We are live on ! Find out more
SYSB

iShares Systematic Bond ETF

194 hedge funds and large institutions have $709M invested in iShares Systematic Bond ETF in 2025 Q4 according to their latest regulatory filings, with 174 funds opening new positions, 14 increasing their positions, 3 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

4,250% more first-time investments, than exits

New positions opened: 174 | Existing positions closed: 4

1,793% more capital invested

Capital invested by funds: $37.5M → $709M (+$672M)

708% more funds holding

Funds holding: 24194 (+170)

367% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 3

59.69% more ownership

Funds ownership: 41.62%101.31% (+60%)

Holders
194
Holders Change
+170
Holders Change %
+708.33%
% of All Funds
2.36%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
174
Increased
14
Reduced
3
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$205M +$205M +2,281,523 New
LPL Financial
2
LPL Financial
California
$79.7M +$79.3M +881,173 +13,347%
JP Morgan Chase
3
JP Morgan Chase
New York
$36.7M +$36.8M +408,676 New
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$23.1M +$22.7M +251,940 +4,461%
Bank of America
5
Bank of America
North Carolina
$22.4M +$21.8M +242,600 +3,408%
Envestnet Portfolio Solutions
6
Envestnet Portfolio Solutions
Illinois
$22.1M +$22.1M +245,847 New
Morgan Stanley
7
Morgan Stanley
New York
$21.9M +$21.9M +243,616 +24,361,600%
Carson Wealth (CWM LLC)
8
Carson Wealth (CWM LLC)
Nebraska
$15.3M +$15.4M +170,738 +167,390%
OIA
9
OneDigital Investment Advisors
Kansas
$13.2M +$13.3M +147,519 New
Bank of New York Mellon
10
Bank of New York Mellon
New York
$13M +$13.1M +145,279 New
MML Investors Services
11
MML Investors Services
Massachusetts
$12.4M +$12.4M +137,903 New
PAS
12
Park Avenue Securities
New York
$11.8M +$11.8M +131,127 New
BlackRock
13
BlackRock
New York
$11.1M +$662K +7,358 +6%
UCFA
14
United Capital Financial Advisors
Texas
$9.89M +$9.92M +110,136 New
Goldman Sachs
15
Goldman Sachs
New York
$9.83M +$9.86M +109,528 New
NA
16
NewEdge Advisors
Louisiana
$9.17M +$9.19M +102,111 New
Janney Montgomery Scott
17
Janney Montgomery Scott
Pennsylvania
$9.13M +$9.15M +101,686 New
FIA
18
Foundations Investment Advisors
Arizona
$6.12M +$6.14M +68,148 New
MFG
19
Merit Financial Group
Georgia
$6.06M +$6.08M +67,483 New
Truist Financial
20
Truist Financial
North Carolina
$5.28M +$5.3M +58,877 New
Stifel Financial
21
Stifel Financial
Missouri
$5.27M +$5.29M +58,757 New
Raymond James Financial
22
Raymond James Financial
Florida
$5.23M +$5.25M +58,269 New
KFS
23
Kelly Financial Services
Massachusetts
$5.07M +$5.08M +56,436 New
Thrivent Financial for Lutherans
24
Thrivent Financial for Lutherans
Minnesota
$4.94M +$4.94M +54,841 New
AG
25
Ascent Group
Virginia
$4.86M +$4.87M +54,135 New