SYSB

iShares Systematic Bond ETF
SYSB

Overview Fund Activity

46 hedge funds and large institutions have $58.4M invested in iShares Systematic Bond ETF in 2019 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 22 increasing their positions, 13 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
46
Holders Change
–
Holders Change %
0%
% of All Funds
0.91%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
7
Increased
22
Reduced
13
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cambridge Investment Research Advisors
1
Cambridge Investment Research Advisors
Iowa
$8.31M
2
WCG
2
Wall Capital Group
Arizona
$4.61M
3
Citadel Advisors
3
Citadel Advisors
Florida
$1.51M
4
Bank of America
4
Bank of America
North Carolina
$8.46M
5
SCM
5
Sterneck Capital Management
Missouri
$819K

Top Sellers

1
VA
1
Valmark Advisers
Ohio
$328K
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$1.21M
3
FF
3
Fluent Financial
Texas
$0
4
AWMS
4
Advocacy Wealth Management Services
Georgia
$6K
5
CWM
5
Cornerstone Wealth Management
Missouri
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
RJFSA
26
Raymond James Financial Services Advisors
Florida
$510K +$29.3K +288 +6%
SI
27
Stephens Inc
Arkansas
$509K – – –
IWS
28
Insight Wealth Strategies
California
$462K +$248K +2,432 +116%
GVAG
29
Great Valley Advisor Group
Delaware
$458K +$28.7K +282 +7%
CA
30
Cetera Advisors
Colorado
$425K – – –
VA
31
Valmark Advisers
Ohio
$328K -$5.55M -54,482 -94%
MA
32
Mutual Advisors
Nebraska
$317K -$39K -383 -11%
SWP
33
Stratos Wealth Partners
Ohio
$315K +$102 +1 +0%
FFG
34
Ford Financial Group
California
$304K -$125K -1,224 -29%
CFA
35
Carroll Financial Associates
North Carolina
$294K -$164K -1,609 -36%
Susquehanna International Group
36
Susquehanna International Group
Pennsylvania
$279K +$279K +2,742 New
CWM
37
Cabot Wealth Management
Massachusetts
$250K -$28.5K -280 -10%
DAS
38
Dynamic Advisor Solutions
Arizona
$238K -$142K -1,396 -37%
AF
39
Advisornet Financial
Minnesota
$183K -$22.3K -219 -11%
RG
40
Retirement Group
California
$80K +$80K +785 New
Chevy Chase Trust
41
Chevy Chase Trust
Maryland
$35K +$35K +345 New
APA
42
American Portfolios Advisors
New York
$31.6K +$24.8K +243 +363%
Carson Wealth (CWM LLC)
43
Carson Wealth (CWM LLC)
Nebraska
$10K – – –
ClearBridge Investments
44
ClearBridge Investments
New York
$9K – – –
CFD
45
Creative Financial Designs
Indiana
$8K -$43.7K -432 -85%
AWMS
46
Advocacy Wealth Management Services
Georgia
$6K -$742K -7,666 -99%
FF
47
Fluent Financial
Texas
– -$1.06M -10,421 Closed
CWM
48
Cornerstone Wealth Management
Missouri
– -$359K -3,541 Closed
RCG
49
Ruggie Capital Group
Florida
– -$280K -2,763 Closed
FAAS
50
First Allied Advisory Services
California
– -$75K -738 Closed
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