iShares Systematic Bond ETF
SYSB
29 hedge funds and large institutions have $34.6M invested in iShares Systematic Bond ETF in 2023 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 8 increasing their positions, 11 reducing their positions, and 1 closing their positions.
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
4% more funds holding
Funds holding: 28 → 29 (+1)
3.55% more ownership
Funds ownership: 50.65% → 54.2% (+3.6%)
2% more capital invested
Capital invested by funds: $33.8M → $34.6M (+$760K)
27% less repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 11
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$1.05M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$1.03M |
| 3 |
SFG
Sage Financial Group
W. Conshohocken,
Pennsylvania
|
+$600K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$42.6K |
| 5 |
SPIA
Steward Partners Investment Advisory
New York
|
+$30.2K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$2.06M |
| 2 |
IAG
Investment Advisory Group
Hanover,
Massachusetts
|
-$218K |
| 3 |
OIA
Optimum Investment Advisors
Chicago,
Illinois
|
-$169K |
| 4 |
LPL Financial
San Diego,
California
|
-$82.6K |
| 5 |
WCG
Wall Capital Group
Phoenix,
Arizona
|
-$78.4K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SS
26
Sunbelt Securities
Houston,
Texas
| $1.86K | +$1.86K | +22 | New |
|
|
AF
27
Advisornet Financial
Minnetonka,
Minnesota
| $115 | – | – | – |
|
|
FFA
28
Farther Finance Advisors
San Francisco,
California
| $70 | – | – | – |
|
29
Wells Fargo
San Francisco,
California
| $53 | – | – | – |
|
|
WCG
30
Wall Capital Group
Phoenix,
Arizona
| – | -$78.4K | -919 | Closed |
|
SYSB Hedge Fund Activity: Q1 2023 in Review
29 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in iShares Systematic Bond ETF (SYSB) for Q1 2023, worth a combined $34.6M — up 2.2% from $33.8M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new SYSB positions and 1 closed out — a net gain of 1 holder — while 8 added to existing stakes and 11 trimmed.
The largest buyer was Jane Street, adding an estimated $1.05M. The largest seller was BlackRock, cutting an estimated $2.06M.
- 29 institutional investors held iShares Systematic Bond ETF (SYSB) as of Q1 2023, up from 28 in Q4 2022.
- Funds reported $34.6M of iShares Systematic Bond ETF stock for Q1 2023, up 2.2% quarter-over-quarter.
- 2 funds opened new iShares Systematic Bond ETF positions in Q1 2023 and 1 closed out, a net change of +1 holder.
- The largest iShares Systematic Bond ETF buyer in Q1 2023 was Jane Street, an estimated $1.05M added.
- The largest iShares Systematic Bond ETF seller in Q1 2023 was BlackRock, an estimated $2.06M sold.
Based on aggregated 13F filings for Q1 2023.