ISHARES YIELD OPTIMIZED BOND (BYLD) Institutional Shareholders
ISHARES YIELD OPTIMIZED BOND (BYLD) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $297.47M in BYLD holdings during the latest filing period.
Horizon Wealth Management, Llc is currently the largest disclosed institutional shareholder of BYLD tracked by InsiderSet, reporting ownership valued at approximately $56.89M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $55.15M, representing an estimated loss of -3.05% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 77% of the total disclosed BYLD value among the investors covered in this analysis. Major shareholders include Horizon Wealth Management, Llc, Members Trust Co, Lpl Financial Llc, and several other long-term asset managers with concentrated positions in ISHARES YIELD OPTIMIZED BOND (BYLD).
This page ranks the largest institutional BYLD shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
77
Total Reported Value
$297.47M
Largest Holder
Horizon Wealth Management, Llc
Largest Position
$56.89M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
92
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Horizon Wealth Management, Llc | 7.25% | 2,511,534 | $56,886,254 | $55,153,287 | -$1,732,967 | -3.05% | |
| Members Trust Co | 1.57% | 2,222,630 | $50,342,569 | $48,808,955 | -$1,533,614 | -3.05% | |
| Lpl Financial Llc | 0.01% | 1,181,718 | $26,765,908 | $25,950,527 | -$815,381 | -3.05% | |
| Huntington National Bank | 0.13% | 1,178,460 | $26,692,258 | $25,878,982 | -$813,276 | -3.05% | |
| Raymond James Financial Inc | 0.01% | 977,165 | $22,132,788 | $21,458,543 | -$674,245 | -3.05% | |
| Mariner, Llc | 0.01% | 466,759 | $10,572,098 | $10,250,028 | -$322,070 | -3.05% | |
| Bank Of America Corp | 0.00% | 452,730 | $10,254,332 | $9,941,951 | -$312,381 | -3.05% | |
| Osaic Holdings, Inc. | 0.01% | 422,614 | $9,572,552 | $9,280,603 | -$291,949 | -3.05% | |
| Envestnet Asset Management Inc | 0.00% | 376,958 | $8,538,108 | $8,277,998 | -$260,110 | -3.05% | |
| Focus Partners Wealth | 0.01% | 361,776 | $8,194,227 | $7,944,601 | -$249,626 | -3.05% | |
| Cetera Investment Advisers | 0.01% | 321,828 | $7,289,412 | $7,067,343 | -$222,069 | -3.05% | |
| Trivium Point Advisory, Llc | 0.59% | 284,959 | $6,454,319 | $6,257,700 | -$196,619 | -3.05% | |
| Truist Financial Corp | 0.01% | 261,482 | $5,922,575 | $5,742,145 | -$180,430 | -3.05% | |
| Envestnet Portfolio Solutions, Inc. | 0.02% | 202,825 | $4,593,985 | $4,454,037 | -$139,948 | -3.05% | |
| Mtc Wealth Management Llc | 2.03% | 199,896 | $4,527,643 | $4,389,716 | -$137,927 | -3.05% | |
| Commonwealth Equity Services, Llc | 0.01% | 183,954 | $4,166,560 | $4,039,630 | -$126,930 | -3.05% | |
| Jpmorgan Chase & Co | 0.00% | 138,140 | $3,135,786 | $3,033,554 | -$102,232 | -3.26% | |
| Kestra Private Wealth Services, Llc | 0.03% | 118,220 | $2,677,685 | $2,596,111 | -$81,574 | -3.05% | |
| Allworth Financial Lp | 0.01% | 109,141 | $2,472,053 | $2,396,736 | -$75,317 | -3.05% | |
| Planvest Financial, Inc | 1.29% | 85,082 | $1,927,100 | $1,868,401 | -$58,699 | -3.05% | |
| Arkadios Wealth Advisors | 0.03% | 82,400 | $1,866,356 | $1,809,504 | -$56,852 | -3.05% | |
