SYSB

iShares Systematic Bond ETF
SYSB

Overview Fund Activity

24 hedge funds and large institutions have $59.2M invested in iShares Systematic Bond ETF in 2018 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 11 increasing their positions, 7 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
24
Holders Change
-7
Holders Change %
-22.58%
% of All Funds
0.55%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
3
Increased
11
Reduced
7
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$2.56M
2
AWMS
2
Advocacy Wealth Management Services
Georgia
$18.1M
3
LPL Financial
3
LPL Financial
California
$2.53M
4
CA
4
Cetera Advisors
Colorado
$455K
5
MA
5
Mutual Advisors
Nebraska
$526K

Top Sellers

1
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$16M
2
CWM
2
Cornerstone Wealth Management
Missouri
$0
3
Jane Street
3
Jane Street
New York
$7.5M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$0
5
LTFS
5
Ladenburg Thalmann Financial Services
Florida
$817K
Name Holding Trade Value Shares
Change 		Shares
Change %
AWMS
1
Advocacy Wealth Management Services
Georgia
$18.1M +$1.01M +10,403 +6%
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$16M -$12M -124,065 -43%
Jane Street
3
Jane Street
New York
$7.5M -$3.34M -34,378 -31%
FF
4
Fluent Financial
Texas
$3.95M -$227K -2,342 -5%
Bank of America
5
Bank of America
North Carolina
$2.61M +$7.48K +77 +0.3%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$2.56M +$1.18M +12,167 +86%
LPL Financial
7
LPL Financial
California
$2.53M +$964K +9,922 +61%
LTFS
8
Ladenburg Thalmann Financial Services
Florida
$817K -$1.15M -11,852 -58%
GWM
9
Geneos Wealth Management
Colorado
$621K +$267K +2,746 +75%
AG
10
Advisor Group
Arizona
$610K +$153K +1,573 +33%
RCG
11
Ruggie Capital Group
Florida
$606K -$249K -2,561 -29%
MA
12
Mutual Advisors
Nebraska
$526K +$298K +3,071 +131%
SWP
13
Stratos Wealth Partners
Ohio
$523K -$162K -1,673 -24%
CWM
14
Cabot Wealth Management
Massachusetts
$516K +$4.85K +50 +0.9%
SI
15
Stephens Inc
Arkansas
$485K – – –
CA
16
Cetera Advisors
Colorado
$455K +$455K +4,728 New
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$269K +$12.7K +131 +5%
AF
18
Advisornet Financial
Minnesota
$175K +$1.75K +18 +1%
CPIG
19
Chicago Partners Investment Group
Illinois
$146K +$17.1K +178 +13%
UBS Group
20
UBS Group
Switzerland
$69K -$72.5K -742 -51%
EWM
21
Elmwood Wealth Management
California
$41.1K – – –
APP
22
Avantax Planning Partners
Iowa
$25K +$25K +258 New
SPIA
23
Steward Partners Investment Advisory
New York
$18K +$18K +187 New
CFG
24
CKW Financial Group
Hawaii
$11K – – –
CWM
25
Cornerstone Wealth Management
Missouri
– -$3.92M -379,257 Closed
1
2