SYSB

iShares Systematic Bond ETF
SYSB

Overview Fund Activity

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.

New
Increased
Maintained
Reduced
Closed
Holders
46
Holders Change
+6
Holders Change %
+15%
% of All Funds
1.01%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
18
Reduced
9
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
VA
1
Valmark Advisers
Ohio
$5.85M
2
NA
2
NewEdge Advisors
Louisiana
$681K
3
PG
3
Patten Group
Tennessee
$651K
4
OIA
4
Optimum Investment Advisors
Illinois
$507K
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$463K

Top Sellers

1
Jane Street
1
Jane Street
New York
$1.62M
2
Thrivent Financial for Lutherans
2
Thrivent Financial for Lutherans
Minnesota
$0
3
Ameriprise
3
Ameriprise
Minnesota
$971K
4
FTUS
4
Flow Traders U.S.
New York
$0
5
LPL Financial
5
LPL Financial
California
$4.31M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$7.27M +$199K +1,962 +3%
VA
2
Valmark Advisers
Ohio
$5.85M +$5.85M +57,702 New
LPL Financial
3
LPL Financial
California
$4.31M -$267K -2,640 -6%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$2.76M +$438K +4,327 +19%
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$1.85M +$220K +2,174 +14%
Jane Street
6
Jane Street
New York
$1.62M -$3.77M -37,234 -70%
LTFS
7
Ladenburg Thalmann Financial Services
Florida
$1.61M +$275K +2,714 +21%
AG
8
Advisor Group
Arizona
$1.56M +$243K +2,398 +18%
PFM
9
Phillips Financial Management
Indiana
$1.35M +$28.8K +284 +2%
GWM
10
Geneos Wealth Management
Colorado
$1.34M +$90K +890 +7%
FF
11
Fluent Financial
Texas
$1.06M -$98.1K -968 -8%
SPIA
12
Steward Partners Investment Advisory
New York
$1.05M +$74.6K +736 +8%
RJA
13
Raymond James & Associates
Florida
$1.05M +$27.6K +272 +3%
Ameriprise
14
Ameriprise
Minnesota
$971K -$436K -4,300 -31%
AWMS
15
Advocacy Wealth Management Services
Georgia
$783K -$198K -1,956 -20%
PIMG
16
Patriot Investment Management Group
Tennessee
$763K +$141K +1,387 +23%
NA
17
NewEdge Advisors
Louisiana
$681K +$681K +6,713 New
WPSG
18
Wealth & Pension Services Group
Georgia
$677K – – –
PG
19
Patten Group
Tennessee
$651K +$651K +6,424 New
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$535K +$122K +1,209 +30%
APP
21
Avantax Planning Partners
Iowa
$522K +$19.9K +196 +4%
OIA
22
Optimum Investment Advisors
Illinois
$507K +$507K +5,000 New
SI
23
Stephens Inc
Arkansas
$506K – – –
MML Investors Services
24
MML Investors Services
Massachusetts
$487K +$133K +1,316 +38%
RJFSA
25
Raymond James Financial Services Advisors
Florida
$478K -$1.72K -17 -0.4%
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