SYSB

iShares Systematic Bond ETF

20 hedge funds and large institutions have $32.3M invested in iShares Systematic Bond ETF in 2024 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 5 increasing their positions, 8 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
20
Holders Change
-5
Holders Change %
-20%
% of All Funds
0.29%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
5
Reduced
8
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BlackRock
1
BlackRock
New York
$13.8M -$200K -2,324 -1%
Ameriprise
2
Ameriprise
Minnesota
$9.42M +$598K +6,961 +7%
Jane Street
3
Jane Street
New York
$4.37M +$804K +9,367 +23%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$955K +$955K +11,122 New
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$571K -$8.84K -103 -2%
Citadel Advisors
6
Citadel Advisors
Florida
$490K +$490K +5,711 New
RJFSA
7
Raymond James Financial Services Advisors
Florida
$468K
Bank of Montreal
8
Bank of Montreal
Ontario, Canada
$346K -$51K -592 -13%
IAG
9
Investment Advisory Group
Massachusetts
$339K -$14.9K -174 -4%
Bank of America
10
Bank of America
North Carolina
$331K +$31.4K +366 +10%
QWM
11
Quadcap Wealth Management
Texas
$312K
LPL Financial
12
LPL Financial
California
$287K +$13.8K +161 +5%
PIMG
13
Patriot Investment Management Group
Tennessee
$268K -$41.2K -480 -13%
CF
14
Centaurus Financial
California
$213K -$57.4K -668 -21%
Osaic Holdings
15
Osaic Holdings
Arizona
$117K -$25.8K -300 -18%
SWM
16
Spire Wealth Management
Virginia
$30.9K +$344 +4 +1%
VNA
17
Valley National Advisers
Pennsylvania
$14K
Carson Wealth (CWM LLC)
18
Carson Wealth (CWM LLC)
Nebraska
$8K -$571 -7 -7%
SS
19
Sunbelt Securities
Texas
$1.89K
Morgan Stanley
20
Morgan Stanley
New York
$429
AF
21
Advisornet Financial
Minnesota
$32 -$122 -1 Closed
Wells Fargo
22
Wells Fargo
California
$26 -$33
APP
23
Avantax Planning Partners
Iowa
-$791K -9,192 Closed
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
-$714K -8,299 Closed
RSWA
25
Robinson Smith Wealth Advisors
Maine
-$222K -2,586 Closed