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SYSB

iShares Systematic Bond ETF

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

100% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 1

4% more funds holding

Funds holding: 2829 (+1)

3.55% more ownership

Funds ownership: 50.65%54.2% (+3.6%)

2% more capital invested

Capital invested by funds: $33.8M → $34.6M (+$760K)

27% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 11

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
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$14.6M -$2.06M -24,390 -12%
Ameriprise
2
Ameriprise
Minnesota
$5.43M +$1.03M +12,142 +23%
Jane Street
3
Jane Street
New York
$4.67M +$1.05M +12,457 +29%
TLFA
4
True Link Financial Advisors
California
$1.85M
SPIA
5
Steward Partners Investment Advisory
New York
$1.6M +$30.2K +358 +2%
APP
6
Avantax Planning Partners
Iowa
$810K +$10.2K +121 +1%
LPL Financial
7
LPL Financial
California
$680K -$82.6K -978 -11%
IAG
8
Investment Advisory Group
Massachusetts
$620K -$218K -2,578 -26%
SFG
9
Sage Financial Group
Pennsylvania
$604K +$600K +7,103 New
Osaic Holdings
10
Osaic Holdings
Arizona
$586K +$7.35K +87 +1%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$464K -$13.8K -163 -3%
SI
12
Stephens Inc
Arkansas
$425K
PIMG
13
Patriot Investment Management Group
Tennessee
$399K -$10.2K -121 -3%
SCM
14
Sterneck Capital Management
Missouri
$392K -$13.2K -156 -3%
CA
15
Cetera Advisors
Colorado
$353K -$19.2K -227 -5%
Cetera Investment Advisers
16
Cetera Investment Advisers
Illinois
$338K -$14.4K -170 -4%
Bank of America
17
Bank of America
North Carolina
$306K -$1.77K -21 -0.6%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$187K
UBS Group
19
UBS Group
Switzerland
$87.1K +$42.6K +505 +97%
OIA
20
Optimum Investment Advisors
Illinois
$85.1K -$169K -2,000 -67%
SWM
21
Spire Wealth Management
Virginia
$35.6K +$19.8K +234 +126%
VNA
22
Valley National Advisers
Pennsylvania
$15K -$253 -3 -2%
Carson Wealth (CWM LLC)
23
Carson Wealth (CWM LLC)
Nebraska
$9K
BAM
24
Belpointe Asset Management
Nevada
$8.58K +$84 +1 +1%
Morgan Stanley
25
Morgan Stanley
New York
$8K

SYSB Hedge Fund Activity: Q1 2023 in Review

29 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in iShares Systematic Bond ETF (SYSB) for Q1 2023, worth a combined $34.6M — up 2.2% from $33.8M a quarter earlier.

Buyers outnumbered sellers: 2 funds opened new SYSB positions and 1 closed out — a net gain of 1 holder — while 8 added to existing stakes and 11 trimmed.

The largest buyer was Jane Street, adding an estimated $1.05M. The largest seller was BlackRock, cutting an estimated $2.06M.

  • 29 institutional investors held iShares Systematic Bond ETF (SYSB) as of Q1 2023, up from 28 in Q4 2022.
  • Funds reported $34.6M of iShares Systematic Bond ETF stock for Q1 2023, up 2.2% quarter-over-quarter.
  • 2 funds opened new iShares Systematic Bond ETF positions in Q1 2023 and 1 closed out, a net change of +1 holder.
  • The largest iShares Systematic Bond ETF buyer in Q1 2023 was Jane Street, an estimated $1.05M added.
  • The largest iShares Systematic Bond ETF seller in Q1 2023 was BlackRock, an estimated $2.06M sold.

Based on aggregated 13F filings for Q1 2023.