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iShares Yield Optimized Bond ETF (BYLD) Institutional Ownership

iShares Yield Optimized Bond ETF logo
$22.22 +0.04 (+0.18%)
As of 03:31 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)
40
Total
Institutional Inflows
(last 12 months)
$82.07M
Number of
Institutional Sellers
(last 12 months)
17
Total
Institutional Outflows
(last 12 months)
$3.64M
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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
9/2/2026 Citadel Advisors LLC60,022$1.36M0.0%N/A0.299%
8/23/2026 Asset Allocation Strategies LLC11,707$265K0.0%-49.2%0.058%
8/22/2026 Advisory Solutions Group LLC29,870$677K0.2%N/A0.149%
8/22/2026 Compass Financial Management LLC1,426$32K0.0%N/A0.007%
8/12/2026 Compass Financial Management LLC1,426$32K0.0%N/A0.007%
7/10/2026 Bay Colony Advisory Group Inc d b a Bay Colony Advisors21,164$479K0.1%-17.8%0.106%
7/7/2026 Dynamic Advisor Solutions LLC12,960$294K0.0%-42.1%0.065%
6/1/2026 Keel Point LLC9,644$217K0.0%N/A0.056%
5/19/2026 Bank of America Corp DE397,860$8.96M0.0%+4.4%2.327%
5/19/2026 Arkadios Wealth Advisors56,501$1.27M0.0%+1.9%0.330%
5/15/2026 Gateway Wealth Partners LLC9,004$203K0.0%N/A0.053%
5/15/2026 Asset Management Group Inc.28,721$647K0.1%-6.5%0.168%
5/14/2026 Modern Wealth Management LLC116,175$2.62M0.0%N/A0.679%
5/13/2026 Cetera Investment Advisers272,348$6.14M0.0%+37.5%1.593%
5/5/2026 Members Trust Co90,173$2.03M0.1%+325.9%0.527%
5/2/2026 Valmark Advisers Inc.23,881$538K0.0%+7.6%0.140%
5/1/2026 KLCM Advisors Inc.9,238$208K0.0%-8.3%0.054%
4/30/2026 Kestra Advisory Services LLC21,592$486K0.0%+278.3%0.126%
4/24/2026 Horizon Wealth Management LLC2,300,623$51.83M7.6%N/A13.533%
4/24/2026 Partners Wealth Management LLC53,139$1.20M1.2%-6.6%0.313%
4/23/2026 Daviman Financial LLC25,532$575K0.3%-13.8%0.150%
4/20/2026 Kestra Private Wealth Services LLC121,834$2.75M0.0%+8.8%0.721%
3/13/2026 World Investment Advisors11,027$251K0.0%N/A0.081%
2/18/2026 VestGen Advisors LLC25,938$591K0.0%-69.9%0.191%
2/17/2026 Cetera Investment Advisers198,063$4.51M0.0%+182.1%1.462%
2/17/2026 Osaic Holdings Inc.377,251$8.59M0.0%+4.0%2.784%
2/17/2026 Asset Management Group Inc.30,702$699K0.1%-3.7%0.227%
2/16/2026 Mariner LLC299,244$6.82M0.0%+16.8%2.208%
2/16/2026 Focus Partners Wealth531,124$12.10M0.0%+1.1%3.920%
2/16/2026 Arax Advisory Partners1,084$25K0.0%N/A0.008%
2/13/2026 Kestra Advisory Services LLC5,708$130K0.0%N/A0.042%
2/13/2026 Asset Allocation Strategies LLC22,934$522K0.1%+3.4%0.169%
2/12/2026 Jane Street Group LLC36,996$843K0.0%N/A0.273%
2/12/2026 Commonwealth Equity Services LLC24,089$549K0.0%-15.2%0.178%
2/12/2026 LWM Advisory Services LLC133,587$3.04M1.8%+4.1%0.986%
2/12/2026 Great Valley Advisor Group Inc.21,048$479K0.0%-6.9%0.155%
2/11/2026 LPL Financial LLC943,594$21.49M0.0%+11.3%6.964%
2/6/2026 Daviman Financial LLC29,610$674K0.4%N/A0.219%
2/4/2026 World Investment Advisors11,027$251K0.0%N/A0.081%
2/4/2026 KLCM Advisors Inc.10,070$229K0.0%N/A0.074%
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2/4/2026 Altman Advisors Inc.260,896$5.94M2.0%-0.6%1.925%
2/2/2026 Truist Financial Corp210,160$4.79M0.0%+6.6%1.551%
2/2/2026 Mutual Advisors LLC33,122$754K0.0%+78.5%0.244%
1/29/2026 Kestra Private Wealth Services LLC112,030$2.55M0.0%+14.6%0.827%
1/29/2026 NBC Securities Inc.2,221$51K0.0%N/A0.016%
1/26/2026 Trivium Point Advisory LLC340,500$7.76M0.8%-1.5%2.513%
1/26/2026 Valmark Advisers Inc.22,201$506K0.0%+33.7%0.164%
1/20/2026 Savvy Advisors Inc.59,540$1.36M0.0%+6.3%0.439%
1/20/2026 Partners Wealth Management LLC56,902$1.30M1.4%-1.7%0.420%
