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

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 2026 → Q2 2026

InstitutionsTotal Value
New Positions48$33.5M
Exits12$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
Breakwater Capital Group 0.13% Add +62.4% 11,744 $1.0M
Invst, LLC 0.10% Add +70.9% 11,525 $1.0M
Fermata Advisors, LLC 0.20% New 11,337 $1.0M
Plancorp, LLC 0.02% New 11,471 $1.0M
WealthShield Partners, LLC 0.15% Add +1.1% 11,295 $1.0M
Vertex Planning Partners, LLC 0.15% Add +40.4% 11,154 $990K
Perennial Investment Advisors, LLC 0.07% Reduce -23.4% 10,996 $976K
Curtis Wealth Management LLC 0.82% Add +5.6% 10,968 $973K
Modern Wealth Management, LLC 0.01% Add +11.4% 10,947 $971K
Icon Wealth Advisors, LLC 0.06% Add +3.9% 10,746 $953K
Cassilly Financial Group LLC 0.69% Add +15.1% 10,723 $951K
Bay Harbor Wealth Management, LLC 0.21% Add +0.4% 10,308 $914K
McNaughton Wealth Management, LLC 0.32% Add +27.0% 10,206 $905K
Novem Group 0.09% Add +332.8% 10,153 $901K
Sovran Advisors, LLC 0.07% Add +11.7% 10,144 $889K
Regal Investment Advisors LLC 0.05% Add +11.1% 9,834 $872K
Steward Partners Investment Advisory, LLC 0.00% Add +4.1% 9,714 $862K
Jane Street Group, LLC 0.00% New 9,706 $861K
Skyline Advisors, Inc. 0.27% Add +35.0% 9,578 $850K
Kestra Advisory Services, LLC 0.00% Add +6.9% 9,446 $838K
ONE Advisory Partners, LLC 0.22% Add +12.0% 9,100 $807K
Keebeck Wealth Management 0.08% Reduce -1.6% 9,042 $802K
JB Capital LLC 0.03% Add +8.5% 8,962 $795K
PAX Financial Group, LLC 0.12% Reduce -5.1% 8,859 $786K
Endeavor Private Wealth, Inc. 0.19% Add +43.3% 8,782 $779K
Visionary Horizons, LLC 0.33% Add +34.6% 8,770 $778K
Ehrlich Financial Group 0.40% Add +1.7% 8,695 $771K
Quadrant Private Wealth Management, LLC 0.17% Add +33.3% 8,545 $758K
BCGM Wealth Management, LLC 0.16% Add +4.7% 8,462 $751K
Assetmark, Inc. 0.00% Add +22.5% 8,177 $725K
Blue Trust, Inc. 0.01% Add +4.5% 8,160 $724K
Liberty Wealth Management LLC 0.09% No change 7,967 $709K
JPL Wealth Management, LLC 0.14% Add +473.8% 7,987 $709K
Cobblestone Asset Management LLC 0.28% Add +1.5% 7,492 $665K
Advus Financial Partners, LLC 0.15% New 7,480 $664K
Swmg, LLC 0.16% Reduce -7.9% 7,532 $661K
HighTower Advisors, LLC 0.00% Add +59.7% 7,392 $656K
Jones Financial Companies LLLP 0.00% Add +37.4% 7,346 $654K
Chatterton & Associates Inc. 0.38% Add +23.0% 7,420 $652K
Private Advisor Group, LLC 0.00% Reduce -30.9% 7,273 $645K
Goldstein Advisors, LLC 0.06% Reduce -1.7% 7,142 $634K
Farther Finance Advisors, LLC 0.00% Add +0.7% 6,944 $616K
Mercer Global Advisors Inc. 0.00% New 6,851 $608K
Cornerstone Planning Group LLC 0.08% Add +9.5% 6,939 $606K
West Wealth Group, LLC 0.10% Add +3.7% 6,761 $600K
Town Capital LLC 0.38% Add +11.0% 6,679 $593K
World Investment Advisors 0.01% Add +0.6% 6,582 $584K
