SYSB

iShares Systematic Bond ETF

250 hedge funds and large institutions have $1.06B invested in iShares Systematic Bond ETF in 2026 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 140 increasing their positions, 29 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
250
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$87.6M
2 +$38.6M
3 +$27.2M
4
JP Morgan Chase
JP Morgan Chase
New York
+$19.9M
5
Bank of America
Bank of America
North Carolina
+$19.1M
Name Holding Trade Value Shares
Change
Change in
Stake
SIM
101
Synergy Investment Management
Florida
$889K
MWM
102
Modern Wealth Management
Kansas
$872K
CIA
103
Concurrent Investment Advisors
Florida
$866K
RFG
104
Range Financial Group
Oregon
$849K
SA
105
Scarborough Advisors
Maryland
$838K
SPIA
106
Steward Partners Investment Advisory
New York
$831K
PFG
107
PAX Financial Group
Texas
$831K
CFG
108
Cassilly Financial Group
Maryland
$829K
KWM
109
Keebeck Wealth Management
Illinois
$818K
SA
110
Sovran Advisors
California
$807K
AAS
111
Ameritas Advisory Services
Nebraska
$796K
RIA
112
Regal Investment Advisors
Michigan
$787K
KAS
113
Kestra Advisory Services
Texas
$786K
EFG
114
Ehrlich Financial Group
California
$761K
JC
115
JB Capital
Connecticut
$735K
SL
116
SWMG LLC
Texas
$728K
OAP
117
One Advisory Partners
Kansas
$723K
BWM
118
BCGM Wealth Management
Indiana
$719K
MWM
119
McNaughton Wealth Management
California
$715K
LWM
120
Liberty Wealth Management
California
$709K
VPP
121
Vertex Planning Partners
Illinois
$707K
BTI
122
Blue Trust Inc
Georgia
$695K
CAM
123
Cobblestone Asset Management
Virginia
$657K
DA
124
Detalus Advisors
Missouri
$657K
GA
125
Goldstein Advisors
Wisconsin
$646K