iShares Systematic Bond ETF
SYSB
28 hedge funds and large institutions have $67.6M invested in iShares Systematic Bond ETF in 2018 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 10 increasing their positions, 9 reducing their positions, and 4 closing their positions.
100% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 4
17% more funds holding
Funds holding: 24 → 28 (+4)
14% more capital invested
Capital invested by funds: $59.2M → $67.6M (+$8.45M)
11% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 9
9.62% more ownership
Funds ownership: 46.87% → 56.49% (+9.6%)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$7.88M |
| 2 |
Jane Street
New York
|
+$2.07M |
| 3 |
WPSG
Wealth & Pension Services Group
Atlanta,
Georgia
|
+$1.28M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1M |
| 5 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$926K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FF
Fluent Financial
Dallas,
Texas
|
-$2.69M |
| 2 |
AWMS
Advocacy Wealth Management Services
Atlanta,
Georgia
|
-$1.73M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$534K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$438K |
| 5 |
CWM
Cabot Wealth Management
Salem,
Massachusetts
|
-$217K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CFGS
26
Concourse Financial Group Securities
Birmingham,
Alabama
| $56K | +$56.2K | +587 | New |
|
27
ClearBridge Investments
New York
| $8K | +$8.14K | +85 | New |
|
|
CPIG
28
Chicago Partners Investment Group
Chicago,
Illinois
| – | -$146K | -1,519 | Closed |
|
|
EWM
29
Elmwood Wealth Management
Berkeley,
California
| – | -$41.1K | -423 | Closed |
|
|
SPIA
30
Steward Partners Investment Advisory
New York
| – | -$18K | -187 | Closed |
|
|
CFG
31
CKW Financial Group
Honolulu,
Hawaii
| – | -$11K | -112 | Closed |
|
32
Fidelity Investments
Boston,
Massachusetts
| – | +$96 | +1 | New |
|
SYSB Hedge Fund Activity: Q4 2018 in Review
28 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in iShares Systematic Bond ETF (SYSB) for Q4 2018, worth a combined $67.6M — up 14% from $59.2M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new SYSB positions and 4 closed out — a net gain of 4 holders — while 10 added to existing stakes and 9 trimmed.
The largest buyer was Carson Wealth (CWM LLC), adding an estimated $7.88M. The largest seller was Fluent Financial, cutting an estimated $2.69M.
- 28 institutional investors held iShares Systematic Bond ETF (SYSB) as of Q4 2018, up from 24 in Q3 2018.
- Funds reported $67.6M of iShares Systematic Bond ETF stock for Q4 2018, up 14% quarter-over-quarter.
- 8 funds opened new iShares Systematic Bond ETF positions in Q4 2018 and 4 closed out, a net change of +4 holders.
- The largest iShares Systematic Bond ETF buyer in Q4 2018 was Carson Wealth (CWM LLC), an estimated $7.88M added.
- The largest iShares Systematic Bond ETF seller in Q4 2018 was Fluent Financial, an estimated $2.69M sold.
Based on aggregated 13F filings for Q4 2018.