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SYSB

iShares Systematic Bond ETF

47 hedge funds and large institutions have $71.7M invested in iShares Systematic Bond ETF in 2020 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 15 increasing their positions, 14 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 2

24% more funds holding

Funds holding: 3847 (+9)

20% more capital invested

Capital invested by funds: $59.5M → $71.7M (+$12.2M)

13.49% more ownership

Funds ownership: 43.91%57.41% (+13%)

7% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 14

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
47
Holders Change
+9
Holders Change %
+23.68%
% of All Funds
0.83%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
12
Increased
15
Reduced
14
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Citadel Advisors
1
Citadel Advisors
Florida
$8.42M -$85.9K -844 -1%
Bank of America
2
Bank of America
North Carolina
$6.92M -$82.7K -812 -1%
MSFS
3
Main Street Financial Solutions
Pennsylvania
$6.34M +$6.29M +61,780 New
Jane Street
4
Jane Street
New York
$5.84M -$8.59M -84,405 -60%
SWP
5
Summit Wealth Partners
Florida
$5.09M +$588K +5,773 +13%
BBHBI
6
B, B, H, & B Inc
Alabama
$4.71M +$4.68M +45,939 New
BlackRock
7
BlackRock
New York
$4.64M +$4.61M +45,278 New
VNA
8
Valley National Advisers
Pennsylvania
$3.59M +$3.56M +35,009 New
TLFA
9
True Link Financial Advisors
California
$2.24M +$2.22M +21,812 New
MML Investors Services
10
MML Investors Services
Massachusetts
$1.88M +$13.8K +136 +0.7%
SPIA
11
Steward Partners Investment Advisory
New York
$1.85M +$84.1K +826 +5%
PFM
12
Phillips Financial Management
Indiana
$1.79M +$43.1K +423 +2%
Osaic Holdings
13
Osaic Holdings
Arizona
$1.68M -$221K -2,175 -12%
GWM
14
Geneos Wealth Management
Colorado
$1.44M -$20.8K -204 -1%
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$1.38M -$199K -1,959 -13%
PIMG
16
Patriot Investment Management Group
Tennessee
$1.15M +$14.9K +146 +1%
LPL Financial
17
LPL Financial
California
$1.14M -$115K -1,130 -9%
Thrivent Financial for Lutherans
18
Thrivent Financial for Lutherans
Minnesota
$1.04M
EH
19
Equitable Holdings
New York
$978K +$29.5K +290 +3%
SCM
20
Sterneck Capital Management
Missouri
$962K +$78K +766 +9%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$928K -$12.2K -120 -1%
KAS
22
Kestra Advisory Services
Texas
$815K +$798K +7,834 +6,421%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$773K -$330K -3,244 -30%
APP
24
Avantax Planning Partners
Iowa
$707K +$58.1K +571 +9%
RJFSA
25
Raymond James Financial Services Advisors
Florida
$660K +$3.77K +37 +0.6%

SYSB Hedge Fund Activity: Q4 2020 in Review

47 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in iShares Systematic Bond ETF (SYSB) for Q4 2020, worth a combined $71.7M — up 20% from $59.5M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new SYSB positions and 2 closed out — a net gain of 10 holders — while 15 added to existing stakes and 14 trimmed.

The largest buyer was BlackRock, opening a new position worth an estimated $4.61M. The largest seller was Jane Street, cutting an estimated $8.59M.

  • 47 institutional investors held iShares Systematic Bond ETF (SYSB) as of Q4 2020, up from 38 in Q3 2020.
  • Funds reported $71.7M of iShares Systematic Bond ETF stock for Q4 2020, up 20% quarter-over-quarter.
  • 12 funds opened new iShares Systematic Bond ETF positions in Q4 2020 and 2 closed out, a net change of +10 holders.
  • The largest iShares Systematic Bond ETF buyer in Q4 2020 was BlackRock, an estimated $4.61M added.
  • The largest iShares Systematic Bond ETF seller in Q4 2020 was Jane Street, an estimated $8.59M sold.

Based on aggregated 13F filings for Q4 2020.