iShares Systematic Bond ETFSYSBETF

13F holders, Q1 2024 (March 31)
24holders
$85.98avg. 13F price*

At the end of Q1 2024, 24 institutions reported holding iShares Systematic Bond ETF (SYSB) in their 13F filings. The largest holders were BlackRock Inc. ($14.0M), Ameriprise Financial Inc. ($8.8M) and Jane Street Group, LLC ($3.6M).

Company
iShares Systematic Bond ETF
CUSIP
46435U796
Latest filing quarter
Q2 2026

History

Number of 13F holders

0100200300 Q1 2024: 24Q1 2024Q2 2024: 20Q2 2024Q3 2024: 19Q3 2024Q4 2024: 19Q4 2024Q1 2025: 20Q1 2025Q2 2025: 18Q2 2025Q3 2025: 24Q3 2025Q4 2025: 194Q4 2025Q1 2026: 253Q1 2026Q2 2026: 285Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions2$301K
Exits1$200K

Ownership 24 holders

BlackRock Inc. 0.00% No change 162,801 $14.0M
Ameriprise Financial Inc. 0.00% Add +32.0% 102,756 $8.8M
Jane Street Group, LLC 0.00% Reduce -37.1% 41,483 $3.6M
Avantax Planning Partners, Inc. 0.03% Reduce -5.2% 9,192 $791K
Royal Bank of Canada 0.00% Add +12.4% 8,299 $714K
Cetera Investment Advisers 0.00% Add +155.8% 6,753 $581K
Raymond James Financial Services Advisors, Inc. 0.00% No change 5,453 $469K
Bank of Montreal 0.00% Add +17.4% 4,615 $397K
Investment Advisory Group, LLC 0.15% Reduce -4.0% 4,122 $355K
Quadcap Wealth Management, LLC 0.07% No change 3,637 $313K
Patriot Investment Management Group, Inc. 0.02% Reduce -8.1% 3,598 $309K
Bank of America Corp. 0.00% Add +1.2% 3,495 $301K
LPL Financial LLC 0.00% Reduce -23.5% 3,185 $274K
Centaurus Financial, Inc. 0.02% New 3,147 $271K
Robinson Smith Wealth Advisors LLC 0.21% Reduce -28.7% 2,586 $222K
Osaic Holdings, Inc. 0.00% Add +0.1% 1,667 $143K
Spire Wealth Management 0.00% Add +0.8% 356 $31K
UBS Group AG 0.00% New 353 $30K
Valley National Advisers Inc. 0.00% No change 174 $14K
Cwm, LLC 0.00% No change 105 $9K
Sunbelt Securities, Inc. 0.00% No change 22 $2K
Farther Finance Advisors, LLC 0.00% Reduce -10.0% 9 $769
Morgan Stanley 0.00% No change 5 $430
AdvisorNet Financial, Inc 0.00% No change 1 $122

"% of holder's portfolio" is SYSB's weight in each manager's 13F, not the share of iShares Systematic Bond ETF the manager owns.