iShares Yield Optimized BondBYLDETF
13F holders, Q1 2024 (March 31)54holders
$22.36avg. 13F price*
At the end of Q1 2024, 54 institutions reported holding iShares Yield Optimized Bond (BYLD) in their 13F filings. The largest holders were Atlas Private Wealth Management, LLC ($8.4M), Systelligence, LLC ($8.1M) and LPL Financial LLC ($7.0M).
- Company
- iShares Yield Optimized Bond
- CUSIP
- 46434V787
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 10 | $7.9M |
| Exits | 5 | $2.0M |
Ownership 54 holders
| Atlas Private Wealth Management, LLC | 3.54% | Add +5.6% | 377,165 | $8.4M |
| Systelligence, LLC | 2.11% | Add +0.2% | 361,479 | $8.1M |
| LPL Financial LLC | 0.00% | Add +129.2% | 312,206 | $7.0M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Add +38.5% | 262,935 | $5.9M |
| Sigma Planning Corp | 0.16% | New | 220,884 | $4.9M |
| Raymond James & Associates | 0.00% | Add +1385.7% | 198,475 | $4.4M |
| Darwin Wealth Management, LLC | 0.96% | Reduce -5.5% | 154,511 | $3.5M |
| Truist Financial Corp. | 0.00% | Add +16.8% | 133,397 | $3.0M |
| Bank of America Corp. | 0.00% | Add +160.7% | 124,372 | $2.8M |
| LWM Advisory Services, LLC | 2.12% | Add +22.1% | 118,284 | $2.6M |
| Osaic Holdings, Inc. | 0.00% | Add +105.7% | 96,361 | $2.2M |
| Zimmermann Investment Management & Planning LLC | 0.71% | Add +231.1% | 87,864 | $2.0M |
| Great Valley Advisor Group, Inc. | 0.06% | Add +359.0% | 87,601 | $2.0M |
| Allworth Financial LP | 0.01% | Add +28.5% | 81,327 | $1.8M |
| Jane Street Group, LLC | 0.00% | Add +64.6% | 78,385 | $1.8M |
| KPP Advisory Services LLC | 0.37% | New | 61,001 | $1.4M |
| Mariner, LLC | 0.00% | Add +81.7% | 60,417 | $1.4M |
| JPMorgan Chase & Co. | 0.00% | Add +22.6% | 55,138 | $1.2M |
| Asset Management Group, Inc. | 0.19% | Reduce -0.9% | 55,136 | $1.2M |
| Savvy Advisors, Inc. | 0.61% | Add +235.6% | 47,573 | $1.1M |
| Elevated Capital Advisors, LLC | 0.28% | Add +2.3% | 43,912 | $982K |
| Richard W. Paul & Associates, LLC | 0.37% | Add +11.5% | 41,959 | $938K |
| Birchcreek Wealth Management, LLC | 0.47% | Add +29.8% | 39,976 | $894K |
| Dynamic Advisor Solutions LLC | 0.02% | Add +22.5% | 23,317 | $521K |
| Atria Wealth Solutions, Inc. | 0.01% | New | 22,707 | $508K |
| Envestnet Asset Management Inc. | 0.00% | Add +7.4% | 21,204 | $474K |
| Susquehanna International Group, LLP | 0.00% | Reduce -62.9% | 19,488 | $436K |
| SYM FINANCIAL Corp | 0.07% | Add +3.0% | 18,152 | $406K |
| Private Advisor Group, LLC | 0.00% | New | 15,309 | $342K |
| AdvisorNet Financial, Inc | 0.03% | Add +13.9% | 14,980 | $335K |
| Stonebridge Capital Advisors LLC | 0.03% | Add +13.9% | 14,980 | $335K |
| Vantage Financial Partners, LLC | 0.08% | Reduce -6.5% | 13,644 | $305K |
| Arkadios Wealth Advisors | 0.02% | New | 13,177 | $295K |
| Altman Advisors, Inc. | 0.13% | Reduce -13.9% | 12,338 | $275K |
| Commonwealth Equity Services, LLC | 0.00% | Add +12.2% | 10,323 | $231K |
| Royal Bank of Canada | 0.00% | Reduce -55.6% | 10,085 | $225K |
| Hartline Investment Corp./ | 0.04% | New | 9,438 | $211K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.04% | New | 9,438 | $211K |
| Principal Securities, Inc. | 0.01% | Add +7.4% | 7,774 | $174K |
| Mendota Financial Group, LLC | 0.03% | New | 2,339 | $52K |
| Bank of Montreal | 0.00% | Add +2.1% | 2,133 | $48K |
| Retirement Group, LLC | 0.02% | Add +33.3% | 2,000 | $45K |
| Delta Asset Management LLC | 0.00% | No change | 1,000 | $22K |
| HHM Wealth Advisors, LLC | 0.00% | No change | 858 | $19K |
| UBS Group AG | 0.00% | New | 721 | $16K |
| NewEdge Advisors, LLC | 0.00% | Add +1347.7% | 637 | $14K |
| Davis Capital Management | 0.01% | Reduce -17.0% | 614 | $14K |
| Cwm, LLC | 0.00% | Reduce -35.0% | 534 | $12K |
| Quadrant Capital Group LLC | 0.00% | New | 500 | $11K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 386 | $9K |
| Householder Group Estate & Retirement Specialist, LLC | 0.00% | No change | 375 | $8K |
| Morgan Stanley | 0.00% | Reduce -0.5% | 200 | $4K |
| Global Retirement Partners, LLC | 0.00% | No change | 89 | $2K |
| FMR LLC | 0.00% | No change | 1 | $22 |
"% of holder's portfolio" is BYLD's weight in each manager's 13F, not the share of iShares Yield Optimized Bond the manager owns.