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.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Envestnet Portfolio Solutions, Inc. | Buy | +202,825 | — | 202,825 | $4.59M | Q2 2026 | Sep 23, 2026 |
| Envestnet Asset Management Inc | Buy | +12,317 | +3.4% | 376,958 | $8.54M | Q2 2026 | Sep 23, 2026 |
| Citadel Advisors Llc | Buy | +60,022 | — | 60,022 | $1.36M | Q2 2026 | Sep 02, 2026 |
| Asset Allocation Strategies Llc | Sell | -11,359 | -49.2% | 11,707 | $265.15K | Q2 2026 | Aug 17, 2026 |
| Modern Wealth Management, Llc | Sell | -88,660 | -76.3% | 27,515 | $623.22K | Q2 2026 | Aug 14, 2026 |
| Cerity Partners Llc | Buy | +57,419 | — | 57,419 | $1.30M | Q2 2026 | Aug 14, 2026 |
| Bank Of America Corp | Buy | +54,870 | +13.8% | 452,730 | $10.25M | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Buy | +52,747 | +14.3% | 422,614 | $9.57M | Q2 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Buy | +29,460 | +3.1% | 977,165 | $22.13M | Q2 2026 | Aug 14, 2026 |
| Mutual Advisors, Llc | Buy | +22,761 | +47.6% | 70,547 | $1.60M | Q2 2026 | Aug 14, 2026 |
| Susquehanna International Group, Llp | Buy | +7,930 | +13.0% | 68,852 | $1.56M | Q2 2026 | Aug 14, 2026 |
| Wells Fargo & Company/Mn | Buy | +1,624 | +446.2% | 1,988 | $45.02K | Q2 2026 | Aug 14, 2026 |
| Royal Bank Of Canada | Sell | -822 | -10.8% | 6,808 | $154.00K | Q2 2026 | Aug 14, 2026 |
| Asset Management Group, Inc. | Buy | +387 | +1.3% | 29,108 | $659.28K | Q2 2026 | Aug 14, 2026 |
| Jones Financial Companies Lllp | Sell | -120 | -18.9% | 515 | $11.68K | Q2 2026 | Aug 14, 2026 |
| Mariner, Llc | Buy | +140,920 | +43.2% | 466,759 | $10.57M | Q2 2026 | Aug 13, 2026 |
| Huntington National Bank | Buy | +84,871 | +7.8% | 1,178,460 | $26.69M | Q2 2026 | Aug 13, 2026 |
| Morgan Stanley | Sell | -1,303 | -75.5% | 422 | $9.56K | Q2 2026 | Aug 13, 2026 |
| Steward Partners Investment Advisory, Llc | Buy | +145 | — | 145 | $3.28K | Q2 2026 | Aug 13, 2026 |
| Jpmorgan Chase & Co | Buy | +138,140 | — | 138,140 | $3.14M | Q2 2026 | Aug 12, 2026 |
| Focus Partners Wealth | Sell | -65,353 | -15.3% | 361,776 | $8.19M | Q2 2026 | Aug 12, 2026 |
| Cetera Investment Advisers | Buy | +49,480 | +18.2% | 321,828 | $7.29M | Q2 2026 | Aug 12, 2026 |
| Us Bancorp \De\ | Sell | -1,671 | -77.4% | 488 | $11.05K | Q2 2026 | Aug 12, 2026 |
| Newedge Advisors, Llc | Buy | +175 | — | 175 | $3.96K | Q2 2026 | Aug 12, 2026 |
| Allworth Financial Lp | Buy | +46,621 | +74.6% | 109,141 | $2.47M | Q2 2026 | Aug 11, 2026 |
| Altman Advisors, Inc. | Buy | +40,912 | +15.5% | 304,382 | $585.12K | Q2 2026 | Aug 11, 2026 |
| Nicolet Bankshares Inc | Buy | +15,289 | — | 15,289 | $344.92K | Q2 2026 | Aug 11, 2026 |
| Stratos Wealth Partners, Ltd. | Sell | -419 | -1.9% | 21,959 | $497.37K | Q2 2026 | Aug 11, 2026 |
| Arkadios Wealth Advisors | Buy | +25,899 | +45.8% | 82,400 | $1.87M | Q2 2026 | Aug 10, 2026 |
| Arax Advisory Partners | Buy | +6,634 | — | 6,634 | $150.24K | Q2 2026 | Aug 10, 2026 |
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.