iShares Yield Optimized BondBYLDETF
13F holders, Q1 2025 (March 31)60holders −5
8new positions
11sold out
1famous investor
$21.33avg. 13F price*
At the end of Q1 2025, 60 institutions reported holding iShares Yield Optimized Bond (BYLD) in their 13F filings, down 5 from Q4 2024. 8 opened new positions and 11 sold out. The largest holders were LPL Financial LLC ($18.0M), Raymond James Financial Inc. ($16.0M) and Focus Partners Wealth ($11.4M). 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 8 | $1.9M |
| Exits | 11 | $5.9M |
All 13F filers, Q4 2024 → Q1 2025: 674,239 shares bought and 709,524 shares sold, net −35,285 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 60 holders
| LPL Financial LLC | 0.01% | Add +17.1% | 803,053 | $18.0M |
| Raymond James Financial Inc. | 0.01% | Add +21.1% | 714,337 | $16.0M |
| Focus Partners Wealth | 0.03% | Add +6.2% | 509,473 | $11.4M |
| Bank of America Corp. | 0.00% | Add +34.6% | 309,663 | $6.9M |
| Trivium Point Advisory, LLC | 0.74% | Add +43.8% | 266,998 | $6.0M |
| Sigma Planning Corp | 0.16% | Add +1.1% | 219,152 | $4.9M |
| Mariner, LLC | 0.01% | Add +56.4% | 208,145 | $4.7M |
| Osaic Holdings, Inc. | 0.01% | Add +5.1% | 137,631 | $3.1M |
| LWM Advisory Services, LLC | 2.13% | Add +4.4% | 136,843 | $3.1M |
| Truist Financial Corp. | 0.00% | Add +7.0% | 134,965 | $3.0M |
| VestGen Advisors, LLC | 0.08% | — | 82,855 | $1.9M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -57.7% | 63,085 | $1.4M |
| JPMorgan Chase & Co. | 0.00% | Reduce -8.8% | 62,490 | $1.4M |
| Allworth Financial LP | 0.01% | Reduce -27.0% | 60,182 | $1.3M |
| Partners Wealth Management, LLC | 1.51% | Reduce -1.0% | 59,262 | $1.3M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +10.1% | 56,420 | $1.3M |
| Savvy Advisors, Inc. | 0.13% | Reduce -13.0% | 56,129 | $1.3M |
| Avantax Advisory Services, Inc. | 0.01% | Add +79.9% | 52,926 | $1.2M |
| Arkadios Wealth Advisors | 0.04% | Reduce -4.8% | 48,327 | $1.1M |
| Citadel Advisors | 0.00% | Reduce -26.7% | 47,614 | $1.1M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -0.8% | 39,473 | $885K |
| Dynamic Advisor Solutions LLC | 0.03% | Add +4.1% | 34,918 | $783K |
| Susquehanna International Group, LLP | 0.00% | New | 32,678 | $733K |
| Great Valley Advisor Group, Inc. | 0.02% | Add +61.3% | 31,627 | $710K |
| KPP Advisory Services LLC | 0.13% | Reduce -79.1% | 31,635 | $709K |
| Asset Management Group, Inc. | 0.13% | Add +0.9% | 31,051 | $696K |
| Kestra Private Wealth Services, LLC | 0.01% | New | 26,859 | $602K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +0.6% | 24,776 | $556K |
| Altman Advisors, Inc. | 0.24% | Add +1.6% | 256,591 | $527K |
| SYM FINANCIAL Corp | 0.06% | Reduce -0.8% | 21,756 | $488K |
| Asset Allocation Strategies LLC | 0.12% | Add +0.4% | 20,884 | $468K |
| Private Advisor Group, LLC | 0.00% | Add +5.1% | 19,727 | $442K |
| AdvisorNet Financial, Inc | 0.03% | Add +17.5% | 19,661 | $441K |
| Redwood Financial Network Corp | 0.33% | Reduce -1.7% | 19,174 | $430K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.06% | Reduce -8.6% | 18,884 | $423K |
| Farther Finance Advisors, LLC | 0.01% | New | 15,923 | $358K |
| Titleist Asset Management, LLC | 0.03% | Add +31.5% | 12,825 | $288K |
| Royal Bank of Canada | 0.00% | Reduce -13.9% | 12,315 | $276K |
| &partners | 0.00% | Reduce -89.5% | 10,867 | $244K |
| Cetera Investment Advisers | 0.00% | Add +1.6% | 10,197 | $229K |
| Compound Planning, Inc. | 0.01% | New | 9,596 | $215K |
| Vantage Financial Partners, LLC | 0.05% | Reduce -9.1% | 9,544 | $214K |
| Principal Securities, Inc. | 0.00% | No change | 6,875 | $152K |
| EverSource Wealth Advisors, LLC | 0.01% | Add +0.2% | 6,065 | $136K |
| REAP Financial Group, LLC | 0.02% | Add +9.1% | 2,859 | $64K |
| FMR LLC | 0.00% | Add +5211.3% | 2,815 | $63K |
| Darwin Wealth Management, LLC | 0.02% | No change | 2,585 | $57K |
| Mendota Financial Group, LLC | 0.06% | No change | 2,349 | $53K |
| Harbour Investments, Inc. | 0.00% | Reduce -97.8% | 1,923 | $43K |
| AE Wealth Management LLC | 0.00% | Reduce -25.2% | 1,713 | $38K |
| MAI Capital Management | 0.00% | New | 1,115 | $25K |
| Delta Asset Management LLC | 0.00% | No change | 1,000 | $22K |
| Davis Capital Management | 0.01% | No change | 601 | $13K |
| Cwm, LLC | 0.00% | No change | 520 | $12K |
| Morgan Stanley | 0.00% | No change | 423 | $9K |
| Bank of Montreal | 0.00% | Reduce -7.5% | 407 | $9K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 386 | $9K |
| NewEdge Advisors, LLC | 0.00% | New | 175 | $4K |
| Heritage Wealth Advisors | 0.00% | New | 53 | $1K |
| SJS Investment Consulting Inc. | 0.00% | New | 32 | $718 |
"% of holder's portfolio" is BYLD's weight in each manager's 13F, not the share of iShares Yield Optimized Bond the manager owns.