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iShares High Yield Systematic Bond ETF

219 hedge funds and large institutions have $1.21B invested in iShares High Yield Systematic Bond ETF in 2025 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 86 increasing their positions, 80 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 80

3% less capital invested

Capital invested by funds: $1.25B → $1.21B (-$41.6M)

2.64% less ownership

Funds ownership: 75.92%73.27% (-2.6%)

6% less funds holding

Funds holding: 233219 (-14)

9% less funds holding in top 10

Funds holding in top 10: 1110 (-1)

26% less first-time investments, than exits

New positions opened: 31 | Existing positions closed: 42

Holders
219
Holders Change
-14
Holders Change %
-6.01%
% of All Funds
2.66%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.12%
New
31
Increased
86
Reduced
80
Closed
42
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RH
1
RenaissanceRe Holdings
Bermuda
$239M
Bank of America
2
Bank of America
North Carolina
$152M +$2.2M +46,501 +1%
FMI
3
Factory Mutual Insurance
Massachusetts
$100M +$50.2M +1,061,100 +101%
WANY
4
Wealthspire Advisors (New York)
New York
$67.6M +$6.03M +127,250 +10%
LPL Financial
5
LPL Financial
California
$54.3M +$7.45M +157,291 +16%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$53.6M -$12.4M -260,993 -19%
SPG
7
Strategic Planning Group
Utah
$26.8M +$1.31M +27,665 +5%
Ameriprise
8
Ameriprise
Minnesota
$26.4M -$17.6M -370,748 -40%
KIM
9
Kestra Investment Management
Texas
$25.5M +$20.5M +432,835 +413%
Morgan Stanley
10
Morgan Stanley
New York
$20.7M -$908K -19,173 -4%
CICC
11
Capital Investment Counsel (Colorado)
Colorado
$19.6M +$2.08M +43,929 +12%
CPG
12
Cornerstone Planning Group
New Jersey
$16.8M +$178K +3,767 +1%
Betterment LLC
13
Betterment LLC
New York
$16.3M +$2.56M +54,126 +19%
LSWP
14
Liberty Square Wealth Partners
Pennsylvania
$15.6M +$5.71M +120,621 +58%
AWM
15
Apollon Wealth Management
South Carolina
$15.3M +$180K +3,798 +1%
SW
16
SoFi Wealth
California
$15.3M +$1.07M +22,529 +8%
Cetera Investment Advisers
17
Cetera Investment Advisers
Illinois
$14.3M -$1.92M -40,502 -12%
IAS
18
IMA Advisory Services
Colorado
$14M +$767K +16,189 +6%
OWA
19
Outlook Wealth Advisors
Texas
$13.1M -$49.2K -1,040 -0.4%
UBS Group
20
UBS Group
Switzerland
$12M +$122K +2,570 +1%
Osaic Holdings
21
Osaic Holdings
Arizona
$11.9M -$122K -2,575 -1%
TPW
22
TL Private Wealth
Texas
$10.5M +$301K +6,356 +3%
SAI
23
Savvy Advisors Inc
New York
$10.3M +$3.46M +72,969 +50%
AWM
24
Avior Wealth Management
Nebraska
$10.3M +$9.5M +200,623 +1,167%
Carson Wealth (CWM LLC)
25
Carson Wealth (CWM LLC)
Nebraska
$10.1M -$1.37M -28,966 -12%