iShares Yield Optimized BondBYLDETF
13F holders, Q4 2025 (December 31)66holders +7
12new positions
7sold out
1famous investor
$21.84avg. 13F price*
At the end of Q4 2025, 66 institutions reported holding iShares Yield Optimized Bond (BYLD) in their 13F filings, up 7 from Q3 2025. 12 opened new positions and 7 sold out. The largest holders were LPL Financial LLC ($21.5M), Raymond James Financial Inc. ($19.3M) and Focus Partners Wealth ($12.1M). 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 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 12 | $3.8M |
| Exits | 7 | $1.7M |
All 13F filers, Q3 2025 → Q4 2025: 931,400 shares bought and 163,336 shares sold, net +768,064 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 66 holders
| LPL Financial LLC | 0.01% | Add +11.3% | 943,594 | $21.5M |
| Raymond James Financial Inc. | 0.01% | Add +38.6% | 848,981 | $19.3M |
| Focus Partners Wealth | 0.01% | Add +1.1% | 531,124 | $12.1M |
| Bank of America Corp. | 0.00% | Add +15.0% | 381,200 | $8.7M |
| Osaic Holdings, Inc. | 0.01% | Add +4.0% | 377,251 | $8.6M |
| Trivium Point Advisory, LLC | 0.78% | Reduce -1.5% | 340,500 | $7.8M |
| Mariner, LLC | 0.01% | Add +16.8% | 299,244 | $6.8M |
| Envestnet Asset Management Inc. | 0.00% | Add +129.2% | 231,199 | $5.3M |
| Truist Financial Corp. | 0.01% | Add +6.6% | 210,160 | $4.8M |
| Cetera Investment Advisers | 0.00% | Add +182.1% | 198,063 | $4.5M |
| LWM Advisory Services, LLC | 1.78% | Add +4.1% | 133,587 | $3.0M |
| Kestra Private Wealth Services, LLC | 0.03% | Add +14.6% | 112,030 | $2.6M |
| JPMorgan Chase & Co. | 0.00% | Reduce -1.2% | 74,660 | $1.7M |
| Allworth Financial LP | 0.01% | Reduce -0.2% | 61,249 | $1.4M |
| Savvy Advisors, Inc. | 0.04% | Add +6.3% | 59,540 | $1.4M |
| Partners Wealth Management, LLC | 1.35% | Reduce -1.7% | 56,902 | $1.3M |
| Arkadios Wealth Advisors | 0.03% | Add +0.2% | 55,457 | $1.3M |
| Laffer Tengler Investments, Inc. | 0.16% | New | 39,082 | $890K |
| Jane Street Group, LLC | 0.00% | New | 36,996 | $843K |
| Mutual Advisors, LLC | 0.02% | Add +78.5% | 33,122 | $754K |
| Asset Management Group, Inc. | 0.11% | Reduce -3.7% | 30,702 | $699K |
| Dynamic Advisor Solutions LLC | 0.02% | Add +1.1% | 30,113 | $686K |
| Daviman Financial, LLC | 0.40% | — | 29,610 | $674K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.08% | Add +8.3% | 28,125 | $641K |
| Heritage Family Offices, LLP | 0.29% | New | 27,803 | $633K |
| AdvisorNet Financial, Inc | 0.03% | Add +0.2% | 27,307 | $622K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +2.8% | 27,035 | $616K |
| VestGen Advisors, LLC | 0.03% | Reduce -69.8% | 25,938 | $591K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +1.8% | 24,347 | $554K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -15.3% | 24,089 | $549K |
| Altman Advisors, Inc. | 0.21% | Reduce -0.6% | 260,896 | $548K |
| Asset Allocation Strategies LLC | 0.10% | Add +3.4% | 22,934 | $522K |
| Private Advisor Group, LLC | 0.00% | Add +4.5% | 22,420 | $511K |
| Valmark Advisers, Inc. | 0.01% | Add +33.7% | 22,201 | $506K |
| Members Trust Co | 0.02% | New | 21,173 | $482K |
| Great Valley Advisor Group, Inc. | 0.01% | Reduce -6.9% | 21,048 | $479K |
| SYM FINANCIAL Corp | 0.05% | Add +0.8% | 19,340 | $440K |
| Redwood Financial Network Corp | 0.28% | Reduce -0.7% | 19,037 | $434K |
| Rockefeller Capital Management L.P. | 0.00% | No change | 17,653 | $402K |
| World Investment Advisors | 0.00% | New | 11,027 | $251K |
| KLCM Advisors, Inc. | 0.02% | New | 10,070 | $229K |
| Citadel Advisors | 0.00% | Reduce -55.8% | 9,728 | $222K |
| DAVENPORT & Co LLC | 0.00% | New | 8,930 | $203K |
| Royal Bank of Canada | 0.00% | Add +2.9% | 7,700 | $175K |
| Kestra Advisory Services, LLC | 0.00% | New | 5,708 | $130K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -6.5% | 3,042 | $69K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +0.8% | 2,507 | $57K |
| Lanark Financial, Inc. | 0.00% | New | 2,221 | $51K |
| Fifth Third Bancorp | 0.00% | Add +21.0% | 2,164 | $49K |
| Mendota Financial Group, LLC | 0.04% | Reduce -9.3% | 2,130 | $49K |
| Darwin Wealth Management, LLC | 0.01% | Add +0.8% | 2,087 | $48K |
| Morgan Stanley | 0.00% | Reduce -20.1% | 1,724 | $39K |
| US Bancorp \de | 0.00% | New | 1,533 | $35K |
| Arax Advisory Partners | 0.00% | New | 1,084 | $25K |
| Delta Asset Management LLC | 0.00% | No change | 1,000 | $23K |
| Harbour Investments, Inc. | 0.00% | No change | 859 | $20K |
| IFP Advisors, Inc | 0.00% | No change | 777 | $18K |
| Cwm, LLC | 0.00% | No change | 520 | $12K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 386 | $9K |
| Signature Equity Partners, LLC | 0.00% | — | 253 | $6K |
| NewEdge Advisors, LLC | 0.00% | No change | 175 | $4K |
| Davis Capital Management | 0.00% | Reduce -53.1% | 130 | $3K |
| SJS Investment Consulting Inc. | 0.00% | New | 120 | $3K |
| FMR LLC | 0.00% | No change | 52 | $1K |
| Strategic Wealth Partners, Ltd. | 0.00% | No change | 20 | $455 |
| Wells Fargo & Company | 0.00% | No change | 1 | $13 |
"% of holder's portfolio" is BYLD's weight in each manager's 13F, not the share of iShares Yield Optimized Bond the manager owns.