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SYSB

iShares Systematic Bond ETF

194 hedge funds and large institutions have $709M invested in iShares Systematic Bond ETF in 2025 Q4 according to their latest regulatory filings, with 174 funds opening new positions, 14 increasing their positions, 3 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

4,250% more first-time investments, than exits

New positions opened: 174 | Existing positions closed: 4

1,793% more capital invested

Capital invested by funds: $37.5M → $709M (+$672M)

708% more funds holding

Funds holding: 24194 (+170)

367% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 3

59.69% more ownership

Funds ownership: 41.62%101.31% (+60%)

Holders
194
Holders Change
+170
Holders Change %
+708.33%
% of All Funds
2.36%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
174
Increased
14
Reduced
3
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SA
26
Sanctuary Advisors
Indiana
$4.51M +$4.53M +50,289 New
CW
27
CreativeOne Wealth
Kansas
$4.19M +$4.21M +46,721 New
SW
28
SteelPeak Wealth
California
$3.94M +$3.95M +43,912 New
CIAS
29
CFS Investment Advisory Services
New Jersey
$3.21M +$3.22M +35,753 New
NP
30
NorthRock Partners
Minnesota
$3.2M +$3.21M +35,633 New
IWC
31
Integrated Wealth Concepts
Massachusetts
$3.14M +$3.15M +34,970 New
TWP
32
Triad Wealth Partners
Kansas
$3.09M +$3.1M +34,458 New
US Bancorp
33
US Bancorp
Minnesota
$2.9M +$2.91M +32,362 New
PWM
34
Perigon Wealth Management
California
$2.88M +$2.89M +32,114 New
SHJ
35
Sharkey, Howes & Javer
Colorado
$2.79M +$2.8M +31,074 New
AWM
36
AE Wealth Management
Kansas
$2.77M +$2.78M +30,896 +772,400%
SA
37
Scarborough Advisors
Maryland
$2.73M +$2.74M +30,427 New
PCA
38
Prosperity Capital Advisors
Ohio
$2.61M +$2.61M +29,035 New
BBWP
39
Beacon Bridge Wealth Partners
Pennsylvania
$2.58M +$2.59M +28,782 New
AI
40
Atria Investments
North Carolina
$2.49M +$2.5M +27,780 New
TWM
41
TSA Wealth Management
Texas
$2.46M +$2.47M +27,419 New
KWM
42
Kingsview Wealth Management
Oregon
$2.46M +$2.46M +27,371 New
PFA
43
Pettinga Financial Advisors
Indiana
$2.34M +$2.35M +26,062 New
HGWM
44
Horst & Graben Wealth Management
Oregon
$2.33M +$2.33M +25,922 New
SB
45
Strategic Blueprint
Georgia
$2.23M +$2.24M +24,894 New
SF
46
SWP Financial
California
$2.21M +$2.22M +24,623 New
MCA
47
Midwest Capital Advisors
Michigan
$2.01M +$2.02M +22,446 New
Ameriprise
48
Ameriprise
Minnesota
$1.96M -$7.61M -84,484 -79%
MA
49
Mutual Advisors
Nebraska
$1.88M +$1.46M +16,244 +345%
ECM
50
Ethos Capital Management
Pennsylvania
$1.79M +$1.79M +19,907 New