iShares Systematic Bond ETFSYSBETF
13F holders, Q1 2026 (March 31)253holders +59
71new positions
8sold out
1famous investor
$88.98avg. 13F price*
At the end of Q1 2026, 253 institutions reported holding iShares Systematic Bond ETF (SYSB) in their 13F filings, up 59 from Q4 2025. 71 opened new positions and 8 sold out. The largest holders were Envestnet Asset Management Inc. ($230.0M), LPL Financial LLC ($92.1M) and Alpine Bank Wealth Management ($86.7M). 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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 71 | $155.9M |
| Exits | 8 | $12.5M |
All 13F filers, Q4 2025 → Q1 2026: 4,335,049 shares bought and 240,492 shares sold, net +4,094,557 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 253 holders
| Envestnet Asset Management Inc. | 0.06% | Add +13.3% | 2,584,384 | $230.0M |
| LPL Financial LLC | 0.02% | Add +16.5% | 1,034,567 | $92.1M |
| Alpine Bank Wealth Management | 12.61% | New | 974,400 | $86.7M |
| JPMorgan Chase & Co. | 0.00% | Add +54.1% | 629,860 | $55.8M |
| BlackRock, Inc. | 0.00% | Add +347.8% | 553,508 | $49.3M |
| Bank of America Corp. | 0.00% | Add +85.0% | 462,003 | $41.1M |
| Cetera Investment Advisers | 0.03% | Add +15.2% | 296,642 | $26.4M |
| Morgan Stanley | 0.00% | Add +20.4% | 293,264 | $26.1M |
| Janney Montgomery Scott LLC | 0.06% | Add +171.8% | 276,403 | $24.6M |
| Envestnet Portfolio Solutions, Inc. | 0.12% | Reduce -3.1% | 238,196 | $21.2M |
| Ameriprise Financial Inc. | 0.00% | Add +959.4% | 231,338 | $20.6M |
| Cwm, LLC | 0.05% | Add +21.0% | 206,740 | $18.4M |
| Raymond James Financial Inc. | 0.01% | Add +235.3% | 195,400 | $17.4M |
| Bank of New York Mellon Corp | 0.00% | Add +24.1% | 180,274 | $16.0M |
| OneDigital Investment Advisors LLC | 0.14% | Add +10.1% | 162,463 | $14.5M |
| MML Investors Services, LLC | 0.04% | Add +7.2% | 147,813 | $13.2M |
| McMorgan & Co. LLC | 2.08% | New | 144,296 | $12.8M |
| Royal Bank of Canada | 0.00% | Add +1762.0% | 140,969 | $12.5M |
| Park Avenue Securities LLC | 0.09% | Add +1.4% | 132,978 | $11.8M |
| NewEdge Advisors, LLC | 0.04% | Add +11.4% | 113,797 | $10.1M |
| United Capital Financial Advisors, LLC | 0.06% | Add +1.6% | 111,854 | $9.9M |
| Foundations Investment Advisors, LLC | 0.09% | Add +24.5% | 84,863 | $7.6M |
| Geneos Wealth Management Inc. | 0.17% | New | 84,595 | $7.5M |
| Merit Financial Group, LLC | 0.05% | Add +18.1% | 79,664 | $7.1M |
| Ascent Group, LLC | 0.22% | Add +34.5% | 72,794 | $6.5M |
| Stifel Financial Corp. | 0.01% | Add +11.3% | 65,402 | $5.8M |
| Kelly Financial Services LLC | 1.32% | Add +9.0% | 61,519 | $5.5M |
| Truist Financial Corp. | 0.01% | Add +1.1% | 59,551 | $5.3M |
| SteelPeak Wealth, LLC | 0.16% | Add +29.3% | 56,785 | $5.1M |
| Arax Advisory Partners | 0.14% | Add +574.1% | 55,847 | $5.0M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +248.4% | 55,359 | $4.9M |
| Thrivent Financial for Lutherans | 0.01% | Add +0.3% | 55,022 | $4.9M |
| Vestmark Advisory Solutions, Inc. | 0.05% | New | 53,766 | $4.8M |
| Triad Wealth Partners, LLC | 0.37% | Add +52.3% | 52,480 | $4.7M |
| Sanctuary Advisors, LLC | 0.02% | Add +0.5% | 50,513 | $4.5M |
| CreativeOne Wealth, LLC | 0.10% | Add +5.3% | 49,209 | $4.4M |
| Dynasty Wealth Management, LLC | 0.04% | New | 47,082 | $4.2M |
| NorthRock Partners, LLC | 0.06% | Add +20.2% | 42,829 | $3.8M |
| Integrated Wealth Concepts LLC | 0.03% | Add +9.2% | 38,185 | $3.4M |
| CFS Investment Advisory Services, LLC | 0.23% | Add +2.6% | 36,671 | $3.3M |
| Traveka Wealth, LLC | 1.23% | New | 36,095 | $3.2M |
| FFG Retirement Advisors LLC | 1.87% | New | 36,001 | $3.2M |
| AE Wealth Management LLC | 0.02% | Add +15.0% | 35,523 | $3.2M |
| Atria Investments, Inc | 0.04% | Add +27.0% | 35,270 | $3.1M |
| Perigon Wealth Management, LLC | 0.06% | Add +6.4% | 34,169 | $3.0M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.17% | Add +16.7% | 33,891 | $3.0M |
