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SYSB

iShares Systematic Bond ETF

19 hedge funds and large institutions have $27.2M invested in iShares Systematic Bond ETF in 2024 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 4 increasing their positions, 8 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 3

0% more funds holding

Funds holding: 1919 (0)

3.78% less ownership

Funds ownership: 42.85%39.07% (-3.8%)

11% less capital invested

Capital invested by funds: $30.4M → $27.2M (-$3.2M)

50% less repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 8

Holders
19
Holders Change
Holders Change %
0%
% of All Funds
0.25%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
4
Reduced
8
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$12.2M -$464K -5,308 -4%
Ameriprise
2
Ameriprise
Minnesota
$10.3M +$339K +3,882 +3%
Jane Street
3
Jane Street
New York
$1.6M -$947K -10,826 -37%
Citadel Advisors
4
Citadel Advisors
Florida
$557K -$279K -3,185 -33%
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$504K -$51.2K -585 -9%
Raymond James Financial
6
Raymond James Financial
Florida
$474K +$477K +5,453 New
LPL Financial
7
LPL Financial
California
$419K +$23.1K +264 +6%
QWM
8
Quadcap Wealth Management
Texas
$316K
Bank of America
9
Bank of America
North Carolina
$286K -$120K -1,374 -29%
IAG
10
Investment Advisory Group
Massachusetts
$257K -$38.9K -445 -13%
CF
11
Centaurus Financial
California
$204K +$27.5K +314 +15%
Osaic Holdings
12
Osaic Holdings
Arizona
$67.4K -$51.8K -592 -43%
SIM
13
Synergy Investment Management
Florida
$31.2K +$31.5K +360 New
VNA
14
Valley National Advisers
Pennsylvania
$15K
SWM
15
Spire Wealth Management
Virginia
$14.5K -$17.3K -198 -54%
Fidelity Investments
16
Fidelity Investments
Massachusetts
$11.2K +$11.3K +129 New
Carson Wealth (CWM LLC)
17
Carson Wealth (CWM LLC)
Nebraska
$9K +$87 +1 +1%
SS
18
Sunbelt Securities
Texas
$1.92K
Wells Fargo
19
Wells Fargo
California
$47 +$87 +1 New
AF
20
Advisornet Financial
Minnesota
$33
Bank of Montreal
21
Bank of Montreal
Ontario, Canada
-$843K -9,503 Closed
PIMG
22
Patriot Investment Management Group
Tennessee
-$262K -2,958 Closed
UBS Group
23
UBS Group
Switzerland
-$21.7K -245 Closed

SYSB Hedge Fund Activity: Q4 2024 in Review

19 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares Systematic Bond ETF (SYSB) for Q4 2024, worth a combined $27.2M — down 11% from $30.4M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new SYSB positions and 3 closed out — a net gain of 1 holder — while 4 added to existing stakes and 8 trimmed.

The largest buyer was Ameriprise, adding an estimated $339K. The largest seller was Jane Street, cutting an estimated $947K.

  • 19 institutional investors held iShares Systematic Bond ETF (SYSB) as of Q4 2024, unchanged from Q3 2024.
  • Funds reported $27.2M of iShares Systematic Bond ETF stock for Q4 2024, down 11% quarter-over-quarter.
  • 4 funds opened new iShares Systematic Bond ETF positions in Q4 2024 and 3 closed out, a net change of +1 holder.
  • The largest iShares Systematic Bond ETF buyer in Q4 2024 was Ameriprise, an estimated $339K added.
  • The largest iShares Systematic Bond ETF seller in Q4 2024 was Jane Street, an estimated $947K sold.

Based on aggregated 13F filings for Q4 2024.