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iShares Yield Optimized Bond ETF (BYLD) Institutional Ownership

iShares Yield Optimized Bond ETF logo
$22.62 +0.01 (+0.04%)
Closing price 08/7/2025 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)
55
Total
Institutional Inflows
(last 12 months)
$60.44M
Number of
Institutional Sellers
(last 12 months)
26
Total
Institutional Outflows
(last 12 months)
$26.17M
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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
8/7/2025Altman Advisors Inc.258,762$5.85M2.2%+0.8%2.352%
8/4/2025 Arkadios Wealth Advisors47,879$1.08M0.0%-0.9%0.435%
8/1/2025 SYM FINANCIAL Corp18,063$408K0.0%-17.0%0.164%
8/1/2025 Envestnet Asset Management Inc.98,389$2.23M0.0%+56.0%0.894%
7/29/2025 Stratos Wealth Partners LTD.24,302$549K0.0%-1.9%0.221%
7/25/2025 Atria Wealth Solutions Inc.9,825$222K0.0%N/A0.089%
7/23/2025 Valmark Advisers Inc.12,677$287K0.0%N/A0.115%
7/23/2025 REAP Financial Group LLC2,002$45K0.0%-30.0%0.018%
7/21/2025 Ameritas Advisory Services LLC8,178$185K0.0%N/A0.074%
7/18/2025 Truist Financial Corp190,900$4.32M0.0%+41.4%1.735%
7/17/2025 Trivium Point Advisory LLC299,098$6.76M0.7%+12.0%2.719%
7/15/2025 Fifth Third Bancorp1,258$28K0.0%N/A0.011%
7/14/2025 AdvisorNet Financial Inc27,229$616K0.0%+38.5%0.248%
7/11/2025 Farther Finance Advisors LLC3,291$74K0.0%-79.3%0.030%
5/20/2025Focus Partners Wealth509,473$11.43M0.0%+6.2%4.739%
5/15/2025Royal Bank of Canada12,315$276K0.0%-13.9%0.116%
5/15/2025MAI Capital Management1,115$25K0.0%N/A0.011%
5/15/2025Titleist Asset Management LLC12,825$288K0.0%+31.5%0.121%
5/14/2025Compound Planning Inc.9,596$215K0.0%N/A0.091%
5/13/2025Raymond James Financial Inc.714,337$16.02M0.0%+21.1%6.739%
5/13/2025LWM Advisory Services LLC136,843$3.07M2.1%+4.4%1.291%
5/13/2025 Trivium Point Advisory LLC266,998$5.99M0.7%+43.8%2.519%
5/12/2025 Savvy Advisors Inc.56,129$1.26M0.1%-13.0%0.530%
5/8/2025 Harbour Investments Inc.1,923$43K0.0%-97.8%0.018%
5/8/2025 Arkadios Wealth Advisors48,327$1.08M0.0%-4.8%0.456%
5/7/2025 Vantage Financial Partners LLC9,544$214K0.1%-9.1%0.090%
5/7/2025LPL Financial LLC803,053$18.01M0.0%+17.1%7.576%
5/6/2025Avantax Advisory Services Inc.52,926$1.19M0.0%+79.9%0.499%
5/6/2025 AE Wealth Management LLC1,713$38K0.0%-25.2%0.016%
5/5/2025Kestra Private Wealth Services LLC26,859$602K0.0%N/A0.253%
5/5/2025Private Advisor Group LLC19,727$442K0.0%+5.1%0.186%
5/2/2025Altman Advisors Inc.256,591$5.75M2.5%+1.6%2.421%
5/2/2025 Sigma Planning Corp219,152$4.91M0.2%+1.1%2.067%
4/30/2025Allworth Financial LP60,182$1.34M0.0%-27.0%0.568%
4/29/2025 Envestnet Asset Management Inc.63,085$1.42M0.0%-57.7%0.595%
4/23/2025 KPP Advisory Services LLC31,635$709K0.1%-79.1%0.298%
4/22/2025 Cambridge Investment Research Advisors Inc.56,420$1.27M0.0%+10.1%0.522%
4/21/2025 Bay Colony Advisory Group Inc d b a Bay Colony Advisors18,884$423K0.1%-8.6%0.175%
4/17/2025 Partners Wealth Management LLC59,262$1.33M1.5%-1.0%0.549%
4/17/2025 Dynamic Advisor Solutions LLC34,918$783K0.0%+4.1%0.323%
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4/14/2025 Farther Finance Advisors LLC15,923$358K0.0%N/A0.147%
4/7/2025 AdvisorNet Financial Inc19,661$441K0.0%+17.5%0.182%
3/6/2025 IronOak Wealth LLC.224,571$4.98M5.6%N/A2.149%
2/27/2025 REAP Financial Group LLC2,620$58K0.0%N/A0.033%
2/17/2025Redwood Financial Network Corp19,509$432K0.3%N/A0.245%
2/17/2025Focus Partners Wealth479,789$10.64M0.0%+3.2%6.035%
2/17/2025Cetera Investment Advisers10,033$222K0.0%-92.4%0.126%
2/17/2025Citadel Advisors LLC64,942$1.44M0.0%N/A0.817%
2/17/2025Bank of America Corp DE230,082$5.10M0.0%+22.4%2.894%
2/17/2025Ameriprise Financial Inc.14,707$326K0.0%N/A0.185%
2/17/2025Asset Management Group Inc.30,772$682K0.1%-38.1%0.387%
2/14/2025Jane Street Group LLC48,285$1.07M0.0%N/A0.607%
2/14/2025Stonebridge Capital Advisors LLC14,315$317K0.0%-5.9%0.180%
2/13/2025Mariner LLC133,093$2.95M0.0%+59.6%1.674%
2/13/2025 Savvy Advisors Inc.64,549$1.43M0.2%+21.9%0.812%
2/13/2025Altman Advisors Inc.252,548$5.60M2.2%+1,566.4%3.177%
2/13/2025Titleist Asset Management LLC9,751$216K0.0%N/A0.123%
