iShares Systematic Bond ETF
SYSB
31 hedge funds and large institutions have $41M invested in iShares Systematic Bond ETF in 2022 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 5 increasing their positions, 15 reducing their positions, and 3 closing their positions.
6% less funds holding
Funds holding: 33 → 31 (-2)
7.23% less ownership
Funds ownership: 66.03% → 58.8% (-7.2%)
28% less capital invested
Capital invested by funds: $56.7M → $41M (-$15.7M)
67% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 3
67% less repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 15
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$921K |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$162K |
| 3 |
SPIA
Steward Partners Investment Advisory
New York
|
+$115K |
| 4 |
APP
Avantax Planning Partners
Dubuque,
Iowa
|
+$2.84K |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$775 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MSFS
Main Street Financial Solutions
Newtown,
Pennsylvania
|
-$12M |
| 2 |
SWM
Spire Wealth Management
Mclean,
Virginia
|
-$1.9M |
| 3 |
SCM
Sterneck Capital Management
Kansas City,
Missouri
|
-$325K |
| 4 |
BF
BOK Financial
Tulsa,
Oklahoma
|
-$213K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$149K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
VNA
26
Valley National Advisers
Bethlehem,
Pennsylvania
| $15K | -$13.3K | -155 | -45% |
|
|
HI
27
Harbour Investments
Madison,
Wisconsin
| $15K | – | – | – |
|
28
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $9K | – | – | – |
|
29
Morgan Stanley
New York
| $8K | -$2.07K | -24 | -20% |
|
|
MSFS
30
Main Street Financial Solutions
Newtown,
Pennsylvania
| – | -$12M | -140,134 | Closed |
|
|
BF
31
BOK Financial
Tulsa,
Oklahoma
| – | -$213K | -2,484 | Closed |
|
32
JP Morgan Chase
New York
| – | +$86 | +1 | New |
|
SYSB Hedge Fund Activity: Q3 2022 in Review
31 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in iShares Systematic Bond ETF (SYSB) for Q3 2022, worth a combined $41M — down 28% from $56.7M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of SYSB and 1 opened new positions — a net loss of 2 holders — while 15 trimmed existing stakes and 5 added.
The largest buyer was Citadel Advisors, adding an estimated $921K. The largest seller was Main Street Financial Solutions, exiting entirely with an estimated $12M sold.
- 31 institutional investors held iShares Systematic Bond ETF (SYSB) as of Q3 2022, down from 33 in Q2 2022.
- Funds reported $41M of iShares Systematic Bond ETF stock for Q3 2022, down 28% quarter-over-quarter.
- 1 fund opened new iShares Systematic Bond ETF positions in Q3 2022 and 3 closed out, a net change of -2 holders.
- The largest iShares Systematic Bond ETF buyer in Q3 2022 was Citadel Advisors, an estimated $921K added.
- The largest iShares Systematic Bond ETF seller in Q3 2022 was Main Street Financial Solutions, an estimated $12M sold.
Based on aggregated 13F filings for Q3 2022.