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iShares High Yield Systematic Bond ETF
HYDB

Overview Fund Activity

54 hedge funds and large institutions have $97.7M invested in iShares High Yield Systematic Bond ETF in 2023 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 21 increasing their positions, 14 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
54
Holders Change
+2
Holders Change %
+3.85%
% of All Funds
0.85%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
10
Increased
21
Reduced
14
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CCA
1
Column Capital Advisors
Indiana
$24.7M
2
IAS
2
IMA Advisory Services
Colorado
$11.2M
3
Ameriprise
3
Ameriprise
Minnesota
$10.3M
4
Jane Street
4
Jane Street
New York
$7.85M
5
OWA
5
Outlook Wealth Advisors
Texas
$5.38M

Top Sellers

1
HWAM
1
Hennion & Walsh Asset Management
New Jersey
$7.59M
2
MML Investors Services
2
MML Investors Services
Massachusetts
$2.38M
3
OPWM
3
Oxinas Partners Wealth Management
Indiana
$3.55M
4
LFGH
4
Lee Financial Group Hawaii
Hawaii
$0
5
FTUS
5
Flow Traders U.S.
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CCA
1
Column Capital Advisors
Indiana
$24.7M +$19.3M +514,195 +358%
IAS
2
IMA Advisory Services
Colorado
$11.2M +$11.2M +251,222 New
Ameriprise
3
Ameriprise
Minnesota
$10.3M +$5.77M +129,044 +129%
Jane Street
4
Jane Street
New York
$7.85M +$5.63M +125,963 +254%
HWAM
5
Hennion & Walsh Asset Management
New Jersey
$7.59M -$1.17M -26,226 -13%
OWA
6
Outlook Wealth Advisors
Texas
$5.38M +$2.43M +54,314 +82%
OPWM
7
Oxinas Partners Wealth Management
Indiana
$3.55M -$581K -12,998 -14%
ARG
8
Advisory Resource Group
Oklahoma
$3.35M -$321K -7,183 -9%
LPL Financial
9
LPL Financial
California
$2.84M -$205K -4,597 -7%
Bank of America
10
Bank of America
North Carolina
$2.73M +$290K +6,483 +12%
MML Investors Services
11
MML Investors Services
Massachusetts
$2.38M -$972K -21,743 -29%
SXL
12
Summit X LLC
Missouri
$1.64M -$52.9K -1,184 -3%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$1.13M +$265K +5,925 +31%
RC
14
Rovin Capital
Arizona
$807K +$39.4K +881 +5%
KWM
15
Kingsview Wealth Management
Oregon
$805K +$45.8K +1,024 +6%
Citadel Advisors
16
Citadel Advisors
Florida
$740K +$740K +16,554 New
AIA
17
Armor Investment Advisors
North Carolina
$735K +$126K +2,812 +21%
CAN
18
Cetera Advisor Networks
California
$727K -$80.5K -1,802 -10%
Osaic Holdings
19
Osaic Holdings
Arizona
$673K +$276K +6,193 +70%
AC
20
Avestar Capital
New York
$665K +$7.69K +172 +1%
OMC
21
Old Mission Capital
Illinois
$633K +$633K +14,169 New
TGAM
22
TBH Global Asset Management
Tennessee
$583K +$983 +22 +0.2%
Cetera Investment Advisers
23
Cetera Investment Advisers
Illinois
$572K +$73.9K +1,654 +15%
RF
24
RHS Financial
California
$502K -$334K -7,461 -40%
AWM
25
AE Wealth Management
Kansas
$491K +$760 +17 +0.2%
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