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SYSB

iShares Systematic Bond ETF

252 hedge funds and large institutions have $1.06B invested in iShares Systematic Bond ETF in 2026 Q1 according to their latest regulatory filings, with 72 funds opening new positions, 140 increasing their positions, 29 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

700% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 9

383% more repeat investments, than reductions

Existing positions increased: 140 | Existing positions reduced: 29

50% more capital invested

Capital invested by funds: $709M → $1.06B (+$354M)

30% more funds holding

Funds holding: 194252 (+58)

1.7% more ownership

Funds ownership: 101.31%103.02% (+1.7%)

Holders
252
Holders Change
+58
Holders Change %
+29.9%
% of All Funds
3.1%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
72
Increased
140
Reduced
29
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$230M +$27.2M +302,861 +13%
LPL Financial
2
LPL Financial
California
$92.1M +$13.2M +146,792 +17%
ABWM
3
Alpine Bank Wealth Management
Colorado
$86.7M +$87.6M +974,400 New
JP Morgan Chase
4
JP Morgan Chase
New York
$55.8M +$19.9M +221,184 +54%
BlackRock
5
BlackRock
New York
$49.3M +$38.6M +429,900 +348%
Bank of America
6
Bank of America
North Carolina
$41.1M +$19.1M +212,285 +85%
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$26.4M +$3.51M +39,054 +15%
Morgan Stanley
8
Morgan Stanley
New York
$26.1M +$4.46M +49,647 +20%
Janney Montgomery Scott
9
Janney Montgomery Scott
Pennsylvania
$24.6M +$15.7M +174,717 +172%
Envestnet Portfolio Solutions
10
Envestnet Portfolio Solutions
Illinois
$21.2M -$687K -7,651 -3%
Ameriprise
11
Ameriprise
Minnesota
$20.6M +$18.8M +209,502 +959%
Carson Wealth (CWM LLC)
12
Carson Wealth (CWM LLC)
Nebraska
$18.4M +$3.23M +35,900 +21%
Raymond James Financial
13
Raymond James Financial
Florida
$17.4M +$12.3M +137,131 +235%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$16M +$3.14M +34,995 +24%
OIA
15
OneDigital Investment Advisors
Kansas
$14.5M +$1.34M +14,944 +10%
MML Investors Services
16
MML Investors Services
Massachusetts
$13.2M +$890K +9,910 +7%
MC
17
McMorgan & Co
California
$12.8M +$13M +144,296 New
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$12.5M +$12M +133,398 +1,762%
PAS
19
Park Avenue Securities
New York
$11.8M +$166K +1,851 +1%
NA
20
NewEdge Advisors
Louisiana
$10.1M +$1.05M +11,686 +11%
UCFA
21
United Capital Financial Advisors
Texas
$9.93M +$154K +1,718 +2%
FIA
22
Foundations Investment Advisors
Arizona
$7.55M +$1.5M +16,715 +25%
GWM
23
Geneos Wealth Management
Colorado
$7.53M +$7.6M +84,595 New
MFG
24
Merit Financial Group
Georgia
$7.09M +$1.09M +12,181 +18%
AG
25
Ascent Group
Virginia
$6.48M +$1.68M +18,659 +34%

SYSB Hedge Fund Activity: Q1 2026 in Review

252 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in iShares Systematic Bond ETF (SYSB) for Q1 2026, worth a combined $1.06B — up 50% from $709M a quarter earlier.

Buyers outnumbered sellers: 72 funds opened new SYSB positions and 9 closed out — a net gain of 63 holders — while 140 added to existing stakes and 29 trimmed.

The largest buyer was Alpine Bank Wealth Management, opening a new position worth an estimated $87.6M. The largest seller was Goldman Sachs, exiting entirely with an estimated $9.83M sold.

  • 252 institutional investors held iShares Systematic Bond ETF (SYSB) as of Q1 2026, up from 194 in Q4 2025.
  • Funds reported $1.06B of iShares Systematic Bond ETF stock for Q1 2026, up 50% quarter-over-quarter.
  • 72 funds opened new iShares Systematic Bond ETF positions in Q1 2026 and 9 closed out, a net change of +63 holders.
  • The largest iShares Systematic Bond ETF buyer in Q1 2026 was Alpine Bank Wealth Management, an estimated $87.6M added.
  • The largest iShares Systematic Bond ETF seller in Q1 2026 was Goldman Sachs, an estimated $9.83M sold.

Based on aggregated 13F filings for Q1 2026.