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iShares High Yield Systematic Bond ETF
HYDB

Overview Fund Activity

123 hedge funds and large institutions have $193M invested in iShares High Yield Systematic Bond ETF in 2023 Q4 according to their latest regulatory filings, with 72 funds opening new positions, 31 increasing their positions, 15 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
123
Holders Change
+66
Holders Change %
+115.79%
% of All Funds
1.8%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
72
Increased
31
Reduced
15
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$27.8M
2
Morgan Stanley
2
Morgan Stanley
New York
$16M
3
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$13.9M
4
CPG
4
Cornerstone Planning Group
New Jersey
$10.6M
5
BlackRock
5
BlackRock
New York
$6.88M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$3.98M
2
Citadel Advisors
2
Citadel Advisors
Florida
$0
3
HWAM
3
Hennion & Walsh Asset Management
New Jersey
$7.66M
4
Bank of America
4
Bank of America
North Carolina
$3.13M
5
MOS
5
MGO One Seven
Ohio
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$27.8M +$27.1M +587,264 +4,366%
Morgan Stanley
2
Morgan Stanley
New York
$16M +$16M +345,622 New
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$13.9M +$13.9M +301,839 New
IAS
4
IMA Advisory Services
Colorado
$11.6M -$69.2K -1,497 -0.6%
CPG
5
Cornerstone Planning Group
New Jersey
$10.6M +$10.6M +228,587 New
HWAM
6
Hennion & Walsh Asset Management
New Jersey
$7.66M -$754K -16,312 -9%
CCWM
7
Correct Capital Wealth Management
Missouri
$7.61M +$7.61M +164,748 New
BlackRock
8
BlackRock
New York
$6.88M +$6.88M +149,019 New
LPL Financial
9
LPL Financial
California
$6.88M +$3.88M +84,055 +130%
OWA
10
Outlook Wealth Advisors
Texas
$6.44M +$428K +9,262 +7%
Osaic Holdings
11
Osaic Holdings
Arizona
$5.76M +$3.24M +70,104 +129%
ARG
12
Advisory Resource Group
Oklahoma
$5.52M +$1.76M +38,001 +47%
Jane Street
13
Jane Street
New York
$4.33M +$1.77M +38,230 +69%
Ameriprise
14
Ameriprise
Minnesota
$3.98M -$4.99M -108,094 -56%
Envestnet Portfolio Solutions
15
Envestnet Portfolio Solutions
Illinois
$3.47M +$3.22M +69,746 +1,287%
OPWM
16
Oxinas Partners Wealth Management
Indiana
$3.13M -$428K -9,258 -12%
Bank of America
17
Bank of America
North Carolina
$3.13M -$701K -15,178 -18%
JPMorgan Chase & Co
18
JPMorgan Chase & Co
New York
$2.78M +$2.6M +56,284 +1,473%
MML Investors Services
19
MML Investors Services
Massachusetts
$2.4M +$1.82M +39,431 +317%
FA
20
Fermata Advisors
California
$2.34M -$31K -671 -1%
SXL
21
Summit X LLC
Missouri
$1.94M -$33.1K -717 -2%
Cetera Investment Advisers
22
Cetera Investment Advisers
Illinois
$1.91M +$1.31M +28,352 +219%
PAS
23
Park Avenue Securities
New York
$1.48M +$1.48M +32,002 New
UCFA
24
United Capital Financial Advisors
Texas
$1.43M +$1.43M +31,053 New
CA
25
Continuum Advisory
Idaho
$1.42M +$1.42M +30,829 New
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