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iShares Yield Optimized Bond ETF (BYLD) Institutional Ownership

iShares Yield Optimized Bond ETF logo
$21.59 0.00 (0.00%)
As of 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)
42
Total
Institutional Inflows
(last 12 months)
$82.28M
Number of
Institutional Sellers
(last 12 months)
18
Total
Institutional Outflows
(last 12 months)
$3.69M
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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
10/8/2026Farther Finance Advisors LLC4,073$88K0.0%-35.0%0.021%
9/23/2026Envestnet Portfolio Solutions Inc.202,825$4.59M0.0%N/A1.009%
9/23/2026Envestnet Asset Management Inc.376,958$8.54M0.0%+3.4%1.875%
9/9/2026Integrated Wealth Concepts LLC4,199$95K0.0%N/A0.021%
9/2/2026Citadel Advisors LLC60,022$1.36M0.0%N/A0.299%
8/23/2026Asset Allocation Strategies LLC11,707$265K0.0%-49.2%0.058%
8/22/2026Advisory Solutions Group LLC29,870$677K0.2%N/A0.149%
8/22/2026Compass Financial Management LLC1,426$32K0.0%N/A0.007%
8/12/2026Compass Financial Management LLC1,426$32K0.0%N/A0.007%
7/10/2026Bay Colony Advisory Group Inc d b a Bay Colony Advisors21,164$479K0.1%-17.8%0.106%
7/7/2026Dynamic Advisor Solutions LLC12,960$294K0.0%-42.1%0.065%
6/1/2026Keel Point LLC9,644$217K0.0%N/A0.056%
5/19/2026Bank of America Corp DE397,860$8.96M0.0%+4.4%2.327%
5/19/2026Arkadios Wealth Advisors56,501$1.27M0.0%+1.9%0.330%
5/15/2026Gateway Wealth Partners LLC9,004$203K0.0%N/A0.053%
5/15/2026Asset Management Group Inc.28,721$647K0.1%-6.5%0.168%
5/14/2026Modern Wealth Management LLC116,175$2.62M0.0%N/A0.679%
5/13/2026Cetera Investment Advisers272,348$6.14M0.0%+37.5%1.593%
5/5/2026Members Trust Co90,173$2.03M0.1%+325.9%0.527%
5/2/2026Valmark Advisers Inc.23,881$538K0.0%+7.6%0.140%
5/1/2026KLCM Advisors Inc.9,238$208K0.0%-8.3%0.054%
4/30/2026Kestra Advisory Services LLC21,592$486K0.0%+278.3%0.126%
4/24/2026Horizon Wealth Management LLC2,300,623$51.83M7.6%N/A13.533%
4/24/2026Partners Wealth Management LLC53,139$1.20M1.2%-6.6%0.313%
4/23/2026Daviman Financial LLC25,532$575K0.3%-13.8%0.150%
4/20/2026Kestra Private Wealth Services LLC121,834$2.75M0.0%+8.8%0.721%
3/13/2026World Investment Advisors11,027$251K0.0%N/A0.081%
2/18/2026VestGen Advisors LLC25,938$591K0.0%-69.9%0.191%
2/17/2026Cetera Investment Advisers198,063$4.51M0.0%+182.1%1.462%
2/17/2026Osaic Holdings Inc.377,251$8.59M0.0%+4.0%2.784%
2/17/2026Asset Management Group Inc.30,702$699K0.1%-3.7%0.227%
2/16/2026Mariner LLC299,244$6.82M0.0%+16.8%2.208%
2/16/2026Focus Partners Wealth531,124$12.10M0.0%+1.1%3.920%
2/16/2026Arax Advisory Partners1,084$25K0.0%N/A0.008%
2/13/2026Kestra Advisory Services LLC5,708$130K0.0%N/A0.042%
2/13/2026Asset Allocation Strategies LLC22,934$522K0.1%+3.4%0.169%
2/12/2026Jane Street Group LLC36,996$843K0.0%N/A0.273%
2/12/2026Commonwealth Equity Services LLC24,089$549K0.0%-15.2%0.178%
2/12/2026LWM Advisory Services LLC133,587$3.04M1.8%+4.1%0.986%
2/12/2026Great Valley Advisor Group Inc.21,048$479K0.0%-6.9%0.155%
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2/11/2026LPL Financial LLC943,594$21.49M0.0%+11.3%6.964%
2/6/2026Daviman Financial LLC29,610$674K0.4%N/A0.219%
2/4/2026World Investment Advisors11,027$251K0.0%N/A0.081%
2/4/2026KLCM Advisors Inc.10,070$229K0.0%N/A0.074%
2/4/2026Altman Advisors Inc.260,896$5.94M2.0%-0.6%1.925%
2/2/2026Truist Financial Corp210,160$4.79M0.0%+6.6%1.551%
