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iShares High Yield Systematic Bond ETF

46 hedge funds and large institutions have $63.1M invested in iShares High Yield Systematic Bond ETF in 2021 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 21 increasing their positions, 9 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 9

67% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 6

53% more capital invested

Capital invested by funds: $41.3M → $63.1M (+$21.8M)

10% more funds holding

Funds holding: 4246 (+4)

9.32% more ownership

Funds ownership: 25.78%35.1% (+9.3%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
46
Holders Change
+4
Holders Change %
+9.52%
% of All Funds
0.71%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
10
Increased
21
Reduced
9
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OWA
1
Outlook Wealth Advisors
Texas
$11.3M +$1.47M +28,650 +15%
HWAM
2
Hennion & Walsh Asset Management
New Jersey
$9.47M +$9.47M +184,329 New
Citadel Advisors
3
Citadel Advisors
Florida
$6.98M +$5.17M +100,693 +287%
LPL Financial
4
LPL Financial
California
$4.59M +$70.9K +1,380 +2%
Jane Street
5
Jane Street
New York
$4.35M +$3.73M +72,575 +600%
CG
6
Colony Group
Massachusetts
$3.56M +$3.56M +69,295 New
Osaic Holdings
7
Osaic Holdings
Arizona
$3.46M +$125K +2,436 +4%
Bank of America
8
Bank of America
North Carolina
$3.45M -$35.9K -699 -1%
FA
9
Fermata Advisors
California
$2.7M +$2.25M +43,875 +507%
CFD
10
Creative Financial Designs
Indiana
$2.21M +$190K +3,702 +9%
OIA
11
OneDigital Investment Advisors
Kansas
$1.3M -$133K -2,596 -9%
AI
12
Atria Investments
North Carolina
$1.05M +$1.05M +20,485 New
RC
13
Rovin Capital
Arizona
$958K +$43.7K +851 +5%
CA
14
Cetera Advisors
Colorado
$854K -$4.26K -83 -0.5%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$644K +$16.9K +328 +3%
RIA
16
Regal Investment Advisors
Michigan
$621K +$48.5K +944 +8%
MGIA
17
Matthew Goff Investment Advisor
Texas
$577K
FTUS
18
Flow Traders U.S.
New York
$566K -$20.3K -396 -3%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$541K +$86.8K +1,690 +19%
HighTower Advisors
20
HighTower Advisors
Illinois
$513K -$6.22K -121 -1%
LFGH
21
Lee Financial Group Hawaii
Hawaii
$421K -$13.5K -263 -3%
PCM
22
Parsons Capital Management
Rhode Island
$302K +$17.9K +349 +6%
MFS
23
Madrona Financial Services
Washington
$287K +$33.9K +660 +13%
Ameriprise
24
Ameriprise
Minnesota
$276K -$3.34K -65 -1%
US Bancorp
25
US Bancorp
Minnesota
$274K +$58.3K +1,134 +27%

HYDB Hedge Fund Activity: Q4 2021 in Review

46 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares High Yield Systematic Bond ETF (HYDB) for Q4 2021, worth a combined $63.1M — up 53% from $41.3M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new HYDB positions and 6 closed out — a net gain of 4 holders — while 21 added to existing stakes and 9 trimmed.

The largest buyer was Hennion & Walsh Asset Management, opening a new position worth an estimated $9.47M. The largest seller was Royal Fund Management, exiting entirely with an estimated $5.22M sold.

  • 46 institutional investors held iShares High Yield Systematic Bond ETF (HYDB) as of Q4 2021, up from 42 in Q3 2021.
  • Funds reported $63.1M of iShares High Yield Systematic Bond ETF stock for Q4 2021, up 53% quarter-over-quarter.
  • 10 funds opened new iShares High Yield Systematic Bond ETF positions in Q4 2021 and 6 closed out, a net change of +4 holders.
  • The largest iShares High Yield Systematic Bond ETF buyer in Q4 2021 was Hennion & Walsh Asset Management, an estimated $9.47M added.
  • The largest iShares High Yield Systematic Bond ETF seller in Q4 2021 was Royal Fund Management, an estimated $5.22M sold.

Based on aggregated 13F filings for Q4 2021.