iShares Systematic Bond ETF
SYSB
36 hedge funds and large institutions have $36.8M invested in iShares Systematic Bond ETF in 2019 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 11 increasing their positions, 10 reducing their positions, and 2 closing their positions.
400% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 2
29% more funds holding
Funds holding: 28 → 36 (+8)
10% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 10
26.95% less ownership
Funds ownership: 56.49% → 29.54% (-27%)
46% less capital invested
Capital invested by funds: $67.6M → $36.8M (-$30.8M)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$5.19M |
| 2 |
PFM
Phillips Financial Management
Fort Wayne,
Indiana
|
+$1.13M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$1.04M |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$758K |
| 5 |
GVAG
Great Valley Advisor Group
Wilmington,
Delaware
|
+$519K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
-$24.1M |
| 2 |
AWMS
Advocacy Wealth Management Services
Atlanta,
Georgia
|
-$14.7M |
| 3 |
Jane Street
New York
|
-$3.58M |
| 4 |
RCG
Ruggie Capital Group
Tavares,
Florida
|
-$953K |
| 5 |
WPSG
Wealth & Pension Services Group
Atlanta,
Georgia
|
-$655K |
SYSB Hedge Fund Activity: Q1 2019 in Review
36 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in iShares Systematic Bond ETF (SYSB) for Q1 2019, worth a combined $36.8M — down 46% from $67.6M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new SYSB positions and 2 closed out — a net gain of 8 holders — while 11 added to existing stakes and 10 trimmed.
The largest buyer was Bank of America, adding an estimated $5.19M. The largest seller was Carson Wealth (CWM LLC), cutting an estimated $24.1M.
- 36 institutional investors held iShares Systematic Bond ETF (SYSB) as of Q1 2019, up from 28 in Q4 2018.
- Funds reported $36.8M of iShares Systematic Bond ETF stock for Q1 2019, down 46% quarter-over-quarter.
- 10 funds opened new iShares Systematic Bond ETF positions in Q1 2019 and 2 closed out, a net change of +8 holders.
- The largest iShares Systematic Bond ETF buyer in Q1 2019 was Bank of America, an estimated $5.19M added.
- The largest iShares Systematic Bond ETF seller in Q1 2019 was Carson Wealth (CWM LLC), an estimated $24.1M sold.
Based on aggregated 13F filings for Q1 2019.