iShares Systematic Bond ETF
SYSB
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.
38% more repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 13
3.02% more ownership
Funds ownership: 59.53% → 62.55% (+3%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% less capital invested
Capital invested by funds: $72.2M → $72.1M (-$49.9K)
12% less funds holding
Funds holding: 43 → 38 (-5)
50% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 8
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$3.52M |
| 2 |
MSFS
Main Street Financial Solutions
Newtown,
Pennsylvania
|
+$1.47M |
| 3 |
SFG
Sage Financial Group
W. Conshohocken,
Pennsylvania
|
+$1.04M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$786K |
| 5 |
SWP
Summit Wealth Partners
Orlando,
Florida
|
+$407K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$3.6M |
| 2 |
PFM
Phillips Financial Management
Fort Wayne,
Indiana
|
-$2.01M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$670K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$530K |
| 5 |
CFA
Carroll Financial Associates
Charlotte,
North Carolina
|
-$243K |
SYSB Hedge Fund Activity: Q3 2021 in Review
38 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares Systematic Bond ETF (SYSB) for Q3 2021, worth a combined $72.1M — down 0.07% from $72.2M a quarter earlier.
Sellers outnumbered buyers: 8 funds closed out of SYSB and 4 opened new positions — a net loss of 4 holders — while 13 trimmed existing stakes and 18 added.
The largest buyer was BlackRock, adding an estimated $3.52M. The largest seller was Bank of America, cutting an estimated $3.6M.
- 38 institutional investors held iShares Systematic Bond ETF (SYSB) as of Q3 2021, down from 43 in Q2 2021.
- Funds reported $72.1M of iShares Systematic Bond ETF stock for Q3 2021, down 0.07% quarter-over-quarter.
- 4 funds opened new iShares Systematic Bond ETF positions in Q3 2021 and 8 closed out, a net change of -4 holders.
- The largest iShares Systematic Bond ETF buyer in Q3 2021 was BlackRock, an estimated $3.52M added.
- The largest iShares Systematic Bond ETF seller in Q3 2021 was Bank of America, an estimated $3.6M sold.
Based on aggregated 13F filings for Q3 2021.