
iShares Yield Optimized Bond is an exchange-traded fund on ARCA. As of Q3 2025, 59 institutional investors hold shares in this ETF, with total holdings valued at $131.5M. HUNTINGTON NATIONAL BANK is the largest holder with a position valued at $22.8M.
Overview of institutional ownership in BYLD as of Q3 2025
Institutions with the largest positions in BYLD as of Q3 2025
| Institution | Position Value |
|---|---|
H HUNTINGTON NATIONAL BANK Long Only Manager | $22.8M 0.14% of portfolio |
L LPL Financial LLC Institution | $19.4M 0.01% of portfolio |
RAYMOND JAMES FINANCIAL INC RIA/Wealth | $14.0M 0.00% of portfolio |
C Colony Group, LLC Institution | $12.0M 0.02% of portfolio |
A Advisor Group Holdings, Inc. Institution | $8.3M 0.01% of portfolio |
P Paradigm Financial Partners, LLC RIA/Wealth | $7.9M 0.81% of portfolio |
BANK OF AMERICA CORP /DE/ Institution | $7.6M 0.00% of portfolio |
Mariner Wealth Advisors, LLC RIA/Wealth | $5.9M 0.01% of portfolio |
BB&T CORP Institution | $4.5M 0.01% of portfolio |
LWM Advisory Services, LLC RIA/Wealth | $2.9M 1.85% of portfolio |
Institutional buying and selling activity for BYLD in Q3 2025
| Institution | Net Bought |
|---|---|
Cetera Investment Advisers RIA/Wealth | +$1.4M +59.1K shares |
H HUNTINGTON NATIONAL BANK Long Only Manager | +$1.3M +57.5K shares |
P Paradigm Financial Partners, LLC RIA/Wealth | +$1.1M +46.5K shares |
C Colony Group, LLC Institution | +$717.1K +31.3K shares |
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | +$463.2K +20.2K shares |
BANK OF AMERICA CORP /DE/ Institution | +$446.2K +19.5K shares |
Mutual Advisors, LLC RIA/Wealth | +$426.7K +18.6K shares |
Rockefeller Capital Management L.P. Long Only Manager | +$404.6K +17.7K shares |
A Advisor Group Holdings, Inc. Institution | +$332.1K +14.5K shares |
VestGen Advisors, LLC RIA/Wealth | +$315.3K +13.8K shares |
| Institution | Net Sold |
|---|---|
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | −$609.4K −26.6K shares |
J JANE STREET GROUP, LLC Institution | −$336.2K −14.9K shares |
Atomi Financial Group, Inc. RIA/Wealth | −$209.0K −9.2K shares |
LWM Advisory Services, LLC RIA/Wealth | −$207.6K −9.1K shares |
Newbridge Financial Services Group, Inc. RIA/Wealth | −$195.6K −8.6K shares |
COMMONWEALTH EQUITY SERVICES, LLC. RIA/Wealth | −$156.5K −6.8K shares |
SILVERLAKE WEALTH MANAGEMENT LLC RIA/Wealth | −$119.2K −5.2K shares |
GREAT VALLEY ADVISOR GROUP, INC. RIA/Wealth | −$78.3K −3.4K shares |
RAYMOND JAMES FINANCIAL INC RIA/Wealth | −$69.4K −3.0K shares |
R ROYAL BANK OF CANADA Institution | −$55.9K −2.4K shares |
Institutions that initiated new positions or completely exited BYLD in Q3 2025
| Institution | Position Value |
|---|---|
Mutual Advisors, LLC RIA/Wealth | $426.7K 18.6K shares |
Rockefeller Capital Management L.P. Long Only Manager | $404.6K 17.7K shares |
A Advisory Services Network, LLC RIA/Wealth | $37.3K 1.6K shares |
Strategic Wealth Partners, Ltd. RIA/Wealth | $458.0 20.0 shares |
| Institution | Previous Position |
|---|---|
J JANE STREET GROUP, LLC Institution | $336.2K 14.9K shares |
Atomi Financial Group, Inc. RIA/Wealth | $209.0K 9.2K shares |
Newbridge Financial Services Group, Inc. RIA/Wealth | $195.6K 8.6K shares |
REAP Financial Group, LLC RIA/Wealth | $45.3K 2.0K shares |
Asset Dedication, LLC RIA/Wealth | $37.4K 1.7K shares |
N NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Institution | $4.7K 208.0 shares |
AE Wealth Management LLC RIA/Wealth | $530.0 23.0 shares |
Institutions with the largest Call and Put options positions in BYLD as of Q3 2025
| Institution | Position Value |
|---|---|
| No call positions found | |
| Institution | Position Value |
|---|---|
| No put positions found | |
Institutions with BYLD as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
LWM Advisory Services, LLC RIA/Wealth | 1.85% $2.9M |
P PARTNERS WEALTH MANAGEMENT, LLC Institution | 1.32% $1.3M |
P Paradigm Financial Partners, LLC RIA/Wealth | 0.81% $7.9M |
Redwood Financial Network Corp RIA/Wealth | 0.28% $439.2K |
H HUNTINGTON NATIONAL BANK Long Only Manager | 0.14% $22.8M |
Asset Management Group, Inc. RIA/Wealth | 0.12% $730.9K |
Asset Allocation Strategies LLC RIA/Wealth | 0.10% $508.3K |
0.07% $595.2K | |
SILVERLAKE WEALTH MANAGEMENT LLC RIA/Wealth | 0.07% $277.7K |
VestGen Advisors, LLC RIA/Wealth | 0.07% $2.0M |
Discover hedge funds investing in BYLD


| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
Software - Infrastructure Technology | $2.1B | 1.68% | |
Semiconductors Technology | $1.8B | 1.50% | |
Internet Content & Information Communication Services | $1.4B | 1.18% |
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