SYSB

iShares Systematic Bond ETF
SYSB

Overview Fund Activity

19 hedge funds and large institutions have $30.4M invested in iShares Systematic Bond ETF in 2024 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 7 increasing their positions, 6 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
19
Holders Change
-1
Holders Change %
-5%
% of All Funds
0.27%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
7
Reduced
6
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of Montreal
1
Bank of Montreal
Ontario, Canada
$843K
2
Ameriprise
2
Ameriprise
Minnesota
$10.1M
3
Citadel Advisors
3
Citadel Advisors
Florida
$850K
4
LPL Financial
4
LPL Financial
California
$404K
5
Bank of America
5
Bank of America
North Carolina
$413K

Top Sellers

1
Jane Street
1
Jane Street
New York
$2.59M
2
BlackRock
2
BlackRock
New York
$12.9M
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$0
4
IAG
4
Investment Advisory Group
Massachusetts
$302K
5
CF
5
Centaurus Financial
California
$180K
Name Holding Trade Value Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$12.9M -$1.36M -15,372 -10%
Ameriprise
2
Ameriprise
Minnesota
$10.1M +$379K +4,279 +4%
Jane Street
3
Jane Street
New York
$2.59M -$1.91M -21,587 -42%
Citadel Advisors
4
Citadel Advisors
Florida
$850K +$344K +3,876 +68%
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$843K +$486K +5,480 +136%
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$566K -$23.6K -266 -4%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$483K – – –
Bank of America
8
Bank of America
North Carolina
$413K +$70.7K +798 +21%
LPL Financial
9
LPL Financial
California
$404K +$107K +1,210 +36%
QWM
10
Quadcap Wealth Management
Texas
$322K – – –
IAG
11
Investment Advisory Group
Massachusetts
$302K -$48.2K -544 -14%
PIMG
12
Patriot Investment Management Group
Tennessee
$262K -$14.2K -160 -5%
CF
13
Centaurus Financial
California
$180K -$39.6K -447 -18%
Osaic Holdings
14
Osaic Holdings
Arizona
$121K – – –
SWM
15
Spire Wealth Management
Virginia
$32.3K +$443 +5 +1%
UBS Group
16
UBS Group
Switzerland
$21.7K +$21.7K +245 New
VNA
17
Valley National Advisers
Pennsylvania
$15K – – –
Carson Wealth (CWM LLC)
18
Carson Wealth (CWM LLC)
Nebraska
$9K +$91 +1 +1%
SS
19
Sunbelt Securities
Texas
$1.95K – – –
AF
20
Advisornet Financial
Minnesota
$33 -$32 – –
Wells Fargo
21
Wells Fargo
California
$15 -$26 – –
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
– -$955K -11,122 Closed
Morgan Stanley
23
Morgan Stanley
New York
– -$429 -5 Closed