Who owns iShares Yield Optimized Bond ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of BYLD from SEC Form 13F filings across 80 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 80 institutions disclosed 13.5M shares of iShares Yield Optimized Bond ETF worth $299.1M — about 94.3% of shares outstanding; the largest disclosed holder is Horizon Wealth Management, LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
80
13F holders
$299.1M
value, 2026 filers
94.3%
of shares outstanding (13.5M sh)
17
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of BYLD's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | Horizon Wealth Management, LLC | 2.5M | $56.9M | 7.3% | 17.6% | +9.2% |
| 2 | Members Trust Co | 2.2M | $50.3M | 1.6% | 15.5% | +2364.9% |
| 3 | LPL Financial LLC | 1.2M | $26.8M | 0.0% | 8.3% | +17.1% |
| 4 | HUNTINGTON NATIONAL BANK | 1.2M | $26.7M | 0.1% | 8.2% | +7.8% |
| 5 | RAYMOND JAMES FINANCIAL INC | 977,165 | $22.1M | 0.0% | 6.8% | +3.1% |
| 6 | Mariner, LLC | 466,759 | $10.6M | 0.0% | 3.3% | +43.2% |
| 7 | BANK OF AMERICA CORP /DE/ | 452,730 | $10.3M | 0.0% | 3.2% | +13.8% |
| 8 | OSAIC HOLDINGS, INC. | 422,614 | $9.6M | 0.0% | 3% | +14.3% |
| 9 | ENVESTNET ASSET MANAGEMENT INC | 376,958 | $8.5M | 0.0% | 2.6% | +3.4% |
| 10 | Focus Partners Wealth | 361,776 | $8.2M | 0.0% | 2.5% | -15.3% |
| 11 | Cetera Investment Advisers | 321,828 | $7.3M | 0.0% | 2.3% | +18.2% |
| 12 | Altman Advisors, Inc. | 304,382 | $585,117 | 0.2% | 2.1% | +15.5% |
| 13 | Trivium Point Advisory, LLCNEW | 284,959 | $6.5M | 0.6% | 2% | new |
| 14 | TRUIST FINANCIAL CORP | 261,482 | $5.9M | 0.0% | 1.8% | +8.6% |
| 15 | Envestnet Portfolio Solutions, Inc.NEW | 202,825 | $4.6M | 0.0% | 1.4% | new |
| 16 | MTC Wealth Management LLCNEW | 199,896 | $4.5M | 2.0% | 1.4% | new |
| 17 | COMMONWEALTH EQUITY SERVICES, LLC | 183,954 | $4.2M | 0.0% | 1.3% | +79.5% |
| 18 | JPMORGAN CHASE & CO | 138,140 | $3.1M | 0.0% | 1% | +57.1% |
| 19 | KESTRA PRIVATE WEALTH SERVICES, LLC | 118,220 | $2.7M | 0.0% | 0.8% | -3.0% |
| 20 | Allworth Financial LP | 109,141 | $2.5M | 0.0% | 0.8% | +74.6% |
| 21 | PlanVest Financial, Inc | 85,082 | $1.9M | 1.3% | 0.6% | +3.9% |
| 22 | Arkadios Wealth Advisors | 82,400 | $1.9M | 0.0% | 0.6% | +45.8% |
| 23 | Mutual Advisors, LLC | 70,547 | $1.6M | 0.0% | 0.5% | +47.6% |
| 24 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 68,852 | $1.6M | 0.0% | 0.5% | +13.0% |
| 25 | CITADEL ADVISORS LLCNEW | 60,022 | $1.4M | 0.0% | 0.4% | new |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation. Research, not investment advice.