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SYSB

iShares Systematic Bond ETF

39 hedge funds and large institutions have $73.9M invested in iShares Systematic Bond ETF in 2021 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 15 increasing their positions, 16 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 5

3% more funds holding

Funds holding: 3839 (+1)

1.88% more ownership

Funds ownership: 62.55%64.43% (+1.9%)

2% more capital invested

Capital invested by funds: $72.1M → $73.9M (+$1.78M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

6% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 16

Holders
39
Holders Change
+1
Holders Change %
+2.63%
% of All Funds
0.6%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
6
Increased
15
Reduced
16
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WI
26
WBI Investments
New Jersey
$321K -$349K -3,502 -52%
Thrivent Financial for Lutherans
27
Thrivent Financial for Lutherans
Minnesota
$295K
SWM
28
Spire Wealth Management
Virginia
$294K +$200 +2 +0.1%
Rockefeller Capital Management
29
Rockefeller Capital Management
New York
$249K +$1.2K +12 +0.5%
BF
30
BOK Financial
Oklahoma
$248K
OIA
31
Optimum Investment Advisors
Illinois
$229K -$29.9K -300 -12%
Susquehanna International Group
32
Susquehanna International Group
Pennsylvania
$225K +$225K +2,256 New
AWM
33
Aspire Wealth Management
Massachusetts
$206K +$206K +2,065 New
WCG
34
Wall Capital Group
Arizona
$173K +$173K +1,737 New
UBS Group
35
UBS Group
Switzerland
$162K +$26.9K +270 +20%
RG
36
Retirement Group
California
$22K -$113K -1,131 -83%
Carson Wealth (CWM LLC)
37
Carson Wealth (CWM LLC)
Nebraska
$10K +$10.4K +104 New
FFG
38
Ford Financial Group
California
$129 -$129K -1,291 -50%
SFG
39
Sage Financial Group
Pennsylvania
-$1.03M -10,282 Closed
KAS
40
Kestra Advisory Services
Texas
-$668K -6,661 Closed
DAS
41
Dynamic Advisor Solutions
Arizona
-$211K -2,100 Closed
AF
42
Advisornet Financial
Minnesota
-$152K -1,519 -100%
DWP
43
Destiny Wealth Partners
Florida
-$77K -765 Closed
US Bancorp
44
US Bancorp
Minnesota
-$13K -125 Closed
Wells Fargo
45
Wells Fargo
California
-$8.08K -81 -99%

SYSB Hedge Fund Activity: Q4 2021 in Review

39 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares Systematic Bond ETF (SYSB) for Q4 2021, worth a combined $73.9M — up 2.5% from $72.1M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new SYSB positions and 5 closed out — a net gain of 1 holder — while 15 added to existing stakes and 16 trimmed.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $1.73M. The largest seller was Valley National Advisers, cutting an estimated $1.84M.

  • 39 institutional investors held iShares Systematic Bond ETF (SYSB) as of Q4 2021, up from 38 in Q3 2021.
  • Funds reported $73.9M of iShares Systematic Bond ETF stock for Q4 2021, up 2.5% quarter-over-quarter.
  • 6 funds opened new iShares Systematic Bond ETF positions in Q4 2021 and 5 closed out, a net change of +1 holder.
  • The largest iShares Systematic Bond ETF buyer in Q4 2021 was Citadel Advisors, an estimated $1.73M added.
  • The largest iShares Systematic Bond ETF seller in Q4 2021 was Valley National Advisers, an estimated $1.84M sold.

Based on aggregated 13F filings for Q4 2021.