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iShares High Yield Systematic Bond ETF
HYDB

Overview Fund Activity

216 hedge funds and large institutions have $1.11B invested in iShares High Yield Systematic Bond ETF in 2025 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 69 increasing their positions, 103 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
216
Holders Change
-25
Holders Change %
-10.37%
% of All Funds
2.9%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
29
Increased
69
Reduced
103
Closed
49
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWM
Apollon Wealth Management
South Carolina
$15M
2
SW
SoFi Wealth
California
$11M
3
IWS
Insight Wealth Strategies
California
$21.8M
4
BWP
BlueStem Wealth Partners
Minnesota
$10.9M
5
MPW
MA Private Wealth
California
$6.54M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$62.2M
2
MNA
Manning & Napier Advisors
New York
$52.8K
3
AssetMark Inc
AssetMark Inc
California
$10.6M
4
BlackRock
BlackRock
New York
$8.65M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$10.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
RH
1
RenaissanceRe Holdings
Bermuda
$240M – – –
Bank of America
2
Bank of America
North Carolina
$139M -$2.17M -45,628 -2%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$62.2M -$66.7M -1,403,902 -52%
WANY
4
Wealthspire Advisors (New York)
New York
$60M +$928K +19,554 +2%
LPL Financial
5
LPL Financial
California
$42.6M -$11M -231,381 -20%
Ameriprise
6
Ameriprise
Minnesota
$40.5M +$4.59M +96,669 +13%
State of New Jersey Common Pension Fund D
7
State of New Jersey Common Pension Fund D
New Jersey
$26.7M – – –
SPG
8
Strategic Planning Group
Utah
$23.6M +$1.88M +39,514 +9%
IWS
9
Insight Wealth Strategies
California
$21.8M +$10.9M +230,646 +100%
Morgan Stanley
10
Morgan Stanley
New York
$17.6M -$5.97M -125,725 -25%
CPG
11
Cornerstone Planning Group
New Jersey
$16M +$998K +21,126 +7%
CICC
12
Capital Investment Counsel (Colorado)
Colorado
$15.2M +$1.37M +28,854 +10%
AWM
13
Apollon Wealth Management
South Carolina
$15M +$13.5M +283,681 +868%
Cetera Investment Advisers
14
Cetera Investment Advisers
Illinois
$14.3M -$6.45M -135,799 -31%
OWA
15
Outlook Wealth Advisors
Texas
$13.9M +$199K +4,192 +1%
IAS
16
IMA Advisory Services
Colorado
$12.8M +$300K +6,310 +2%
Carson Wealth (CWM LLC)
17
Carson Wealth (CWM LLC)
Nebraska
$12.5M -$11.3M -238,347 -47%
CAPTRUST Financial Advisors
18
CAPTRUST Financial Advisors
North Carolina
$11.9M -$11.4M -239,248 -49%
Betterment LLC
19
Betterment LLC
New York
$11.7M +$1.19M +25,122 +11%
OPAM
20
Ocean Park Asset Management
California
$11.3M – – –
SW
21
SoFi Wealth
California
$11M +$11M +231,698 New
BWP
22
BlueStem Wealth Partners
Minnesota
$10.9M +$10.7M +225,890 +5,090%
UBS Group
23
UBS Group
Switzerland
$10.8M +$2.01M +42,242 +23%
JPMorgan Chase & Co
24
JPMorgan Chase & Co
New York
$10.7M -$14.2M -299,812 -57%
AssetMark Inc
25
AssetMark Inc
California
$10.6M -$18.1M -381,915 -63%
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