SYSB

iShares Systematic Bond ETF
SYSB

Overview Fund Activity

43 hedge funds and large institutions have $82M invested in iShares Systematic Bond ETF in 2020 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 16 increasing their positions, 12 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
43
Holders Change
-3
Holders Change %
-6.52%
% of All Funds
0.95%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
6
Increased
16
Reduced
12
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
1
Jane Street
New York
$20.3M
2
Citadel Advisors
2
Citadel Advisors
Florida
$17.2M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$1.4M
4
FTUS
4
Flow Traders U.S.
New York
$475K
5
WCG
5
Wall Capital Group
Arizona
$4.79M

Top Sellers

1
Cambridge Investment Research Advisors
1
Cambridge Investment Research Advisors
Iowa
$0
2
NA
2
NewEdge Advisors
Louisiana
$351K
3
Bank of America
3
Bank of America
North Carolina
$7.4M
4
LPL Financial
4
LPL Financial
California
$3.69M
5
VA
5
Valmark Advisers
Ohio
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FTUS
26
Flow Traders U.S.
New York
$475K +$475K +4,866 New
Thrivent Financial for Lutherans
27
Thrivent Financial for Lutherans
Minnesota
$462K – – –
CA
28
Cetera Advisors
Colorado
$406K – – –
NA
29
NewEdge Advisors
Louisiana
$351K -$760K -7,795 -68%
IWS
30
Insight Wealth Strategies
California
$325K -$117K -1,202 -27%
MA
31
Mutual Advisors
Nebraska
$304K – – –
SWP
32
Stratos Wealth Partners
Ohio
$302K – – –
FFG
33
Ford Financial Group
California
$253K -$38.2K -392 -13%
GVAG
34
Great Valley Advisor Group
Delaware
$252K -$186K -1,912 -43%
DAS
35
Dynamic Advisor Solutions
Arizona
$228K – – –
CWM
36
Cabot Wealth Management
Massachusetts
$225K -$14.2K -146 -6%
AF
37
Advisornet Financial
Minnesota
$139K -$37.2K -380 -21%
WAP
38
Wealthcare Advisory Partners
Pennsylvania
$32K +$32K +323 New
APA
39
American Portfolios Advisors
New York
$30.3K – – –
GSWM
40
Golden State Wealth Management
California
$23K +$23K +231 New
UBS Group
41
UBS Group
Switzerland
$19K +$19K +197 New
AP
42
Advisors Preferred
Maryland
$15K +$15K +150 New
Carson Wealth (CWM LLC)
43
Carson Wealth (CWM LLC)
Nebraska
$10K – – –
AWMS
44
Advocacy Wealth Management Services
Georgia
$6K – – –
Cambridge Investment Research Advisors
45
Cambridge Investment Research Advisors
Iowa
– -$8.31M -81,548 Closed
VA
46
Valmark Advisers
Ohio
– -$328K -3,220 Closed
CFA
47
Carroll Financial Associates
North Carolina
– -$294K -2,885 Closed
Chevy Chase Trust
48
Chevy Chase Trust
Maryland
– -$35K -345 Closed
ClearBridge Investments
49
ClearBridge Investments
New York
– -$9K -85 Closed
CFD
50
Creative Financial Designs
Indiana
– -$8K -79 Closed
1
2