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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
CWM
51
Curtis Wealth Management
Nevada
$1.69M +$1.69M +18,775 New
OWA
52
One Wealth Advisors
California
$1.65M +$1.66M +18,385 New
IA
53
Integrity Alliance
Iowa
$1.54M +$1.55M +17,211 New
TF
54
Trek Financial
Arizona
$1.49M +$1.49M +16,554 New
APW
55
Austin Private Wealth
Texas
$1.47M +$1.47M +16,361 New
OAS
56
Optivise Advisory Services
Tennessee
$1.43M +$1.43M +15,906 New
Cambridge Investment Research Advisors
57
Cambridge Investment Research Advisors
Iowa
$1.43M +$1.43M +15,887 New
AssetMark Inc
58
AssetMark Inc
California
$1.26M +$1.26M +14,004 New
HFA
59
High Falls Advisors
New York
$1.22M +$1.22M +13,567 New
Mariner
60
Mariner
Kansas
$1.21M +$1.21M +13,474 New
SFO
61
Stokes Family Office
Louisiana
$1.21M +$1.21M +13,453 New
PIA
62
Perennial Investment Advisors
California
$1.19M +$1.19M +13,212 New
P
63
&Partners
Tennessee
$1.17M +$1.16M +12,912 New
SWM
64
SigFig Wealth Management
California
$1.15M +$1.15M +12,822 New
SW
65
Simplicity Wealth
New Jersey
$1.15M +$1.15M +12,818 New
Commonwealth Equity Services
66
Commonwealth Equity Services
Massachusetts
$1.15M +$698K +7,753 +155%
USCWA
67
U.S. Capital Wealth Advisors
Texas
$1.14M +$1.14M +12,699 New
AR
68
Apeiron RIA
Texas
$1.14M +$1.14M +12,681 New
BCI
69
Brinker Capital Investments
Pennsylvania
$1.1M +$1.11M +12,291 New
SWP
70
Stratos Wealth Partners
Ohio
$1.09M -$8.47M -94,035 -89%
TWP
71
Tyche Wealth Partners
Texas
$1.06M +$1.06M +11,815 New
FA
72
Fedenia Advisers
Wisconsin
$1.01M +$1.01M +11,218 New
GRP
73
Global Retirement Partners
California
$990K +$993K +11,026 New
WP
74
WealthShield Partners
North Carolina
$950K +$953K +10,580 New
BHWM
75
Bay Harbor Wealth Management
Maryland
$920K +$923K +10,249 New