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SYSB

iShares Systematic Bond ETF

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

500% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 2

24% more funds holding

Funds holding: 3847 (+9)

20% more capital invested

Capital invested by funds: $59.5M → $71.7M (+$12.2M)

13.49% more ownership

Funds ownership: 43.91%57.41% (+13%)

7% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 14

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

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
Name Holding Trade Value Shares
Change
Change in
Stake
OIA
26
Optimum Investment Advisors
Illinois
$605K
SI
27
Stephens Inc
Arkansas
$512K
CA
28
Cetera Advisors
Colorado
$474K -$12.3K -121 -3%
Ameriprise
29
Ameriprise
Minnesota
$434K +$226K +2,217 +110%
IWS
30
Insight Wealth Strategies
California
$340K -$5.7K -56 -2%
DAS
31
Dynamic Advisor Solutions
Arizona
$319K
FTUS
32
Flow Traders U.S.
New York
$288K +$286K +2,807 New
SWP
33
Stratos Wealth Partners
Ohio
$275K -$42.4K -416 -13%
FFG
34
Ford Financial Group
California
$240K -$4.89K -48 -2%
WI
35
WBI Investments
New Jersey
$239K +$238K +2,334 New
PG
36
Patten Group
Tennessee
$232K -$236K -2,315 -51%
BWM
37
BCGM Wealth Management
Indiana
$217K +$217K +2,130 New
RG
38
Retirement Group
California
$185K +$99.3K +975 +117%
AF
39
Advisornet Financial
Minnesota
$154K +$5.91K +58 +4%
DWP
40
Destiny Wealth Partners
Florida
$78K +$77.9K +765 New
UBS Group
41
UBS Group
Switzerland
$41K +$34.6K +340 +576%
Morgan Stanley
42
Morgan Stanley
New York
$21K +$20.4K +200 New
Wells Fargo
43
Wells Fargo
California
$17K +$16.4K +161 +16,100%
Carson Wealth (CWM LLC)
44
Carson Wealth (CWM LLC)
Nebraska
$10K
DWMG
45
DB Wealth Management Group
California
$9K +$9.37K +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
Fidelity Investments
50
Fidelity Investments
Massachusetts
+$102 +1 New

SYSB Hedge Fund Activity: Q4 2020 in Review

47 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in iShares Systematic Bond ETF (SYSB) for Q4 2020, worth a combined $71.7M — up 20% from $59.5M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new SYSB positions and 2 closed out — a net gain of 10 holders — while 15 added to existing stakes and 14 trimmed.

The largest buyer was BlackRock, opening a new position worth an estimated $4.61M. The largest seller was Jane Street, cutting an estimated $8.59M.

  • 47 institutional investors held iShares Systematic Bond ETF (SYSB) as of Q4 2020, up from 38 in Q3 2020.
  • Funds reported $71.7M of iShares Systematic Bond ETF stock for Q4 2020, up 20% quarter-over-quarter.
  • 12 funds opened new iShares Systematic Bond ETF positions in Q4 2020 and 2 closed out, a net change of +10 holders.
  • The largest iShares Systematic Bond ETF buyer in Q4 2020 was BlackRock, an estimated $4.61M added.
  • The largest iShares Systematic Bond ETF seller in Q4 2020 was Jane Street, an estimated $8.59M sold.

Based on aggregated 13F filings for Q4 2020.