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

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 Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions71$155.9M
Exits8$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
Wealth Alliance, LLC 0.09% Add +41.7% 10,001 $890K
Synergy Investment Management, LLC 0.29% Add +4.4% 9,990 $889K
Modern Wealth Management, LLC 0.01% Add +66.4% 9,827 $872K
Concurrent Investment Advisors, LLC 0.01% New 9,727 $866K
Range Financial Group LLC 0.28% Add +16.8% 9,539 $849K
Scarborough Advisors, LLC 0.09% Reduce -69.1% 9,412 $838K
Steward Partners Investment Advisory, LLC 0.00% Add +17.0% 9,335 $831K
PAX Financial Group, LLC 0.14% Reduce -4.5% 9,333 $831K
Cassilly Financial Group LLC 0.72% Add +5.0% 9,319 $829K
Keebeck Wealth Management 0.09% New 9,189 $818K
Sovran Advisors, LLC 0.06% Add +8.8% 9,084 $807K
Ameritas Advisory Services, LLC 0.03% New 8,944 $796K
Regal Investment Advisors LLC 0.05% Add +3.2% 8,848 $787K
Kestra Advisory Services, LLC 0.00% Add +74.1% 8,835 $786K
Ehrlich Financial Group 0.44% Add +7.0% 8,551 $761K
JB Capital LLC 0.03% Add +2.5% 8,258 $735K
Swmg, LLC 0.21% New 8,177 $728K
ONE Advisory Partners, LLC 0.22% Add +13.0% 8,126 $723K
BCGM Wealth Management, LLC 0.18% Add +11.4% 8,082 $719K
McNaughton Wealth Management, LLC 0.30% Add +25.4% 8,037 $715K
Liberty Wealth Management LLC 0.09% New 7,967 $709K
Vertex Planning Partners, LLC 0.14% New 7,942 $707K
Blue Trust, Inc. 0.01% Reduce -14.1% 7,808 $695K
Cobblestone Asset Management LLC 0.30% Add +6.4% 7,379 $657K
Detalus Advisors, LLC 0.15% Add +9.0% 7,379 $657K
Goldstein Advisors, LLC 0.07% Add +14.8% 7,263 $646K
Breakwater Capital Group 0.09% New 7,230 $643K
Skyline Advisors, Inc. 0.22% New 7,092 $631K
Farther Finance Advisors, LLC 0.01% Add +37.9% 6,897 $612K
Invst, LLC 0.07% Reduce -9.0% 6,742 $600K
Assetmark, Inc. 0.00% Reduce -52.3% 6,676 $594K
World Investment Advisors 0.01% Reduce -0.1% 6,541 $582K
West Wealth Group, LLC 0.11% New 6,519 $580K
Visionary Horizons, LLC 0.29% New 6,516 $580K
Quadrant Private Wealth Management, LLC 0.09% Add +17.4% 6,409 $570K
Cypress Wealth Services, LLC 0.08% Add +11.9% 6,300 $561K
Cornerstone Planning Group LLC 0.07% Add +30.8% 6,337 $561K
Endeavor Private Wealth, Inc. 0.16% Add +94.8% 6,127 $545K
Chatterton & Associates Inc. 0.38% Add +40.5% 6,033 $538K
Town Capital LLC 0.43% New 6,019 $536K
Gateway Wealth Partners, LLC 0.02% New 5,952 $530K
Elevation Point Wealth Partners, LLC 0.01% New 5,947 $529K
IFP Advisors, Inc 0.01% Add +125.5% 5,904 $525K
Cyndeo Wealth Partners, LLC 0.03% New 5,787 $515K
Brookwood Investment Group LLC 0.06% Add +99.4% 5,634 $501K
Keystone Financial Services 0.14% New 5,392 $480K
Jones Financial Companies LLLP 0.00% Add +124.6% 5,346 $472K
