ISHARES YIELD OPTIMIZED BOND (BYLD) Institutional Ownership Changes & 13F Activity

ISHARES YIELD OPTIMIZED BOND (BYLD). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Envestnet Portfolio Solutions, Inc., Mariner, Llc, Jpmorgan Chase & Co, Modern Wealth Management, Llc, and Huntington National Bank.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Envestnet Portfolio Solutions, Inc.Buy+202,825—202,825$4.59MQ2 2026Sep 23, 2026
Envestnet Asset Management IncBuy+12,317+3.4%376,958$8.54MQ2 2026Sep 23, 2026
Citadel Advisors LlcBuy+60,022—60,022$1.36MQ2 2026Sep 02, 2026
Asset Allocation Strategies LlcSell-11,359-49.2%11,707$265.15KQ2 2026Aug 17, 2026
Modern Wealth Management, LlcSell-88,660-76.3%27,515$623.22KQ2 2026Aug 14, 2026
Cerity Partners LlcBuy+57,419—57,419$1.30MQ2 2026Aug 14, 2026
Bank Of America CorpBuy+54,870+13.8%452,730$10.25MQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+52,747+14.3%422,614$9.57MQ2 2026Aug 14, 2026
Raymond James Financial IncBuy+29,460+3.1%977,165$22.13MQ2 2026Aug 14, 2026
Mutual Advisors, LlcBuy+22,761+47.6%70,547$1.60MQ2 2026Aug 14, 2026
Susquehanna International Group, LlpBuy+7,930+13.0%68,852$1.56MQ2 2026Aug 14, 2026
Wells Fargo & Company/MnBuy+1,624+446.2%1,988$45.02KQ2 2026Aug 14, 2026
Royal Bank Of CanadaSell-822-10.8%6,808$154.00KQ2 2026Aug 14, 2026
Asset Management Group, Inc.Buy+387+1.3%29,108$659.28KQ2 2026Aug 14, 2026
Jones Financial Companies LllpSell-120-18.9%515$11.68KQ2 2026Aug 14, 2026
Mariner, LlcBuy+140,920+43.2%466,759$10.57MQ2 2026Aug 13, 2026
Huntington National BankBuy+84,871+7.8%1,178,460$26.69MQ2 2026Aug 13, 2026
Morgan StanleySell-1,303-75.5%422$9.56KQ2 2026Aug 13, 2026
Steward Partners Investment Advisory, LlcBuy+145—145$3.28KQ2 2026Aug 13, 2026
Jpmorgan Chase & CoBuy+138,140—138,140$3.14MQ2 2026Aug 12, 2026
Focus Partners WealthSell-65,353-15.3%361,776$8.19MQ2 2026Aug 12, 2026
Cetera Investment AdvisersBuy+49,480+18.2%321,828$7.29MQ2 2026Aug 12, 2026
Us Bancorp \De\Sell-1,671-77.4%488$11.05KQ2 2026Aug 12, 2026
Newedge Advisors, LlcBuy+175—175$3.96KQ2 2026Aug 12, 2026
Allworth Financial LpBuy+46,621+74.6%109,141$2.47MQ2 2026Aug 11, 2026
Altman Advisors, Inc.Buy+40,912+15.5%304,382$585.12KQ2 2026Aug 11, 2026
Nicolet Bankshares IncBuy+15,289—15,289$344.92KQ2 2026Aug 11, 2026
Stratos Wealth Partners, Ltd.Sell-419-1.9%21,959$497.37KQ2 2026Aug 11, 2026
Arkadios Wealth AdvisorsBuy+25,899+45.8%82,400$1.87MQ2 2026Aug 10, 2026
Arax Advisory PartnersBuy+6,634—6,634$150.24KQ2 2026Aug 10, 2026
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Frequently asked questions about BYLD activity

  • Which institutional owners are buying BYLD?

    Institutional owners buying BYLD include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in BYLD activity?

    "Buy" means an investor increased their reported position in BYLD compared to the prior reporting period. This reflects growing exposure to ISHARES YIELD OPTIMIZED BOND (BYLD) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in BYLD increasing?

    Institutional interest in BYLD can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.