iShares Systematic Bond ETFSYSBETF

13F holders, Q4 2025 (December 31)
194holders +170
159new positions
4sold out
$89.77avg. 13F price*

At the end of Q4 2025, 194 institutions reported holding iShares Systematic Bond ETF (SYSB) in their 13F filings, up 170 from Q3 2025. 159 opened new positions and 4 sold out. The largest holders were Envestnet Asset Management Inc. ($204.8M), LPL Financial LLC ($79.7M) and JPMorgan Chase & Co. ($36.7M).

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 Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions159$518.4M
Exits4$4.4M

All 13F filers, Q3 2025 → Q4 2025: 7,637,208 shares bought and 227,598 shares sold, net +7,409,610 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 194 holders

Envestnet Asset Management Inc. 0.06% New 2,281,523 $204.8M
LPL Financial LLC 0.02% Add +13347.1% 887,775 $79.7M
JPMorgan Chase & Co. 0.00% New 408,676 $36.7M
Cetera Investment Advisers 0.03% Add +4460.7% 257,588 $23.1M
Bank of America Corp. 0.00% Add +3408.3% 249,718 $22.4M
Envestnet Portfolio Solutions, Inc. 0.08% New 245,847 $22.1M
Morgan Stanley 0.00% Add +24361600.0% 243,617 $21.9M
Cwm, LLC 0.04% Add +167390.2% 170,840 $15.3M
OneDigital Investment Advisors LLC 0.13% New 147,519 $13.2M
Bank of New York Mellon Corp 0.00% New 145,279 $13.0M
MML Investors Services, LLC 0.03% New 137,903 $12.4M
Park Avenue Securities LLC 0.10% New 131,127 $11.8M
BlackRock, Inc. 0.00% Add +6.3% 123,608 $11.1M
United Capital Financial Advisors, LLC 0.06% New 110,136 $9.9M
Goldman Sachs Group Inc. 0.00% New 109,528 $9.8M
NewEdge Advisors, LLC 0.03% New 102,111 $9.2M
Janney Montgomery Scott LLC 0.02% New 101,686 $9.1M
Foundations Investment Advisors, LLC 0.08% New 68,148 $6.1M
Merit Financial Group, LLC 0.05% New 67,483 $6.1M
Truist Financial Corp. 0.01% New 58,877 $5.3M
Stifel Financial Corp. 0.00% New 58,757 $5.3M
Raymond James Financial Inc. 0.00% New 58,269 $5.2M
Kelly Financial Services LLC 1.27% New 56,436 $5.1M
Thrivent Financial for Lutherans 0.01% New 54,841 $4.9M
Ascent Group, LLC 0.17% New 54,135 $4.9M
Sanctuary Advisors, LLC 0.02% New 50,289 $4.5M
CreativeOne Wealth, LLC 0.10% New 46,721 $4.2M
SteelPeak Wealth, LLC 0.13% New 43,912 $3.9M
CFS Investment Advisory Services, LLC 0.23% New 35,753 $3.2M
NorthRock Partners, LLC 0.05% New 35,633 $3.2M
Integrated Wealth Concepts LLC 0.04% New 34,970 $3.1M
Triad Wealth Partners, LLC 0.29% New 34,458 $3.1M
US Bancorp \de 0.00% New 32,362 $2.9M
Perigon Wealth Management, LLC 0.05% New 32,114 $2.9M
Sharkey, Howes & Javer 0.35% New 31,074 $2.8M
AE Wealth Management LLC 0.02% Add +772400.0% 30,900 $2.8M
Scarborough Advisors, LLC 0.46% New 30,427 $2.7M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.16% New 29,035 $2.6M
Beacon Bridge Wealth Partners, LLC 0.86% New 28,782 $2.6M
Atria Investments, Inc 0.03% New 27,780 $2.5M
TSA Wealth Managment LLC 0.81% New 27,419 $2.5M
Kingsview Wealth Management, LLC 0.04% New 27,371 $2.5M
Pettinga Financial Advisors LLC 0.44% New 26,062 $2.3M
Horst & Graben Wealth Management LLC 0.35% New 25,922 $2.3M
Strategic Blueprint, LLC 0.13% New 24,894 $2.2M
SWP Financial LLC 1.11% New 24,623 $2.2M
Midwest Capital Advisors, LLC 0.97% New 22,446 $2.0M
Ameriprise Financial Inc. 0.00% Reduce -79.5% 21,836 $2.0M
Mutual Advisors, LLC 0.04% Add +345.4% 20,947 $1.9M
Ethos Capital Management, Inc. 1.68% — 19,907 $1.8M
Curtis Wealth Management LLC 1.47% — 18,775 $1.7M
One Wealth Advisors, LLC 0.20% New 18,385 $1.7M
Integrity Alliance, Llc. 0.06% New 17,211 $1.5M
