iShares Systematic Bond ETF
SYSB
33 hedge funds and large institutions have $67.1M invested in iShares Systematic Bond ETF in 2022 Q1 according to their latest regulatory filings, with 0 funds opening new positions, 12 increasing their positions, 14 reducing their positions, and 6 closing their positions.
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.46% less ownership
Funds ownership: 64.43% → 63.96% (-0.46%)
9% less capital invested
Capital invested by funds: $73.9M → $67.1M (-$6.84M)
14% less repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 14
15% less funds holding
Funds holding: 39 → 33 (-6)
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 6
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$2.87M |
| 2 |
MSFS
Main Street Financial Solutions
Newtown,
Pennsylvania
|
+$1.26M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$988K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$533K |
| 5 |
SWP
Summit Wealth Partners
Orlando,
Florida
|
+$211K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VNA
Valley National Advisers
Bethlehem,
Pennsylvania
|
-$3.06M |
| 2 |
Jane Street
New York
|
-$1.87M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$1.72M |
| 4 |
GWM
Geneos Wealth Management
Englewood,
Colorado
|
-$1.35M |
| 5 |
LPL Financial
San Diego,
California
|
-$534K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Morgan Stanley
New York
| $263K | -$80.1K | -839 | -23% |
|
|
BF
27
BOK Financial
Tulsa,
Oklahoma
| $230K | – | – | – |
|
|
OIA
28
Optimum Investment Advisors
Chicago,
Illinois
| $185K | -$28.6K | -300 | -13% |
|
29
UBS Group
Zurich,
Switzerland
| $57K | -$96.5K | -1,011 | -62% |
|
|
RG
30
Retirement Group
San Diego,
California
| $21K | – | – | – |
|
31
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $10K | – | – | – |
|
|
32
Citadel Advisors
Miami,
Florida
| – | -$1.72M | -17,288 | Closed |
|
|
GWM
33
Geneos Wealth Management
Englewood,
Colorado
| – | -$1.35M | -13,563 | Closed |
|
34
Rockefeller Capital Management
New York
| – | -$249K | -2,501 | Closed |
|
|
AWM
35
Aspire Wealth Management
Waltham,
Massachusetts
| – | -$206K | -2,065 | Closed |
|
|
WCG
36
Wall Capital Group
Phoenix,
Arizona
| – | -$173K | -1,737 | Closed |
|
|
FFG
37
Ford Financial Group
Fresno,
California
| – | -$129 | -1,300 | Closed |
|
SYSB Hedge Fund Activity: Q1 2022 in Review
33 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares Systematic Bond ETF (SYSB) for Q1 2022, worth a combined $67.1M — down 9.3% from $73.9M a quarter earlier.
Sellers outnumbered buyers: 6 funds closed out of SYSB and 0 opened new positions — a net loss of 6 holders — while 14 trimmed existing stakes and 12 added.
The largest buyer was BlackRock, adding an estimated $2.87M. The largest seller was Valley National Advisers, cutting an estimated $3.06M.
- 33 institutional investors held iShares Systematic Bond ETF (SYSB) as of Q1 2022, down from 39 in Q4 2021.
- Funds reported $67.1M of iShares Systematic Bond ETF stock for Q1 2022, down 9.3% quarter-over-quarter.
- 0 funds opened new iShares Systematic Bond ETF positions in Q1 2022 and 6 closed out, a net change of -6 holders.
- The largest iShares Systematic Bond ETF buyer in Q1 2022 was BlackRock, an estimated $2.87M added.
- The largest iShares Systematic Bond ETF seller in Q1 2022 was Valley National Advisers, an estimated $3.06M sold.
Based on aggregated 13F filings for Q1 2022.