SYSB

iShares Systematic Bond ETF

42 hedge funds and large institutions have $86.1M invested in iShares Systematic Bond ETF in 2020 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 15 increasing their positions, 16 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
42
Holders Change
-1
Holders Change %
-2.33%
% of All Funds
0.86%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
6
Increased
15
Reduced
16
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CA
26
Cetera Advisors
Colorado
$455K +$33.7K +332 +8%
FTUS
27
Flow Traders U.S.
New York
$382K -$111K -1,097 -23%
Envestnet Asset Management
28
Envestnet Asset Management
Illinois
$372K -$193K -1,901 -34%
IWS
29
Insight Wealth Strategies
California
$339K +$1.82K +18 +0.5%
SWP
30
Stratos Wealth Partners
Ohio
$314K
DAS
31
Dynamic Advisor Solutions
Arizona
$305K +$68.4K +675 +29%
FFG
32
Ford Financial Group
California
$247K -$16.2K -160 -6%
CWM
33
Cabot Wealth Management
Massachusetts
$215K -$18.2K -180 -8%
AF
34
Advisornet Financial
Minnesota
$145K +$1.12K +11 +0.8%
CAN
35
Cetera Advisor Networks
California
$135K +$135K +1,335 New
RG
36
Retirement Group
California
$85K +$85K +835 New
UBS Group
37
UBS Group
Switzerland
$64K +$44K +432 +219%
APA
38
American Portfolios Advisors
New York
$31.4K
CFA
39
Carroll Financial Associates
North Carolina
$29K +$29K +290 New
PAG
40
Private Advisor Group
New Jersey
$20K +$20K +202 New
Carson Wealth (CWM LLC)
41
Carson Wealth (CWM LLC)
Nebraska
$10K
AWMS
42
Advocacy Wealth Management Services
Georgia
$6K
RJA
43
Raymond James & Associates
Florida
-$1.15M -11,741 Closed
NA
44
NewEdge Advisors
Louisiana
-$351K -3,598 Closed
MA
45
Mutual Advisors
Nebraska
-$304K -3,110 Closed
GVAG
46
Great Valley Advisor Group
Delaware
-$252K -2,585 Closed
WAP
47
Wealthcare Advisory Partners
Pennsylvania
-$32K -323 Closed
GSWM
48
Golden State Wealth Management
California
-$23K -231 Closed
AP
49
Advisors Preferred
Maryland
-$15K -150 Closed