Free Trial

iShares Yield Optimized Bond ETF (BYLD) Institutional Ownership

→ Everybody laughed when he recommended Netflix (From Stansberry Research) (Ad)
Free BYLD Stock Alerts
$22.20
0.00 (0.00%)
(As of 04:26 PM ET)
Compare
Stock AnalysisChartDividendHeadlinesHoldingsOwnership

Institutional Ownership Changes (13F Filings) for iShares Yield Optimized Bond ETF (NYSEARCA:BYLD)

Number of
Institutional Buyers
(last 12 months)
27
Total
Institutional Inflows
(last 12 months)
$29.63M
Number of
Institutional Sellers
(last 12 months)
12
Total
Institutional Outflows
(last 12 months)
$1.78M
Get BYLD Insider Trade Alerts

Want to know when executives and insiders are buying or selling iShares Yield Optimized Bond ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

BYLD Institutional Buying and Selling by Quarter

iShares Yield Optimized Bond ETF Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/15/2024 Stonebridge Capital Advisors LLC14,980$335K0.0%+13.9%0.188%
5/6/2024 SYM FINANCIAL Corp18,152$406K0.1%+3.0%0.228%
5/2/2024 Vantage Financial Partners LLC13,644$305K0.1%-6.6%0.176%
5/1/2024 Retirement Group LLC2,000$45K0.0%+33.3%0.026%
5/1/2024 Private Advisor Group LLC15,309$342K0.0%N/A0.198%
4/30/2024 Hartline Investment Corp9,438$211K0.0%N/A0.122%
4/30/2024 Arkadios Wealth Advisors13,177$295K0.0%N/A0.170%
4/25/2024 Mendota Financial Group LLC2,339$52K0.0%N/A0.030%
4/23/2024 Raymond James Financial Services Advisors Inc.262,935$5.88M0.0%+38.5%3.393%
4/15/2024 Elevated Capital Advisors LLC43,912$982K0.3%+2.2%1.098%
4/12/2024 AdvisorNet Financial Inc14,980$335K0.0%+13.9%0.375%
4/12/2024 Systelligence LLC361,479$8.08M2.1%+0.2%9.037%
2/8/2024 Savvy Advisors Inc.14,175$318K0.3%N/A0.354%
2/8/2024 Altman Advisors Inc.14,330$321K0.2%N/A0.358%
2/7/2024 Principal Securities Inc.7,240$162K0.0%N/A0.181%
2/7/2024 Darwin Wealth Management LLC163,479$3.67M1.0%-8.1%4.087%
2/6/2024 Great Valley Advisor Group Inc.19,087$428K0.0%N/A0.477%
2/5/2024 LWM Advisory Services LLC96,880$2.17M1.9%-19.6%2.422%
2/5/2024 Birchcreek Wealth Management LLC30,810$691K0.4%-4.0%0.770%
2/2/2024 Truist Financial Corp114,229$2.56M0.0%-3.9%2.856%
1/24/2024 Allworth Financial LP63,290$1.42M0.0%+23.3%1.582%
1/22/2024 Zimmermann Investment Management & Planning LLC26,539$595K0.2%N/A0.663%
1/19/2024 AdvisorNet Financial Inc13,150$295K0.0%+28.3%0.329%
1/19/2024 Atlas Private Wealth Management357,089$8.01M3.8%N/A8.927%
1/16/2024 Raymond James Financial Services Advisors Inc.189,825$4.26M0.0%+304.1%4.746%
1/16/2024 Raymond James & Associates13,359$300K0.0%N/A0.334%
1/11/2024 Dynamic Advisor Solutions LLC19,039$422K0.0%+21.2%0.476%
1/9/2024 Elevated Capital Advisors LLC42,946$963K0.3%+7.1%1.074%
1/8/2024 Systelligence LLC360,724$8.09M2.2%+39.7%9.018%
11/15/2023 Stonebridge Capital Advisors LLC10,250$219K0.0%+103.0%0.256%
11/13/2023 Mariner LLC25,635$548K0.0%+37.2%0.641%
11/7/2023 Darwin Wealth Management LLC177,815$3.80M1.0%-1.0%4.445%
11/6/2023 Lincoln National Corp17,355$371K0.0%-8.5%0.434%
11/2/2023 LWM Advisory Services LLC120,439$2.57M2.8%N/A3.011%
11/2/2023 Vantage Financial Partners LLC14,568$311K0.1%-23.9%0.364%
10/31/2023 Allworth Financial LP51,311$1.10M0.0%+207.3%1.283%
10/27/2023 SYM FINANCIAL Corp17,979$384K0.1%-5.0%0.449%
10/24/2023 Raymond James Financial Services Advisors Inc.46,970$1.00M0.0%+15.3%1.174%
10/24/2023 Birchcreek Wealth Management LLC32,106$686K0.5%N/A0.803%
10/17/2023 Elevated Capital Advisors LLC40,116$857K0.3%+1.9%1.003%
Everybody laughed when he recommended Netflix (Ad)

"This Could be Worth Even More than A.I." Whitney Tilson's nailed many of the most famous stocks of the last 25 years – including Netflix, Amazon, and Apple. Now he's pounding the table on a new technology rolling out across America, which early estimates say could create more wealth than A.I., the personal computer, and the smartphone combined.

