iShares Systematic Bond ETF
SYSB
28 hedge funds and large institutions have $33.8M invested in iShares Systematic Bond ETF in 2022 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 5 increasing their positions, 12 reducing their positions, and 6 closing their positions.
8.16% less ownership
Funds ownership: 58.8% → 50.65% (-8.2%)
10% less funds holding
Funds holding: 31 → 28 (-3)
17% less capital invested
Capital invested by funds: $41M → $33.8M (-$7.14M)
50% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 6
58% less repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 12
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$312K |
| 2 |
Jane Street
New York
|
+$177K |
| 3 |
WCG
Wall Capital Group
Phoenix,
Arizona
|
+$76.3K |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$13.5K |
| 5 |
APP
Avantax Planning Partners
Dubuque,
Iowa
|
+$9.46K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$2.9M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.47M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$1.44M |
| 4 |
SFG
Sage Financial Group
W. Conshohocken,
Pennsylvania
|
-$742K |
| 5 |
SWP
Summit Wealth Partners
Orlando,
Florida
|
-$407K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AF
26
Advisornet Financial
Minnetonka,
Minnesota
| $112 | – | – | – |
|
|
FFA
27
Farther Finance Advisors
San Francisco,
California
| $69 | +$83 | +1 | New |
|
|
28
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$1.47M | -17,945 | Closed |
|
|
29
Citadel Advisors
Miami,
Florida
| – | -$1.44M | -17,555 | Closed |
|
|
SFG
30
Sage Financial Group
W. Conshohocken,
Pennsylvania
| – | -$742K | -9,048 | Closed |
|
|
SWP
31
Summit Wealth Partners
Orlando,
Florida
| – | -$407K | -4,971 | Closed |
|
32
Commonwealth Equity Services
Waltham,
Massachusetts
| – | -$272K | -3,329 | Closed |
|
|
HI
33
Harbour Investments
Madison,
Wisconsin
| – | -$15K | -173 | Closed |
|
SYSB Hedge Fund Activity: Q4 2022 in Review
28 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in iShares Systematic Bond ETF (SYSB) for Q4 2022, worth a combined $33.8M — down 17% from $41M a quarter earlier.
Sellers outnumbered buyers: 6 funds closed out of SYSB and 3 opened new positions — a net loss of 3 holders — while 12 trimmed existing stakes and 5 added.
The largest buyer was Ameriprise, adding an estimated $312K. The largest seller was BlackRock, cutting an estimated $2.9M.
- 28 institutional investors held iShares Systematic Bond ETF (SYSB) as of Q4 2022, down from 31 in Q3 2022.
- Funds reported $33.8M of iShares Systematic Bond ETF stock for Q4 2022, down 17% quarter-over-quarter.
- 3 funds opened new iShares Systematic Bond ETF positions in Q4 2022 and 6 closed out, a net change of -3 holders.
- The largest iShares Systematic Bond ETF buyer in Q4 2022 was Ameriprise, an estimated $312K added.
- The largest iShares Systematic Bond ETF seller in Q4 2022 was BlackRock, an estimated $2.9M sold.
Based on aggregated 13F filings for Q4 2022.