iShares Systematic Bond ETF
SYSB
20 hedge funds and large institutions have $32.3M invested in iShares Systematic Bond ETF in 2024 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 5 increasing their positions, 8 reducing their positions, and 6 closing their positions.
1% more capital invested
Capital invested by funds: $32M → $32.3M (+$331K)
2.55% less ownership
Funds ownership: 49.6% → 47.05% (-2.6%)
20% less funds holding
Funds holding: 25 → 20 (-5)
38% less repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 8
67% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 6
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$950K |
| 2 |
Jane Street
New York
|
+$800K |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$594K |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$488K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$31.2K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
APP
Avantax Planning Partners
Dubuque,
Iowa
|
-$791K |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$714K |
| 3 |
RSWA
Robinson Smith Wealth Advisors
South Portland,
Maine
|
-$222K |
| 4 |
BlackRock
New York
|
-$198K |
| 5 |
CF
Centaurus Financial
Anaheim,
California
|
-$57K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
UBS Group
Zurich,
Switzerland
| – | -$30.4K | -353 | Closed |
|
|
FFA
27
Farther Finance Advisors
San Francisco,
California
| – | -$769 | -9 | Closed |
|
SYSB Hedge Fund Activity: Q2 2024 in Review
20 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares Systematic Bond ETF (SYSB) for Q2 2024, worth a combined $32.3M — up 1% from $32M a quarter earlier.
Sellers outnumbered buyers: 6 funds closed out of SYSB and 2 opened new positions — a net loss of 4 holders — while 8 trimmed existing stakes and 5 added.
The largest buyer was Commonwealth Equity Services, opening a new position worth an estimated $950K. The largest seller was Avantax Planning Partners, exiting entirely with an estimated $791K sold.
- 20 institutional investors held iShares Systematic Bond ETF (SYSB) as of Q2 2024, down from 25 in Q1 2024.
- Funds reported $32.3M of iShares Systematic Bond ETF stock for Q2 2024, up 1% quarter-over-quarter.
- 2 funds opened new iShares Systematic Bond ETF positions in Q2 2024 and 6 closed out, a net change of -4 holders.
- The largest iShares Systematic Bond ETF buyer in Q2 2024 was Commonwealth Equity Services, an estimated $950K added.
- The largest iShares Systematic Bond ETF seller in Q2 2024 was Avantax Planning Partners, an estimated $791K sold.
Based on aggregated 13F filings for Q2 2024.