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SYSB

iShares Systematic Bond ETF

25 hedge funds and large institutions have $32M invested in iShares Systematic Bond ETF in 2024 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 8 increasing their positions, 8 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: 2425 (+1)

1% more capital invested

Capital invested by funds: $31.7M → $32M (+$283K)

0% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 8

2.88% less ownership

Funds ownership: 52.49%49.6% (-2.9%)

Holders
25
Holders Change
+1
Holders Change %
+4.17%
% of All Funds
0.36%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
8
Reduced
8
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$14M
Ameriprise
2
Ameriprise
Minnesota
$8.83M +$2.14M +24,901 +32%
Jane Street
3
Jane Street
New York
$3.57M -$2.1M -24,461 -37%
APP
4
Avantax Planning Partners
Iowa
$791K -$43.1K -502 -5%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$714K +$78.6K +915 +12%
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$581K +$353K +4,113 +156%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$469K
Bank of Montreal
8
Bank of Montreal
Ontario, Canada
$397K +$58.7K +683 +17%
CA
9
Cetera Advisors
Colorado
$363K +$22.9K +266 +7%
IAG
10
Investment Advisory Group
Massachusetts
$355K -$14.9K -173 -4%
QWM
11
Quadcap Wealth Management
Texas
$313K
PIMG
12
Patriot Investment Management Group
Tennessee
$309K -$27.3K -318 -8%
Bank of America
13
Bank of America
North Carolina
$301K +$3.44K +40 +1%
LPL Financial
14
LPL Financial
California
$274K -$83.9K -977 -23%
CF
15
Centaurus Financial
California
$271K +$270K +3,147 New
RSWA
16
Robinson Smith Wealth Advisors
Maine
$222K -$89.5K -1,042 -29%
Osaic Holdings
17
Osaic Holdings
Arizona
$143K +$86 +1 +0.1%
SWM
18
Spire Wealth Management
Virginia
$30.6K +$258 +3 +0.8%
UBS Group
19
UBS Group
Switzerland
$30.4K +$30.3K +353 New
VNA
20
Valley National Advisers
Pennsylvania
$14K
Carson Wealth (CWM LLC)
21
Carson Wealth (CWM LLC)
Nebraska
$9K
SS
22
Sunbelt Securities
Texas
$1.89K
FFA
23
Farther Finance Advisors
California
$769 -$86 -1 -10%
Morgan Stanley
24
Morgan Stanley
New York
$430 -$430 -5 -50%
AF
25
Advisornet Financial
Minnesota
$122

SYSB Hedge Fund Activity: Q1 2024 in Review

25 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in iShares Systematic Bond ETF (SYSB) for Q1 2024, worth a combined $32M — up 0.89% from $31.7M 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 8 trimmed.

The largest buyer was Ameriprise, adding an estimated $2.14M. The largest seller was Jane Street, cutting an estimated $2.1M.

  • 25 institutional investors held iShares Systematic Bond ETF (SYSB) as of Q1 2024, up from 24 in Q4 2023.
  • Funds reported $32M of iShares Systematic Bond ETF stock for Q1 2024, up 0.89% quarter-over-quarter.
  • 2 funds opened new iShares Systematic Bond ETF positions in Q1 2024 and 1 closed out, a net change of +1 holder.
  • The largest iShares Systematic Bond ETF buyer in Q1 2024 was Ameriprise, an estimated $2.14M added.
  • The largest iShares Systematic Bond ETF seller in Q1 2024 was Jane Street, an estimated $2.1M sold.

Based on aggregated 13F filings for Q1 2024.