| Mutual Advisors, Llc | 0.03% | 70,547 | $1,597,890 | $1,549,212 | -$48,678 | -3.05% | |
| Susquehanna International Group, Llp | 0.00% | 68,852 | $1,559,498 | $1,511,990 | -$47,508 | -3.05% | |
| Citadel Advisors Llc | 0.00% | 60,022 | $1,359,498 | $1,318,083 | -$41,415 | -3.05% | |
| Savvy Advisors, Inc. | 0.03% | 59,858 | $1,355,781 | $1,314,482 | -$41,299 | -3.05% | |
| Laffer Tengler Investments, Inc. | 0.17% | 59,845 | $1,355,489 | $1,314,196 | -$41,293 | -3.05% | |
| Cerity Partners Llc | 0.00% | 57,419 | $1,300,551 | $1,260,921 | -$39,630 | -3.05% | |
| Partners Wealth Management, Llc | 1.11% | 50,093 | $1,134,603 | $1,100,042 | -$34,561 | -3.05% | |
| Hengehold Capital Management Llc | 0.08% | 46,941 | $1,063,216 | $1,030,824 | -$32,392 | -3.05% | |
| Fifth Third Securities, Inc. | 0.05% | 41,564 | $941,425 | $912,745 | -$28,680 | -3.05% | |
| Asset Management Group, Inc. | 0.10% | 29,108 | $659,285 | $639,212 | -$20,073 | -3.04% | |
| Modern Wealth Management, Llc | 0.01% | 27,515 | $623,215 | $604,229 | -$18,986 | -3.05% | |
| Advisornet Financial, Inc | 0.03% | 27,365 | $619,807 | $600,935 | -$18,872 | -3.04% | |
| Daviman Financial, Llc | 0.33% | 26,413 | $598,254 | $580,029 | -$18,225 | -3.05% | |
| Altman Advisors, Inc. | 0.21% | 304,382 | $585,117 | $6,684,229 | +$6,099,112 | +1042.37% | |
| Valmark Advisers, Inc. | 0.01% | 24,465 | $554,132 | $537,251 | -$16,881 | -3.05% | |
| Private Trust Co Na | 0.04% | 24,435 | $553,453 | $536,593 | -$16,860 | -3.05% | |
| Stratos Wealth Partners, Ltd. | 0.01% | 21,959 | $497,371 | $482,220 | -$15,151 | -3.05% | |
| Kestra Advisory Services, Llc | 0.00% | 21,623 | $489,760 | $474,841 | -$14,919 | -3.05% | |
| Bay Colony Advisory Group, Inc D/B/A Bay Colony Advisors | 0.05% | 21,164 | $479,355 | $464,761 | -$14,594 | -3.04% | |
| Sym Financial Corp | 0.04% | 19,927 | $451,347 | $437,597 | -$13,750 | -3.05% | |
| Redwood Financial Network Corp | 0.23% | 18,451 | $417,916 | $405,184 | -$12,732 | -3.05% | |
| Rockefeller Capital Management L.P. | 0.00% | 17,653 | $399,861 | $387,660 | -$12,201 | -3.05% | |
| Great Valley Advisor Group, Inc. | 0.01% | 17,116 | $387,614 | $375,867 | -$11,747 | -3.03% | |
| Argyle Capital Partners, Llc | 0.23% | 16,450 | $372,593 | $361,242 | -$11,351 | -3.05% | |
| Signal Advisors Wealth, Llc | 0.02% | 15,369 | $348,108 | $337,503 | -$10,605 | -3.05% | |
| Nicolet Bankshares Inc | 0.01% | 15,289 | $344,920 | $335,746 | -$9,174 | -2.66% | |
| Dynamic Advisor Solutions Llc | 0.01% | 12,960 | $293,534 | $284,602 | -$8,932 | -3.04% | |
| Asset Allocation Strategies Llc | 0.04% | 11,707 | $265,153 | $257,086 | -$8,067 | -3.04% | |
| Arlington Financial Advisors, Llc | 0.03% | 11,545 | $261,494 | $253,528 | -$7,966 | -3.05% |
Frequently asked questions about BYLD
Who owns the most BYLD stock?
The largest holders of BYLD are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for ISHARES YIELD OPTIMIZED BOND (BYLD).
Is BYLD widely held by superinvestors?
Many widely followed stocks like BYLD appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly BYLD is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.