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iShares High Yield Systematic Bond ETF
HYDB

Overview Fund Activity

241 hedge funds and large institutions have $1.3B invested in iShares High Yield Systematic Bond ETF in 2025 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 134 increasing their positions, 54 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
241
Holders Change
+3
Holders Change %
+1.26%
% of All Funds
3.27%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.12%
New
37
Increased
134
Reduced
54
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RH
RenaissanceRe Holdings
Bermuda
+$238M
2
Bank of America
Bank of America
North Carolina
+$117M
3
SPG
Strategic Planning Group
Utah
+$21.5M
4
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$8.29M
5
MML Investors Services
MML Investors Services
Massachusetts
+$5.58M

Top Sellers

1
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
-$30.6M
2
KIM
Kestra Investment Management
Texas
-$18.6M
3
LPL Financial
LPL Financial
California
-$13.5M
4
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
-$7.52M
5
Jane Street
Jane Street
New York
-$6.35M
Name Holding Trade Value Shares
Change 		Shares
Change %
RH
1
RenaissanceRe Holdings
Bermuda
$238M +$238M +5,057,726 New
Bank of America
2
Bank of America
North Carolina
$140M +$117M +2,481,706 +502%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$128M +$1.56M +33,071 +1%
WANY
4
Wealthspire Advisors (New York)
New York
$58.6M +$2.62M +55,729 +5%
LPL Financial
5
LPL Financial
California
$53.2M -$13.5M -285,656 -20%
Ameriprise
6
Ameriprise
Minnesota
$35.7M +$3.81M +80,864 +12%
AssetMark Inc
7
AssetMark Inc
California
$28.5M +$754K +16,016 +3%
State of New Jersey Common Pension Fund D
8
State of New Jersey Common Pension Fund D
New Jersey
$26.5M -$30.6M -650,000 -54%
JPMorgan Chase & Co
9
JPMorgan Chase & Co
New York
$24.7M +$3.97M +84,237 +19%
Carson Wealth (CWM LLC)
10
Carson Wealth (CWM LLC)
Nebraska
$23.7M +$8.29M +176,036 +54%
Morgan Stanley
11
Morgan Stanley
New York
$23.4M +$2.51M +53,254 +12%
BlackRock
12
BlackRock
New York
$23.2M +$1.55M +32,824 +7%
CAPTRUST Financial Advisors
13
CAPTRUST Financial Advisors
North Carolina
$23M -$7.52M -159,603 -25%
SPG
14
Strategic Planning Group
Utah
$21.5M +$21.5M +456,706 New
IWM
15
IHT Wealth Management
Illinois
$20.8M -$3.62M -76,895 -15%
Cetera Investment Advisers
16
Cetera Investment Advisers
Illinois
$20.6M -$231K -4,897 -1%
MNA
17
Manning & Napier Advisors
New York
$18.5M -$1.27M -27,000 -6%
CPG
18
Cornerstone Planning Group
New Jersey
$14.6M +$462K +10,074 +3%
CICC
19
Capital Investment Counsel (Colorado)
Colorado
$13.7M +$1.95M +41,414 +17%
OWA
20
Outlook Wealth Advisors
Texas
$13.6M +$2.35M +49,851 +21%
MML Investors Services
21
MML Investors Services
Massachusetts
$12.9M +$5.58M +118,468 +76%
Envestnet Portfolio Solutions
22
Envestnet Portfolio Solutions
Illinois
$12.4M -$3.08M -65,443 -20%
IAS
23
IMA Advisory Services
Colorado
$12.4M -$807K -17,141 -6%
OPAM
24
Ocean Park Asset Management
California
$11.3M +$3.09M +65,600 +37%
IWS
25
Insight Wealth Strategies
California
$10.9M +$5.41M +114,925 +99%
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