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iShares Yield Optimized Bond ETF (BYLD) Institutional Ownership

iShares Yield Optimized Bond ETF logo
$22.25 +0.02 (+0.09%)
As of 01/17/2025 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for iShares Yield Optimized Bond ETF (NYSEARCA:BYLD)

Number of
Institutional Buyers
(last 12 months)
37
Total
Institutional Inflows
(last 12 months)
$39.16M
Number of
Institutional Sellers
(last 12 months)
13
Total
Institutional Outflows
(last 12 months)
$15.42M
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BYLD Institutional Buying and Selling by Quarter

iShares Yield Optimized Bond ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
1/15/2025 Arkadios Wealth Advisors50,740$1.13M0.1%+5.9%0.638%
1/13/2025 AdvisorNet Financial Inc16,739$371K0.0%-4.8%0.211%
12/26/2024JPMorgan Chase & Co.61,022$1.40M0.0%+1.1%0.768%
11/25/2024World Investment Advisors LLC88,930$2.04M0.0%N/A1.119%
11/18/2024Asset Allocation Strategies LLC13,172$302K0.1%N/A0.166%
11/15/2024MML Investors Services LLC25,305$580K0.0%+28.8%0.318%
11/15/2024SYM FINANCIAL Corp18,799$431K0.1%+3.5%0.236%
11/12/2024Great Valley Advisor Group Inc.19,608$449K0.0%-31.7%0.247%
11/12/2024Asset Management Group Inc.49,717$1.14M0.2%-10.9%0.625%
11/8/2024Altman Advisors Inc.15,155$347K0.2%+3.6%0.191%
11/8/2024Darwin Wealth Management LLC3,693$85K0.0%N/A0.046%
11/6/2024KPP Advisory Services LLC243,688$5.59M1.3%+51.6%3.065%
11/5/2024Savvy Advisors Inc.52,938$1.21M0.2%+2.6%0.666%
11/5/2024Systelligence LLC425,800$9.76M2.4%+18.5%5.356%
11/5/2024Harbour Investments Inc.82,699$1.90M0.1%N/A1.040%
11/4/2024Sigma Planning Corp214,420$4.91M0.2%-2.9%2.697%
10/24/2024Bay Colony Advisory Group Inc d b a Bay Colony Advisors22,356$512K0.1%+31.6%0.281%
10/24/2024 Arkadios Wealth Advisors47,895$1.10M0.1%+71.9%0.602%
10/22/2024Private Advisor Group LLC19,624$450K0.0%+14.0%0.247%
10/18/2024Raymond James & Associates259,508$5.95M0.0%+15.6%3.264%
10/17/2024Richard W. Paul & Associates LLC48,329$1.11M0.4%+1.8%0.608%
10/11/2024 Redhawk Wealth Advisors Inc.22,023$505K0.1%-95.6%0.277%
10/8/2024Dynamic Advisor Solutions LLC30,994$710K0.0%+17.2%0.390%
8/27/2024KPP Advisory Services LLC160,728$3.57M0.9%+163.5%2.022%
8/22/2024Cetera Investment Advisers42,454$942K0.0%N/A0.534%
8/21/2024Truist Financial Corp145,232$3.22M0.0%+8.9%1.827%
8/16/2024Northwestern Mutual Wealth Management Co.1,322$29K0.0%N/A0.017%
8/13/2024Asset Management Group Inc.55,828$1.24M0.2%+1.3%0.702%
8/8/2024LWM Advisory Services LLC124,256$2.76M2.3%+5.0%1.563%
8/8/2024Altman Advisors Inc.14,625$324K0.2%+18.5%0.184%
8/2/2024Birchcreek Wealth Management LLC54,687$1.21M0.7%+36.8%0.688%
8/1/2024 Elevated Capital Advisors LLC41,075$911K0.3%-6.5%0.517%
7/31/2024Commonwealth Equity Services LLC27,311$606K0.0%+164.6%0.344%
7/29/2024 Arkadios Wealth Advisors27,868$618K0.0%+111.5%0.351%
7/27/2024Zimmermann Investment Management & Planning LLC20,756$460K0.2%-76.4%0.261%
7/25/2024Systelligence LLC359,177$7.97M2.1%-0.6%4.518%
7/24/2024Bay Colony Advisory Group Inc d b a Bay Colony Advisors16,988$377K0.1%+80.0%0.214%
7/23/2024Richard W. Paul & Associates LLC47,471$1.05M0.4%+13.1%0.597%
7/19/2024Raymond James & Associates224,459$4.98M0.0%+13.1%2.823%
7/17/2024 Redhawk Wealth Advisors Inc.501,647$11.13M1.7%N/A6.310%
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7/16/2024Great Valley Advisor Group Inc.28,694$636K0.0%-67.2%0.361%
7/15/2024Dynamic Advisor Solutions LLC26,445$587K0.0%+13.4%0.333%
5/15/2024Stonebridge Capital Advisors LLC14,980$335K0.0%+13.9%0.188%
5/6/2024SYM FINANCIAL Corp18,152$406K0.1%+3.0%0.228%
