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SYSB

iShares Systematic Bond ETF

20 hedge funds and large institutions have $23.8M invested in iShares Systematic Bond ETF in 2025 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 3 increasing their positions, 8 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 4

5% more funds holding

Funds holding: 1920 (+1)

5.05% less ownership

Funds ownership: 39.07%34.01% (-5.1%)

12% less capital invested

Capital invested by funds: $27.2M → $23.8M (-$3.33M)

63% less repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 8

Holders
20
Holders Change
+1
Holders Change %
+5.26%
% of All Funds
0.27%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
3
Reduced
8
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$10.4M -$1.85M -21,219 -15%
Ameriprise
2
Ameriprise
Minnesota
$10.1M -$266K -3,047 -3%
Jane Street
3
Jane Street
New York
$906K -$708K -8,104 -44%
Raymond James Financial
4
Raymond James Financial
Florida
$478K
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$445K +$443K +5,072 New
LPL Financial
6
LPL Financial
California
$415K -$6.99K -80 -2%
Bank of America
7
Bank of America
North Carolina
$399K +$111K +1,265 +39%
QWM
8
Quadcap Wealth Management
Texas
$301K -$17.5K -200 -5%
CF
9
Centaurus Financial
California
$176K -$29.5K -337 -14%
Jones Financial Companies
10
Jones Financial Companies
Missouri
$99.7K +$99.4K +1,137 New
Osaic Holdings
11
Osaic Holdings
Arizona
$97K +$29K +332 +43%
SIM
12
Synergy Investment Management
Florida
$31.5K -$87 -1 -0.3%
VNA
13
Valley National Advisers
Pennsylvania
$15K -$175 -2 -1%
SWM
14
Spire Wealth Management
Virginia
$14.8K +$175 +2 +1%
Carson Wealth (CWM LLC)
15
Carson Wealth (CWM LLC)
Nebraska
$9K
SS
16
Sunbelt Securities
Texas
$1.93K
SPIA
17
Steward Partners Investment Advisory
New York
$1.75K +$1.75K +20 New
UBS Group
18
UBS Group
Switzerland
$1.4K +$1.4K +16 New
Morgan Stanley
19
Morgan Stanley
New York
$110 +$87 +1 New
Wells Fargo
20
Wells Fargo
California
$63
AF
21
Advisornet Financial
Minnesota
$34
Citadel Advisors
22
Citadel Advisors
Florida
-$557K -6,402 Closed
Cetera Investment Advisers
23
Cetera Investment Advisers
Illinois
-$504K -5,799 Closed
IAG
24
Investment Advisory Group
Massachusetts
-$257K -2,959 Closed
Fidelity Investments
25
Fidelity Investments
Massachusetts
-$11.2K -129 Closed

SYSB Hedge Fund Activity: Q1 2025 in Review

20 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in iShares Systematic Bond ETF (SYSB) for Q1 2025, worth a combined $23.8M — down 12% from $27.2M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new SYSB positions and 4 closed out — a net gain of 1 holder — while 3 added to existing stakes and 8 trimmed.

The largest buyer was Commonwealth Equity Services, opening a new position worth an estimated $443K. The largest seller was BlackRock, cutting an estimated $1.85M.

  • 20 institutional investors held iShares Systematic Bond ETF (SYSB) as of Q1 2025, up from 19 in Q4 2024.
  • Funds reported $23.8M of iShares Systematic Bond ETF stock for Q1 2025, down 12% quarter-over-quarter.
  • 5 funds opened new iShares Systematic Bond ETF positions in Q1 2025 and 4 closed out, a net change of +1 holder.
  • The largest iShares Systematic Bond ETF buyer in Q1 2025 was Commonwealth Equity Services, an estimated $443K added.
  • The largest iShares Systematic Bond ETF seller in Q1 2025 was BlackRock, an estimated $1.85M sold.

Based on aggregated 13F filings for Q1 2025.