Click here to see how it could become the No. 1 investment of the next decade.
10/12/2023 AdvisorNet Financial Inc10,250$219K0.0%+103.0%0.256%
10/12/2023 Richard W. Paul & Associates LLC37,224$796K0.4%+19.5%0.931%
10/11/2023 AE Wealth Management LLC38,055$813K0.0%+19.3%0.951%
10/11/2023 Dynamic Advisor Solutions LLC15,703$336K0.0%+24.0%0.393%
10/10/2023 Systelligence LLC258,268$5.52M1.6%N/A6.457%
8/23/2023 Stonebridge Capital Advisors LLC5,050$111K0.0%N/A0.126%
8/18/2023 Elevated Capital Advisors LLC39,369$864K0.3%+18.4%0.984%
8/14/2023 Asset Management Group Inc.61,543$1.35M0.3%+1.0%1.539%
8/8/2023 Vantage Financial Partners LLC19,134$420K0.2%-3.3%0.478%
8/8/2023Prospera Financial Services Inc17,503$384K0.0%-9.1%0.438%
8/3/2023 CWM LLC1,401$31K0.0%-84.9%0.032%
7/31/2023 LPL Financial LLC57,406$1.26M0.0%-6.6%1.320%
7/27/2023 Sage Financial Group Inc.11,615$255K0.0%-48.2%0.267%
7/25/2023 Raymond James Financial Services Advisors Inc.40,733$894K0.0%-3.8%0.936%
7/14/2023 AdvisorNet Financial Inc5,050$111K0.0%N/A0.116%
7/12/2023 Darwin Wealth Management LLC179,617$3.91M1.0%+2.5%4.129%
7/10/2023 AE Wealth Management LLC31,894$700K0.0%+1.6%0.733%
5/15/2023 Asset Management Group Inc.60,912$1.34M0.3%+1.0%1.369%
5/8/2023 Vantage Financial Partners LLC19,793$436K0.2%-8.0%0.445%
5/2/2023 SYM FINANCIAL Corp19,192$423K0.1%+10.0%0.431%
5/2/2023 Lincoln National Corp19,064$420K0.0%-2.5%0.428%
5/1/2023 CWM LLC9,304$205K0.0%N/A0.209%
4/24/2023 Richard W. Paul & Associates LLC30,740$678K0.3%+2.8%0.691%
4/18/2023 Sage Financial Group Inc.22,415$494K0.1%-15.1%0.504%
4/18/2023 Elevated Capital Advisors LLC33,251$733K0.3%+2.0%0.747%
4/18/2023 Darwin Wealth Management LLC175,305$3.84M1.0%-1.7%3.939%
4/18/2023 Allworth Financial LP16,696$368K0.0%+3,062.1%0.375%
4/14/2023 AE Wealth Management LLC31,389$692K0.0%+2.7%0.705%
4/14/2023 Raymond James Financial Services Advisors Inc.42,355$934K0.0%-11.1%0.952%
2/15/2023 Asset Management Group Inc.60,320$1.31M0.3%-9.8%1.326%
2/13/2023 GeoWealth Management LLC18,454$400K0.0%-49.1%0.406%
2/13/2023 Tcwp LLC39,223$850K0.2%+2.6%0.862%
2/8/2023 Raymond James Financial Services Advisors Inc.47,628$1.03M0.0%+7.8%1.047%
2/8/2023 Belpointe Asset Management LLC2,842$62K0.0%N/A0.062%
2/8/2023 Vantage Financial Partners LLC21,510$466K0.3%-59.7%0.473%
2/8/2023Prospera Financial Services Inc20,261$439K0.0%+7.4%0.445%
2/8/2023 Cambridge Investment Research Advisors Inc.10,920$237K0.0%+5.4%0.240%
2/8/2023 Lincoln National Corp19,550$424K0.0%+6.3%0.430%
2/7/2023Commonwealth Equity Services LLC12,985$281K0.0%-23.0%0.285%
2/7/2023 Richard W. Paul & Associates LLC29,892$648K0.3%N/A0.657%
2/7/2023 LPL Financial LLC63,515$1.38M0.0%-8.1%1.396%
1/31/2023 Sage Financial Group Inc.26,415$573K0.1%N/A0.581%
1/17/2023 Darwin Wealth Management LLC178,377$3.95M1.0%-7.8%3.920%
1/17/2023 Elevated Capital Advisors LLC32,611$707K0.3%+3.3%0.717%
10/31/2022 Vantage Financial Partners LLC53,358$1.14M0.8%-16.8%1.482%
10/28/2022 SYM FINANCIAL Corp17,268$368K0.2%+23.4%0.480%
10/25/2022 Raymond James Financial Services Advisors Inc.44,188$941K0.0%-39.2%1.227%
10/18/2022 Allworth Financial LP4,386$93K0.0%+89.0%0.122%
10/18/2022 Darwin Wealth Management LLC193,444$4.10M1.0%-4.9%5.373%
10/17/2022 Cambridge Investment Research Advisors Inc.10,363$221K0.0%-4.4%0.288%
Does this make you sick? (Ad)