5/2/2024Vantage Financial Partners LLC13,644$305K0.1%-6.6%0.176%
5/1/2024Retirement Group LLC2,000$45K0.0%+33.3%0.026%
5/1/2024Private Advisor Group LLC15,309$342K0.0%N/A0.198%
4/30/2024Hartline Investment Corp9,438$211K0.0%N/A0.122%
4/30/2024 Arkadios Wealth Advisors13,177$295K0.0%N/A0.170%
4/25/2024 Mendota Financial Group LLC2,339$52K0.0%N/A0.030%
4/23/2024Raymond James Financial Services Advisors Inc.262,935$5.88M0.0%+38.5%3.393%
4/15/2024 Elevated Capital Advisors LLC43,912$982K0.3%+2.2%1.098%
4/12/2024 AdvisorNet Financial Inc14,980$335K0.0%+13.9%0.375%
4/12/2024Systelligence LLC361,479$8.08M2.1%+0.2%9.037%
2/8/2024Savvy Advisors Inc.14,175$318K0.3%N/A0.354%
2/8/2024Altman Advisors Inc.14,330$321K0.2%N/A0.358%
2/7/2024Principal Securities Inc.7,240$162K0.0%N/A0.181%
2/7/2024Darwin Wealth Management LLC163,479$3.67M1.0%-8.1%4.087%
2/6/2024Great Valley Advisor Group Inc.19,087$428K0.0%N/A0.477%
2/5/2024LWM Advisory Services LLC96,880$2.17M1.9%-19.6%2.422%
2/5/2024Birchcreek Wealth Management LLC30,810$691K0.4%-4.0%0.770%
2/2/2024Truist Financial Corp114,229$2.56M0.0%-3.9%2.856%
1/24/2024Allworth Financial LP63,290$1.42M0.0%+23.3%1.582%
1/22/2024Zimmermann Investment Management & Planning LLC26,539$595K0.2%N/A0.663%
1/19/2024 AdvisorNet Financial Inc13,150$295K0.0%+28.3%0.329%
1/19/2024Atlas Private Wealth Management357,089$8.01M3.8%N/A8.927%
1/16/2024Raymond James Financial Services Advisors Inc.189,825$4.26M0.0%+304.1%4.746%
1/16/2024Raymond James & Associates13,359$300K0.0%N/A0.334%
1/11/2024Dynamic Advisor Solutions LLC19,039$422K0.0%+21.2%0.476%
1/9/2024 Elevated Capital Advisors LLC42,946$963K0.3%+7.1%1.074%
1/8/2024Systelligence LLC360,724$8.09M2.2%+39.7%9.018%
11/15/2023Stonebridge Capital Advisors LLC10,250$219K0.0%+103.0%0.256%
11/13/2023Mariner LLC25,635$548K0.0%+37.2%0.641%
11/7/2023Darwin Wealth Management LLC177,815$3.80M1.0%-1.0%4.445%
11/6/2023Lincoln National Corp17,355$371K0.0%-8.5%0.434%
11/2/2023LWM Advisory Services LLC120,439$2.57M2.8%N/A3.011%
11/2/2023Vantage Financial Partners LLC14,568$311K0.1%-23.9%0.364%
10/31/2023Allworth Financial LP51,311$1.10M0.0%+207.3%1.283%
10/27/2023SYM FINANCIAL Corp17,979$384K0.1%-5.0%0.449%
10/24/2023Raymond James Financial Services Advisors Inc.46,970$1.00M0.0%+15.3%1.174%
10/24/2023Birchcreek Wealth Management LLC32,106$686K0.5%N/A0.803%
10/17/2023 Elevated Capital Advisors LLC40,116$857K0.3%+1.9%1.003%
10/12/2023 AdvisorNet Financial Inc10,250$219K0.0%+103.0%0.256%
10/12/2023Richard W. Paul & Associates LLC37,224$796K0.4%+19.5%0.931%
10/11/2023AE Wealth Management LLC38,055$813K0.0%+19.3%0.951%
10/11/2023Dynamic Advisor Solutions LLC15,703$336K0.0%+24.0%0.393%
10/10/2023Systelligence LLC258,268$5.52M1.6%N/A6.457%
8/23/2023Stonebridge Capital Advisors LLC5,050$111K0.0%N/A0.126%
8/18/2023 Elevated Capital Advisors LLC39,369$864K0.3%+18.4%0.984%
8/14/2023Asset Management Group Inc.61,543$1.35M0.3%+1.0%1.539%
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8/8/2023Vantage Financial Partners LLC19,134$420K0.2%-3.3%0.478%
8/8/2023Prospera Financial Services Inc17,503$384K0.0%-9.1%0.438%
8/3/2023CWM LLC1,401$31K0.0%-84.9%0.032%
7/31/2023LPL Financial LLC57,406$1.26M0.0%-6.6%1.320%
7/27/2023Sage Financial Group Inc.11,615$255K0.0%-48.2%0.267%
7/25/2023Raymond James Financial Services Advisors Inc.40,733$894K0.0%-3.8%0.936%
7/14/2023 AdvisorNet Financial Inc5,050$111K0.0%N/A0.116%
7/12/2023Darwin Wealth Management LLC179,617$3.91M1.0%+2.5%4.129%
7/10/2023AE Wealth Management LLC31,894$700K0.0%+1.6%0.733%
5/15/2023Asset Management Group Inc.60,912$1.34M0.3%+1.0%1.369%
(Data available from 1/1/2016 forward)

