iShares Yield Optimized BondBYLDETF
13F holders, Q4 2024 (December 31)65holders +10
14new positions
6sold out
1famous investor
$21.15avg. 13F price*
At the end of Q4 2024, 65 institutions reported holding iShares Yield Optimized Bond (BYLD) in their 13F filings, up 10 from Q3 2024. 14 opened new positions and 6 sold out. The largest holders were LPL Financial LLC ($15.2M), Raymond James Financial Inc. ($13.1M) and Focus Partners Wealth ($10.6M). 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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 14 | $4.9M |
| Exits | 6 | $12.3M |
All 13F filers, Q3 2024 → Q4 2024: 714,609 shares bought and 857,035 shares sold, net −142,426 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 65 holders
| LPL Financial LLC | 0.01% | Reduce -6.2% | 685,700 | $15.2M |
| Raymond James Financial Inc. | 0.00% | — | 589,876 | $13.1M |
| Focus Partners Wealth | 0.03% | Add +3.2% | 479,789 | $10.6M |
| Bank of America Corp. | 0.00% | Add +22.4% | 230,082 | $5.1M |
| IronOak Wealth LLC. | 5.57% | — | 224,571 | $5.0M |
| Sigma Planning Corp | 0.15% | Add +1.1% | 216,839 | $4.8M |
| Trivium Point Advisory, LLC | 0.52% | Add +8.4% | 185,635 | $4.1M |
| KPP Advisory Services LLC | 0.79% | Reduce -38.0% | 151,046 | $3.3M |
| Envestnet Asset Management Inc. | 0.00% | Add +0.1% | 149,243 | $3.3M |
| Mariner, LLC | 0.01% | Add +59.6% | 133,093 | $2.9M |
| LWM Advisory Services, LLC | 2.02% | Add +11.8% | 131,036 | $2.9M |
| Osaic Holdings, Inc. | 0.01% | Add +19.6% | 130,982 | $2.9M |
| Truist Financial Corp. | 0.00% | Reduce -10.8% | 126,158 | $2.8M |
| &partners | 0.03% | Add +17.8% | 103,434 | $2.3M |
| World Investment Advisors | 0.06% | Add +8.2% | 96,182 | $2.1M |
| Harbour Investments, Inc. | 0.05% | Add +3.4% | 85,490 | $1.9M |
| Allworth Financial LP | 0.01% | Reduce -4.3% | 82,482 | $1.8M |
| JPMorgan Chase & Co. | 0.00% | Add +12.3% | 68,527 | $1.5M |
| Citadel Advisors | 0.00% | New | 64,942 | $1.4M |
| Savvy Advisors, Inc. | 0.17% | Add +21.9% | 64,549 | $1.4M |
| Partners Wealth Management, LLC | 1.51% | — | 59,844 | $1.3M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +30.2% | 51,261 | $1.1M |
| Arkadios Wealth Advisors | 0.06% | Add +5.9% | 50,740 | $1.1M |
| Jane Street Group, LLC | 0.00% | New | 48,285 | $1.1M |
| Richard W. Paul & Associates, LLC | 0.39% | Reduce -0.4% | 48,133 | $1.1M |
| Commonwealth Equity Services, LLC | 0.00% | Add +43.8% | 39,807 | $882K |
| Dynamic Advisor Solutions LLC | 0.03% | Add +8.2% | 33,537 | $743K |
| Asset Management Group, Inc. | 0.12% | Reduce -38.1% | 30,772 | $682K |
| Avantax Advisory Services, Inc. | 0.00% | New | 29,425 | $652K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +41.7% | 24,632 | $546K |
| Altman Advisors, Inc. | 0.21% | Add +1566.4% | 252,548 | $495K |
| SYM FINANCIAL Corp | 0.06% | Add +16.7% | 21,935 | $486K |
| Asset Allocation Strategies LLC | 0.11% | Add +57.9% | 20,797 | $462K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.07% | Reduce -7.6% | 20,667 | $458K |
| Great Valley Advisor Group, Inc. | 0.01% | No change | 19,608 | $435K |
| Redwood Financial Network Corp | 0.32% | New | 19,509 | $432K |
| Private Advisor Group, LLC | 0.00% | Reduce -4.3% | 18,774 | $416K |
| Thrivent Financial for Lutherans | 0.00% | New | 17,613 | $390K |
| AdvisorNet Financial, Inc | 0.03% | Reduce -4.8% | 16,739 | $371K |
| Ameriprise Financial Inc. | 0.00% | New | 14,707 | $326K |
| Stonebridge Capital Advisors LLC | 0.03% | Reduce -5.8% | 14,315 | $317K |
| Royal Bank of Canada | 0.00% | Reduce -26.6% | 14,299 | $316K |
| Atria Wealth Solutions, Inc. | 0.00% | Reduce -44.1% | 12,170 | $270K |
| Vantage Financial Partners, LLC | 0.06% | Reduce -1.3% | 10,497 | $233K |
| Fifth Third Securities, Inc. | 0.02% | New | 10,391 | $230K |
| Cetera Investment Advisers | 0.00% | Reduce -92.4% | 10,033 | $222K |
| Titleist Asset Management, LLC | 0.02% | New | 9,751 | $216K |
| Principal Securities, Inc. | 0.00% | No change | 6,875 | $152K |
| EverSource Wealth Advisors, LLC | 0.01% | Add +2.4% | 6,054 | $134K |
| Global Retirement Partners, LLC | 0.00% | Add +3378.7% | 3,096 | $69K |
| REAP Financial Group, LLC | 0.01% | New | 2,620 | $58K |
| Darwin Wealth Management, LLC | 0.02% | Reduce -30.0% | 2,585 | $57K |
| Mendota Financial Group, LLC | 0.03% | No change | 2,349 | $52K |
| AE Wealth Management LLC | 0.00% | New | 2,289 | $51K |
| UBS Group AG | 0.00% | New | 1,840 | $41K |
| Delta Asset Management LLC | 0.00% | No change | 1,000 | $22K |
| Fifth Third Bancorp | 0.00% | New | 900 | $20K |
| Davis Capital Management | 0.01% | Reduce -8.5% | 601 | $13K |
| Cwm, LLC | 0.00% | Reduce -3.9% | 520 | $12K |
| Bank of Montreal | 0.00% | Add +7233.3% | 440 | $10K |
| Morgan Stanley | 0.00% | Add +111.5% | 423 | $9K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 386 | $9K |
| FMR LLC | 0.00% | New | 53 | $1K |
| Jones Financial Companies LLLP | 0.00% | New | 27 | $598 |
| Wells Fargo & Company | 0.00% | Add +0.0% | 1 | $20 |
"% of holder's portfolio" is BYLD's weight in each manager's 13F, not the share of iShares Yield Optimized Bond the manager owns.