Who Owns iShares Yield Optimized Bond ETF (BYLD)?Hedge Fund & Institutional Holders

$22.63+0.07 (+0.30%)Financial ServicesNYSE_ARCA

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$2.300000012e+234T

% of Float Held

—

QoQ Change in Holders

+9 / -4

Price History

$21.80$22.12$22.44$22.76$23.08Sep 24Jun 25Mar 26

BYLD — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
BANK OF AMERICA CORP /DE/Increased+50K+$8.0B
RAYMOND JAMES FINANCIAL INCIncreased+236K+$5.0B
Savvy Advisors, Inc.New Position+60K+$1.4B
Arkadios Wealth AdvisorsNew Position+55K+$1.0B
LAFFER TENGLER INVESTMENTS, INC.New Position+39K+$890.0M
Mutual Advisors, LLCNew Position+33K+$754.0M
Heritage Family Offices, LLPNew Position+28K+$633.0M
Valmark Advisers, Inc.New Position+22K+$505.0M
Members Trust CoNew Position+21K+$482.0M
HUNTINGTON NATIONAL BANKIncreased+59K+$199.8M
LWM Advisory Services, LLCIncreased+5K+$101.7M
US BANCORP \DE\New Position+2K+$34.0M
DELTA ASSET MANAGEMENT LLC/TNNew Position+1K+$22.0M
Asset Allocation Strategies LLCIncreased+757+$13.7M
Altman Advisors, Inc.Increased+2K+$10.7M

BYLD — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
VestGen Advisors, LLCDecreased-60K-$2.0B
Allworth Financial LPDecreased-123-$1.4B
JPMORGAN CHASE & CODecreased-930-$731.0M
SUSQUEHANNA INTERNATIONAL GROUP, LLPClosed Position-32K-$730.8M
GREAT VALLEY ADVISOR GROUP, INC.Decreased-2K-$518.3M
CITADEL ADVISORS LLCDecreased-12K-$504.0M
Mendota Financial Group, LLCDecreased-219-$53.8M
Advisory Services Network, LLCClosed Position-2K-$37.3M
Redwood Financial Network CorpDecreased-124-$6.2M
Farther Finance Advisors, LLCDecreased-210-$5.5M
Trivium Point Advisory, LLCDecreased-5K-$167K
PRINCIPAL SECURITIES, INC.Closed Position-7K-$160K
MORGAN STANLEYDecreased-434-$49K
Asset Management Group, Inc.Decreased-1K-$31K
Strategic Wealth Partners, Ltd.Closed Position-20-$0

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1HUNTINGTON NATIONAL BANK1,033,803$23.0B138.08%Share
2RAYMOND JAMES FINANCIAL INC527,180$12.0B3.73%Share
3Focus Partners Wealth531,124$12.0B13.68%Share
4RAYMOND JAMES FINANCIAL INC321,801$7.0B2.18%Share
5BANK OF AMERICA CORP /DE/232,370$5.0B0.36%Share
6OSAIC HOLDINGS, INC.211,026$4.0B5.84%Share
7LWM Advisory Services, LLC133,587$3.0B1.78%Share
8OSAIC HOLDINGS, INC.166,225$3.0B4.38%Share
9BANK OF AMERICA CORP /DE/148,830$3.0B0.22%Share
10Savvy Advisors, Inc.59,540$1.4B0.04%Share
11JPMORGAN CHASE & CO74,547$1.0B0.06%Share
12Arkadios Wealth Advisors47,464$1.0B19.39%Share
13LAFFER TENGLER INVESTMENTS, INC.39,082$890.0M0.14%Share
14Mutual Advisors, LLC33,122$754.0M0.02%Share
15Heritage Family Offices, LLP27,803$633.0M0.29%Share
16AdvisorNet Financial, Inc27,307$621.0M0.03%Share
17Stratos Wealth Partners, LTD.24,347$554.0M6.26%Share
18Altman Advisors, Inc.260,896$547.0M0.21%Share
19Asset Allocation Strategies LLC22,934$522.0M0.10%Share
20Valmark Advisers, Inc.22,201$505.0M6.22%Share
21Members Trust Co21,173$482.0M0.02%Share
22Redwood Financial Network Corp19,037$433.0M0.28%Share
23Farther Finance Advisors, LLC3,042$69.0M0.74%Share
24FIFTH THIRD BANCORP2,164$49.0M0.16%Share
25US BANCORP \DE\1,533$34.0M0.04%Share
26DELTA ASSET MANAGEMENT LLC/TN1,000$22.0M0.00%Share
27LPL Financial LLC943,594$21.0M0.01%Share
28Trivium Point Advisory, LLC340,500$7.8M0.78%Share
29Mariner, LLC299,244$6.0M0.01%Share
30ENVESTNET ASSET MANAGEMENT INC231,199$5.0M0.00%Share
31TRUIST FINANCIAL CORP210,160$4.8M0.01%Share
32Cetera Investment Advisers198,063$4.0M0.00%Share
33KESTRA PRIVATE WEALTH SERVICES, LLC112,030$2.6M0.03%Share
34SJS Investment Consulting Inc.120$2.0M0.00%Share
35Davis Capital Management130$2.0M0.00%Share
36Allworth Financial LP61,249$1.4M0.01%Share
37PARTNERS WEALTH MANAGEMENT, LLC56,902$1.3M1.35%Share
38Asset Management Group, Inc.30,702$699K0.11%Share
39Dynamic Advisor Solutions LLC30,113$685K0.02%Share
40Daviman Financial, LLC29,610$674K0.40%Share
41Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors28,125$640K0.08%Share
42KLCM Advisors, Inc.10,070$229K0.02%Share
43DAVENPORT & Co LLC8,930$203K0.00%Share
44EverSource Wealth Advisors, LLC2,507$57K0.00%Share
45NBC SECURITIES, INC.2,221$50K0.00%Share
46World Investment Advisors11,027$49K0.00%Share
47Mendota Financial Group, LLC2,130$48K0.03%Share
48Darwin Wealth Management, LLC2,087$47K0.01%Share
49HARBOUR INVESTMENTS, INC.859$19K0.00%Share
50CWM, LLC520$12K0.00%Share

BYLD Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202566$81.6B+25
Q3 202541$98.6B-18
Q2 202559$104.3B-2
Q1 202561$111.0B-2
Q4 202463$1.3T+16
Q3 202447$25.5T+1
Q2 202446$3.9T+3
Q1 202443$439.2T—

Similar Stocks by Institutional Ownership

VOO

Vanguard S&P 500 ETF

JPM

JPMorgan Chase & Co.

IVV

iShares Core S&P 500 ETF

SPY

State Street SPDR S&P 500 ETF Trust

VXUS

Vanguard Total International Stock ETF

V

Visa Inc.

VTI

Vanguard Total Stock Market ETF

MA

Mastercard Incorporated

As of Q4 2025, 50 institutional investors hold BYLD (iShares Yield Optimized Bond ETF). The largest holder is HUNTINGTON NATIONAL BANK with $23.0B in shares. This quarter, 9 institutions opened new positions and 4 closed their positions.

Frequently Asked Questions

How many hedge funds own BYLD?

As of Q4 2025, 50 institutional investors report holding BYLD (iShares Yield Optimized Bond ETF) in their 13F filings.

Who is the largest institutional holder of BYLD?

The largest institutional holder of BYLD is HUNTINGTON NATIONAL BANK with $23.0B in shares.

Is institutional ownership of BYLD increasing or decreasing?

This quarter, 9 institutions opened new positions in BYLD and 4 closed their positions.