2/2/2026Mutual Advisors LLC33,122$754K0.0%+78.5%0.244%
1/29/2026Kestra Private Wealth Services LLC112,030$2.55M0.0%+14.6%0.827%
1/29/2026NBC Securities Inc.2,221$51K0.0%N/A0.016%
1/26/2026Trivium Point Advisory LLC340,500$7.76M0.8%-1.5%2.513%
1/26/2026Valmark Advisers Inc.22,201$506K0.0%+33.7%0.164%
1/20/2026Savvy Advisors Inc.59,540$1.36M0.0%+6.3%0.439%
1/20/2026Partners Wealth Management LLC56,902$1.30M1.4%-1.7%0.420%
1/15/2026Members Trust Co21,173$482K0.0%N/A0.156%
1/12/2026DAVENPORT & Co LLC8,930$203K0.0%N/A0.066%
1/12/2026Heritage Family Offices LLP27,803$633K0.3%N/A0.207%
1/1/2026JPMorgan Chase & Co.75,590$1.73M0.0%-2.4%0.595%
12/2/2025Allworth Financial LP61,372$1.41M0.0%+2.0%0.483%
11/25/2025LWM Advisory Services LLC128,284$2.94M1.7%-6.6%1.010%
11/18/2025Advisory Services Network LLC1,626$37K0.0%N/A0.013%
11/17/2025Kestra Private Wealth Services LLC97,753$2.24M0.0%+14.9%0.770%
11/17/2025Susquehanna International Group LLP31,884$731K0.0%+173.1%0.251%
11/17/2025Mariner LLC256,197$5.87M0.0%+4.9%2.017%
11/17/2025Focus Partners Wealth525,381$12.04M0.0%+6.3%4.137%
11/17/2025Citadel Advisors LLC21,990$504K0.0%-54.7%0.173%
11/17/2025Bank of America Corp DE331,408$7.60M0.0%+6.2%2.610%
11/14/2025Raymond James Financial Inc.612,632$14.04M0.0%-0.5%4.824%
11/13/2025Altman Advisors Inc.262,498$6.02M2.1%+1.4%2.067%
11/12/2025Trivium Point Advisory LLC345,631$7.92M0.8%+15.6%2.722%
11/7/2025Fifth Third Bancorp1,789$41K0.0%+42.2%0.014%
11/7/2025JPMorgan Chase & Co.75,590$1.73M0.0%-2.4%0.595%
11/5/2025Envestnet Asset Management Inc.100,873$2.31M0.0%+2.5%0.794%
11/4/2025Mutual Advisors LLC18,552$427K0.0%N/A0.146%
11/3/2025SYM FINANCIAL Corp19,190$440K0.0%+6.2%0.151%
11/3/2025Truist Financial Corp197,193$4.52M0.0%+3.3%1.553%
10/29/2025Arkadios Wealth Advisors55,335$1.27M0.0%+15.6%0.437%
10/29/2025Partners Wealth Management LLC57,874$1.33M1.3%-2.3%0.458%
10/28/2025Silverlake Wealth Management LLC12,116$278K0.1%-30.0%0.096%
10/24/2025Bay Colony Advisory Group Inc d b a Bay Colony Advisors25,969$595K0.1%+37.5%0.205%
10/24/2025Valmark Advisers Inc.16,609$381K0.0%+31.0%0.131%
9/4/2025Osaic Holdings Inc.348,292$7.88M0.0%+153.1%3.166%
8/25/2025Silverlake Wealth Management LLC17,318$392K0.1%N/A0.157%
8/19/2025Newbridge Financial Services Group Inc.8,649$196K0.0%N/A0.079%
8/19/2025Asset Dedication LLC1,656$37K0.0%N/A0.015%
8/15/2025Asset Allocation Strategies LLC22,292$504K0.1%+6.7%0.203%
8/15/2025Great Valley Advisor Group Inc.26,017$588K0.0%-17.7%0.237%
8/15/2025Bank of America Corp DE311,939$7.05M0.0%+0.7%2.836%
8/14/2025Jane Street Group LLC14,870$336K0.0%N/A0.135%
8/14/2025Raymond James Financial Inc.615,659$13.92M0.0%-13.8%5.597%
8/14/2025Darwin Wealth Management LLC2,057$47K0.0%N/A0.019%
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8/14/2025LWM Advisory Services LLC137,343$3.11M2.1%+0.4%1.249%
8/13/2025EverSource Wealth Advisors LLC2,471$56K0.0%-59.3%0.022%
8/13/2025VestGen Advisors LLC72,276$1.63M0.1%-12.8%0.657%
8/12/2025JPMorgan Chase & Co.77,438$1.75M0.0%+23.9%0.704%
8/8/2025Cetera Investment Advisers11,153$252K0.0%+9.4%0.101%
8/7/2025Altman Advisors Inc.258,762$5.85M2.2%+0.8%2.352%
8/4/2025Arkadios Wealth Advisors47,879$1.08M0.0%-0.9%0.435%
8/1/2025SYM FINANCIAL Corp18,063$408K0.0%-17.0%0.164%
8/1/2025Envestnet Asset Management Inc.98,389$2.23M0.0%+56.0%0.894%
7/29/2025Stratos Wealth Partners LTD.24,302$549K0.0%-1.9%0.221%


