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iShares High Yield Systematic Bond ETF
HYDB

Overview Fund Activity

238 hedge funds and large institutions have $948M invested in iShares High Yield Systematic Bond ETF in 2024 Q4 according to their latest regulatory filings, with 102 funds opening new positions, 99 increasing their positions, 25 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
238
Holders Change
+95
Holders Change %
+66.43%
% of All Funds
3.17%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.09%
New
102
Increased
99
Reduced
25
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$126M
2
LPL Financial
2
LPL Financial
California
$66.5M
3
IWM
3
IHT Wealth Management
Illinois
$24.4M
4
BlackRock
4
BlackRock
New York
$21.6M
5
MNA
5
Manning & Napier Advisors
New York
$19.7M

Top Sellers

1
EH
1
Equitable Holdings
New York
$1.21M
2
Mariner
2
Mariner
Kansas
$2.02M
3
CA
3
Claro Advisors
Massachusetts
$326K
4
ARG
4
Advisory Resource Group
Oklahoma
$7.19M
5
PAG
5
Private Advisor Group
New Jersey
$815K
Name Holding Trade Value Shares
Change 		Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$126M +$99M +2,105,824 +366%
LPL Financial
2
LPL Financial
California
$66.5M +$44.3M +943,005 +200%
State of New Jersey Common Pension Fund D
3
State of New Jersey Common Pension Fund D
New Jersey
$57M +$9.4M +200,000 +20%
WANY
4
Wealthspire Advisors (New York)
New York
$55.9M +$6.27M +133,293 +13%
Ameriprise
5
Ameriprise
Minnesota
$31.8M +$17.9M +381,021 +129%
CAPTRUST Financial Advisors
6
CAPTRUST Financial Advisors
North Carolina
$30.5M +$472K +10,030 +2%
AssetMark Inc
7
AssetMark Inc
California
$27.7M -$96K -2,042 -0.3%
IWM
8
IHT Wealth Management
Illinois
$24.4M +$24.4M +518,878 New
Bank of America
9
Bank of America
North Carolina
$23.2M +$16.1M +343,498 +228%
BlackRock
10
BlackRock
New York
$21.6M +$21.6M +459,168 +158,334%
KIM
11
Kestra Investment Management
Texas
$21.5M +$1.24M +26,355 +6%
Morgan Stanley
12
Morgan Stanley
New York
$20.8M +$12.3M +261,596 +144%
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$20.8M +$6.31M +134,244 +44%
JPMorgan Chase & Co
14
JPMorgan Chase & Co
New York
$20.7M +$16.3M +347,500 +371%
MNA
15
Manning & Napier Advisors
New York
$19.7M +$19.7M +419,550 New
Envestnet Portfolio Solutions
16
Envestnet Portfolio Solutions
Illinois
$15.5M +$14.5M +309,379 +1,573%
Carson Wealth (CWM LLC)
17
Carson Wealth (CWM LLC)
Nebraska
$15.4M +$11.2M +237,190 +265%
CPG
18
Cornerstone Planning Group
New Jersey
$14.7M +$310K +6,509 +2%
IAS
19
IMA Advisory Services
Colorado
$13.2M +$226K +4,806 +2%
CICC
20
Capital Investment Counsel (Colorado)
Colorado
$11.7M +$5.03M +107,011 +75%
OWA
21
Outlook Wealth Advisors
Texas
$11.2M -$60.6K -1,290 -0.5%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$11.1M +$4.91M +104,530 +79%
TPW
23
TL Private Wealth
Texas
$9.52M +$236K +4,998 +3%
Osaic Holdings
24
Osaic Holdings
Arizona
$9.37M +$2.97M +63,085 +46%
Betterment LLC
25
Betterment LLC
New York
$8.48M +$1.34M +28,599 +19%
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