1/15/2026 Members Trust Co21,173$482K0.0%N/A0.156%
1/12/2026 DAVENPORT & Co LLC8,930$203K0.0%N/A0.066%
1/12/2026 Heritage Family Offices LLP27,803$633K0.3%N/A0.207%
1/1/2026 JPMorgan Chase & Co.75,590$1.73M0.0%-2.4%0.595%
12/2/2025 Allworth Financial LP61,372$1.41M0.0%+2.0%0.483%
11/25/2025 LWM Advisory Services LLC128,284$2.94M1.7%-6.6%1.010%
11/18/2025 Advisory Services Network LLC1,626$37K0.0%N/A0.013%
11/17/2025 Kestra Private Wealth Services LLC97,753$2.24M0.0%+14.9%0.770%
11/17/2025 Susquehanna International Group LLP31,884$731K0.0%+173.1%0.251%
11/17/2025 Mariner LLC256,197$5.87M0.0%+4.9%2.017%
11/17/2025 Focus Partners Wealth525,381$12.04M0.0%+6.3%4.137%
11/17/2025 Citadel Advisors LLC21,990$504K0.0%-54.7%0.173%
11/17/2025 Bank of America Corp DE331,408$7.60M0.0%+6.2%2.610%
11/14/2025 Raymond James Financial Inc.612,632$14.04M0.0%-0.5%4.824%
11/13/2025 Altman Advisors Inc.262,498$6.02M2.1%+1.4%2.067%
11/12/2025 Trivium Point Advisory LLC345,631$7.92M0.8%+15.6%2.722%
11/7/2025 Fifth Third Bancorp1,789$41K0.0%+42.2%0.014%
11/7/2025 JPMorgan Chase & Co.75,590$1.73M0.0%-2.4%0.595%
11/5/2025 Envestnet Asset Management Inc.100,873$2.31M0.0%+2.5%0.794%
11/4/2025 Mutual Advisors LLC18,552$427K0.0%N/A0.146%
11/3/2025 SYM FINANCIAL Corp19,190$440K0.0%+6.2%0.151%
11/3/2025 Truist Financial Corp197,193$4.52M0.0%+3.3%1.553%
10/29/2025 Arkadios Wealth Advisors55,335$1.27M0.0%+15.6%0.437%
10/29/2025 Partners Wealth Management LLC57,874$1.33M1.3%-2.3%0.458%
10/28/2025 Silverlake Wealth Management LLC12,116$278K0.1%-30.0%0.096%
10/24/2025 Bay Colony Advisory Group Inc d b a Bay Colony Advisors25,969$595K0.1%+37.5%0.205%
10/24/2025 Valmark Advisers Inc.16,609$381K0.0%+31.0%0.131%
9/4/2025 Osaic Holdings Inc.348,292$7.88M0.0%+153.1%3.166%
8/25/2025 Silverlake Wealth Management LLC17,318$392K0.1%N/A0.157%
8/19/2025 Newbridge Financial Services Group Inc.8,649$196K0.0%N/A0.079%
8/19/2025 Asset Dedication LLC1,656$37K0.0%N/A0.015%
8/15/2025 Asset Allocation Strategies LLC22,292$504K0.1%+6.7%0.203%
8/15/2025 Great Valley Advisor Group Inc.26,017$588K0.0%-17.7%0.237%
8/15/2025 Bank of America Corp DE311,939$7.05M0.0%+0.7%2.836%
8/14/2025 Jane Street Group LLC14,870$336K0.0%N/A0.135%
8/14/2025 Raymond James Financial Inc.615,659$13.92M0.0%-13.8%5.597%
8/14/2025 Darwin Wealth Management LLC2,057$47K0.0%N/A0.019%
8/14/2025 LWM Advisory Services LLC137,343$3.11M2.1%+0.4%1.249%
8/13/2025 EverSource Wealth Advisors LLC2,471$56K0.0%-59.3%0.022%
8/13/2025 VestGen Advisors LLC72,276$1.63M0.1%-12.8%0.657%
8/12/2025 JPMorgan Chase & Co.77,438$1.75M0.0%+23.9%0.704%
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8/8/2025 Cetera Investment Advisers11,153$252K0.0%+9.4%0.101%
8/7/2025 Altman 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%
7/25/2025Atria 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%


BYLD Institutional Ownership - Frequently Asked Questions

During the previous two years, 84 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 75 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 3,632,736 shares in the last 24 months. This purchase volume represents approximately $82.07M in transactions.

Of the 17 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 159,849 shares in the last 24 months. This volume of shares sold represents approximately $3.64M in transactions.


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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 9/2/2026. New 13F filings are added each quarter as they're published.
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