SYSB

iShares Systematic Bond ETF

24 hedge funds and large institutions have $31.7M invested in iShares Systematic Bond ETF in 2023 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 7 increasing their positions, 8 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
24
Holders Change
-3
Holders Change %
-11.11%
% of All Funds
0.35%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
7
Reduced
8
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BlackRock
1
BlackRock
New York
$14M -$346K -4,012 -2%
Ameriprise
2
Ameriprise
Minnesota
$6.72M +$636K +7,374 +10%
Jane Street
3
Jane Street
New York
$5.69M +$3.1M +35,951 +120%
APP
4
Avantax Planning Partners
Iowa
$837K -$5.01K -58 -0.6%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$637K +$637K +7,384 New
RJFSA
6
Raymond James Financial Services Advisors
Florida
$471K
IAG
7
Investment Advisory Group
Massachusetts
$371K -$53.2K -617 -13%
LPL Financial
8
LPL Financial
California
$359K -$218K -2,525 -38%
CA
9
Cetera Advisors
Colorado
$341K
Bank of Montreal
10
Bank of Montreal
Ontario, Canada
$341K +$207K +2,393 +155%
PIMG
11
Patriot Investment Management Group
Tennessee
$338K -$51.8K -600 -13%
QWM
12
Quadcap Wealth Management
Texas
$314K +$314K +3,637 New
RSWA
13
Robinson Smith Wealth Advisors
Maine
$313K +$313K +3,628 New
Bank of America
14
Bank of America
North Carolina
$298K +$2.33K +27 +0.8%
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$228K -$20.3K -235 -8%
Citadel Advisors
16
Citadel Advisors
Florida
$200K -$257K -2,975 -56%
Osaic Holdings
17
Osaic Holdings
Arizona
$144K -$173K -2,003 -55%
SWM
18
Spire Wealth Management
Virginia
$30.4K +$516 +6 +2%
VNA
19
Valley National Advisers
Pennsylvania
$15K
Carson Wealth (CWM LLC)
20
Carson Wealth (CWM LLC)
Nebraska
$9K +$86 +1 +1%
SS
21
Sunbelt Securities
Texas
$1.9K
Morgan Stanley
22
Morgan Stanley
New York
$862 +$431 +5 +100%
FFA
23
Farther Finance Advisors
California
$848
AF
24
Advisornet Financial
Minnesota
$121
Wells Fargo
25
Wells Fargo
California
$26 -$19