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
TPWA
151
Twin Peaks Wealth Advisors
California
$231K
HI
152
Harbour Investments
Wisconsin
$229K
ASN
153
Advisory Services Network
Georgia
$224K
CWM
154
Centurion Wealth Management
Virginia
$220K
OWCM
155
One Wealth Capital Management
Arizona
$215K
Jones Financial Companies
156
Jones Financial Companies
Missouri
$214K
BAM
157
Belpointe Asset Management
Nevada
$205K
FCA
158
Fortis Capital Advisors
Kansas
$205K
Comerica Bank
159
Comerica Bank
Texas
$202K
CF
160
Centaurus Financial
California
$170K
CIA
161
Cape Investment Advisory
Georgia
$165K
GM
162
GeoWealth Management
Illinois
$165K
PTC
163
Private Trust Company
Ohio
$148K
TFGT
164
TS Financial Group (TSFG)
Illinois
$102K
TFA
165
Transamerica Financial Advisors
Florida
$82.2K
CFD
166
Creative Financial Designs
Indiana
$78.5K
RWS
167
Retirement Wealth Solutions
Wisconsin
$73.5K
SAM
168
Smartleaf Asset Management
Massachusetts
$71K
KFG
169
Kingdom Financial Group
Arizona
$63K
IW
170
Imprint Wealth
South Carolina
$62.9K
SWM
171
Spire Wealth Management
Virginia
$60.7K
CA
172
CoreCap Advisors
Michigan
$57.9K
Fidelity Investments
173
Fidelity Investments
Massachusetts
$26.9K
Northwestern Mutual Wealth Management
174
Northwestern Mutual Wealth Management
Wisconsin
$24.7K
LAS
175
Lloyd Advisory Services
Georgia
$20.3K