iShares Systematic Bond ETF
SYSB
46 hedge funds and large institutions have $45.5M invested in iShares Systematic Bond ETF in 2019 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 18 increasing their positions, 9 reducing their positions, and 4 closing their positions.
150% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 4
100% more repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 9
15% more funds holding
Funds holding: 40 → 46 (+6)
7% more capital invested
Capital invested by funds: $42.3M → $45.5M (+$3.13M)
4.94% more ownership
Funds ownership: 30.97% → 35.91% (+4.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VA
Valmark Advisers
Akron,
Ohio
|
+$5.83M |
| 2 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
+$679K |
| 3 |
PG
Patten Group
Chattanooga,
Tennessee
|
+$649K |
| 4 |
OIA
Optimum Investment Advisors
Chicago,
Illinois
|
+$505K |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$462K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$3.76M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$435K |
| 3 |
FTUS
Flow Traders U.S.
New York
|
-$428K |
| 4 |
LPL Financial
San Diego,
California
|
-$267K |
| 5 |
AWMS
Advocacy Wealth Management Services
Atlanta,
Georgia
|
-$198K |
SYSB Hedge Fund Activity: Q3 2019 in Review
46 of the 4,574 institutional investors tracked by Wall St. Rank reported a position in iShares Systematic Bond ETF (SYSB) for Q3 2019, worth a combined $45.5M — up 7.4% from $42.3M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new SYSB positions and 4 closed out — a net gain of 6 holders — while 18 added to existing stakes and 9 trimmed.
The largest buyer was Valmark Advisers, opening a new position worth an estimated $5.83M. The largest seller was Jane Street, cutting an estimated $3.76M.
- 46 institutional investors held iShares Systematic Bond ETF (SYSB) as of Q3 2019, up from 40 in Q2 2019.
- Funds reported $45.5M of iShares Systematic Bond ETF stock for Q3 2019, up 7.4% quarter-over-quarter.
- 10 funds opened new iShares Systematic Bond ETF positions in Q3 2019 and 4 closed out, a net change of +6 holders.
- The largest iShares Systematic Bond ETF buyer in Q3 2019 was Valmark Advisers, an estimated $5.83M added.
- The largest iShares Systematic Bond ETF seller in Q3 2019 was Jane Street, an estimated $3.76M sold.
Based on aggregated 13F filings for Q3 2019.