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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
WA
101
Wealth Alliance
New York
$634K +$636K +7,060 New
CAM
102
Cobblestone Asset Management
Virginia
$623K +$625K +6,938 New
DA
103
Detalus Advisors
Missouri
$607K +$609K +6,768 New
WIA
104
World Investment Advisors
California
$588K +$590K +6,549 New
MWM
105
McNaughton Wealth Management
California
$575K +$577K +6,407 New
GA
106
Goldstein Advisors
Wisconsin
$568K +$569K +6,324 New
MWM
107
Modern Wealth Management
Kansas
$530K +$532K +5,906 New
CWS
108
Cypress Wealth Services
California
$505K +$507K +5,631 New
QPWM
109
Quadrant Private Wealth Management
Pennsylvania
$490K +$492K +5,460 New
CAL
110
Capital Analysts LLC
Pennsylvania
$483K +$484K +5,378 New
KAS
111
Kestra Advisory Services
Texas
$455K +$457K +5,074 New
FFA
112
Farther Finance Advisors
California
$449K +$450K +5,002 New
SFS
113
Security Financial Services
Indiana
$439K +$440K +4,887 New
CPG
114
Cornerstone Planning Group
New Jersey
$436K +$436K +4,844 New
DF
115
Daviman Financial
Indiana
$422K +$424K +4,706 New
AWM
116
Alterna Wealth Management
Texas
$415K +$417K +4,629 New
CWAI
117
Core Wealth Advisors (Indiana)
Indiana
$415K +$417K +4,628 New
GWP
118
Gen-Wealth Partners
Michigan
$395K +$396K +4,400 New
HighTower Advisors
119
HighTower Advisors
Illinois
$387K +$389K +4,317 New
CA
120
Chatterton & Associates
California
$385K +$387K +4,293 New
HPM
121
Hoxton Planning & Management
West Virginia
$352K +$353K +3,922 New
AWM
122
Apollon Wealth Management
South Carolina
$347K +$348K +3,868 New
CA
123
Claro Advisors
Massachusetts
$344K +$345K +3,836 New
TF
124
Theory Financial
Colorado
$344K +$344K +3,817 New
Baird Financial Group
125
Baird Financial Group
Wisconsin
$344K +$345K +3,830 New