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iShares High Yield Systematic Bond ETF

233 hedge funds and large institutions have $1.25B invested in iShares High Yield Systematic Bond ETF in 2025 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 118 increasing their positions, 56 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

147% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 15

111% more repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 56

22% more funds holding in top 10

Funds holding in top 10: 911 (+2)

12% more capital invested

Capital invested by funds: $1.12B → $1.25B (+$132M)

7% more funds holding

Funds holding: 217233 (+16)

0.01% less ownership

Funds ownership: 75.93%75.92% (-0.01%)

Holders
233
Holders Change
+16
Holders Change %
+7.37%
% of All Funds
3.06%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.14%
New
37
Increased
118
Reduced
56
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RH
1
RenaissanceRe Holdings
Bermuda
$242M
Bank of America
2
Bank of America
North Carolina
$151M +$11M +231,758 +8%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$66.7M +$3.95M +83,188 +6%
WANY
4
Wealthspire Advisors (New York)
New York
$62.2M +$1.72M +36,193 +3%
FMI
5
Factory Mutual Insurance
Massachusetts
$50.5M +$50.1M +1,055,715 New
LPL Financial
6
LPL Financial
California
$47.4M +$4.38M +92,199 +10%
Ameriprise
7
Ameriprise
Minnesota
$44.4M +$3.51M +73,917 +9%
SPG
8
Strategic Planning Group
Utah
$25.8M +$2.04M +43,084 +9%
IWS
9
Insight Wealth Strategies
California
$23.1M +$966K +20,347 +4%
State of New Jersey Common Pension Fund D
10
State of New Jersey Common Pension Fund D
New Jersey
$22.2M -$4.75M -100,000 -18%
Morgan Stanley
11
Morgan Stanley
New York
$21.8M +$4.03M +84,931 +23%
OPAM
12
Ocean Park Asset Management
California
$20.5M +$8.88M +187,001 +78%
CICC
13
Capital Investment Counsel (Colorado)
Colorado
$17.7M +$2.42M +50,921 +16%
CPG
14
Cornerstone Planning Group
New Jersey
$16.6M +$474K +9,994 +3%
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$16.4M +$1.92M +40,509 +13%
AWM
16
Apollon Wealth Management
South Carolina
$15.3M +$139K +2,934 +0.9%
SW
17
SoFi Wealth
California
$14.3M +$3.24M +68,182 +29%
Betterment LLC
18
Betterment LLC
New York
$13.9M +$2.06M +43,430 +18%
IAS
19
IMA Advisory Services
Colorado
$13.3M +$444K +9,357 +3%
JP Morgan Chase
20
JP Morgan Chase
New York
$13.3M +$2.45M +51,671 +23%
OWA
21
Outlook Wealth Advisors
Texas
$13.3M -$707K -14,902 -5%
BWP
22
BlueStem Wealth Partners
Minnesota
$12.6M +$1.54M +32,529 +14%
Osaic Holdings
23
Osaic Holdings
Arizona
$12.1M -$1.17M -24,572 -9%
UBS Group
24
UBS Group
Switzerland
$12M +$1.1M +23,162 +10%
Carson Wealth (CWM LLC)
25
Carson Wealth (CWM LLC)
Nebraska
$11.6M -$1.05M -22,029 -8%