BYLD Institutional Ownership & Shareholders
ISHARES YIELD OPTIMIZED BOND (BYLD) is currently held by 73 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $299.30M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Members Trust Co is currently the largest disclosed institutional shareholder of BYLD tracked by InsiderSet, reporting ownership valued at approximately $50.34M 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 $48.63M, representing an estimated loss of -3.40% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 70% of the total disclosed BYLD value among the investors covered in this analysis. Major shareholders include Members Trust Co, Horizon Wealth Management, Llc, Huntington National Bank, 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
73
Total Reported Value
$299.30M
Largest Holder
Members Trust Co
Largest Position
$50.34M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
95
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Members Trust Co | 1.57% | 2,222,630 | $50,342,569 | $48,631,144 | -$1,711,425 | -3.40% | |
| Horizon Wealth Management, Llc | 4.60% | 1,695,380 | $36,518,483 | $37,094,914 | +$576,431 | +1.58% | |
| Huntington National Bank | 0.13% | 1,178,460 | $26,692,258 | $25,784,705 | -$907,553 | -3.40% | |
| Lpl Financial Llc | 0.01% | 1,173,527 | $25,277,759 | $25,676,771 | +$399,012 | +1.58% | |
| Raymond James Financial Inc | 0.01% | 977,165 | $22,132,788 | $21,380,370 | -$752,418 | -3.40% | |
| Mariner, Llc | 0.01% | 466,759 | $10,572,098 | $10,212,687 | -$359,411 | -3.40% | |
| Bank Of America Corp | 0.00% | 452,730 | $10,254,332 | $9,905,732 | -$348,600 | -3.40% | |
| Osaic Holdings, Inc. | 0.01% | 422,614 | $9,572,552 | $9,246,794 | -$325,758 | -3.40% | |
| Envestnet Asset Management Inc | 0.00% | 376,958 | $8,538,108 | $8,247,841 | -$290,267 | -3.40% | |
| Focus Partners Wealth | 0.01% | 361,776 | $8,194,227 | $7,915,659 | -$278,568 | -3.40% | |
| Cetera Investment Advisers | 0.01% | 321,828 | $7,289,412 | $7,041,597 | -$247,815 | -3.40% | |
| Trivium Point Advisory, Llc | 0.59% | 284,959 | $6,454,319 | $6,234,903 | -$219,416 | -3.40% | |
| Truist Financial Corp | 0.01% | 269,071 | $5,795,795 | $5,887,273 | +$91,478 | +1.58% | |
| Envestnet Portfolio Solutions, Inc. | 0.02% | 202,825 | $4,593,985 | $4,437,811 | -$156,174 | -3.40% | |
| Mtc Wealth Management Llc | 2.03% | 199,896 | $4,527,643 | $4,373,724 | -$153,919 | -3.40% | |
| Commonwealth Equity Services, Llc | 0.01% | 197,836 | $4,261,380 | $4,328,652 | +$67,272 | +1.58% | |
| Jpmorgan Chase & Co | 0.00% | 138,140 | $3,135,786 | $3,022,503 | -$113,283 | -3.61% | |
| Kestra Private Wealth Services, Llc | 0.03% | 127,150 | $2,738,819 | $2,782,042 | +$43,223 | +1.58% | |
| Allworth Financial Lp | 0.01% | 109,434 | $2,478,689 | $2,394,416 | -$84,273 | -3.40% | |
| Planvest Financial, Inc | 1.29% | 85,082 | $1,927,100 | $1,861,594 | -$65,506 | -3.40% | |
| Arkadios Wealth Advisors | 0.03% | 82,400 | $1,866,356 | $1,802,912 | -$63,444 | -3.40% | |
| Fifth Third Securities, Inc. | 0.09% | 84,230 | $1,814,314 | $1,842,952 | +$28,638 | +1.58% | |
| Mutual Advisors, Llc | 0.03% | 70,547 | $1,597,890 | $1,543,568 | -$54,322 | -3.40% | |
| Arlington Financial Advisors, Llc | 0.20% | 73,280 | $1,578,451 | $1,603,366 | +$24,915 | +1.58% | |
| Susquehanna International Group, Llp | 0.00% | 68,852 | $1,559,498 | $1,506,482 | -$53,016 | -3.40% | |
| Citadel Advisors Llc | 0.00% | 60,022 | $1,359,498 | $1,313,281 | -$46,217 | -3.40% | |
| Savvy Advisors, Inc. | 0.03% | 59,858 | $1,355,781 | $1,309,693 | -$46,088 | -3.40% | |
| Laffer Tengler Investments, Inc. | 0.17% | 59,845 | $1,355,489 | $1,309,409 | -$46,080 | -3.40% | |
