iShares Yield Optimized BondBYLDETF
13F holders, Q2 2025 (June 30)63holders +3
10new positions
8sold out
1famous investor
$21.51avg. 13F price*
At the end of Q2 2025, 63 institutions reported holding iShares Yield Optimized Bond (BYLD) in their 13F filings, up 3 from Q1 2025. 10 opened new positions and 8 sold out. The largest holders were LPL Financial LLC ($19.0M), Raymond James Financial Inc. ($13.9M) and Focus Partners Wealth ($11.2M). 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 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 10 | $1.7M |
| Exits | 8 | $6.1M |
All 13F filers, Q1 2025 → Q2 2025: 575,775 shares bought and 497,160 shares sold, net +78,615 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 63 holders
| LPL Financial LLC | 0.01% | Add +4.4% | 838,197 | $19.0M |
| Raymond James Financial Inc. | 0.00% | Reduce -13.8% | 615,659 | $13.9M |
| Focus Partners Wealth | 0.02% | Reduce -3.0% | 494,096 | $11.2M |
| Osaic Holdings, Inc. | 0.01% | Add +153.1% | 348,292 | $7.9M |
| Bank of America Corp. | 0.00% | Add +0.7% | 311,939 | $7.1M |
| Trivium Point Advisory, LLC | 0.73% | Add +12.0% | 299,098 | $6.8M |
| Mariner, LLC | 0.01% | Add +17.3% | 244,119 | $5.5M |
| Truist Financial Corp. | 0.01% | Add +41.4% | 190,900 | $4.3M |
| LWM Advisory Services, LLC | 2.14% | Add +0.4% | 137,343 | $3.1M |
| Envestnet Asset Management Inc. | 0.00% | Add +56.0% | 98,389 | $2.2M |
| Kestra Private Wealth Services, LLC | 0.03% | Add +216.9% | 85,110 | $1.9M |
| JPMorgan Chase & Co. | 0.00% | Add +23.9% | 77,438 | $1.8M |
| VestGen Advisors, LLC | 0.07% | Reduce -12.8% | 72,276 | $1.6M |
| Allworth Financial LP | 0.01% | Reduce -0.0% | 60,174 | $1.4M |
| Partners Wealth Management, LLC | 1.52% | No change | 59,262 | $1.3M |
| Avantax Advisory Services, Inc. | 0.01% | Add +6.8% | 56,551 | $1.3M |
| Savvy Advisors, Inc. | 0.08% | Reduce -0.4% | 55,882 | $1.3M |
| Citadel Advisors | 0.00% | Add +2.0% | 48,578 | $1.1M |
| Arkadios Wealth Advisors | 0.03% | Reduce -0.9% | 47,879 | $1.1M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -10.7% | 35,250 | $797K |
| Asset Management Group, Inc. | 0.12% | Add +1.4% | 31,470 | $712K |
| Dynamic Advisor Solutions LLC | 0.02% | Reduce -15.1% | 29,642 | $670K |
| AdvisorNet Financial, Inc | 0.04% | Add +38.5% | 27,229 | $616K |
| Great Valley Advisor Group, Inc. | 0.01% | Reduce -17.7% | 26,017 | $588K |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -1.9% | 24,302 | $549K |
| Altman Advisors, Inc. | 0.22% | Add +0.8% | 258,762 | $536K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -60.1% | 22,487 | $508K |
| Asset Allocation Strategies LLC | 0.11% | Add +6.7% | 22,292 | $504K |
| Private Advisor Group, LLC | 0.00% | Add +8.8% | 21,460 | $485K |
| Redwood Financial Network Corp | 0.29% | No change | 19,174 | $434K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.06% | Add +0.0% | 18,890 | $427K |
| SYM FINANCIAL Corp | 0.05% | Reduce -17.0% | 18,063 | $408K |
| Silverlake Wealth Management LLC | 0.12% | New | 17,318 | $392K |
| Jane Street Group, LLC | 0.00% | New | 14,870 | $336K |
| Titleist Asset Management, LLC | 0.03% | Add +3.4% | 13,266 | $300K |
| Valmark Advisers, Inc. | 0.00% | New | 12,677 | $287K |
| Susquehanna International Group, LLP | 0.00% | Reduce -64.3% | 11,675 | $264K |
| Cetera Investment Advisers | 0.00% | Add +9.4% | 11,153 | $252K |
| Royal Bank of Canada | 0.00% | Reduce -19.4% | 9,926 | $224K |
| Atria Wealth Solutions, Inc. | 0.01% | New | 9,825 | $222K |
| Compound Planning, Inc. | 0.01% | Reduce -3.7% | 9,244 | $209K |
| NFSG Corp | 0.03% | New | 8,649 | $196K |
| Ameritas Advisory Services, LLC | 0.01% | New | 8,178 | $185K |
| Principal Securities, Inc. | 0.00% | Add +1.6% | 6,982 | $158K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -79.3% | 3,291 | $74K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -59.3% | 2,471 | $56K |
| Mendota Financial Group, LLC | 0.05% | No change | 2,349 | $53K |
| Darwin Wealth Management, LLC | 0.02% | Reduce -20.4% | 2,057 | $47K |
| REAP Financial Group, LLC | 0.01% | Reduce -30.0% | 2,002 | $45K |
| Harbour Investments, Inc. | 0.00% | No change | 1,923 | $43K |
| Asset Dedication, LLC | 0.00% | New | 1,656 | $37K |
| Fifth Third Bancorp | 0.00% | New | 1,258 | $28K |
| Delta Asset Management LLC | 0.00% | No change | 1,000 | $23K |
| IFP Advisors, Inc | 0.00% | New | 644 | $15K |
| Cwm, LLC | 0.00% | No change | 520 | $12K |
| Morgan Stanley | 0.00% | Reduce -0.2% | 422 | $10K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 386 | $9K |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 208 | $5K |
| NewEdge Advisors, LLC | 0.00% | No change | 175 | $4K |
| Global Retirement Partners, LLC | 0.00% | — | 89 | $2K |
| FMR LLC | 0.00% | Reduce -98.2% | 52 | $1K |
| AE Wealth Management LLC | 0.00% | Reduce -98.7% | 23 | $530 |
| Wells Fargo & Company | 0.00% | Add +0.0% | 1 | $16 |
"% of holder's portfolio" is BYLD's weight in each manager's 13F, not the share of iShares Yield Optimized Bond the manager owns.