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SYSB

iShares Systematic Bond ETF
SYSB

28 hedge funds and large institutions have $77.2M invested in iShares Systematic Bond ETF in 2018 Q1 according to their latest regulatory filings, with 28 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

60.65% more ownership

Funds ownership: 0% → 60.65% (+61%)

Holders
28
Holders Change
+28
Holders Change %
–
% of All Funds
0.64%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
% of All Funds
0.07%
New
28
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
VF
Virtu Financial
New York
+$19.9M
2
AWMS
Advocacy Wealth Management Services
Georgia
+$16.3M
3
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$13.7M
4
FF
Fluent Financial
Texas
+$5.36M
5
Bank of America
Bank of America
North Carolina
+$4.41M

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
VF
1
Virtu Financial
New York
$19.7M +$19.9M +201,793 New
AWMS
2
Advocacy Wealth Management Services
Georgia
$16.1M +$16.3M +165,000 New
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$13.6M +$13.7M +139,346 New
FF
4
Fluent Financial
Texas
$5.31M +$5.36M +54,345 New
Bank of America
5
Bank of America
North Carolina
$4.38M +$4.41M +44,705 New
FCAG
6
First Capital Advisors Group
New Jersey
$2.45M +$2.47M +25,031 New
LTFS
7
Ladenburg Thalmann Financial Services
Florida
$1.98M +$2M +20,262 New
LPL Financial
8
LPL Financial
California
$1.95M +$1.96M +19,894 New
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$1.44M +$1.45M +14,711 New
ASN
10
Advisory Services Network
Georgia
$1.43M +$1.44M +14,624 New
CAN
11
Cetera Advisor Networks
California
$1.13M +$1.14M +11,555 New
SWP
12
Stratos Wealth Partners
Ohio
$1.02M +$1.02M +10,382 New
Bank of New York Mellon
13
Bank of New York Mellon
New York
$986K +$994K +10,080 New
PAG
14
Private Advisor Group
New Jersey
$867K +$873K +8,855 New
Jane Street
15
Jane Street
New York
$801K +$807K +8,189 New
MML Investors Services
16
MML Investors Services
Massachusetts
$708K +$714K +7,239 New
CA
17
Cetera Advisors
Colorado
$691K +$695K +7,054 New
CWM
18
Cabot Wealth Management
Massachusetts
$578K +$583K +5,910 New
AG
19
Advisor Group
Arizona
$459K +$462K +4,683 New
CWM
20
Cornerstone Wealth Management
Missouri
$390K +$393K +3,986 New
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$255K +$257K +2,610 New
FHC
22
First Heartland Consultants
Missouri
$219K +$221K +2,241 New
UBS Group
23
UBS Group
Switzerland
$214K +$216K +2,187 New
AF
24
Advisornet Financial
Minnesota
$173K +$174K +1,770 New
CPIG
25
Chicago Partners Investment Group
Illinois
$131K +$132K +1,341 New
1
2

SYSB Hedge Fund Activity: Q1 2018 in Review

28 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in iShares Systematic Bond ETF (SYSB) for Q1 2018, worth a combined $77.2M.

Buyers outnumbered sellers: 28 funds opened new SYSB positions and 0 closed out — a net gain of 28 holders — while 0 added to existing stakes and 0 trimmed.

The largest buyer was Virtu Financial, opening a new position worth an estimated $19.9M.

  • 28 institutional investors held iShares Systematic Bond ETF (SYSB) as of Q1 2018, up from 0 in Q4 2017.
  • Funds reported $77.2M of iShares Systematic Bond ETF stock for Q1 2018.
  • 28 funds opened new iShares Systematic Bond ETF positions in Q1 2018 and 0 closed out, a net change of +28 holders.
  • The largest iShares Systematic Bond ETF buyer in Q1 2018 was Virtu Financial, an estimated $19.9M added.

Based on aggregated 13F filings for Q1 2018.