2/12/2025 World Investment Advisors96,182$2.13M0.1%+8.2%1.210%
2/12/2025JPMorgan Chase & Co.68,527$1.52M0.0%+12.3%0.862%
2/11/2025LPL Financial LLC685,700$15.20M0.0%-6.2%8.625%
2/10/2025Thrivent Financial for Lutherans17,613$390K0.0%N/A0.222%
2/10/2025 Harbour Investments Inc.85,490$1.90M0.1%+3.4%1.075%
2/10/2025 Commonwealth Equity Services LLC39,807$882K0.0%+43.8%0.501%
2/10/2025Avantax Advisory Services Inc.29,425$652K0.0%N/A0.370%
2/7/2025 Bay Colony Advisory Group Inc d b a Bay Colony Advisors20,667$458K0.1%-7.6%0.260%
2/6/2025Raymond James Financial Inc.589,876$13.08M0.0%N/A7.420%
2/4/2025 Partners Wealth Management LLC59,844$1.33M1.5%N/A0.753%
2/4/2025LWM Advisory Services LLC131,036$2.90M2.0%+11.8%1.648%
2/3/2025 Sigma Planning Corp216,839$4.81M0.2%+1.1%2.728%
2/3/2025Private Advisor Group LLC18,774$416K0.0%-4.3%0.236%
1/31/2025Global Retirement Partners LLC3,096$69K0.0%+3,378.7%0.039%
1/31/2025 Atria Wealth Solutions Inc.12,170$270K0.0%-44.1%0.153%
1/31/2025 Truist Financial Corp126,158$2.80M0.0%-10.8%1.587%
1/30/2025Allworth Financial LP82,482$1.84M0.0%-4.3%1.038%
1/27/2025 Stratos Wealth Partners LTD.24,632$546K0.0%+41.7%0.310%
1/24/2025 KPP Advisory Services LLC151,046$3.35M0.8%-38.0%1.900%
1/24/2025 SYM FINANCIAL Corp21,935$486K0.1%+16.7%0.276%
1/23/2025 Fifth Third Securities Inc.10,391$230K0.0%N/A0.131%
1/21/2025 Dynamic Advisor Solutions LLC33,537$743K0.0%+8.2%0.422%
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%
11/25/2024 World 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%
11/15/2024 SYM 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%
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11/6/2024 KPP Advisory Services LLC243,688$5.59M1.3%+51.6%3.065%
11/5/2024 Savvy Advisors Inc.52,938$1.21M0.2%+2.6%0.666%
11/5/2024 Systelligence LLC425,800$9.76M2.4%+18.5%5.356%
11/5/2024 Harbour Investments Inc.82,699$1.90M0.1%N/A1.040%
11/4/2024 Sigma Planning Corp214,420$4.91M0.2%-2.9%2.697%
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%
10/22/2024Private 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%
(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, 73 institutional investors and hedge funds held shares of iShares Yield Optimized Bond ETF. The most heavily invested institutionals were LPL Financial LLC ($18.01M), Raymond James Financial Inc. ($16.02M), Focus Partners Wealth ($11.43M), Systelligence LLC ($9.76M), Atlas Private Wealth Management ($8.01M), Trivium Point Advisory LLC ($6.76M), and Raymond James & Associates ($5.95M).Learn more on iShares Yield Optimized Bond ETF's institutional investors.

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

Of the 69 institutional investors that purchased iShares Yield Optimized Bond ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Raymond James Financial Inc. ($714.34K), Redhawk Wealth Advisors Inc. ($501.65K), Systelligence LLC ($428.10K), Atlas Private Wealth Management ($357.09K), Altman Advisors Inc. ($260.75K), IronOak Wealth LLC. ($224.57K), and Raymond James Financial Services Advisors Inc. ($222.20K).

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

Institutional investors have bought a total of 2,703,617 shares in the last 24 months. This purchase volume represents approximately $60.44M in transactions.

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

Of the 26 institutional investors that sold iShares Yield Optimized Bond ETF's 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), KPP Advisory Services LLC ($212.05K), Cetera Investment Advisers ($122.38K), Envestnet Asset Management Inc. ($86.16K), Harbour Investments Inc. ($83.57K), LPL Financial LLC ($45.06K), and Allworth Financial LP ($25.97K).

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

Institutional investors have sold a total of 1,159,332 shares in the last 24 months. This volume of shares sold represents approximately $26.17M in transactions.


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This page (NYSEARCA:BYLD) was last updated on 8/8/2025 by MarketBeat.com Staff
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