iShares Yield Optimized BondBYLDETF
13F holders, Q3 2025 (September 30)59holders −4
4new positions
7sold out
1famous investor
$21.83avg. 13F price*
At the end of Q3 2025, 59 institutions reported holding iShares Yield Optimized Bond (BYLD) in their 13F filings, down 4 from Q2 2025. 4 opened new positions and 7 sold out. The largest holders were LPL Financial LLC ($19.4M), Raymond James Financial Inc. ($14.0M) and Focus Partners Wealth ($12.0M). 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 Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $869K |
| Exits | 7 | $829K |
All 13F filers, Q2 2025 → Q3 2025: 317,506 shares bought and 98,184 shares sold, net +219,322 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 59 holders
| LPL Financial LLC | 0.01% | Add +1.2% | 848,057 | $19.4M |
| Raymond James Financial Inc. | 0.00% | Reduce -0.5% | 612,632 | $14.0M |
| Focus Partners Wealth | 0.02% | Add +6.3% | 525,381 | $12.0M |
| Osaic Holdings, Inc. | 0.01% | Add +4.2% | 362,794 | $8.3M |
| Trivium Point Advisory, LLC | 0.81% | Add +15.6% | 345,631 | $7.9M |
| Bank of America Corp. | 0.00% | Add +6.2% | 331,408 | $7.6M |
| Mariner, LLC | 0.01% | Add +5.0% | 256,197 | $5.9M |
| Truist Financial Corp. | 0.01% | Add +3.3% | 197,193 | $4.5M |
| LWM Advisory Services, LLC | 1.71% | Reduce -6.6% | 128,284 | $2.9M |
| Envestnet Asset Management Inc. | 0.00% | Add +2.5% | 100,873 | $2.3M |
| Kestra Private Wealth Services, LLC | 0.03% | Add +14.8% | 97,753 | $2.2M |
| VestGen Advisors, LLC | 0.07% | Add +19.0% | 86,034 | $2.0M |
| JPMorgan Chase & Co. | 0.00% | Reduce -2.4% | 75,590 | $1.7M |
| Cetera Investment Advisers | 0.00% | Add +529.5% | 70,203 | $1.6M |
| Allworth Financial LP | 0.01% | Add +2.0% | 61,372 | $1.4M |
| Partners Wealth Management, LLC | 1.31% | Reduce -2.3% | 57,874 | $1.3M |
| Savvy Advisors, Inc. | 0.06% | Add +0.2% | 56,002 | $1.3M |
| Arkadios Wealth Advisors | 0.03% | Add +15.6% | 55,335 | $1.3M |
| Asset Management Group, Inc. | 0.12% | Add +1.3% | 31,887 | $731K |
| Susquehanna International Group, LLP | 0.00% | Add +173.1% | 31,884 | $731K |
| Dynamic Advisor Solutions LLC | 0.02% | Add +0.5% | 29,790 | $683K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -19.4% | 28,422 | $651K |
| AdvisorNet Financial, Inc | 0.04% | Add +0.1% | 27,263 | $625K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +17.0% | 26,303 | $603K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.07% | Add +37.5% | 25,969 | $595K |
| Altman Advisors, Inc. | 0.21% | Add +1.4% | 262,498 | $552K |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -1.6% | 23,924 | $548K |
| Great Valley Advisor Group, Inc. | 0.01% | Reduce -13.1% | 22,601 | $518K |
| Asset Allocation Strategies LLC | 0.10% | Reduce -0.5% | 22,177 | $508K |
| Citadel Advisors | 0.00% | Reduce -54.7% | 21,990 | $504K |
| Private Advisor Group, LLC | 0.00% | No change | 21,460 | $492K |
| SYM FINANCIAL Corp | 0.05% | Add +6.2% | 19,190 | $440K |
| Redwood Financial Network Corp | 0.28% | Reduce -0.1% | 19,161 | $439K |
| Mutual Advisors, LLC | 0.01% | New | 18,552 | $427K |
| Rockefeller Capital Management L.P. | 0.00% | New | 17,653 | $405K |
| Valmark Advisers, Inc. | 0.00% | Add +31.0% | 16,609 | $381K |
| Titleist Asset Management, LLC | 0.03% | Reduce -0.9% | 13,140 | $301K |
| Silverlake Wealth Management LLC | 0.07% | Reduce -30.0% | 12,116 | $278K |
| Ameritas Advisory Services, LLC | 0.01% | No change | 8,178 | $187K |
| Royal Bank of Canada | 0.00% | Reduce -24.6% | 7,485 | $171K |
| Principal Securities, Inc. | 0.00% | No change | 6,982 | $160K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -1.2% | 3,252 | $75K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +0.6% | 2,486 | $57K |
| Mendota Financial Group, LLC | 0.04% | No change | 2,349 | $54K |
| Morgan Stanley | 0.00% | Add +411.4% | 2,158 | $49K |
| Darwin Wealth Management, LLC | 0.02% | Add +0.6% | 2,070 | $47K |
| Fifth Third Bancorp | 0.00% | Add +42.2% | 1,789 | $41K |
| Advisory Services Network, LLC | 0.00% | New | 1,626 | $37K |
| Delta Asset Management LLC | 0.00% | No change | 1,000 | $23K |
| Harbour Investments, Inc. | 0.00% | Reduce -55.3% | 859 | $20K |
| IFP Advisors, Inc | 0.00% | Add +20.6% | 777 | $18K |
| Cwm, LLC | 0.00% | No change | 520 | $12K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 386 | $9K |
| Davis Capital Management | 0.00% | — | 277 | $6K |
| NewEdge Advisors, LLC | 0.00% | No change | 175 | $4K |
| Global Retirement Partners, LLC | 0.00% | No change | 89 | $2K |
| FMR LLC | 0.00% | No change | 52 | $1K |
| Strategic Wealth Partners, Ltd. | 0.00% | New | 20 | $458 |
| Wells Fargo & Company | 0.00% | No change | 1 | $18 |
"% of holder's portfolio" is BYLD's weight in each manager's 13F, not the share of iShares Yield Optimized Bond the manager owns.