267% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 3
217% more repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 6
20% more funds holding
Funds holding: 35 → 42 (+7)
13% more capital invested
Capital invested by funds: $36.5M → $41.3M (+$4.81M)
0.68% less ownership
Funds ownership: 26.46% → 25.78% (-0.68%)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RFM
Royal Fund Management
Lady Lake,
Florida
|
+$5.23M |
| 2 |
LPL Financial
San Diego,
California
|
+$1.92M |
| 3 |
OIA
OneDigital Investment Advisors
Overland Park,
Kansas
|
+$1.1M |
| 4 |
RC
Rovin Capital
Mesa,
Arizona
|
+$922K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$717K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OPWM
Oxinas Partners Wealth Management
Jeffersonville,
Indiana
|
-$4.62M |
| 2 |
RWA
Redhawk Wealth Advisors
Minneapolis,
Minnesota
|
-$2.15M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$401K |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$147K |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
-$32.1K |
HYDB Hedge Fund Activity: Q3 2021 in Review
42 of the 5,728 institutional investors tracked by Wall St. Rank reported a position in iShares High Yield Systematic Bond ETF (HYDB) for Q3 2021, worth a combined $41.3M — up 13% from $36.5M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new HYDB positions and 3 closed out — a net gain of 8 holders — while 19 added to existing stakes and 6 trimmed.
The largest buyer was Royal Fund Management, opening a new position worth an estimated $5.23M. The largest seller was Oxinas Partners Wealth Management, exiting entirely with an estimated $4.62M sold.
- 42 institutional investors held iShares High Yield Systematic Bond ETF (HYDB) as of Q3 2021, up from 35 in Q2 2021.
- Funds reported $41.3M of iShares High Yield Systematic Bond ETF stock for Q3 2021, up 13% quarter-over-quarter.
- 11 funds opened new iShares High Yield Systematic Bond ETF positions in Q3 2021 and 3 closed out, a net change of +8 holders.
- The largest iShares High Yield Systematic Bond ETF buyer in Q3 2021 was Royal Fund Management, an estimated $5.23M added.
- The largest iShares High Yield Systematic Bond ETF seller in Q3 2021 was Oxinas Partners Wealth Management, an estimated $4.62M sold.
Based on aggregated 13F filings for Q3 2021.