Wealth Enhancement Advisory Services, LLC 0.00% New 4,964 $441K
Core Wealth Advisors, LLC 0.34% Add +6.8% 4,945 $440K
Apollon Wealth Management, LLC 0.01% Add +23.5% 4,776 $425K
Mgo One Seven LLC 0.01% Add +68.3% 4,673 $416K
HighTower Advisors, LLC 0.00% Add +7.2% 4,628 $412K
Principal Securities, Inc. 0.01% New 4,555 $405K
Daviman Financial, LLC 0.22% Reduce -9.5% 4,258 $379K
Theory Financial LLC 0.13% Add +10.0% 4,197 $374K
Integrated Advisors Network LLC 0.02% New 4,143 $369K
Cadia Private Client LLC 0.30% Add +36.8% 4,126 $367K
HRT Financial LP 0.00% New 4,066 $361K
LifePlan Investment Advisors, Inc. 0.14% New 4,010 $357K
Hoxton Planning & Management, LLC 0.11% Add +1.6% 3,986 $355K
Gen-Wealth Partners Inc 0.11% Reduce -11.1% 3,913 $348K
Diversify Wealth Management, LLC 0.01% Add +32.5% 3,891 $345K
Braun-Bostich & Associates Inc. 0.22% Add +3.8% 3,877 $345K
J.E. Simmons & Co., P.C. 0.23% New 3,854 $343K
Baird Financial Group, Inc. 0.00% Add +0.2% 3,836 $341K
Lifelong Wealth Advisors, Inc. 0.09% Add +7.0% 3,817 $340K
Integrity Advisory Solutions, LLC 0.04% Add +17.5% 3,788 $337K
Claro Advisors Inc. 0.04% Reduce -2.3% 3,749 $334K
Concorde Asset Management, LLC 0.16% Add +42.4% 3,692 $329K
Buttonwood Financial Group, LLC 0.20% Add +21.6% 3,633 $323K
Rothschild Wealth LLC 0.03% Add +16.4% 3,602 $321K
Signet Financial Management, LLC 0.04% Add +1.5% 3,574 $318K
Summit Financial, LLC 0.00% New 3,526 $314K
Firethorn Wealth Partners, LLC 0.11% New 3,514 $313K
Bedminster, LLC 0.29% Add +4.3% 3,481 $310K
Centurion Wealth Management LLC 0.07% Add +37.7% 3,369 $300K
Harbour Investments, Inc. 0.00% Add +31.6% 3,357 $299K
Spectrum Planning & Advisory Services Inc. 0.15% Add +23.6% 3,318 $295K
KWB Wealth 0.03% Reduce -6.0% 3,230 $290K
Watershed Private Wealth LLC 0.09% New 3,246 $289K
Parkway Wealth Management Group, LLC 0.04% Add +22.1% 3,222 $287K
ShoreHaven Wealth Partners, LLC 0.10% Add +0.6% 3,214 $286K
Clear Creek Financial Management, LLC 0.02% New 3,176 $283K
First Heartland Consultants, Inc. 0.02% New 3,135 $279K
Barnes Wealth Management Group, Inc 0.14% Add +2.4% 3,080 $274K
Csenge Advisory Group 0.01% Reduce -11.4% 3,058 $272K
Quadcap Wealth Management, LLC 0.03% Reduce -0.1% 2,996 $267K
Avid Wealth Partners LLC 0.12% No change 2,912 $259K
Signal Advisors Wealth, LLC 0.02% New 2,910 $259K
Beto Financial Group, LLC 0.15% New 2,876 $255K
FLP Wealth Management, LLC 0.52% New 2,825 $251K
Maripau Wealth Management LLC 0.11% New 2,740 $244K
Twin Peaks Wealth Advisors, LLC 0.06% Add +4.4% 2,675 $238K
EP Wealth Advisors, LLC 0.00% Reduce -0.5% 2,675 $238K
One Wealth Capital Management, LLC 0.10% Add +11.3% 2,669 $238K
Arkadios Wealth Advisors 0.00% New 2,666 $237K
Contango Wealth Management LLC 0.27% New 2,566 $228K
Advisory Services Network, LLC 0.00% Add +1.2% 2,522 $224K
