§ EQUITY
USDBYLD
ISHARES YIELD OPTIMIZED BOND
USD
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
48 increased/new, 19 decreased/exited (13F)
AC 13F Analysis
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| Horizon Wealth Management, LLC | 2.3M | 7.6% | n/a |
| LPL Financial LLC | 1.0M | 0.0% | +7% |
| RAYMOND JAMES FINANCIAL INC | 948K | 0.0% | +12% |
| Focus Partners Wealth | 427K | 0.0% | −20% |
| Bank of America Corp | 398K | 0.0% | +4% |
| OSAIC HOLDINGS, INC. | 370K | 0.0% | −2% |
◇ AC INTELLIGENCE
Top institutional owners for BYLD as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER80.8% · 60 holders
DEALER / BANK19.2% · 12 holders
QUALITY / COMPOUNDER0.0% · 1 holder
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for BYLD in the last 180 days.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention BYLD yet.