BYLD Institutional Ownership - Frequently Asked Questions

During the previous two years, 85 institutional investors and hedge funds held shares of iShares Yield Optimized Bond ETF. The most heavily invested institutionals were Horizon Wealth Management LLC ($51.83M), LPL Financial LLC ($21.49M), Raymond James Financial Inc. ($14.04M), Focus Partners Wealth ($12.10M), Systelligence LLC ($9.76M), Bank of America Corp DE ($8.96M), and Osaic Holdings Inc. ($8.59M).Learn more on iShares Yield Optimized Bond ETF's institutional investors.

Of the 77 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: Horizon Wealth Management LLC ($2.30M), Raymond James Financial Inc. ($714.34K), Altman Advisors Inc. ($247.87K), Osaic Holdings Inc. ($225.12K), IronOak Wealth LLC. ($224.57K), LPL Financial LLC ($212.89K), and Cetera Investment Advisers ($203.10K).

Institutional investors have bought a total of 3,641,416 shares in the last 24 months. This purchase volume represents approximately $82.28M in transactions.

Of the 18 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: VestGen Advisors LLC ($60.10K), Citadel Advisors LLC ($26.59K), Asset Allocation Strategies LLC ($11.36K), Dynamic Advisor Solutions LLC ($9.41K), LWM Advisory Services LLC ($9.06K), Partners Wealth Management LLC ($6.12K), and Silverlake Wealth Management LLC ($5.20K).

Institutional investors have sold a total of 162,044 shares in the last 24 months. This volume of shares sold represents approximately $3.69M in transactions.


Related Companies

Institutional ownership data for NYSEARCA:BYLD is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 10/8/2026. New 13F filings are added each quarter as they're published.
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