ETF Holders

Who owns BYLD?

Bond

iShares Yield Optimized Bond ETF · iShares

79 institutions reported holding BYLD, worth $273.0M, in Form 13F filings for June 30, 2026.

13F holders
79
Institutional value
$273.0M
Change from prior quarter
+47.4%
+$87.8M, with price moves
New and sold-out firms
17 / 9
31 added, 18 trimmed

Top 10 institutional holders of BYLD

FirmLocationValueSharesChange
Horizon Wealth Management, LLCLa Grange, IL$56.9M2,511,534+210,911 shares
Members Trust CoTampa, FL$50.3M2,222,630+2,132,457 shares
LPL Financial LLCFort Mill, SC$26.8M1,181,718+172,722 shares
Raymond James Financial Inc.St. Petersburg, FL$22.1M977,165+29,460 shares
Mariner, LLCOverland Park, KS$10.6M466,759+140,920 shares
Bank of America Corp.Charlotte, NC$10.3M452,730+54,870 shares
Osaic Holdings, Inc.Scottsdale, AZ$9.6M422,614+52,747 shares
Envestnet Asset Management Inc.Berwyn, PA$8.5M376,958+12,317 shares
Focus Partners WealthSt Louis, MO$8.2M361,776−65,353 shares
Cetera Investment AdvisersSchaumburg, IL$7.3M321,828+49,480 shares
69 more firms

The full list comes with the Advisors and Institutions package.

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From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.

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Frequently asked questions

Who owns BYLD?

79 institutional managers reported holding BYLD in Form 13F filings for June 30, 2026, worth $273.0M in total. The largest reported position was held by Horizon Wealth Management, LLC, at $56.9M.

Did institutions buy or sell BYLD last quarter?

Reported 13F value rose 47.4% from March 31, 2026, which includes price moves as well as buying and selling. 17 firms reported a new position and 9 sold all of theirs.

What is a Form 13F?

A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.

How often is BYLD ownership data updated?

13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.