The US Dollar Is "Finished" A deteriorating economy, global instability, and a weakened banking system have pushed the U.S. financial system to the brink, imperiling the value of your savings and investments.

Get your Free Wealth Protection Kit
10/6/2022 Elevated Capital Advisors LLC31,581$673K0.3%N/A0.865%
8/11/2022KerberRose Wealth Management LLC47,752$1.05M0.9%N/A1.308%
8/10/2022 Vantage Financial Partners LLC64,125$1.42M0.8%-26.6%1.757%
8/5/2022 Ascent Group LLC12,309$280K0.0%N/A0.337%
8/3/2022 Darwin Advisors LLC203,343$4.58M0.9%+20.6%5.571%
8/2/2022 Lincoln National Corp18,313$404K0.0%+10.8%0.502%
7/19/2022Commonwealth Equity Services LLC16,424$362K0.0%-6.9%0.450%
7/13/2022 Allworth Financial LP2,321$51K0.0%N/A0.064%
7/13/2022 Cambridge Investment Research Advisors Inc.10,838$239K0.0%+5.0%0.297%
5/11/2022 Raymond James Financial Services Advisors Inc.111,453$2.62M0.0%-9.9%2.822%
(Data available from 1/1/2016 forward)

BYLD Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of BYLD shares?

During the previous two years, 42 institutional investors and hedge funds held shares of iShares Yield Optimized Bond ETF. The most heavily invested institutionals were Systelligence LLC ($8.08M), Atlas Private Wealth Management ($8.01M), Raymond James Financial Services Advisors Inc. ($5.88M), Darwin Advisors LLC ($4.58M), Darwin Wealth Management LLC ($3.67M), Truist Financial Corp ($2.56M), and LWM Advisory Services LLC ($2.17M).Learn more on BYLD's institutional investors.

Which institutional investors have been buying iShares Yield Optimized Bond ETF stock?

Of the 37 institutional investors that purchased iShares Yield Optimized Bond ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Systelligence LLC ($361.48K), Atlas Private Wealth Management ($357.09K), Raymond James Financial Services Advisors Inc. ($225.64K), LWM Advisory Services LLC ($120.44K), Allworth Financial LP ($67.15K), KerberRose Wealth Management LLC ($47.75K), and Elevated Capital Advisors LLC ($43.91K).

How much institutional buying is happening at iShares Yield Optimized Bond ETF?

Institutional investors have bought a total of 1,578,818 shares in the last 24 months. This purchase volume represents approximately $34.74M in transactions.

Which iShares Yield Optimized Bond ETF major shareholders have been selling company stock?

Of the 16 institutional investors that sold iShares Yield Optimized Bond ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Vantage Financial Partners LLC ($73.72K), Darwin Wealth Management LLC ($44.18K), Raymond James Financial Services Advisors Inc. ($35.42K), LWM Advisory Services LLC ($23.56K), GeoWealth Management LLC ($17.84K), Sage Financial Group Inc. ($14.80K), and LPL Financial LLC ($9.70K).

How much institutional selling is happening at iShares Yield Optimized Bond ETF?

Institutional investors have sold a total of 249,958 shares in the last 24 months. This volume of shares sold represents approximately $5.45M in transactions.


Related Companies:
This page (NYSEARCA:BYLD) was last updated on 5/20/2024 by MarketBeat.com Staff

From Our Partners
Claim Your Complimentary Bitcoin Reward
Crypto Swap Profits
The 2024 Gold Rush: Unleashing Market Potential
Priority Gold
Does this make you sick?
Allegiance Gold
The ONE AI Stock to own now. (It’s not Nvidia.)
Weiss Ratings
Shocking $16T Elon Musk Crypto Leak
Crypto 101 Media
Exposed: 10 CENT Crypto to Explode May 20th?
True Market Insiders
This Apple-like Innovator is Revolutionizing Healthcare
Wall Street Star
**Breaking News** LIttle Known Biotech Company Does $41 Million In Q1!
Huge Alerts