iShares Systematic Bond ETF
SYSB
28 hedge funds and large institutions have $34.9M invested in iShares Systematic Bond ETF in 2023 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 5 increasing their positions, 11 reducing their positions, and 3 closing their positions.
1.06% more ownership
Funds ownership: 54.2% → 55.26% (+1.1%)
1% more capital invested
Capital invested by funds: $34.6M → $34.9M (+$269K)
3% less funds holding
Funds holding: 29 → 28 (-1)
33% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 3
55% less repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 11
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$1.71M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$315K |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$276K |
| 4 |
APP
Avantax Planning Partners
Dubuque,
Iowa
|
+$23.8K |
| 5 |
FFA
Farther Finance Advisors
San Francisco,
California
|
+$760 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFG
Sage Financial Group
W. Conshohocken,
Pennsylvania
|
-$604K |
| 2 |
SCM
Sterneck Capital Management
Kansas City,
Missouri
|
-$392K |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$211K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$152K |
| 5 |
IAG
Investment Advisory Group
Hanover,
Massachusetts
|
-$92.2K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AF
26
Advisornet Financial
Minnetonka,
Minnesota
| $115 | – | – | – |
|
27
JP Morgan Chase
New York
| $84 | – | – | – |
|
28
Wells Fargo
San Francisco,
California
| $83 | +$84 | +1 | New |
|
|
SFG
29
Sage Financial Group
W. Conshohocken,
Pennsylvania
| – | -$604K | -7,103 | Closed |
|
|
SCM
30
Sterneck Capital Management
Kansas City,
Missouri
| – | -$392K | -4,612 | Closed |
|
|
BAM
31
Belpointe Asset Management
Reno,
Nevada
| – | -$8.58K | -101 | Closed |
|
SYSB Hedge Fund Activity: Q2 2023 in Review
28 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in iShares Systematic Bond ETF (SYSB) for Q2 2023, worth a combined $34.9M — up 0.78% from $34.6M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of SYSB and 2 opened new positions — a net loss of 1 holder — while 11 trimmed existing stakes and 5 added.
The largest buyer was Jane Street, adding an estimated $1.71M. The largest seller was Sage Financial Group, exiting entirely with an estimated $604K sold.
- 28 institutional investors held iShares Systematic Bond ETF (SYSB) as of Q2 2023, down from 29 in Q1 2023.
- Funds reported $34.9M of iShares Systematic Bond ETF stock for Q2 2023, up 0.78% quarter-over-quarter.
- 2 funds opened new iShares Systematic Bond ETF positions in Q2 2023 and 3 closed out, a net change of -1 holder.
- The largest iShares Systematic Bond ETF buyer in Q2 2023 was Jane Street, an estimated $1.71M added.
- The largest iShares Systematic Bond ETF seller in Q2 2023 was Sage Financial Group, an estimated $604K sold.
Based on aggregated 13F filings for Q2 2023.