SYSB

iShares Systematic Bond ETF
SYSB

Overview Fund Activity

47 hedge funds and large institutions have $71.7M invested in iShares Systematic Bond ETF in 2020 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 15 increasing their positions, 14 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
47
Holders Change
+9
Holders Change %
+23.68%
% of All Funds
0.83%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
12
Increased
15
Reduced
14
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BlackRock
1
BlackRock
New York
$4.65M
2
VNA
2
Valley National Advisers
Pennsylvania
$3.59M
3
KAS
3
Kestra Advisory Services
Texas
$815K
4
SWP
4
Summit Wealth Partners
Florida
$5.09M
5
FTUS
5
Flow Traders U.S.
New York
$288K

Top Sellers

1
Jane Street
1
Jane Street
New York
$5.84M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$0
3
Thrivent Financial for Lutherans
3
Thrivent Financial for Lutherans
Minnesota
$1.04M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$0
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$773K
Name Holding Trade Value Shares
Change 		Shares
Change %
OIA
26
Optimum Investment Advisors
Illinois
$605K – – –
SI
27
Stephens Inc
Arkansas
$512K – – –
CA
28
Cetera Advisors
Colorado
$474K -$12.4K -121 -3%
Ameriprise
29
Ameriprise
Minnesota
$434K +$227K +2,217 +110%
IWS
30
Insight Wealth Strategies
California
$340K -$5.75K -56 -2%
DAS
31
Dynamic Advisor Solutions
Arizona
$319K – – –
FTUS
32
Flow Traders U.S.
New York
$288K +$288K +2,807 New
SWP
33
Stratos Wealth Partners
Ohio
$275K -$42.7K -416 -13%
FFG
34
Ford Financial Group
California
$240K -$4.91K -48 -2%
WI
35
WBI Investments
New Jersey
$239K +$239K +2,334 New
PG
36
Patten Group
Tennessee
$232K -$238K -2,315 -51%
BWM
37
BCGM Wealth Management
Indiana
$217K +$217K +2,130 New
RG
38
Retirement Group
California
$185K +$99.7K +975 +117%
AF
39
Advisornet Financial
Minnesota
$154K +$5.96K +58 +4%
DWP
40
Destiny Wealth Partners
Florida
$78K +$78K +765 New
UBS Group
41
UBS Group
Switzerland
$41K +$34.9K +340 +576%
Morgan Stanley
42
Morgan Stanley
New York
$21K +$21K +200 New
Wells Fargo
43
Wells Fargo
California
$17K +$16.9K +161 +16,100%
Carson Wealth (CWM LLC)
44
Carson Wealth (CWM LLC)
Nebraska
$10K – – –
DWMG
45
DB Wealth Management Group
California
$9K +$9K +92 New
APA
46
American Portfolios Advisors
New York
$8.72K – – –
AWMS
47
Advocacy Wealth Management Services
Georgia
$6K – – –
Susquehanna International Group
48
Susquehanna International Group
Pennsylvania
– -$1.87M -18,384 Closed
Envestnet Asset Management
49
Envestnet Asset Management
Illinois
– -$368K -3,621 Closed
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