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iShares Yield Optimized Bond ETF (BYLD) Institutional Ownership

iShares Yield Optimized Bond ETF logo
$22.47
-0.04 (-0.18%)
(As of 10/31/2024 ET)
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Institutional Ownership Changes (13F Filings) for iShares Yield Optimized Bond ETF (NYSEARCA:BYLD)

Number of
Institutional Buyers
(last 12 months)
32
Total
Institutional Inflows
(last 12 months)
$40.66M
Number of
Institutional Sellers
(last 12 months)
11
Total
Institutional Outflows
(last 12 months)
$15.08M
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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
10/24/2024 Bay 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%
10/22/2024 Private 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%
10/8/2024 Dynamic 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%
7/27/2024 Zimmermann Investment Management & Planning LLC20,756$460K0.2%-76.4%0.261%
7/25/2024Systelligence LLC359,177$7.97M2.1%-0.6%4.518%
7/24/2024 Bay 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%
7/16/2024Great Valley Advisor Group Inc.28,694$636K0.0%-67.2%0.361%
7/15/2024 Dynamic 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%
5/1/2024 Private 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%
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2/7/2024 Principal 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%
1/24/2024 Allworth Financial LP63,290$1.42M0.0%+23.3%1.582%
1/22/2024 Zimmermann 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%
1/11/2024 Dynamic 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%
11/6/2023 Lincoln 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%
10/31/2023 Allworth 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%
10/11/2023 Dynamic 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%
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%
8/3/2023 CWM LLC1,401$31K0.0%-84.9%0.032%
7/31/2023LPL Financial LLC57,406$1.26M0.0%-6.6%1.320%
7/27/2023 Sage 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%
5/8/2023Vantage Financial Partners LLC19,793$436K0.2%-8.0%0.445%
5/2/2023SYM FINANCIAL Corp19,192$423K0.1%+10.0%0.431%
5/2/2023 Lincoln National Corp19,064$420K0.0%-2.5%0.428%
5/1/2023 CWM LLC9,304$205K0.0%N/A0.209%
4/24/2023Richard W. Paul & Associates LLC30,740$678K0.3%+2.8%0.691%
4/18/2023 Sage Financial Group Inc.22,415$494K0.1%-15.1%0.504%
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4/18/2023 Elevated Capital Advisors LLC33,251$733K0.3%+2.0%0.747%
4/18/2023Darwin Wealth Management LLC175,305$3.84M1.0%-1.7%3.939%
4/18/2023 Allworth Financial LP16,696$368K0.0%+3,062.1%0.375%
4/14/2023AE Wealth Management LLC31,389$692K0.0%+2.7%0.705%
4/14/2023Raymond James Financial Services Advisors Inc.42,355$934K0.0%-11.1%0.952%
2/15/2023Asset Management Group Inc.60,320$1.31M0.3%-9.8%1.326%
2/13/2023GeoWealth Management LLC18,454$400K0.0%-49.1%0.406%
2/13/2023Tcwp LLC39,223$850K0.2%+2.6%0.862%
2/8/2023Raymond James Financial Services Advisors Inc.47,628$1.03M0.0%+7.8%1.047%
2/8/2023Belpointe Asset Management LLC2,842$62K0.0%N/A0.062%
(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, 44 institutional investors and hedge funds held shares of iShares Yield Optimized Bond ETF. The most heavily invested institutionals were Atlas Private Wealth Management ($8.01M), Systelligence LLC ($7.97M), Raymond James & Associates ($5.95M), Raymond James Financial Services Advisors Inc. ($5.88M), Darwin Wealth Management LLC ($3.67M), KPP Advisory Services LLC ($3.57M), 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 41 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 ($361.48K), Atlas Private Wealth Management ($357.09K), Raymond James Financial Services Advisors Inc. ($225.64K), LWM Advisory Services LLC ($126.41K), KPP Advisory Services LLC ($99.73K), and Raymond James & Associates ($74.39K).

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

Institutional investors have bought a total of 2,265,271 shares in the last 24 months. This purchase volume represents approximately $50.06M in transactions.

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

Of the 20 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), Zimmermann Investment Management & Planning LLC ($67.11K), Great Valley Advisor Group Inc. ($58.91K), Vantage Financial Partners LLC ($50.51K), Darwin Wealth Management LLC ($34.28K), LWM Advisory Services LLC ($23.56K), 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 797,412 shares in the last 24 months. This volume of shares sold represents approximately $17.99M in transactions.


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This page (NYSEARCA:BYLD) was last updated on 10/31/2024 by MarketBeat.com Staff
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