SYSB

iShares Systematic Bond ETF

189 hedge funds and large institutions have $708M invested in iShares Systematic Bond ETF in 2025 Q4 according to their latest regulatory filings, with 170 funds opening new positions, 14 increasing their positions, 3 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
189
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WA
101
Wealth Alliance
New York
$634K
CAM
102
Cobblestone Asset Management
Virginia
$623K
DA
103
Detalus Advisors
Missouri
$607K
MWM
104
McNaughton Wealth Management
California
$575K
GA
105
Goldstein Advisors
Wisconsin
$568K
MWM
106
Modern Wealth Management
Kansas
$530K
CWS
107
Cypress Wealth Services
California
$505K
QPWM
108
Quadrant Private Wealth Management
Pennsylvania
$490K
CAL
109
Capital Analysts LLC
Pennsylvania
$483K
KAS
110
Kestra Advisory Services
Texas
$455K
FFA
111
Farther Finance Advisors
California
$449K
SFS
112
Security Financial Services
Indiana
$439K
CPG
113
Cornerstone Planning Group
New Jersey
$436K
DF
114
Daviman Financial
Indiana
$422K
AWM
115
Alterna Wealth Management
Texas
$415K
CWAI
116
Core Wealth Advisors (Indiana)
Indiana
$415K
GWP
117
Gen-Wealth Partners
Michigan
$395K
HighTower Advisors
118
HighTower Advisors
Illinois
$387K
CA
119
Chatterton & Associates
California
$385K
HPM
120
Hoxton Planning & Management
West Virginia
$352K
AWM
121
Apollon Wealth Management
South Carolina
$347K
CA
122
Claro Advisors
Massachusetts
$344K
TF
123
Theory Financial
Colorado
$344K
Baird Financial Group
124
Baird Financial Group
Wisconsin
$344K
BBA
125
Braun-Bostich & Associates
Pennsylvania
$335K