iShares High Yield Systematic Bond ETF
HYDB
137 hedge funds and large institutions have $323M invested in iShares High Yield Systematic Bond ETF in 2024 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 54 increasing their positions, 33 reducing their positions, and 23 closing their positions.
70% more first-time investments, than exits
New positions opened: 39 | Existing positions closed: 23
68% more capital invested
Capital invested by funds: $193M → $323M (+$131M)
64% more repeat investments, than reductions
Existing positions increased: 54 | Existing positions reduced: 33
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
11% more funds holding
Funds holding: 123 → 137 (+14)
6.64% more ownership
Funds ownership: 57.19% → 63.83% (+6.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
+$28.2M |
| 2 |
State of New Jersey Common Pension Fund D
Trenton,
New Jersey
|
+$23.2M |
| 3 |
AssetMark Inc
Concord,
California
|
+$13.8M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$11.7M |
| 5 |
AT
Arden Trust
Wilmington,
Delaware
|
+$9.12M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$6.93M |
| 2 |
BlackRock
New York
|
-$6.89M |
| 3 |
Jane Street
New York
|
-$4.33M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$3.86M |
| 5 |
Envestnet Portfolio Solutions
Chicago,
Illinois
|
-$2.76M |
HYDB Hedge Fund Activity: Q1 2024 in Review
137 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in iShares High Yield Systematic Bond ETF (HYDB) for Q1 2024, worth a combined $323M — up 68% from $193M a quarter earlier.
Buyers outnumbered sellers: 39 funds opened new HYDB positions and 23 closed out — a net gain of 16 holders — while 54 added to existing stakes and 33 trimmed.
The largest buyer was CAPTRUST Financial Advisors, opening a new position worth an estimated $28.2M. The largest seller was Morgan Stanley, cutting an estimated $6.93M.
- 137 institutional investors held iShares High Yield Systematic Bond ETF (HYDB) as of Q1 2024, up from 123 in Q4 2023.
- Funds reported $323M of iShares High Yield Systematic Bond ETF stock for Q1 2024, up 68% quarter-over-quarter.
- 39 funds opened new iShares High Yield Systematic Bond ETF positions in Q1 2024 and 23 closed out, a net change of +16 holders.
- The largest iShares High Yield Systematic Bond ETF buyer in Q1 2024 was CAPTRUST Financial Advisors, an estimated $28.2M added.
- The largest iShares High Yield Systematic Bond ETF seller in Q1 2024 was Morgan Stanley, an estimated $6.93M sold.
Based on aggregated 13F filings for Q1 2024.