SYSB

iShares Systematic Bond ETF
SYSB

Overview Fund Activity

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
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
–

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$8.83M
2
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
$581K
3
CF
3
Centaurus Financial
California
$271K
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$714K
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$397K

Top Sellers

1
Jane Street
1
Jane Street
New York
$3.57M
2
Citadel Advisors
2
Citadel Advisors
Florida
$0
3
RSWA
3
Robinson Smith Wealth Advisors
Maine
$222K
4
LPL Financial
4
LPL Financial
California
$274K
5
APP
5
Avantax Planning Partners
Iowa
$791K
Name Holding Trade Value Shares
Change 		Shares
Change %
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 -$43.2K -502 -5%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$714K +$78.7K +915 +12%
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$581K +$354K +4,113 +156%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$469K – – –
Bank of Montreal
8
Bank of Montreal
Ontario, Canada
$397K +$58.8K +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 -$27.4K -318 -8%
Bank of America
13
Bank of America
North Carolina
$301K +$3.44K +40 +1%
LPL Financial
14
LPL Financial
California
$274K -$84K -977 -23%
CF
15
Centaurus Financial
California
$271K +$271K +3,147 New
RSWA
16
Robinson Smith Wealth Advisors
Maine
$222K -$89.6K -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 +$30.4K +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 -$85 -1 -10%
Morgan Stanley
24
Morgan Stanley
New York
$430 -$430 -5 -50%
AF
25
Advisornet Financial
Minnesota
$122 – – –
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