We are live on ! Find out more
SYSB

iShares Systematic Bond ETF

33 hedge funds and large institutions have $56.7M invested in iShares Systematic Bond ETF in 2022 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 8 increasing their positions, 16 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.07% more ownership

Funds ownership: 63.96%66.03% (+2.1%)

0% more funds holding

Funds holding: 3333 (0)

0% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 3

15% less capital invested

Capital invested by funds: $67.1M → $56.7M (-$10.4M)

50% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 16

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
33
Holders Change
Holders Change %
0%
% of All Funds
0.56%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
3
Increased
8
Reduced
16
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$19.9M +$1.5M +17,079 +8%
MSFS
2
Main Street Financial Solutions
Pennsylvania
$12M -$940K -10,727 -7%
Ameriprise
3
Ameriprise
Minnesota
$4.19M -$49K -559 -1%
Jane Street
4
Jane Street
New York
$3.57M +$1.09M +12,442 +43%
SWM
5
Spire Wealth Management
Virginia
$1.91M +$1.69M +19,302 +666%
TLFA
6
True Link Financial Advisors
California
$1.87M
SPIA
7
Steward Partners Investment Advisory
New York
$1.71M +$11.1K +127 +0.6%
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$1.69M +$1.04M +11,838 +151%
IAG
9
Investment Advisory Group
Massachusetts
$1.04M -$90.5K -1,033 -8%
LPL Financial
10
LPL Financial
California
$809K -$192K -2,193 -19%
SCM
11
Sterneck Capital Management
Missouri
$806K -$114K -1,299 -12%
APP
12
Avantax Planning Partners
Iowa
$795K +$3.07K +35 +0.4%
SFG
13
Sage Financial Group
Pennsylvania
$792K +$808K +9,224 New
PIMG
14
Patriot Investment Management Group
Tennessee
$736K -$52.5K -599 -7%
Osaic Holdings
15
Osaic Holdings
Arizona
$714K -$24.3K -277 -3%
Citadel Advisors
16
Citadel Advisors
Florida
$589K +$601K +6,862 New
RJFSA
17
Raymond James Financial Services Advisors
Florida
$468K -$84.1K -960 -15%
Cetera Investment Advisers
18
Cetera Investment Advisers
Illinois
$458K -$123K -1,400 -21%
SI
19
Stephens Inc
Arkansas
$429K
SWP
20
Summit Wealth Partners
Florida
$429K -$5.05M -57,642 -92%
CA
21
Cetera Advisors
Colorado
$385K -$37.1K -423 -9%
Bank of America
22
Bank of America
North Carolina
$349K -$386K -4,404 -52%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$285K -$92K -1,050 -24%
OIA
24
Optimum Investment Advisors
Illinois
$258K +$87.6K +1,000 +50%
BF
25
BOK Financial
Oklahoma
$213K

SYSB Hedge Fund Activity: Q2 2022 in Review

33 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in iShares Systematic Bond ETF (SYSB) for Q2 2022, worth a combined $56.7M — down 15% from $67.1M a quarter earlier.

Fund positioning in SYSB was balanced in Q2 2022: 3 funds opened new positions, 3 closed out, 8 added to existing stakes and 16 trimmed.

The largest buyer was Spire Wealth Management, adding an estimated $1.69M. The largest seller was Summit Wealth Partners, cutting an estimated $5.05M.

  • 33 institutional investors held iShares Systematic Bond ETF (SYSB) as of Q2 2022, unchanged from Q1 2022.
  • Funds reported $56.7M of iShares Systematic Bond ETF stock for Q2 2022, down 15% quarter-over-quarter.
  • 3 funds opened new iShares Systematic Bond ETF positions in Q2 2022 and 3 closed out, a net change of 0 holders.
  • The largest iShares Systematic Bond ETF buyer in Q2 2022 was Spire Wealth Management, an estimated $1.69M added.
  • The largest iShares Systematic Bond ETF seller in Q2 2022 was Summit Wealth Partners, an estimated $5.05M sold.

Based on aggregated 13F filings for Q2 2022.