iShares Systematic Bond ETFSYSBETF
13F holders, Q2 2026 (June 30)285holders +32
48new positions
12sold out
1famous investor
$88.72avg. 13F price*
At the end of Q2 2026, 285 institutions reported holding iShares Systematic Bond ETF (SYSB) in their 13F filings, up 32 from Q1 2026. 48 opened new positions and 12 sold out. The largest holders were Envestnet Asset Management Inc. ($242.3M), LPL Financial LLC ($114.3M) and BlackRock, Inc. ($89.0M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- iShares Systematic Bond ETF
- CUSIP
- 46435U796
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 48 | $33.5M |
| Exits | 12 | $4.4M |
All 13F filers, Q1 2026 → Q2 2026: 2,419,931 shares bought and 1,044,886 shares sold, net +1,375,045 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 285 holders
| Envestnet Asset Management Inc. | 0.06% | Add +5.7% | 2,731,676 | $242.3M |
| LPL Financial LLC | 0.03% | Add +24.6% | 1,288,561 | $114.3M |
| BlackRock, Inc. | 0.00% | Add +81.2% | 1,002,879 | $89.0M |
| JPMorgan Chase & Co. | 0.00% | Add +10.7% | 697,192 | $62.1M |
| Bank of America Corp. | 0.00% | Add +7.2% | 495,339 | $43.9M |
| Ameriprise Financial Inc. | 0.01% | Add +88.4% | 435,882 | $38.6M |
| Morgan Stanley | 0.00% | Add +17.3% | 344,129 | $30.5M |
| Cetera Investment Advisers | 0.03% | Add +12.2% | 332,677 | $29.5M |
| Janney Montgomery Scott LLC | 0.05% | Add +5.7% | 292,193 | $25.9M |
| Envestnet Portfolio Solutions, Inc. | 0.11% | Add +6.2% | 253,060 | $22.5M |
| Bank of New York Mellon Corp | 0.00% | Add +13.7% | 204,948 | $18.2M |
| MML Investors Services, LLC | 0.04% | Add +35.7% | 200,631 | $17.8M |
| McMorgan & Co. LLC | 2.51% | Add +30.1% | 187,772 | $16.7M |
| OneDigital Investment Advisors LLC | 0.13% | Add +10.8% | 180,060 | $16.0M |
| Royal Bank of Canada | 0.00% | Add +10.8% | 156,198 | $13.9M |
| Park Avenue Securities LLC | 0.08% | Add +6.1% | 141,070 | $12.5M |
| Raymond James Financial Inc. | 0.00% | Reduce -30.6% | 135,511 | $12.0M |
| NewEdge Advisors, LLC | 0.03% | Add +15.8% | 131,823 | $11.7M |
| Alpine Bank Wealth Management | 1.44% | Reduce -87.0% | 126,530 | $11.2M |
| United Capital Financial Advisors, LLC | 0.06% | Add +1.9% | 114,036 | $10.1M |
| Arax Advisory Partners | 0.06% | Add +81.8% | 101,509 | $9.0M |
| Merit Financial Group, LLC | 0.06% | Add +27.2% | 101,310 | $9.0M |
| Ameritas Advisory Services, LLC | 0.17% | Add +963.0% | 95,076 | $8.4M |
| Milestone Asset Management, LLC | 1.31% | New | 93,640 | $8.3M |
| Foundations Investment Advisors, LLC | 0.08% | Add +8.9% | 92,438 | $8.2M |
| Geneos Wealth Management Inc. | 0.15% | Reduce -1.3% | 83,514 | $7.4M |
| Ascent Group, LLC | 0.20% | Add +2.2% | 74,419 | $6.6M |
| Stifel Financial Corp. | 0.01% | Add +11.0% | 72,598 | $6.4M |
| Kelly Financial Services LLC | 1.29% | Add +10.1% | 67,728 | $6.0M |
| Citadel Advisors | 0.00% | Add +303.7% | 64,115 | $5.7M |
| Thrivent Financial for Lutherans | 0.01% | Add +13.5% | 62,462 | $5.5M |
| Truist Financial Corp. | 0.01% | Add +4.9% | 62,447 | $5.5M |
| Sanctuary Advisors, LLC | 0.02% | Add +18.1% | 59,658 | $5.3M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +4.4% | 57,801 | $5.1M |
| Tidemark, LLC | 1.15% | Add +300.8% | 57,672 | $5.1M |
| SteelPeak Wealth, LLC | 0.13% | Reduce -0.3% | 56,584 | $5.0M |
| Triad Wealth Partners, LLC | 0.29% | Add +8.0% | 56,670 | $4.9M |
| Dynasty Wealth Management, LLC | 0.03% | Add +12.0% | 52,745 | $4.7M |
| CreativeOne Wealth, LLC | 0.10% | Add +5.9% | 52,097 | $4.6M |
| Commonwealth Equity Services, LLC | 0.01% | Add +246.6% | 50,167 | $4.5M |
| Vestmark Advisory Solutions, Inc. | 0.04% | Reduce -10.7% | 47,994 | $4.3M |
| Integrated Wealth Concepts LLC | 0.03% | Add +15.2% | 43,993 | $3.9M |
| Traveka Wealth, LLC | 1.27% | Add +19.5% | 43,141 | $3.8M |
| NorthRock Partners, LLC | 0.05% | Reduce -1.1% | 42,377 | $3.8M |
| Axxcess Wealth Management, LLC | 0.06% | New | 41,400 | $3.7M |
