SYSB

iShares Systematic Bond ETF
SYSB

Overview Fund Activity

46 hedge funds and large institutions have $45.5M invested in iShares Systematic Bond ETF in 2019 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 18 increasing their positions, 9 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
46
Holders Change
+6
Holders Change %
+15%
% of All Funds
1.01%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
18
Reduced
9
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
VA
1
Valmark Advisers
Ohio
$5.85M
2
NA
2
NewEdge Advisors
Louisiana
$681K
3
PG
3
Patten Group
Tennessee
$651K
4
OIA
4
Optimum Investment Advisors
Illinois
$507K
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$463K

Top Sellers

1
Jane Street
1
Jane Street
New York
$1.62M
2
Thrivent Financial for Lutherans
2
Thrivent Financial for Lutherans
Minnesota
$0
3
Ameriprise
3
Ameriprise
Minnesota
$971K
4
FTUS
4
Flow Traders U.S.
New York
$0
5
LPL Financial
5
LPL Financial
California
$4.31M
Name Holding Trade Value Shares
Change 		Shares
Change %
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$463K +$463K +4,566 New
CFA
27
Carroll Financial Associates
North Carolina
$455K +$455K +4,494 New
Envestnet Asset Management
28
Envestnet Asset Management
Illinois
$437K +$437K +4,318 New
GVAG
29
Great Valley Advisor Group
Delaware
$427K -$121K -1,191 -22%
FFG
30
Ford Financial Group
California
$426K +$38.2K +378 +10%
CA
31
Cetera Advisors
Colorado
$422K – – –
DAS
32
Dynamic Advisor Solutions
Arizona
$378K +$6.79K +67 +2%
CWM
33
Cornerstone Wealth Management
Missouri
$359K -$40.6K -400 -10%
MA
34
Mutual Advisors
Nebraska
$354K – – –
SWP
35
Stratos Wealth Partners
Ohio
$313K +$101 +1 +0%
RCG
36
Ruggie Capital Group
Florida
$280K +$280K +2,763 New
CWM
37
Cabot Wealth Management
Massachusetts
$277K -$2.53K -25 -0.9%
IWS
38
Insight Wealth Strategies
California
$213K +$213K +2,097 New
AF
39
Advisornet Financial
Minnesota
$205K +$16.8K +165 +9%
FAAS
40
First Allied Advisory Services
California
$75K +$75K +738 New
CFGS
41
Concourse Financial Group Securities
Alabama
$59K – – –
CFD
42
Creative Financial Designs
Indiana
$52K +$8.04K +79 +18%
GSWM
43
Golden State Wealth Management
California
$27K – – –
Carson Wealth (CWM LLC)
44
Carson Wealth (CWM LLC)
Nebraska
$10K – – –
ClearBridge Investments
45
ClearBridge Investments
New York
$9K – – –
APA
46
American Portfolios Advisors
New York
$6.79K – – –
FTUS
47
Flow Traders U.S.
New York
– -$428K -4,239 Closed
ESB
48
Essex Savings Bank
Connecticut
– -$55K -540 Closed
UBS Group
49
UBS Group
Switzerland
– -$8K -82 Closed
Thrivent Financial for Lutherans
50
Thrivent Financial for Lutherans
Minnesota
– -$3.26M – –
1
2