Trek Financial, LLC 0.09% New 16,554 $1.5M
Austin Private Wealth, LLC 0.11% New 16,361 $1.5M
Optivise Advisory Services LLC 0.82% New 15,906 $1.4M
Cambridge Investment Research Advisors, Inc. 0.00% New 15,887 $1.4M
MLG Wealth Management DBA Pine Grove Financial Group 0.16% — 14,694 $1.3M
Assetmark, Inc. 0.00% New 14,004 $1.3M
High Falls Advisors, Inc 0.25% New 13,567 $1.2M
Mariner, LLC 0.00% New 13,474 $1.2M
Stokes Family Office, LLC 0.11% New 13,453 $1.2M
Perennial Investment Advisors, LLC 0.09% New 13,212 $1.2M
&partners 0.01% New 12,912 $1.2M
SigFig Wealth Management, LLC 0.03% New 12,822 $1.2M
Simplicity Wealth,LLC 0.07% New 12,818 $1.2M
Commonwealth Equity Services, LLC 0.00% Add +154.8% 12,763 $1.1M
U.S. Capital Wealth Advisors, LLC 0.03% New 12,699 $1.1M
Apeiron RIA LLC 0.23% New 12,681 $1.1M
Orion Porfolio Solutions, LLC 0.01% New 12,291 $1.1M
Stratos Wealth Partners, LTD. 0.01% Reduce -88.6% 12,135 $1.1M
Tyche Wealth Partners LLC 0.17% New 11,815 $1.1M
Atlatl Advisers LLC 0.39% New 11,218 $1.0M
Global Retirement Partners, LLC 0.02% New 11,026 $990K
WealthShield Partners, LLC 0.10% New 10,580 $950K
Bay Harbor Wealth Management, LLC 0.24% New 10,249 $920K
Osaic Holdings, Inc. 0.00% Add +481.6% 10,126 $910K
Lansing Street Advisors 0.23% New 10,021 $899K
True Vision MN LLC 0.45% New 9,948 $893K
PAX Financial Group, LLC 0.15% New 9,773 $877K
Synergy Investment Management, LLC 0.30% New 9,567 $859K
Shared Vision Wealth Group LLC 0.35% New 9,472 $854K
Icon Wealth Advisors, LLC 0.06% New 9,230 $829K
Blue Trust, Inc. 0.01% New 9,085 $816K
Cassilly Financial Group LLC 0.70% — 8,876 $797K
Brookstone Capital Management 0.01% New 8,843 $794K
Private Advisor Group, LLC 0.00% New 8,788 $789K
Regal Investment Advisors LLC 0.05% New 8,571 $769K
Ashton Thomas Private Wealth, LLC 0.02% New 8,515 $764K
Sovran Advisors, LLC 0.06% New 8,352 $751K
Arax Advisory Partners 0.02% New 8,285 $744K
Mercer Global Advisors Inc. 0.00% New 8,229 $739K
Range Financial Group LLC 0.25% New 8,169 $733K
JB Capital LLC 0.03% New 8,054 $723K
Ehrlich Financial Group 0.41% New 7,988 $717K
Steward Partners Investment Advisory, LLC 0.00% New 7,979 $716K
Equitable Holdings, Inc. 0.00% New 7,581 $680K
Royal Bank of Canada 0.00% New 7,571 $679K
Invst, LLC 0.07% New 7,407 $665K
BCGM Wealth Management, LLC 0.17% New 7,252 $651K
ONE Advisory Partners, LLC 0.19% New 7,190 $645K
Wealth Alliance, LLC 0.06% New 7,060 $634K
Cobblestone Asset Management LLC 0.28% New 6,938 $623K
Detalus Advisors, LLC 0.15% New 6,768 $607K
World Investment Advisors 0.01% New 6,549 $588K
McNaughton Wealth Management, LLC 0.24% New 6,407 $575K
Goldstein Advisors, LLC 0.06% New 6,324 $568K
Modern Wealth Management, LLC 0.01% New 5,906 $530K
Cypress Wealth Services, LLC 0.07% New 5,631 $505K
Quadrant Private Wealth Management, LLC 0.08% New 5,460 $490K
Capital Analysts, LLC 0.01% New 5,378 $483K
Kestra Advisory Services, LLC 0.00% New 5,074 $455K
Farther Finance Advisors, LLC 0.00% New 5,002 $449K
Security Financial Services, INC. 0.07% New 4,887 $439K
Cornerstone Planning Group LLC 0.07% New 4,844 $436K
Daviman Financial, LLC 0.25% — 4,706 $422K
Alterna Wealth Management, Inc. 0.35% New 4,629 $415K
Core Wealth Advisors, LLC 0.33% — 4,628 $415K
Gen-Wealth Partners Inc 0.13% New 4,400 $395K
HighTower Advisors, LLC 0.00% New 4,317 $387K
Chatterton & Associates Inc. 0.33% — 4,293 $385K
Hoxton Planning & Management, LLC 0.11% New 3,922 $352K
Apollon Wealth Management, LLC 0.01% New 3,868 $347K