| Cerity Partners Llc | 0.00% | 57,419 | $1,300,551 | $1,256,328 | -$44,223 | -3.40% | |
| Partners Wealth Management, Llc | 0.12% | 53,613 | $1,154,835 | $1,173,052 | +$18,217 | +1.58% | |
| Hengehold Capital Management Llc | 0.08% | 49,987 | $1,076,722 | $1,093,716 | +$16,994 | +1.58% | |
| Align Financial, Llc | 0.34% | 33,217 | $715,494 | $726,788 | +$11,294 | +1.58% | |
| Asset Management Group, Inc. | 0.10% | 29,108 | $659,285 | $636,883 | -$22,402 | -3.40% | |
| Modern Wealth Management, Llc | 0.01% | 27,515 | $623,215 | $602,028 | -$21,187 | -3.40% | |
| Argyle Capital Partners, Llc | 0.38% | 28,820 | $620,783 | $630,582 | +$9,799 | +1.58% | |
| Valmark Advisers, Inc. | 0.01% | 27,669 | $595,990 | $605,398 | +$9,408 | +1.58% | |
| Advisornet Financial, Inc | 0.03% | 27,410 | $592,339 | $599,731 | +$7,392 | +1.25% | |
| Daviman Financial, Llc | 0.32% | 26,720 | $575,543 | $584,634 | +$9,091 | +1.58% | |
| Stratos Wealth Partners, Ltd. | 0.01% | 21,959 | $497,371 | $480,463 | -$16,908 | -3.40% | |
| Bay Colony Advisory Group, Inc D/B/A Bay Colony Advisors | 0.05% | 21,164 | $479,355 | $463,068 | -$16,287 | -3.40% | |
| Private Trust Co Na | 0.04% | 22,172 | $477,585 | $485,123 | +$7,538 | +1.58% | |
| Sym Financial Corp | 0.03% | 19,940 | $429,508 | $436,287 | +$6,779 | +1.58% | |
| Savant Capital, Llc | 0.00% | 18,827 | $405,534 | $411,935 | +$6,401 | +1.58% | |
| Rockefeller Capital Management L.P. | 0.00% | 17,653 | $399,861 | $386,248 | -$13,613 | -3.40% | |
| Great Valley Advisor Group, Inc. | 0.01% | 17,116 | $387,614 | $374,498 | -$13,116 | -3.38% | |
| Redwood Financial Network Corp | 0.21% | 17,951 | $386,665 | $392,768 | +$6,103 | +1.58% | |
| Nicolet Bankshares Inc | 0.01% | 15,289 | $344,920 | $334,523 | -$10,397 | -3.01% | |
| Altman Advisors, Inc. | 0.11% | 14,638 | $315,298 | $320,279 | +$4,981 | +1.58% | |
| Kestra Advisory Services, Llc | 0.00% | 10,509 | $226,371 | $229,937 | +$3,566 | +1.58% | |
| Klcm Advisors, Inc. | 0.02% | 9,238 | $209,241 | $202,127 | -$7,114 | -3.40% |
Frequently asked questions about BYLD
Who are the largest institutional holders of BYLD?
The largest institutional holders of BYLD reported in the latest SEC Form 13F filings include Members Trust Co, Horizon Wealth Management, Llc, Huntington National Bank, Lpl Financial Llc, and Raymond James Financial Inc. InsiderSet ranks institutional holders by their latest reported BYLD position.
What is BYLD institutional ownership?
This page tracks BYLD positions reported by institutional investment managers through SEC Form 13F. ISHARES YIELD OPTIMIZED BOND (BYLD) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own BYLD?
InsiderSet currently tracks 73 institutional managers reporting BYLD holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of BYLD shareholders.
How much BYLD stock do institutions own?
Institutional investment managers disclosed approximately $299.30M in BYLD holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was BYLD institutional ownership last updated?
The latest BYLD institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional BYLD holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its BYLD position after the reporting date.
Are institutions buying or selling BYLD?
Institutional buying and selling can be analyzed by comparing BYLD positions across consecutive 13F reporting periods. InsiderSet's BYLD Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View BYLD ownership changes.
How has BYLD institutional ownership changed over time?
InsiderSet tracks BYLD institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.