SYSB

iShares Systematic Bond ETF

46 hedge funds and large institutions have $58.4M invested in iShares Systematic Bond ETF in 2019 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 22 increasing their positions, 13 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
46
Holders Change
Holders Change %
0%
% of All Funds
0.91%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
7
Increased
22
Reduced
13
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$8.46M +$1.14M +11,219 +16%
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$8.31M +$7.85M +76,982 +1,686%
WCG
3
Wall Capital Group
Arizona
$4.61M +$4.61M +45,249 New
LPL Financial
4
LPL Financial
California
$4.27M -$63.1K -619 -1%
SWP
5
Summit Wealth Partners
Florida
$4.01M +$4.01M +39,360 New
LTFS
6
Ladenburg Thalmann Financial Services
Florida
$2.11M +$491K +4,813 +30%
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$2.03M +$170K +1,673 +9%
PFM
8
Phillips Financial Management
Indiana
$1.8M +$441K +4,327 +32%
Citadel Advisors
9
Citadel Advisors
Florida
$1.51M +$1.51M +14,815 New
AG
10
Advisor Group
Arizona
$1.47M -$95.4K -935 -6%
GWM
11
Geneos Wealth Management
Colorado
$1.36M +$5.4K +53 +0.4%
Jane Street
12
Jane Street
New York
$1.3M -$325K -3,193 -20%
SPIA
13
Steward Partners Investment Advisory
New York
$1.3M +$244K +2,400 +23%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$1.21M -$1.56M -15,302 -56%
NA
15
NewEdge Advisors
Louisiana
$1.16M +$477K +4,680 +70%
PG
16
Patten Group
Tennessee
$1.16M +$501K +4,913 +76%
MML Investors Services
17
MML Investors Services
Massachusetts
$1.15M +$655K +6,427 +134%
RJA
18
Raymond James & Associates
Florida
$1.1M +$47.9K +470 +5%
Ameriprise
19
Ameriprise
Minnesota
$1.01M +$32.9K +323 +3%
SCM
20
Sterneck Capital Management
Missouri
$819K +$819K +8,033 New
PIMG
21
Patriot Investment Management Group
Tennessee
$767K +$102 +1 +0%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$739K +$200K +1,967 +37%
OIA
23
Optimum Investment Advisors
Illinois
$571K +$61.2K +600 +12%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$560K +$120K +1,175 +27%
APP
25
Avantax Planning Partners
Iowa
$549K +$24K +236 +5%