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
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
Shares
Change %
BlackRock
1
BlackRock
New York
$10.4M -$1.86M -21,219 -15%
Ameriprise
2
Ameriprise
Minnesota
$10.1M -$267K -3,047 -3%
Jane Street
3
Jane Street
New York
$906K -$710K -8,104 -44%
Raymond James Financial
4
Raymond James Financial
Florida
$478K
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$445K +$445K +5,072 New
LPL Financial
6
LPL Financial
California
$415K -$7.01K -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 +$99.7K +1,137 New
Osaic Holdings
11
Osaic Holdings
Arizona
$97K +$29.1K +332 +43%
SIM
12
Synergy Investment Management
Florida
$31.5K -$88 -1 -0.3%
VNA
13
Valley National Advisers
Pennsylvania
$15K -$174 -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 +$110 +1 New
Wells Fargo
20
Wells Fargo
California
$63
AF
21
Advisornet Financial
Minnesota
$34 -$33
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