Claro Advisors Inc. 0.05% New 3,836 $344K
Theory Financial LLC 0.12% New 3,817 $344K
Baird Financial Group, Inc. 0.00% New 3,830 $344K
Braun-Bostich & Associates Inc. 0.21% New 3,735 $335K
Frisch Financial Group, Inc. 0.07% New 3,722 $334K
Lifelong Wealth Advisors, Inc. 0.09% New 3,569 $320K
Signet Financial Management, LLC 0.04% New 3,522 $316K
Csenge Advisory Group 0.01% New 3,452 $310K
KWB Wealth 0.03% New 3,438 $309K
Bedminster, LLC 0.28% — 3,337 $300K
Integrity Advisory Solutions, LLC 0.04% New 3,225 $289K
ShoreHaven Wealth Partners, LLC 0.10% New 3,194 $287K
Endeavor Private Wealth, Inc. 0.08% New 3,146 $282K
Rothschild Wealth LLC 0.03% New 3,094 $278K
Tempus Wealth Planning, LLC 0.06% New 3,044 $273K
Cadia Private Client LLC 0.21% — 3,016 $271K
Barnes Wealth Management Group, Inc 0.14% New 3,008 $270K
Buttonwood Financial Group, LLC 0.14% New 2,989 $269K
Quadcap Wealth Management, LLC 0.03% Reduce -4.5% 2,998 $269K
Diversify Wealth Management, LLC 0.01% New 2,937 $265K
Avid Wealth Partners LLC 0.13% New 2,912 $261K
Brookwood Investment Group LLC 0.03% New 2,826 $254K
Mgo One Seven LLC 0.01% New 2,777 $249K
EP Wealth Advisors, LLC 0.00% — 2,687 $241K
Spectrum Planning & Advisory Services Inc. 0.12% New 2,684 $241K
Parkway Wealth Management Group, LLC 0.03% — 2,640 $237K
IFP Advisors, Inc 0.01% New 2,618 $235K
Concorde Asset Management, LLC 0.09% New 2,592 $233K
Twin Peaks Wealth Advisors, LLC 0.07% New 2,563 $231K
Harbour Investments, Inc. 0.00% New 2,551 $229K
Advisory Services Network, LLC 0.00% New 2,493 $224K
Centurion Wealth Management LLC 0.05% New 2,446 $220K
One Wealth Capital Management, LLC 0.09% New 2,398 $215K
Jones Financial Companies LLLP 0.00% Add +13.2% 2,380 $214K
Fortis Capital Advisors, LLC 0.03% New 2,281 $205K
Belpointe Asset Management LLC 0.01% New 2,281 $205K
Comerica Bank 0.00% New 2,250 $202K
Centaurus Financial, Inc. 0.01% Add +3.7% 1,896 $170K
Cape Investment Advisory, Inc. 0.05% New 1,839 $165K
GeoWealth Management, LLC 0.01% New 1,834 $165K
Private Trust Co. NA 0.01% New 1,646 $148K
Tsfg, LLC 0.02% New 1,132 $102K
Transamerica Financial Advisors, LLC 0.01% New 915 $82K
Creative Financial Designs Inc. 0.00% New 875 $79K
Retirement Wealth Solutions LLC 0.05% New 819 $74K
Smartleaf Asset Management LLC 0.00% New 789 $71K
Kingdom Financial Group LLC. 0.02% New 702 $63K
Imprint Wealth LLC 0.29% New 701 $63K
Spire Wealth Management 0.00% Add +290.8% 676 $61K
CoreCap Advisors, LLC 0.00% New 645 $58K
FMR LLC 0.00% Add +383.9% 300 $27K
Northwestern Mutual Wealth Management Co. 0.00% New 275 $25K
Strategic Wealth Partners, Ltd. 0.00% No change 244 $22K
Lloyd Advisory Services, LLC. 0.01% New 226 $20K
EverSource Wealth Advisors, LLC 0.00% New 195 $18K
Vision Retirement, LLC 0.00% — 174 $16K
LGT Financial Advisors LLC 0.08% New 139 $13K
ORG Partners LLC 0.00% New 132 $12K
AdvisorNet Financial, Inc 0.00% New 106 $10K
Park Place Capital Corp 0.00% New 101 $9K
Wells Fargo & Company 0.00% Add +0.0% 94 $8K
Quest 10 Wealth Builders, Inc. 0.01% New 91 $8K
Key Capital Management, INC 0.01% — 89 $8K
Rockefeller Capital Management L.P. 0.00% New 74 $7K
SHP Wealth Management 0.00% — 70 $6K
Lanark Financial, Inc. 0.00% New 38 $3K
NBT Bank, N.A. 0.00% New 90 $3K
Aptus Capital Advisors, LLC 0.00% New 32 $3K
Valley National Advisers Inc. 0.00% No change 23 $2K
Sunbelt Securities, Inc. 0.00% No change 22 $2K
Raleigh Capital Management Inc. 0.00% New 11 $993

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