iShares Systematic Bond ETF
SYSB
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.
69% more repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 13
28% more capital invested
Capital invested by funds: $45.5M → $58.4M (+$12.9M)
17% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 6
9.93% more ownership
Funds ownership: 35.91% → 45.84% (+9.9%)
0% more funds holding
Funds holding: 46 → 46 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$7.81M |
| 2 |
WCG
Wall Capital Group
Phoenix,
Arizona
|
+$4.59M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$1.5M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$1.14M |
| 5 |
SCM
Sterneck Capital Management
Kansas City,
Missouri
|
+$815K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VA
Valmark Advisers
Akron,
Ohio
|
-$5.53M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$1.55M |
| 3 |
FF
Fluent Financial
Dallas,
Texas
|
-$1.06M |
| 4 |
AWMS
Advocacy Wealth Management Services
Atlanta,
Georgia
|
-$778K |
| 5 |
CWM
Cornerstone Wealth Management
St. Peters,
Missouri
|
-$359K |
SYSB Hedge Fund Activity: Q4 2019 in Review
46 of the 5,092 institutional investors tracked by Wall St. Rank reported a position in iShares Systematic Bond ETF (SYSB) for Q4 2019, worth a combined $58.4M — up 28% from $45.5M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new SYSB positions and 6 closed out — a net gain of 1 holder — while 22 added to existing stakes and 13 trimmed.
The largest buyer was Cambridge Investment Research Advisors, adding an estimated $7.81M. The largest seller was Valmark Advisers, cutting an estimated $5.53M.
- 46 institutional investors held iShares Systematic Bond ETF (SYSB) as of Q4 2019, unchanged from Q3 2019.
- Funds reported $58.4M of iShares Systematic Bond ETF stock for Q4 2019, up 28% quarter-over-quarter.
- 7 funds opened new iShares Systematic Bond ETF positions in Q4 2019 and 6 closed out, a net change of +1 holder.
- The largest iShares Systematic Bond ETF buyer in Q4 2019 was Cambridge Investment Research Advisors, an estimated $7.81M added.
- The largest iShares Systematic Bond ETF seller in Q4 2019 was Valmark Advisers, an estimated $5.53M sold.
Based on aggregated 13F filings for Q4 2019.