SYSB

iShares Systematic Bond ETF
SYSB

Overview Fund Activity

28 hedge funds and large institutions have $67.6M invested in iShares Systematic Bond ETF in 2018 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 10 increasing their positions, 9 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
28
Holders Change
+4
Holders Change %
+16.67%
% of All Funds
0.62%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
8
Increased
10
Reduced
9
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$23.7M
2
Jane Street
2
Jane Street
New York
$9.47M
3
WPSG
3
Wealth & Pension Services Group
Georgia
$1.28M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$1M
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$926K

Top Sellers

1
FF
1
Fluent Financial
Texas
$1.21M
2
AWMS
2
Advocacy Wealth Management Services
Georgia
$16.1M
3
Bank of America
3
Bank of America
North Carolina
$2.04M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$2.09M
5
CWM
5
Cabot Wealth Management
Massachusetts
$292K
Name Holding Trade Value Shares
Change 		Shares
Change %
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$23.7M +$7.88M +82,243 +50%
AWMS
2
Advocacy Wealth Management Services
Georgia
$16.1M -$1.72M -18,005 -10%
Jane Street
3
Jane Street
New York
$9.47M +$2.07M +21,643 +28%
LPL Financial
4
LPL Financial
California
$2.46M -$33.3K -348 -1%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$2.09M -$438K -4,576 -17%
Bank of America
6
Bank of America
North Carolina
$2.04M -$533K -5,568 -21%
WPSG
7
Wealth & Pension Services Group
Georgia
$1.28M +$1.28M +13,389 New
RCG
8
Ruggie Capital Group
Florida
$1.24M +$639K +6,672 +107%
FF
9
Fluent Financial
Texas
$1.21M -$2.69M -28,109 -69%
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$1M +$1M +10,444 New
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$926K +$926K +9,666 New
GWM
12
Geneos Wealth Management
Colorado
$922K +$312K +3,277 +51%
LTFS
13
Ladenburg Thalmann Financial Services
Florida
$915K +$110K +1,145 +14%
AG
14
Advisor Group
Arizona
$804K +$202K +2,111 +34%
SI
15
Stephens Inc
Arkansas
$478K – – –
SWP
16
Stratos Wealth Partners
Ohio
$466K -$50.3K -525 -10%
APP
17
Avantax Planning Partners
Iowa
$417K +$392K +4,100 +1,589%
CA
18
Cetera Advisors
Colorado
$375K -$79K -823 -17%
MA
19
Mutual Advisors
Nebraska
$335K -$184K -1,919 -35%
CWM
20
Cabot Wealth Management
Massachusetts
$292K -$217K -2,269 -43%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$278K +$12K +125 +5%
CWM
22
Cornerstone Wealth Management
Missouri
$233K +$233K +2,396 New
Citadel Advisors
23
Citadel Advisors
Florida
$222K +$222K +2,313 New
AF
24
Advisornet Financial
Minnesota
$175K +$2.2K +23 +1%
UBS Group
25
UBS Group
Switzerland
$156K +$88.3K +921 +130%
1
2