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iShares High Yield Systematic Bond ETF
HYDB

Overview Fund Activity

146 hedge funds and large institutions have $397M invested in iShares High Yield Systematic Bond ETF in 2024 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 74 increasing their positions, 34 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
146
Holders Change
+9
Holders Change %
+6.57%
% of All Funds
2.12%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
23
Increased
74
Reduced
34
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
State of New Jersey Common Pension Fund D
1
State of New Jersey Common Pension Fund D
New Jersey
$47M
2
RSWM
2
Robertson Stephens Wealth Management
California
$11.5M
3
TPW
3
TL Private Wealth
Texas
$8.69M
4
SAM
4
Synergy Asset Management
Washington
$6.08M
5
SL
5
Systelligence LLC
Minnesota
$5.89M

Top Sellers

1
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$4.03M
2
Bank of America
2
Bank of America
North Carolina
$2.9M
3
Legacy Financial Group (Iowa)
3
Legacy Financial Group (Iowa)
Iowa
$0
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$633K
5
FRA
5
FFG Retirement Advisors
Colorado
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
State of New Jersey Common Pension Fund D
1
State of New Jersey Common Pension Fund D
New Jersey
$47M +$23.8M +513,120 +103%
CAPTRUST Financial Advisors
2
CAPTRUST Financial Advisors
North Carolina
$29.1M +$2.77M +63,883 +10%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$27M +$3.01M +64,834 +13%
LPL Financial
4
LPL Financial
California
$18.3M +$2.3M +49,548 +14%
Ameriprise
5
Ameriprise
Minnesota
$14.8M -$933K -20,096 -6%
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$14.8M +$5.43M +116,880 +58%
KIM
7
Kestra Investment Management
Texas
$14.4M +$14.4M +310,334 New
AssetMark Inc
8
AssetMark Inc
California
$13.9M +$42.8K +921 +0.3%
CPG
9
Cornerstone Planning Group
New Jersey
$12.8M +$891K +19,248 +7%
IAS
10
IMA Advisory Services
Colorado
$12.3M +$141K +3,032 +1%
RSWM
11
Robertson Stephens Wealth Management
California
$11.5M +$11.5M +247,981 New
HWAM
12
Hennion & Walsh Asset Management
New Jersey
$10.8M +$1.72M +37,107 +19%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$10.5M +$638K +13,747 +6%
AT
14
Arden Trust
Delaware
$9.26M +$119K +2,552 +1%
CCWM
15
Correct Capital Wealth Management
Missouri
$9.17M +$1.16M +25,050 +15%
Morgan Stanley
16
Morgan Stanley
New York
$8.85M -$253K -5,451 -3%
TPW
17
TL Private Wealth
Texas
$8.69M +$8.69M +184,691 New
ARG
18
Advisory Resource Group
Oklahoma
$7.21M +$913K +19,649 +14%
SAM
19
Synergy Asset Management
Washington
$6.08M +$6.08M +130,967 New
SL
20
Systelligence LLC
Minnesota
$5.89M +$5.89M +126,898 New
WANY
21
Wealthspire Advisors (New York)
New York
$4.82M +$2.86M +61,531 +145%
Betterment LLC
22
Betterment LLC
New York
$4.63M +$1.8M +38,715 +63%
EH
23
Equitable Holdings
New York
$4.6M +$3.93M +84,690 +594%
OIA
24
OneDigital Investment Advisors
Kansas
$4.32M +$559K +12,041 +15%
Carson Wealth (CWM LLC)
25
Carson Wealth (CWM LLC)
Nebraska
$4.03M -$7.82M -168,334 -66%
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