SYSB

iShares Systematic Bond ETF
SYSB

Overview Fund Activity

43 hedge funds and large institutions have $72.2M invested in iShares Systematic Bond ETF in 2021 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 17 increasing their positions, 13 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
43
Holders Change
-1
Holders Change %
-2.27%
% of All Funds
0.75%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
6
Increased
17
Reduced
13
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BlackRock
1
BlackRock
New York
$14.2M
2
Jane Street
2
Jane Street
New York
$3.99M
3
MSFS
3
Main Street Financial Solutions
Pennsylvania
$11.5M
4
VNA
4
Valley National Advisers
Pennsylvania
$5.34M
5
Ameriprise
5
Ameriprise
Minnesota
$2.42M

Top Sellers

1
EH
1
Equitable Holdings
New York
$0
2
Thrivent Financial for Lutherans
2
Thrivent Financial for Lutherans
Minnesota
$295K
3
OIA
3
Optimum Investment Advisors
Illinois
$342K
4
SPIA
4
Steward Partners Investment Advisory
New York
$1.75M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$631K
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
26
Cetera Advisors
Colorado
$449K – – –
OIA
27
Optimum Investment Advisors
Illinois
$342K -$251K -2,500 -42%
Thrivent Financial for Lutherans
28
Thrivent Financial for Lutherans
Minnesota
$295K -$710K – –
SWM
29
Spire Wealth Management
Virginia
$276K +$101 +1 +0%
FFG
30
Ford Financial Group
California
$255K +$18.2K +181 +8%
Rockefeller Capital Management
31
Rockefeller Capital Management
New York
$249K +$249K +2,477 New
CFA
32
Carroll Financial Associates
North Carolina
$243K +$243K +2,419 New
DAS
33
Dynamic Advisor Solutions
Arizona
$222K -$31.1K -310 -12%
PG
34
Patten Group
Tennessee
$222K – – –
PWM
35
PRW Wealth Management
Massachusetts
$222K +$222K +2,209 New
WCG
36
Wall Capital Group
Arizona
$216K +$504 +5 +0.2%
AF
37
Advisornet Financial
Minnesota
$152K +$804 +8 +0.5%
UBS Group
38
UBS Group
Switzerland
$145K -$98.8K -983 -41%
RG
39
Retirement Group
California
$144K -$39.2K -388 -21%
Morgan Stanley
40
Morgan Stanley
New York
$19K +$19K +191 New
Wells Fargo
41
Wells Fargo
California
$16K – – –
Carson Wealth (CWM LLC)
42
Carson Wealth (CWM LLC)
Nebraska
$10K – – –
Fifth Third Bancorp
43
Fifth Third Bancorp
Ohio
$7K +$7K +67 New
AWMS
44
Advocacy Wealth Management Services
Georgia
$6K – – –
EH
45
Equitable Holdings
New York
– -$967K -9,690 Closed
DWP
46
Destiny Wealth Partners
Florida
– -$76K -765 Closed
WAP
47
Wealthcare Advisory Partners
Pennsylvania
– -$22K -220 Closed
EP
48
Eudaimonia Partners
Tennessee
– -$11K -111 Closed
DWMG
49
DB Wealth Management Group
California
– -$9K -92 Closed
APA
50
American Portfolios Advisors
New York
– -$8.49K -85 Closed
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