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SYSB

iShares Systematic Bond ETF

39 hedge funds and large institutions have $73.9M invested in iShares Systematic Bond ETF in 2021 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 15 increasing their positions, 16 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 5

3% more funds holding

Funds holding: 3839 (+1)

1.88% more ownership

Funds ownership: 62.55%64.43% (+1.9%)

2% more capital invested

Capital invested by funds: $72.1M → $73.9M (+$1.78M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

6% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 16

Holders
39
Holders Change
+1
Holders Change %
+2.63%
% of All Funds
0.6%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
6
Increased
15
Reduced
16
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$18.3M +$815K +8,163 +5%
MSFS
2
Main Street Financial Solutions
Pennsylvania
$13.7M +$901K +9,028 +7%
SWP
3
Summit Wealth Partners
Florida
$6.02M +$49.4K +495 +0.8%
Jane Street
4
Jane Street
New York
$4.85M +$521K +5,226 +12%
Ameriprise
5
Ameriprise
Minnesota
$3.88M +$713K +7,148 +22%
VNA
6
Valley National Advisers
Pennsylvania
$3.71M -$1.84M -18,416 -33%
MML Investors Services
7
MML Investors Services
Massachusetts
$2.65M +$106K +1,066 +4%
TLFA
8
True Link Financial Advisors
California
$2.17M -$2K -20 -0.1%
SPIA
9
Steward Partners Investment Advisory
New York
$1.79M +$45.6K +457 +3%
Citadel Advisors
10
Citadel Advisors
Florida
$1.72M +$1.73M +17,288 New
LPL Financial
11
LPL Financial
California
$1.72M +$725K +7,270 +73%
GWM
12
Geneos Wealth Management
Colorado
$1.35M -$1.2K -12 -0.1%
IAG
13
Investment Advisory Group
Massachusetts
$1.28M +$1.34M +13,461 New
Bank of America
14
Bank of America
North Carolina
$1.09M -$312K -3,125 -22%
SCM
15
Sterneck Capital Management
Missouri
$1.03M +$28.2K +283 +3%
PIMG
16
Patriot Investment Management Group
Tennessee
$913K -$39.9K -400 -4%
APP
17
Avantax Planning Partners
Iowa
$889K +$9.18K +92 +1%
Osaic Holdings
18
Osaic Holdings
Arizona
$819K -$41.2K -413 -5%
Cetera Investment Advisers
19
Cetera Investment Advisers
Illinois
$717K -$370K -3,704 -34%
RJFSA
20
Raymond James Financial Services Advisors
Florida
$646K +$499 +5 +0.1%
SI
21
Stephens Inc
Arkansas
$498K
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$481K -$42.4K -425 -8%
CA
23
Cetera Advisors
Colorado
$464K +$20K +200 +4%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$395K -$76.8K -770 -16%
Morgan Stanley
25
Morgan Stanley
New York
$366K -$200 -2 -0.1%

SYSB Hedge Fund Activity: Q4 2021 in Review

39 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares Systematic Bond ETF (SYSB) for Q4 2021, worth a combined $73.9M — up 2.5% from $72.1M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new SYSB positions and 5 closed out — a net gain of 1 holder — while 15 added to existing stakes and 16 trimmed.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $1.73M. The largest seller was Valley National Advisers, cutting an estimated $1.84M.

  • 39 institutional investors held iShares Systematic Bond ETF (SYSB) as of Q4 2021, up from 38 in Q3 2021.
  • Funds reported $73.9M of iShares Systematic Bond ETF stock for Q4 2021, up 2.5% quarter-over-quarter.
  • 6 funds opened new iShares Systematic Bond ETF positions in Q4 2021 and 5 closed out, a net change of +1 holder.
  • The largest iShares Systematic Bond ETF buyer in Q4 2021 was Citadel Advisors, an estimated $1.73M added.
  • The largest iShares Systematic Bond ETF seller in Q4 2021 was Valley National Advisers, an estimated $1.84M sold.

Based on aggregated 13F filings for Q4 2021.