BYLD Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of BYLD shares?

During the previous two years, 50 institutional investors and hedge funds held shares of iShares Yield Optimized Bond ETF. The most heavily invested institutionals were Systelligence LLC ($9.76M), Atlas Private Wealth Management ($8.01M), Raymond James & Associates ($5.95M), Raymond James Financial Services Advisors Inc. ($5.88M), KPP Advisory Services LLC ($5.59M), Sigma Planning Corp ($4.91M), and Truist Financial Corp ($3.22M).Learn more on BYLD's institutional investors.

Which institutional investors have been buying iShares Yield Optimized Bond ETF stock?

Of the 46 institutional investors that purchased iShares Yield Optimized Bond ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Redhawk Wealth Advisors Inc. ($501.65K), Systelligence LLC ($428.10K), Atlas Private Wealth Management ($357.09K), Raymond James Financial Services Advisors Inc. ($225.64K), KPP Advisory Services LLC ($182.69K), LWM Advisory Services LLC ($126.41K), and World Investment Advisors LLC ($88.93K).

How much institutional buying is happening at iShares Yield Optimized Bond ETF?

Institutional investors have bought a total of 2,613,998 shares in the last 24 months. This purchase volume represents approximately $58.05M in transactions.

Which iShares Yield Optimized Bond ETF major shareholders have been selling company stock?

Of the 22 institutional investors that sold iShares Yield Optimized Bond ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Redhawk Wealth Advisors Inc. ($479.62K), Great Valley Advisor Group Inc. ($67.99K), Zimmermann Investment Management & Planning LLC ($67.11K), Vantage Financial Partners LLC ($39.75K), LWM Advisory Services LLC ($23.56K), Darwin Wealth Management LLC ($19.21K), and GeoWealth Management LLC ($17.84K).

How much institutional selling is happening at iShares Yield Optimized Bond ETF?

Institutional investors have sold a total of 794,043 shares in the last 24 months. This volume of shares sold represents approximately $17.95M in transactions.


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This page (NYSEARCA:BYLD) was last updated on 1/18/2025 by MarketBeat.com Staff
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