SYSB

iShares Systematic Bond ETF
SYSB

Overview Fund Activity

38 hedge funds and large institutions have $72.1M invested in iShares Systematic Bond ETF in 2021 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 18 increasing their positions, 13 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
38
Holders Change
-5
Holders Change %
-11.63%
% of All Funds
0.67%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
4
Increased
18
Reduced
13
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BlackRock
1
BlackRock
New York
$17.6M
2
MSFS
2
Main Street Financial Solutions
Pennsylvania
$12.9M
3
SFG
3
Sage Financial Group
Pennsylvania
$1.03M
4
Ameriprise
4
Ameriprise
Minnesota
$3.19M
5
SWP
5
Summit Wealth Partners
Florida
$6.01M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$1.41M
2
PFM
2
Phillips Financial Management
Indiana
$0
3
Citadel Advisors
3
Citadel Advisors
Florida
$0
4
Osaic Holdings
4
Osaic Holdings
Arizona
$865K
5
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
26
Morgan Stanley
New York
$368K +$349K +3,483 +1,824%
SWM
27
Spire Wealth Management
Virginia
$295K +$19.9K +199 +7%
OIA
28
Optimum Investment Advisors
Illinois
$261K -$80.3K -800 -24%
FFG
29
Ford Financial Group
California
$259K +$5.4K +54 +2%
Rockefeller Capital Management
30
Rockefeller Capital Management
New York
$249K +$1.2K +12 +0.5%
BF
31
BOK Financial
Oklahoma
$249K +$249K +2,484 New
DAS
32
Dynamic Advisor Solutions
Arizona
$211K -$11.1K -110 -5%
AF
33
Advisornet Financial
Minnesota
$152K +$700 +7 +0.5%
UBS Group
34
UBS Group
Switzerland
$136K -$8.94K -89 -6%
RG
35
Retirement Group
California
$136K -$7.02K -70 -5%
DWP
36
Destiny Wealth Partners
Florida
$77K +$77K +765 New
US Bancorp
37
US Bancorp
Minnesota
$13K +$13K +125 New
Wells Fargo
38
Wells Fargo
California
$8K -$7.9K -81 -50%
PFM
39
Phillips Financial Management
Indiana
– -$2.01M -19,950 Closed
Citadel Advisors
40
Citadel Advisors
Florida
– -$670K -6,662 Closed
CFA
41
Carroll Financial Associates
North Carolina
– -$243K -2,419 Closed
PWM
42
PRW Wealth Management
Massachusetts
– -$222K -2,209 Closed
PG
43
Patten Group
Tennessee
– -$222K -2,209 Closed
WCG
44
Wall Capital Group
Arizona
– -$216K -2,144 Closed
Fifth Third Bancorp
45
Fifth Third Bancorp
Ohio
– -$7K -67 Closed
AWMS
46
Advocacy Wealth Management Services
Georgia
– -$6K -62 Closed
Thrivent Financial for Lutherans
47
Thrivent Financial for Lutherans
Minnesota
– -$295K – –
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