SYSB

iShares Systematic Bond ETF
SYSB

Overview Fund Activity

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
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
–

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$10.3M
2
CF
2
Centaurus Financial
California
$204K
3
LPL Financial
3
LPL Financial
California
$419K
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$11.2K
5
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$9K

Top Sellers

1
Jane Street
1
Jane Street
New York
$1.6M
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$0
3
BlackRock
3
BlackRock
New York
$12.2M
4
Citadel Advisors
4
Citadel Advisors
Florida
$557K
5
PIMG
5
Patriot Investment Management Group
Tennessee
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$12.2M -$462K -5,308 -4%
Ameriprise
2
Ameriprise
Minnesota
$10.3M +$338K +3,882 +3%
Jane Street
3
Jane Street
New York
$1.6M -$942K -10,826 -37%
Citadel Advisors
4
Citadel Advisors
Florida
$557K -$277K -3,185 -33%
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$504K -$50.9K -585 -9%
Raymond James Financial
6
Raymond James Financial
Florida
$474K +$474K +5,453 New
LPL Financial
7
LPL Financial
California
$419K +$23K +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 -$38.7K -445 -13%
CF
11
Centaurus Financial
California
$204K +$27.3K +314 +15%
Osaic Holdings
12
Osaic Holdings
Arizona
$67.4K -$51.5K -592 -43%
SIM
13
Synergy Investment Management
Florida
$31.2K +$31.2K +360 New
VNA
14
Valley National Advisers
Pennsylvania
$15K – – –
SWM
15
Spire Wealth Management
Virginia
$14.5K -$17.2K -198 -54%
Fidelity Investments
16
Fidelity Investments
Massachusetts
$11.2K +$11.2K +129 New
Carson Wealth (CWM LLC)
17
Carson Wealth (CWM LLC)
Nebraska
$9K +$90 +1 +1%
SS
18
Sunbelt Securities
Texas
$1.92K – – –
Wells Fargo
19
Wells Fargo
California
$47 +$47 +1 New
AF
20
Advisornet Financial
Minnesota
$33 -$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