SYSB

iShares Systematic Bond ETF
SYSB

Overview Fund Activity

29 hedge funds and large institutions have $34.6M invested in iShares Systematic Bond ETF in 2023 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 8 increasing their positions, 11 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
29
Holders Change
+1
Holders Change %
+3.57%
% of All Funds
0.46%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
8
Reduced
11
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
1
Jane Street
New York
$4.67M
2
Ameriprise
2
Ameriprise
Minnesota
$5.43M
3
SFG
3
Sage Financial Group
Pennsylvania
$604K
4
UBS Group
4
UBS Group
Switzerland
$87.1K
5
SPIA
5
Steward Partners Investment Advisory
New York
$1.6M

Top Sellers

1
BlackRock
1
BlackRock
New York
$14.6M
2
IAG
2
Investment Advisory Group
Massachusetts
$620K
3
OIA
3
Optimum Investment Advisors
Illinois
$85.1K
4
LPL Financial
4
LPL Financial
California
$680K
5
WCG
5
Wall Capital Group
Arizona
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$14.6M -$2.08M -24,390 -12%
Ameriprise
2
Ameriprise
Minnesota
$5.43M +$1.03M +12,142 +23%
Jane Street
3
Jane Street
New York
$4.67M +$1.06M +12,457 +29%
TLFA
4
True Link Financial Advisors
California
$1.85M – – –
SPIA
5
Steward Partners Investment Advisory
New York
$1.6M +$30.5K +358 +2%
APP
6
Avantax Planning Partners
Iowa
$810K +$10.3K +121 +1%
LPL Financial
7
LPL Financial
California
$680K -$83.2K -978 -11%
IAG
8
Investment Advisory Group
Massachusetts
$620K -$219K -2,578 -26%
SFG
9
Sage Financial Group
Pennsylvania
$604K +$604K +7,103 New
Osaic Holdings
10
Osaic Holdings
Arizona
$586K +$7.4K +87 +1%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$464K -$13.9K -163 -3%
SI
12
Stephens Inc
Arkansas
$425K – – –
PIMG
13
Patriot Investment Management Group
Tennessee
$399K -$10.3K -121 -3%
SCM
14
Sterneck Capital Management
Missouri
$392K -$13.3K -156 -3%
CA
15
Cetera Advisors
Colorado
$353K -$19.3K -227 -5%
Cetera Investment Advisers
16
Cetera Investment Advisers
Illinois
$338K -$14.5K -170 -4%
Bank of America
17
Bank of America
North Carolina
$306K -$1.79K -21 -0.6%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$187K – – –
UBS Group
19
UBS Group
Switzerland
$87.1K +$43K +505 +97%
OIA
20
Optimum Investment Advisors
Illinois
$85.1K -$170K -2,000 -67%
SWM
21
Spire Wealth Management
Virginia
$35.6K +$19.9K +234 +126%
VNA
22
Valley National Advisers
Pennsylvania
$15K -$254 -3 -2%
Carson Wealth (CWM LLC)
23
Carson Wealth (CWM LLC)
Nebraska
$9K – – –
BAM
24
Belpointe Asset Management
Nevada
$8.58K +$85 +1 +1%
Morgan Stanley
25
Morgan Stanley
New York
$8K – – –
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