Creative Financial Designs Inc. 0.01% Add +180.2% 2,452 $218K
Novem Group 0.02% New 2,346 $209K
JFS Wealth Advisors, LLC 0.01% New 2,333 $208K
Strategy Asset Managers LLC 0.03% New 2,307 $205K
Transcend Capital Advisors, LLC 0.02% New 2,298 $205K
Redwood Investment Management, LLC 0.03% New 2,297 $204K
Fifth Third Bancorp 0.00% New 2,231 $199K
EFG International AG 0.00% New 1,992 $177K
Private Trust Co. NA 0.01% No change 1,646 $146K
Northwestern Mutual Wealth Management Co. 0.00% Add +482.9% 1,603 $143K
Golden State Wealth Management, LLC 0.02% New 1,553 $138K
JPL Wealth Management, LLC 0.03% New 1,392 $124K
CENTRAL TRUST Co 0.00% New 1,228 $109K
Centaurus Financial, Inc. 0.01% Reduce -38.0% 1,176 $105K
Transamerica Financial Advisors, LLC 0.01% Add +28.1% 1,172 $104K
Citigroup Inc. 0.00% New 1,144 $102K
Tsfg, LLC 0.02% Add +0.3% 1,135 $101K
Mather Group, Llc. 0.00% New 842 $75K
Retirement Wealth Solutions LLC 0.05% No change 819 $73K
GeoWealth Management, LLC 0.00% Reduce -55.9% 809 $72K
Smartleaf Asset Management LLC 0.00% Reduce -0.9% 782 $69K
International Assets Investment Management, LLC 0.00% New 763 $68K
Imprint Wealth LLC 0.30% Add +7.0% 750 $67K
Vision Retirement, LLC 0.02% Add +325.9% 741 $66K
LGT Financial Advisors LLC 0.33% Add +424.5% 729 $65K
CoreCap Advisors, LLC 0.00% Add +12.7% 727 $65K
Lloyd Advisory Services, LLC. 0.02% Add +210.6% 702 $62K
Kingdom Financial Group LLC. 0.02% No change 702 $62K
Spire Wealth Management 0.00% Add +0.4% 679 $60K
Raleigh Capital Management Inc. 0.01% Add +4100.0% 462 $41K
Merkkuri Wealth Advisors LLC 0.02% New 379 $34K
FMR LLC 0.00% Add +26.0% 378 $34K
US Bancorp \de 0.00% Reduce -99.0% 321 $29K
Capital Advisor Network LLC 0.04% — 299 $27K
Wells Fargo & Company 0.00% Add +177.7% 261 $23K
Strategic Wealth Partners, Ltd. 0.00% No change 244 $22K
EverSource Wealth Advisors, LLC 0.00% Reduce -40.5% 116 $10K
Key Capital Management, INC 0.01% Add +28.1% 114 $10K
Lanark Financial, Inc. 0.00% Add +184.2% 108 $10K
AdvisorNet Financial, Inc 0.00% No change 106 $9K
Park Place Capital Corp 0.00% No change 101 $9K
Quest 10 Wealth Builders, Inc. 0.01% No change 91 $8K
Signature Equity Partners, LLC 0.00% New 85 $8K
Advocate Investing Services LLC 0.00% New 39 $3K
Financial Freedom, LLC 0.00% New 33 $3K
NBT Bank, N.A. 0.00% Reduce -64.4% 32 $3K
Aptus Capital Advisors, LLC 0.00% No change 32 $3K
Rockefeller Capital Management L.P. 0.00% Reduce -62.2% 28 $2K
UBS Group AG 0.00% New 25 $2K
Valley National Advisers Inc. 0.00% No change 23 $2K
Sunbelt Securities, Inc. 0.00% No change 22 $2K
Robinswood Financial LLC 0.00% New 16 $1K
Gilpin Wealth Management, LLC 0.00% New 10 $890
Keating Financial Advisory Services, Inc. 0.00% New 7 $623
Rossby Financial, LCC 0.00% New 2 $177

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