We are live on ! Find out more
HYDB icon

iShares High Yield Systematic Bond ETF

47 hedge funds and large institutions have $43.3M invested in iShares High Yield Systematic Bond ETF in 2022 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 13 increasing their positions, 12 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 5

9% more funds holding

Funds holding: 4347 (+4)

8% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 12

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.57% less ownership

Funds ownership: 29.95%29.38% (-0.57%)

5% less capital invested

Capital invested by funds: $45.6M → $43.3M (-$2.29M)

Holders
47
Holders Change
+4
Holders Change %
+9.3%
% of All Funds
0.81%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
9
Increased
13
Reduced
12
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HWAM
1
Hennion & Walsh Asset Management
New Jersey
$7.73M +$152K +3,390 +2%
OPWM
2
Oxinas Partners Wealth Management
Indiana
$4.11M -$934K -20,863 -18%
LPL Financial
3
LPL Financial
California
$4.07M +$802K +17,901 +23%
Bank of America
4
Bank of America
North Carolina
$3.73M +$129K +2,887 +3%
Jane Street
5
Jane Street
New York
$2.94M -$185K -4,131 -6%
OWA
6
Outlook Wealth Advisors
Texas
$2.9M -$1.26M -28,213 -29%
CFD
7
Creative Financial Designs
Indiana
$2.14M +$160K +3,563 +8%
FA
8
Fermata Advisors
California
$1.98M +$261K +5,827 +14%
CG
9
Colony Group
Massachusetts
$1.85M -$1.14M -25,510 -37%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$1.34M +$5.78K +129 +0.4%
FTUS
11
Flow Traders U.S.
New York
$1.19M -$1.82M -40,750 -59%
3AM
12
3EDGE Asset Management
Florida
$1.01M +$1.06M +23,640 New
CAN
13
Cetera Advisor Networks
California
$808K +$849K +18,960 New
SXL
14
Summit X LLC
Missouri
$783K +$825K +18,411 New
RC
15
Rovin Capital
Arizona
$764K
AIA
16
Armor Investment Advisors
North Carolina
$714K +$750K +16,754 New
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$490K +$65.9K +1,472 +15%
MGIA
18
Matthew Goff Investment Advisor
Texas
$479K
AWM
19
AE Wealth Management
Kansas
$466K +$582 +13 +0.1%
Osaic Holdings
20
Osaic Holdings
Arizona
$413K -$205K -4,574 -32%
RIA
21
Regal Investment Advisors
Michigan
$404K +$6.54K +146 +2%
HighTower Advisors
22
HighTower Advisors
Illinois
$395K -$13.5K -302 -3%
US Bancorp
23
US Bancorp
Minnesota
$296K +$46.6K +1,041 +18%
Cetera Investment Advisers
24
Cetera Investment Advisers
Illinois
$292K -$16.2K -361 -5%
PCM
25
Parsons Capital Management
Rhode Island
$292K -$14.6K -327 -5%

HYDB Hedge Fund Activity: Q3 2022 in Review

47 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in iShares High Yield Systematic Bond ETF (HYDB) for Q3 2022, worth a combined $43.3M — down 5% from $45.6M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new HYDB positions and 5 closed out — a net gain of 4 holders — while 13 added to existing stakes and 12 trimmed.

The largest buyer was 3EDGE Asset Management, opening a new position worth an estimated $1.06M. The largest seller was Flow Traders U.S., cutting an estimated $1.82M.

  • 47 institutional investors held iShares High Yield Systematic Bond ETF (HYDB) as of Q3 2022, up from 43 in Q2 2022.
  • Funds reported $43.3M of iShares High Yield Systematic Bond ETF stock for Q3 2022, down 5% quarter-over-quarter.
  • 9 funds opened new iShares High Yield Systematic Bond ETF positions in Q3 2022 and 5 closed out, a net change of +4 holders.
  • The largest iShares High Yield Systematic Bond ETF buyer in Q3 2022 was 3EDGE Asset Management, an estimated $1.06M added.
  • The largest iShares High Yield Systematic Bond ETF seller in Q3 2022 was Flow Traders U.S., an estimated $1.82M sold.

Based on aggregated 13F filings for Q3 2022.