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SYSB

iShares Systematic Bond ETF

252 hedge funds and large institutions have $1.06B invested in iShares Systematic Bond ETF in 2026 Q1 according to their latest regulatory filings, with 72 funds opening new positions, 140 increasing their positions, 29 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

700% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 9

383% more repeat investments, than reductions

Existing positions increased: 140 | Existing positions reduced: 29

50% more capital invested

Capital invested by funds: $709M → $1.06B (+$354M)

30% more funds holding

Funds holding: 194252 (+58)

1.7% more ownership

Funds ownership: 101.31%103.02% (+1.7%)

Holders
252
Holders Change
+58
Holders Change %
+29.9%
% of All Funds
3.1%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
72
Increased
140
Reduced
29
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SIM
101
Synergy Investment Management
Florida
$889K +$38K +423 +4%
MWM
102
Modern Wealth Management
Kansas
$872K +$352K +3,921 +66%
CIA
103
Concurrent Investment Advisors
Florida
$866K +$874K +9,727 New
RFG
104
Range Financial Group
Oregon
$849K +$123K +1,370 +17%
SA
105
Scarborough Advisors
Maryland
$838K -$1.89M -21,015 -69%
SPIA
106
Steward Partners Investment Advisory
New York
$831K +$122K +1,356 +17%
PFG
107
PAX Financial Group
Texas
$831K -$39.5K -440 -5%
CFG
108
Cassilly Financial Group
Maryland
$829K +$39.8K +443 +5%
KWM
109
Keebeck Wealth Management
Illinois
$818K +$826K +9,189 New
SA
110
Sovran Advisors
California
$807K +$65.8K +732 +9%
AAS
111
Ameritas Advisory Services
Nebraska
$796K +$804K +8,944 New
RIA
112
Regal Investment Advisors
Michigan
$787K +$24.9K +277 +3%
KAS
113
Kestra Advisory Services
Texas
$786K +$338K +3,761 +74%
EFG
114
Ehrlich Financial Group
California
$761K +$50.6K +563 +7%
JC
115
JB Capital
Connecticut
$735K +$18.3K +204 +3%
SL
116
SWMG LLC
Texas
$728K +$735K +8,177 New
OAP
117
One Advisory Partners
Kansas
$723K +$84.1K +936 +13%
BWM
118
BCGM Wealth Management
Indiana
$719K +$74.6K +830 +11%
MWM
119
McNaughton Wealth Management
California
$715K +$146K +1,630 +25%
LWM
120
Liberty Wealth Management
California
$709K +$716K +7,967 New
VPP
121
Vertex Planning Partners
Illinois
$707K +$714K +7,942 New
BTI
122
Blue Trust Inc
Georgia
$695K -$115K -1,277 -14%
CAM
123
Cobblestone Asset Management
Virginia
$657K +$39.6K +441 +6%
DA
124
Detalus Advisors
Missouri
$657K +$54.9K +611 +9%
GA
125
Goldstein Advisors
Wisconsin
$646K +$84.4K +939 +15%