iShares Systematic Bond ETF
SYSB
33 hedge funds and large institutions have $56.7M invested in iShares Systematic Bond ETF in 2022 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 8 increasing their positions, 16 reducing their positions, and 3 closing their positions.
2.07% more ownership
Funds ownership: 63.96% → 66.03% (+2.1%)
0% more funds holding
Funds holding: 33 → 33 (0)
0% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 3
15% less capital invested
Capital invested by funds: $67.1M → $56.7M (-$10.4M)
50% less repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 16
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SWM
Spire Wealth Management
Mclean,
Virginia
|
+$1.69M |
| 2 |
BlackRock
New York
|
+$1.5M |
| 3 |
Jane Street
New York
|
+$1.09M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.04M |
| 5 |
SFG
Sage Financial Group
W. Conshohocken,
Pennsylvania
|
+$808K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SWP
Summit Wealth Partners
Orlando,
Florida
|
-$5.05M |
| 2 |
MML Investors Services
Springfield,
Massachusetts
|
-$2.33M |
| 3 |
MSFS
Main Street Financial Solutions
Newtown,
Pennsylvania
|
-$940K |
| 4 |
VNA
Valley National Advisers
Bethlehem,
Pennsylvania
|
-$423K |
| 5 |
WI
WBI Investments
Red Bank,
New Jersey
|
-$400K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Royal Bank of Canada
Toronto,
Ontario, Canada
| $195K | -$136K | -1,556 | -41% |
|
27
UBS Group
Zurich,
Switzerland
| $57K | +$4.73K | +54 | +9% |
|
|
VNA
28
Valley National Advisers
Bethlehem,
Pennsylvania
| $30K | -$423K | -4,833 | -93% |
|
|
HI
29
Harbour Investments
Madison,
Wisconsin
| $15K | +$15.2K | +173 | New |
|
30
Morgan Stanley
New York
| $10K | -$238K | -2,715 | -96% |
|
31
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $9K | – | – | – |
|
|
32
MML Investors Services
Springfield,
Massachusetts
| – | -$2.33M | -25,127 | Closed |
|
|
WI
33
WBI Investments
Red Bank,
New Jersey
| – | -$400K | -4,396 | Closed |
|
|
RG
34
Retirement Group
San Diego,
California
| – | -$21K | -226 | Closed |
|
SYSB Hedge Fund Activity: Q2 2022 in Review
33 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in iShares Systematic Bond ETF (SYSB) for Q2 2022, worth a combined $56.7M — down 15% from $67.1M a quarter earlier.
Fund positioning in SYSB was balanced in Q2 2022: 3 funds opened new positions, 3 closed out, 8 added to existing stakes and 16 trimmed.
The largest buyer was Spire Wealth Management, adding an estimated $1.69M. The largest seller was Summit Wealth Partners, cutting an estimated $5.05M.
- 33 institutional investors held iShares Systematic Bond ETF (SYSB) as of Q2 2022, unchanged from Q1 2022.
- Funds reported $56.7M of iShares Systematic Bond ETF stock for Q2 2022, down 15% quarter-over-quarter.
- 3 funds opened new iShares Systematic Bond ETF positions in Q2 2022 and 3 closed out, a net change of 0 holders.
- The largest iShares Systematic Bond ETF buyer in Q2 2022 was Spire Wealth Management, an estimated $1.69M added.
- The largest iShares Systematic Bond ETF seller in Q2 2022 was Summit Wealth Partners, an estimated $5.05M sold.
Based on aggregated 13F filings for Q2 2022.