Go Pro
→ Your $29.97 book is free today (From Profits Run) (Ad)tc pixel Free BYLD Stock Alerts

iShares Yield Optimized Bond ETF (BYLD) Institutional Ownership

iShares Yield Optimized Bond ETF logo
$22.31 -0.04 (-0.18%)
As of 12:39 PM Eastern
Compare

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)
$80.71M
Number of
Institutional Sellers
(last 12 months)
16
Total
Institutional Outflows
(last 12 months)
$3.51M
Get BYLD Insider Trade Alerts

Want to know when executives and insiders are buying or selling iShares Yield Optimized Bond ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

BYLD Institutional Buying and Selling by Quarter

iShares Yield Optimized Bond ETF Major Shareholders & Ownership History

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%
6/1/2026Keel Point LLC9,644$217K0.0%N/A0.056%
5/19/2026Bank of America Corp DE397,860$8.96M0.0%+4.4%2.327%
5/19/2026 Arkadios Wealth Advisors56,501$1.27M0.0%+1.9%0.330%
5/15/2026 Gateway Wealth Partners LLC9,004$203K0.0%N/A0.053%
5/15/2026Asset Management Group Inc.28,721$647K0.1%-6.5%0.168%
5/14/2026Modern Wealth Management LLC116,175$2.62M0.0%N/A0.679%
5/13/2026 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%
3/13/2026World 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%
2/17/2026Osaic 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%
2/16/2026 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%
2/13/2026Asset Allocation Strategies LLC22,934$522K0.1%+3.4%0.169%
2/12/2026Jane Street Group LLC36,996$843K0.0%N/A0.273%
2/12/2026 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%
2/4/2026World Investment Advisors11,027$251K0.0%N/A0.081%
2/4/2026 KLCM Advisors Inc.10,070$229K0.0%N/A0.074%
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%
2/2/2026Mutual 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%
Barricks gold output fell from 2 million ounces to 719000 (Ad)

Barrick's gold production has plunged from 2 million ounces to just 719,000, leaving the world's second-largest miner running on fumes. Newmont's $15 billion purchase of Newcrest, the largest mining deal in history, still couldn't keep output growing, proof that majors must keep buying to survive. With record cash flows and shrinking mines, gold majors are positioned to launch a wave of acquisitions targeting the best junior assets.tc pixel

See the top three gold buyout targets to watch now
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%
11/17/2025Susquehanna International Group LLP31,884$731K0.0%+173.1%0.251%
11/17/2025Mariner LLC256,197$5.87M0.0%+4.9%2.017%
11/17/2025 Focus 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%
11/13/2025 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%
11/4/2025Mutual 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%
9/4/2025Osaic Holdings Inc.348,292$7.88M0.0%+153.1%3.166%
8/25/2025 Silverlake Wealth Management LLC17,318$392K0.1%N/A0.157%
8/19/2025Newbridge Financial Services Group Inc.8,649$196K0.0%N/A0.079%
8/19/2025 Asset Dedication LLC1,656$37K0.0%N/A0.015%
8/15/2025Asset 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%
8/15/2025Bank 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%
8/14/2025 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%
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%
The world’s most valuable stock-picking messages? (Ad)

Tomorrow morning, a small group of investors will receive a text alert tied to what may be the most powerful stock rating software in the world - and every message it has sent has averaged a gain of 310 percent, including the misses. Members of this exclusive list have seen nearly 3,000 chances to double their money and over 400 chances to 10x it. The next alert goes out as early as 9:30 a.m.tc pixel

Learn how to sign up and receive the next alert today
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%
7/21/2025Ameritas 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%


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), Cetera Investment Advisers ($245.56K), Osaic Holdings Inc. ($225.12K), IronOak Wealth LLC. ($224.57K), and LPL Financial LLC ($212.89K).

Institutional investors have bought a total of 3,572,725 shares in the last 24 months. This purchase volume represents approximately $80.71M in transactions.

Of the 16 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), Dynamic Advisor Solutions LLC ($9.41K), LWM Advisory Services LLC ($9.06K), Great Valley Advisor Group Inc. ($7.16K), Partners Wealth Management LLC ($6.12K), and Silverlake Wealth Management LLC ($5.20K).

Institutional investors have sold a total of 154,100 shares in the last 24 months. This volume of shares sold represents approximately $3.51M 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 8/12/2026. New 13F filings are added each quarter as they're published.
From Our Partners
Here’s the stock symbol I’ve promised
Whitney Tilson of Stansberry Research has long recommended Berkshire Hathaway as a core retirement holding - b...
Stansberry Research | Sponsoredtc pixel
Trump’s New Currency Reset
Trump is launching a new $250 bill - but that may be a distraction. Behind the scenes, Executive Order 14241 i...
Porter & Company | Sponsoredtc pixel
Your $29.97 book is free today
Why Some Traders Skip Stocks Entirely You don't need a big account to trade options. In fact, options ca...
Profits Run | Sponsoredtc pixel
They didn't warn anyone in 1971. This time someone is warning you.
On August 15, 1971, Nixon interrupted prime-time television and ended the gold standard in 15 minutes - no deb...
Reagan Gold Group | Sponsoredtc pixel
BSEM Is Officially on Nasdaq... The Next Chapter Begins!
BioStem Technologies (NASDAQ: BSEM) debuted on Nasdaq August 7th, marking its move from OTC markets into a new...
Huge Alerts | Sponsoredtc pixel
The Starlink of Energy
A portable energy unit - already used by the U.S. Navy for decades - is now drawing serious attention from Big...
Monument Traders Alliance | Sponsoredtc pixel
Buffett's Final Warning: "The Dollar Is Going to Hell"
The US just hit $39 trillion in debt. Interest alone is now over $1 trillion a year, more than the entire defe...
Decentralized Masters | Sponsoredtc pixel
After KDA, PRE, and OCEAN—this is the one
17,556% on KDA. Here's what I'm buying now. It's a coin under $1.00 that most investors have never heard of...
Crypto 101 Media | Sponsoredtc pixel