| Strategic Blueprint, LLC | 0.16% | Add +24.1% | 30,894 | $2.7M |
| Tennessee Valley Asset Management Partners | 0.36% | New | 30,306 | $2.7M |
| Beacon Bridge Wealth Partners, LLC | 0.88% | Add +2.9% | 29,609 | $2.6M |
| Sharkey, Howes & Javer | 0.34% | Reduce -8.9% | 28,302 | $2.5M |
| Kingsview Wealth Management, LLC | 0.03% | Add +0.9% | 27,617 | $2.5M |
| Sofi Wealth, LLC | 0.12% | New | 27,556 | $2.5M |
| Capital Analysts, LLC | 0.06% | Add +400.3% | 26,906 | $2.4M |
| Pettinga Financial Advisors LLC | 0.44% | Add +1.6% | 26,468 | $2.4M |
| SWP Financial LLC | 1.19% | Add +6.8% | 26,291 | $2.3M |
| Midwest Capital Advisors, LLC | 1.04% | Add +11.8% | 25,098 | $2.2M |
| Osaic Holdings, Inc. | 0.00% | Add +146.3% | 24,943 | $2.2M |
| TSA Wealth Managment LLC | 0.69% | Reduce -11.9% | 24,145 | $2.1M |
| Horst & Graben Wealth Management LLC | 0.29% | Reduce -7.8% | 23,906 | $2.1M |
| Lansing Street Advisors | 0.49% | Add +117.6% | 21,802 | $1.9M |
| Integrity Alliance, Llc. | 0.07% | Add +22.3% | 21,040 | $1.9M |
| One Wealth Advisors, LLC | 0.22% | Add +9.7% | 20,171 | $1.8M |
| Ascentis Independent Advisors | 0.13% | New | 19,854 | $1.8M |
| U.S. Capital Wealth Advisors, LLC | 0.04% | Add +52.0% | 19,308 | $1.7M |
| Equitable Holdings, Inc. | 0.01% | Add +141.8% | 18,334 | $1.6M |
| Trek Financial, LLC | 0.09% | Add +10.1% | 18,228 | $1.6M |
| Atlatl Advisers LLC | 1.16% | Add +57.2% | 17,636 | $1.6M |
| Seeds Investor LLC | 0.21% | New | 17,490 | $1.6M |
| Ethos Capital Management, Inc. | 1.31% | Reduce -13.5% | 17,212 | $1.5M |
| Cerity Partners LLC | 0.00% | New | 16,850 | $1.5M |
| Alterna Wealth Management, Inc. | 1.13% | Add +260.7% | 16,698 | $1.5M |
| Citadel Advisors | 0.00% | New | 15,882 | $1.4M |
| &partners | 0.01% | Add +22.8% | 15,852 | $1.4M |
| Pinion Investment Advisors, LLC | 0.32% | New | 15,558 | $1.4M |
| MLG Wealth Management DBA Pine Grove Financial Group | 0.16% | Add +3.5% | 15,206 | $1.4M |
| Shared Vision Wealth Group LLC | 0.54% | Add +58.4% | 15,000 | $1.3M |
| Mutual Advisors, LLC | 0.03% | Reduce -30.3% | 14,606 | $1.3M |
| Commonwealth Equity Services, LLC | 0.00% | Add +13.4% | 14,473 | $1.3M |
| Mariner, LLC | 0.00% | Add +7.3% | 14,454 | $1.3M |
| Optivise Advisory Services LLC | 0.78% | Reduce -9.4% | 14,412 | $1.3M |
| Tidemark, LLC | 0.33% | New | 14,391 | $1.3M |
| Perennial Investment Advisors, LLC | 0.10% | Add +8.7% | 14,360 | $1.3M |
| Archer Investment Management, LLC | 0.53% | New | 14,070 | $1.3M |
| Simplicity Wealth,LLC | 0.07% | Add +6.6% | 13,662 | $1.2M |
| Stokes Family Office, LLC | 0.12% | Add +0.6% | 13,529 | $1.2M |
| SigFig Wealth Management, LLC | 0.04% | Add +5.5% | 13,524 | $1.2M |
| MA Private Wealth | 0.20% | New | 13,257 | $1.2M |
| Ashton Thomas Private Wealth, LLC | 0.03% | Add +51.1% | 12,868 | $1.1M |
| Security Financial Services, INC. | 0.18% | Add +157.8% | 12,597 | $1.1M |
| Apeiron RIA LLC | 0.26% | Reduce -0.8% | 12,577 | $1.1M |
| Tyche Wealth Partners LLC | 0.17% | Add +6.0% | 12,518 | $1.1M |
| Orion Porfolio Solutions, LLC | 0.01% | Add +0.6% | 12,363 | $1.1M |
| Brookstone Capital Management | 0.01% | Add +35.8% | 12,006 | $1.1M |
| True Vision MN LLC | 0.55% | Add +20.2% | 11,959 | $1.1M |
| WealthShield Partners, LLC | 0.11% | Add +5.6% | 11,177 | $995K |
| Frisch Financial Group, Inc. | 0.20% | Add +183.6% | 10,556 | $939K |
| Private Advisor Group, LLC | 0.00% | Add +19.8% | 10,531 | $937K |
| Curtis Wealth Management LLC | 0.87% | Reduce -44.7% | 10,384 | $924K |
| Icon Wealth Advisors, LLC | 0.06% | Add +12.1% | 10,342 | $918K |
| Bay Harbor Wealth Management, LLC | 0.24% | Add +0.1% | 10,263 | $913K |
"% of holder's portfolio" is SYSB's weight in each manager's 13F, not the share of iShares Systematic Bond ETF the manager owns.