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iShares High Yield Systematic Bond ETF

52 hedge funds and large institutions have $55.4M invested in iShares High Yield Systematic Bond ETF in 2023 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 15 increasing their positions, 15 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
52
Holders Change
+7
Holders Change %
+15.56%
% of All Funds
0.83%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
13
Increased
15
Reduced
15
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
HWAM
1
Hennion & Walsh Asset Management
New Jersey
$8.76M +$335K +7,500 +4%
CCA
2
Column Capital Advisors
Indiana
$6.42M +$6.42M +143,775 New
Ameriprise
3
Ameriprise
Minnesota
$4.48M +$4.48M +100,337 New
OPWM
4
Oxinas Partners Wealth Management
Indiana
$4.13M -$34.2K -765 -0.8%
ARG
5
Advisory Resource Group
Oklahoma
$3.67M +$3.67M +82,193 New
MML Investors Services
6
MML Investors Services
Massachusetts
$3.34M +$3.34M +74,866 New
LPL Financial
7
LPL Financial
California
$3.04M +$360K +8,053 +13%
OWA
8
Outlook Wealth Advisors
Texas
$2.95M +$2.95M +66,118 New
Bank of America
9
Bank of America
North Carolina
$2.44M -$1.94M -43,490 -44%
Jane Street
10
Jane Street
New York
$2.22M -$1.05M -23,582 -32%
SXL
11
Summit X LLC
Missouri
$1.7M +$1.7M +37,973 New
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$867K +$186K +4,160 +27%
RF
13
RHS Financial
California
$835K +$54.7K +1,225 +7%
CAN
14
Cetera Advisor Networks
California
$807K +$68.7K +1,539 +9%
RC
15
Rovin Capital
Arizona
$767K -$35.5K -794 -4%
KWM
16
Kingsview Wealth Management
Oregon
$759K +$759K +16,981 New
AC
17
Avestar Capital
New York
$657K -$39.9K -893 -6%
AIA
18
Armor Investment Advisors
North Carolina
$609K -$256K -5,722 -30%
TGAM
19
TBH Global Asset Management
Tennessee
$582K +$582K +13,028 New
LFGH
20
Lee Financial Group Hawaii
Hawaii
$511K -$21.1K -473 -4%
RJFSA
21
Raymond James Financial Services Advisors
Florida
$498K -$49.2K -1,101 -9%
Cetera Investment Advisers
22
Cetera Investment Advisers
Illinois
$498K -$46.5K -1,040 -9%
FTUS
23
Flow Traders U.S.
New York
$495K -$229K -5,136 -32%
AWM
24
AE Wealth Management
Kansas
$490K +$447 +10 +0.1%
MGIA
25
Matthew Goff Investment Advisor
Texas
$474K