SYSB

iShares Systematic Bond ETF

191 hedge funds and large institutions have $709M invested in iShares Systematic Bond ETF in 2025 Q4 according to their latest regulatory filings, with 172 funds opening new positions, 14 increasing their positions, 3 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
191
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
WIA
104
World Investment Advisors
California
$588K
MWM
105
McNaughton Wealth Management
California
$575K
GA
106
Goldstein Advisors
Wisconsin
$568K
MWM
107
Modern Wealth Management
Kansas
$530K
CWS
108
Cypress Wealth Services
California
$505K
QPWM
109
Quadrant Private Wealth Management
Pennsylvania
$490K
CAL
110
Capital Analysts LLC
Pennsylvania
$483K
KAS
111
Kestra Advisory Services
Texas
$455K
FFA
112
Farther Finance Advisors
California
$449K
SFS
113
Security Financial Services
Indiana
$439K
CPG
114
Cornerstone Planning Group
New Jersey
$436K
DF
115
Daviman Financial
Indiana
$422K
AWM
116
Alterna Wealth Management
Texas
$415K
CWAI
117
Core Wealth Advisors (Indiana)
Indiana
$415K
GWP
118
Gen-Wealth Partners
Michigan
$395K
HighTower Advisors
119
HighTower Advisors
Illinois
$387K
CA
120
Chatterton & Associates
California
$385K
HPM
121
Hoxton Planning & Management
West Virginia
$352K
AWM
122
Apollon Wealth Management
South Carolina
$347K
CA
123
Claro Advisors
Massachusetts
$344K
TF
124
Theory Financial
Colorado
$344K
Baird Financial Group
125
Baird Financial Group
Wisconsin
$344K