iShares Systematic Bond ETF
SYSB
24 hedge funds and large institutions have $31.7M invested in iShares Systematic Bond ETF in 2023 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 7 increasing their positions, 8 reducing their positions, and 6 closing their positions.
12% more capital invested
Capital invested by funds: $28.4M → $31.7M (+$3.34M)
3.44% more ownership
Funds ownership: 49.05% → 52.49% (+3.4%)
11% less funds holding
Funds holding: 27 → 24 (-3)
13% less repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 8
50% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 6
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$3M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$617K |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$616K |
| 4 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$200K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$2.26K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TLFA
True Link Financial Advisors
San Francisco,
California
|
-$1.8M |
| 2 |
BlackRock
New York
|
-$335K |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$249K |
| 4 |
LPL Financial
San Diego,
California
|
-$211K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$167K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
TLFA
26
True Link Financial Advisors
San Francisco,
California
| – | -$1.8M | -21,792 | Closed |
|
|
OIA
27
Optimum Investment Advisors
Chicago,
Illinois
| – | -$82.6K | -1,000 | Closed |
|
|
HWP
28
Hibernia Wealth Partners
Baton Rouge,
Louisiana
| – | -$33.4K | -404 | Closed |
|
29
UBS Group
Zurich,
Switzerland
| – | -$4.96K | -60 | Closed |
|
30
Legacy Financial Group (Iowa)
Des Moines,
Iowa
| – | -$3.14K | -38 | Closed |
|
31
JP Morgan Chase
New York
| – | -$83 | -1 | Closed |
|
SYSB Hedge Fund Activity: Q4 2023 in Review
24 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in iShares Systematic Bond ETF (SYSB) for Q4 2023, worth a combined $31.7M — up 12% from $28.4M a quarter earlier.
Sellers outnumbered buyers: 6 funds closed out of SYSB and 3 opened new positions — a net loss of 3 holders — while 8 trimmed existing stakes and 7 added.
The largest buyer was Jane Street, adding an estimated $3M. The largest seller was True Link Financial Advisors, exiting entirely with an estimated $1.8M sold.
- 24 institutional investors held iShares Systematic Bond ETF (SYSB) as of Q4 2023, down from 27 in Q3 2023.
- Funds reported $31.7M of iShares Systematic Bond ETF stock for Q4 2023, up 12% quarter-over-quarter.
- 3 funds opened new iShares Systematic Bond ETF positions in Q4 2023 and 6 closed out, a net change of -3 holders.
- The largest iShares Systematic Bond ETF buyer in Q4 2023 was Jane Street, an estimated $3M added.
- The largest iShares Systematic Bond ETF seller in Q4 2023 was True Link Financial Advisors, an estimated $1.8M sold.
Based on aggregated 13F filings for Q4 2023.