iShares Yield Optimized BondBYLDETF
13F holders, Q2 2024 (June 30)57holders +3
9new positions
5sold out
1famous investor
$22.18avg. 13F price*
At the end of Q2 2024, 57 institutions reported holding iShares Yield Optimized Bond (BYLD) in their 13F filings, up 3 from Q1 2024. 9 opened new positions and 5 sold out. The largest holders were LPL Financial LLC ($12.2M), Redhawk Wealth Advisors, Inc. ($11.1M) and Focus Partners Wealth ($8.8M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- iShares Yield Optimized Bond
- CUSIP
- 46434V787
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 9 | $24.7M |
| Exits | 5 | $4.1M |
All 13F filers, Q1 2024 → Q2 2024: 1,668,046 shares bought and 321,791 shares sold, net +1,346,255 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 57 holders
| LPL Financial LLC | 0.01% | Add +76.0% | 549,343 | $12.2M |
| Redhawk Wealth Advisors, Inc. | 1.70% | New | 501,647 | $11.1M |
| Focus Partners Wealth | 0.03% | New | 396,890 | $8.8M |
| Systelligence, LLC | 2.12% | Reduce -0.6% | 359,177 | $8.0M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Add +15.3% | 303,044 | $6.7M |
| Raymond James & Associates | 0.00% | Add +13.1% | 224,459 | $5.0M |
| Sigma Planning Corp | 0.16% | Reduce -0.0% | 220,842 | $4.9M |
| KPP Advisory Services LLC | 0.95% | Add +163.5% | 160,728 | $3.6M |
| Truist Financial Corp. | 0.00% | Add +8.9% | 145,232 | $3.2M |
| Bank of America Corp. | 0.00% | Add +2.5% | 127,505 | $2.8M |
| LWM Advisory Services, LLC | 2.31% | Add +5.0% | 124,256 | $2.8M |
| Osaic Holdings, Inc. | 0.01% | Add +5.3% | 101,481 | $2.3M |
| Allworth Financial LP | 0.01% | Add +6.2% | 86,356 | $1.9M |
| Trivium Point Advisory, LLC | 0.28% | New | 85,160 | $1.9M |
| Jane Street Group, LLC | 0.00% | Reduce -4.4% | 74,970 | $1.7M |
| Mariner, LLC | 0.00% | Add +17.2% | 70,822 | $1.6M |
| JPMorgan Chase & Co. | 0.00% | Add +9.4% | 60,332 | $1.3M |
| Asset Management Group, Inc. | 0.19% | Add +1.3% | 55,828 | $1.2M |
| Birchcreek Wealth Management, LLC | 0.68% | Add +36.8% | 54,687 | $1.2M |
| Savvy Advisors, Inc. | 0.37% | Add +8.5% | 51,615 | $1.1M |
| Richard W. Paul & Associates, LLC | 0.41% | Add +13.1% | 47,471 | $1.1M |
| Envestnet Asset Management Inc. | 0.00% | Add +102.8% | 43,006 | $954K |
| Cetera Investment Advisers | 0.00% | New | 42,454 | $942K |
| Elevated Capital Advisors, LLC | 0.26% | Reduce -6.5% | 41,075 | $911K |
| Great Valley Advisor Group, Inc. | 0.02% | Reduce -67.2% | 28,694 | $636K |
| Arkadios Wealth Advisors | 0.04% | Add +111.5% | 27,868 | $618K |
| Commonwealth Equity Services, LLC | 0.00% | Add +164.6% | 27,311 | $606K |
| Dynamic Advisor Solutions LLC | 0.02% | Add +13.4% | 26,445 | $587K |
| Silver Oak Securities, Incorporated | 0.09% | New | 26,059 | $578K |
| Atria Wealth Solutions, Inc. | 0.01% | Reduce -2.6% | 22,119 | $491K |
| Royal Bank of Canada | 0.00% | Add +114.3% | 21,615 | $479K |
| Zimmermann Investment Management & Planning LLC | 0.15% | Reduce -76.4% | 20,756 | $460K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | New | 20,578 | $456K |
| MML Investors Services, LLC | 0.00% | New | 19,641 | $436K |
| Citadel Advisors | 0.00% | New | 18,935 | $420K |
| SYM FINANCIAL Corp | 0.06% | Add +0.1% | 18,171 | $403K |
| Private Advisor Group, LLC | 0.00% | Add +12.4% | 17,209 | $382K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.06% | Add +80.0% | 16,988 | $377K |
| AdvisorNet Financial, Inc | 0.03% | Add +1.5% | 15,205 | $337K |
| Stonebridge Capital Advisors LLC | 0.03% | Add +1.5% | 15,205 | $337K |
| Altman Advisors, Inc. | 0.18% | Add +18.5% | 14,625 | $324K |
| Vantage Financial Partners, LLC | 0.08% | Reduce -0.8% | 13,542 | $300K |
| Principal Securities, Inc. | 0.00% | No change | 7,774 | $172K |
| Mendota Financial Group, LLC | 0.03% | Add +0.4% | 2,349 | $52K |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 1,322 | $29K |
| NewEdge Advisors, LLC | 0.00% | Add +61.9% | 1,031 | $23K |
| Delta Asset Management LLC | 0.00% | No change | 1,000 | $22K |
| HHM Wealth Advisors, LLC | 0.00% | No change | 858 | $19K |
| Davis Capital Management | 0.01% | Add +1.1% | 621 | $14K |
| Cwm, LLC | 0.00% | Reduce -2.6% | 520 | $12K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 386 | $9K |
| Householder Group Estate & Retirement Specialist, LLC | 0.00% | No change | 375 | $8K |
| Bank of Montreal | 0.00% | Reduce -85.2% | 315 | $7K |
| Morgan Stanley | 0.00% | Add +0.5% | 201 | $4K |
| Global Retirement Partners, LLC | 0.00% | No change | 89 | $2K |
| FMR LLC | 0.00% | No change | 1 | $22 |
| Wells Fargo & Company | 0.00% | Add +0.0% | 1 | $19 |
"% of holder's portfolio" is BYLD's weight in each manager's 13F, not the share of iShares Yield Optimized Bond the manager owns.