| Osaic Holdings, Inc. | 0.00% | Add +56.4% | 39,019 | $3.5M |
| Capital Analysts, LLC | 0.08% | Add +43.8% | 38,689 | $3.4M |
| FFG Retirement Advisors LLC | 1.77% | Add +4.7% | 37,704 | $3.3M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.16% | Add +7.4% | 36,397 | $3.2M |
| Perigon Wealth Management, LLC | 0.05% | Add +4.3% | 35,652 | $3.2M |
| Vise Technologies, Inc. | 0.04% | New | 35,575 | $3.2M |
| Sharkey, Howes & Javer | 0.38% | Add +24.6% | 35,252 | $3.1M |
| Atria Investments, Inc | 0.03% | Reduce -0.9% | 34,939 | $3.1M |
| Ancora Advisors LLC | 0.06% | New | 34,185 | $3.0M |
| Beacon Bridge Wealth Partners, LLC | 0.86% | Add +15.2% | 34,108 | $3.0M |
| Strategic Blueprint, LLC | 0.15% | Add +8.5% | 33,520 | $3.0M |
| AE Wealth Management LLC | 0.01% | Reduce -8.0% | 32,667 | $2.9M |
| Tennessee Valley Asset Management Partners | 0.31% | Add +3.8% | 31,445 | $2.8M |
| Midwest Capital Advisors, LLC | 1.02% | Add +13.0% | 28,356 | $2.5M |
| Global Retirement Partners, LLC | 0.04% | — | 27,946 | $2.5M |
| Sofi Wealth, LLC | 0.10% | Reduce -0.7% | 27,372 | $2.4M |
| SWP Financial LLC | 1.11% | Add +3.3% | 27,169 | $2.4M |
| Pettinga Financial Advisors LLC | 0.38% | Add +2.1% | 27,018 | $2.4M |
| Alterna Wealth Management, Inc. | 1.32% | Add +55.9% | 26,025 | $2.3M |
| Horst & Graben Wealth Management LLC | 0.30% | Add +8.7% | 25,993 | $2.3M |
| TSA Wealth Managment LLC | 0.64% | Add +6.0% | 25,599 | $2.3M |
| CFS Investment Advisory Services, LLC | 0.15% | Reduce -31.2% | 25,222 | $2.2M |
| Kingsview Wealth Management, LLC | 0.03% | Reduce -11.9% | 24,327 | $2.2M |
| Trek Financial, LLC | 0.10% | Add +30.1% | 23,713 | $2.1M |
| &partners | 0.01% | Add +46.3% | 23,191 | $2.0M |
| Frisch Financial Group, Inc. | 0.34% | Add +113.9% | 22,581 | $2.0M |
| One Wealth Advisors, LLC | 0.21% | Add +5.7% | 21,323 | $1.9M |
| MA Private Wealth | 0.27% | Add +55.4% | 20,604 | $1.8M |
| Mutual Advisors, LLC | 0.03% | Add +40.5% | 20,519 | $1.8M |
| Lansing Street Advisors | 0.35% | Reduce -15.1% | 18,513 | $1.6M |
| Pinion Investment Advisors, LLC | 0.31% | Add +18.8% | 18,481 | $1.6M |
| Integrity Alliance, Llc. | 0.05% | Reduce -13.3% | 18,232 | $1.6M |
| MLG Wealth Management DBA Pine Grove Financial Group | 0.16% | Add +18.1% | 17,957 | $1.6M |
| Cerity Partners LLC | 0.00% | Add +6.5% | 17,950 | $1.6M |
| Equitable Holdings, Inc. | 0.01% | Reduce -2.7% | 17,840 | $1.6M |
| Atlatl Advisers LLC | 0.37% | Reduce -0.3% | 17,579 | $1.6M |
| Seeds Investor LLC | 0.16% | Reduce -2.1% | 17,118 | $1.5M |
| Scarborough Advisors, LLC | 0.17% | Add +76.5% | 16,612 | $1.5M |
| Wealth Alliance, LLC | 0.12% | Add +65.5% | 16,556 | $1.5M |
| Financial Life Advisors | 0.42% | New | 16,482 | $1.5M |
| Simplicity Wealth,LLC | 0.05% | Add +17.9% | 16,102 | $1.4M |
| Shared Vision Wealth Group LLC | 0.48% | Add +5.7% | 15,856 | $1.4M |
| Tyche Wealth Partners LLC | 0.19% | Add +24.6% | 15,594 | $1.4M |
| SigFig Wealth Management, LLC | 0.03% | Add +6.5% | 14,404 | $1.3M |
| Cardinal Strategic Wealth Guidance | 0.28% | New | 13,922 | $1.2M |
| Ashton Thomas Private Wealth, LLC | 0.02% | Add +1.9% | 13,109 | $1.2M |
| Orion Porfolio Solutions, LLC | 0.01% | Add +5.7% | 13,072 | $1.2M |
| Brookstone Capital Management | 0.01% | Add +8.3% | 12,996 | $1.2M |
| Optivise Advisory Services LLC | 0.57% | Reduce -12.1% | 12,666 | $1.1M |
| Stokes Family Office, LLC | 0.13% | Reduce -8.1% | 12,439 | $1.1M |
| Concurrent Investment Advisors, LLC | 0.01% | Add +27.4% | 12,390 | $1.1M |
| Archer Investment Management, LLC | 0.37% | Reduce -12.6% | 12,303 | $1.1M |
| Range Financial Group LLC | 0.30% | Add +28.7% | 12,278 | $1.1M |
| Redhawk Wealth Advisors, Inc. | 0.11% | New | 12,230 | $1.1M |
| Ethos Capital Management, Inc. | 0.75% | Reduce -31.1% | 11,857 | $1.1M |
"% of holder's portfolio" is SYSB's weight in each manager's 13F, not the share of iShares Systematic Bond ETF the manager owns.