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SYSB

iShares Systematic Bond ETF

252 hedge funds and large institutions have $1.06B invested in iShares Systematic Bond ETF in 2026 Q1 according to their latest regulatory filings, with 72 funds opening new positions, 140 increasing their positions, 29 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

700% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 9

383% more repeat investments, than reductions

Existing positions increased: 140 | Existing positions reduced: 29

50% more capital invested

Capital invested by funds: $709M → $1.06B (+$354M)

30% more funds holding

Funds holding: 194252 (+58)

1.7% more ownership

Funds ownership: 101.31%103.02% (+1.7%)

Holders
252
Holders Change
+58
Holders Change %
+29.9%
% of All Funds
3.1%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
72
Increased
140
Reduced
29
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KWM
51
Kingsview Wealth Management
Oregon
$2.46M +$22.1K +246 +0.9%
SW
52
SoFi Wealth
California
$2.45M +$2.48M +27,556 New
CAL
53
Capital Analysts LLC
Pennsylvania
$2.4M +$1.93M +21,528 +400%
PFA
54
Pettinga Financial Advisors
Indiana
$2.36M +$36.5K +406 +2%
SF
55
SWP Financial
California
$2.34M +$150K +1,668 +7%
MCA
56
Midwest Capital Advisors
Michigan
$2.23M +$238K +2,652 +12%
Osaic Holdings
57
Osaic Holdings
Arizona
$2.22M +$1.33M +14,817 +146%
TWM
58
TSA Wealth Management
Texas
$2.15M -$294K -3,274 -12%
HGWM
59
Horst & Graben Wealth Management
Oregon
$2.13M -$181K -2,016 -8%
LSA
60
Lansing Street Advisors
Pennsylvania
$1.94M +$1.06M +11,781 +118%
IA
61
Integrity Alliance
Iowa
$1.87M +$344K +3,829 +22%
OWA
62
One Wealth Advisors
California
$1.8M +$160K +1,786 +10%
GSEP
63
Golden State Equity Partners
California
$1.77M +$1.78M +19,854 New
USCWA
64
U.S. Capital Wealth Advisors
Texas
$1.72M +$594K +6,609 +52%
EH
65
Equitable Holdings
New York
$1.65M +$966K +10,753 +142%
TF
66
Trek Financial
Arizona
$1.62M +$150K +1,674 +10%
FA
67
Fedenia Advisers
Wisconsin
$1.57M +$577K +6,418 +57%
SI
68
Seeds Investor
New York
$1.57M +$1.57M +17,490 New
ECM
69
Ethos Capital Management
Pennsylvania
$1.53M -$242K -2,695 -14%
Cerity Partners
70
Cerity Partners
New York
$1.5M +$1.51M +16,850 New
AWM
71
Alterna Wealth Management
Texas
$1.49M +$1.08M +12,069 +261%
Citadel Advisors
72
Citadel Advisors
Florida
$1.41M +$1.43M +15,882 New
P
73
&Partners
Tennessee
$1.41M +$264K +2,940 +23%
PIA
74
Pinion Investment Advisors
Kansas
$1.38M +$1.4M +15,558 New
SVWG
75
Shared Vision Wealth Group
United States
$1.33M +$497K +5,528 +58%

SYSB Hedge Fund Activity: Q1 2026 in Review

252 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in iShares Systematic Bond ETF (SYSB) for Q1 2026, worth a combined $1.06B — up 50% from $709M a quarter earlier.

Buyers outnumbered sellers: 72 funds opened new SYSB positions and 9 closed out — a net gain of 63 holders — while 140 added to existing stakes and 29 trimmed.

The largest buyer was Alpine Bank Wealth Management, opening a new position worth an estimated $87.6M. The largest seller was Goldman Sachs, exiting entirely with an estimated $9.83M sold.

  • 252 institutional investors held iShares Systematic Bond ETF (SYSB) as of Q1 2026, up from 194 in Q4 2025.
  • Funds reported $1.06B of iShares Systematic Bond ETF stock for Q1 2026, up 50% quarter-over-quarter.
  • 72 funds opened new iShares Systematic Bond ETF positions in Q1 2026 and 9 closed out, a net change of +63 holders.
  • The largest iShares Systematic Bond ETF buyer in Q1 2026 was Alpine Bank Wealth Management, an estimated $87.6M added.
  • The largest iShares Systematic Bond ETF seller in Q1 2026 was Goldman Sachs, an estimated $9.83M sold.

Based on aggregated 13F filings for Q1 2026.