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iShares High Yield Systematic Bond ETF
HYDB

Overview Fund Activity

143 hedge funds and large institutions have $494M invested in iShares High Yield Systematic Bond ETF in 2024 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 73 increasing their positions, 38 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
143
Holders Change
-3
Holders Change %
-2.05%
% of All Funds
2.07%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.07%
New
14
Increased
73
Reduced
38
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WANY
1
Wealthspire Advisors (New York)
New York
$50.7M
2
AssetMark Inc
2
AssetMark Inc
California
$28.4M
3
OPAM
3
Ocean Park Asset Management
California
$8.41M
4
KIM
4
Kestra Investment Management
Texas
$20.7M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$6.35M

Top Sellers

1
RSWM
1
Robertson Stephens Wealth Management
California
$0
2
HWAM
2
Hennion & Walsh Asset Management
New Jersey
$842K
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$2.63M
4
SAM
4
Synergy Asset Management
Washington
$0
5
CCWM
5
Correct Capital Wealth Management
Missouri
$6.79M
Name Holding Trade Value Shares
Change 		Shares
Change %
WANY
1
Wealthspire Advisors (New York)
New York
$50.7M +$45.7M +951,096 +916%
State of New Jersey Common Pension Fund D
2
State of New Jersey Common Pension Fund D
New Jersey
$48.7M – – –
CAPTRUST Financial Advisors
3
CAPTRUST Financial Advisors
North Carolina
$30.7M -$1.61M -33,421 -5%
AssetMark Inc
4
AssetMark Inc
California
$28.4M +$14.1M +292,788 +98%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$27.6M -$353K -7,350 -1%
LPL Financial
6
LPL Financial
California
$22.7M +$3.68M +76,667 +19%
KIM
7
Kestra Investment Management
Texas
$20.7M +$5.83M +121,404 +39%
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$14.8M -$473K -9,846 -3%
CPG
9
Cornerstone Planning Group
New Jersey
$14.3M +$1.18M +24,892 +9%
Ameriprise
10
Ameriprise
Minnesota
$14.2M -$1.11M -23,005 -7%
IAS
11
IMA Advisory Services
Colorado
$13.2M +$494K +10,272 +4%
OWA
12
Outlook Wealth Advisors
Texas
$11.5M +$984K +20,482 +9%
TPW
13
TL Private Wealth
Texas
$9.31M +$553K +11,659 +6%
Morgan Stanley
14
Morgan Stanley
New York
$8.73M -$432K -8,989 -5%
OPAM
15
Ocean Park Asset Management
California
$8.41M +$8.41M +175,000 New
ARG
16
Advisory Resource Group
Oklahoma
$8.17M +$710K +14,776 +10%
Betterment LLC
17
Betterment LLC
New York
$7.29M +$2.49M +51,905 +52%
Bank of America
18
Bank of America
North Carolina
$7.23M +$4.22M +87,890 +141%
CICC
19
Capital Investment Counsel (Colorado)
Colorado
$6.86M +$4.7M +97,723 +217%
CCWM
20
Correct Capital Wealth Management
Missouri
$6.79M -$2.71M -56,370 -29%
Osaic Holdings
21
Osaic Holdings
Arizona
$6.55M +$3.22M +66,917 +96%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$6.35M +$5.7M +118,530 +870%
SL
23
Systelligence LLC
Minnesota
$5.83M -$272K -5,667 -4%
OIA
24
OneDigital Investment Advisors
Kansas
$5.79M +$1.31M +27,352 +29%
AFG
25
Atomi Financial Group
New York
$5.61M +$1.86M +38,670 +50%
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