BOS Asset Management, LLC 0.13% New 6,466 $574K
Security Financial Services, INC. 0.08% Reduce -49.1% 6,416 $569K
Mgo One Seven LLC 0.01% Add +37.1% 6,407 $568K
IFP Advisors, Inc 0.01% Add +7.5% 6,344 $563K
Elevation Point Wealth Partners, LLC 0.01% Add +4.7% 6,225 $552K
Cypress Wealth Services, LLC 0.07% Reduce -2.3% 6,153 $546K
Wealth Enhancement Advisory Services, LLC 0.00% Add +21.1% 6,012 $528K
Integrated Advisors Network LLC 0.02% Add +42.4% 5,898 $523K
LifePlan Investment Advisors, Inc. 0.18% Add +46.6% 5,878 $522K
Strategies Wealth Advisors, LLC 0.04% New 5,676 $504K
One Wealth Capital Management, LLC 0.14% Add +111.5% 5,645 $501K
Rothschild Wealth LLC 0.04% Add +56.2% 5,625 $499K
Daviman Financial, LLC 0.27% Add +29.6% 5,517 $489K
Core Wealth Advisors, LLC 0.36% Add +9.9% 5,437 $482K
IFG Advisory, LLC 0.02% New 5,336 $473K
Keystone Financial Services 0.12% Reduce -2.8% 5,243 $465K
Apollon Wealth Management, LLC 0.01% Add +5.8% 5,052 $448K
Van Hulzen Asset Management, LLC 0.03% New 4,903 $435K
J.E. Simmons & Co., P.C. 0.24% Add +24.9% 4,815 $427K
Brookwood Investment Group LLC 0.05% Reduce -15.5% 4,759 $422K
Braun-Bostich & Associates Inc. 0.23% Add +19.4% 4,628 $411K
Golden State Wealth Management, LLC 0.04% Add +196.7% 4,608 $409K
Diversify Advisory Services, LLC 0.01% New 4,606 $403K
Diversify Wealth Management, LLC 0.01% Add +18.4% 4,606 $403K
Theory Financial LLC 0.13% Add +7.9% 4,527 $402K
Principal Securities, Inc. 0.00% Reduce -5.6% 4,299 $381K
Detalus Advisors, LLC 0.07% Reduce -42.9% 4,212 $374K
Baird Financial Group, Inc. 0.00% Add +8.3% 4,154 $369K
Cyndeo Wealth Partners, LLC 0.02% Reduce -28.6% 4,133 $367K
Lifelong Wealth Advisors, Inc. 0.09% Add +7.3% 4,094 $363K
Claro Advisors Inc. 0.04% Add +9.1% 4,090 $363K
Firethorn Wealth Partners, LLC 0.12% Add +15.2% 4,049 $359K
Summit Financial, LLC 0.00% Add +13.4% 3,998 $355K
Bedminster, LLC 0.30% Add +12.9% 3,930 $349K
Spectrum Planning & Advisory Services Inc. 0.15% Add +17.6% 3,901 $346K
Citigroup Inc. 0.00% Add +230.9% 3,785 $336K
Integrity Advisory Solutions, LLC 0.03% Reduce -0.5% 3,771 $335K
Gen-Wealth Partners Inc 0.09% Reduce -4.2% 3,748 $333K
KWB Wealth 0.03% Add +16.0% 3,746 $332K
Cadia Private Client LLC 0.24% Reduce -9.9% 3,718 $330K
Harbour Investments, Inc. 0.00% Add +10.6% 3,711 $329K
BAM Wealth Management, LLC 0.20% New 3,589 $318K
Beto Financial Group, LLC 0.17% Add +25.9% 3,622 $318K
Watershed Private Wealth LLC 0.09% Add +9.0% 3,539 $314K
Csenge Advisory Group 0.01% Add +15.0% 3,518 $312K
Buttonwood Financial Group, LLC 0.18% Reduce -3.2% 3,516 $312K
Strategy Asset Managers LLC 0.05% Add +51.6% 3,497 $310K
ShoreHaven Wealth Partners, LLC 0.10% Add +8.0% 3,472 $308K
Affinity Capital Advisors, LLC 0.04% New 3,448 $305K
Twin Peaks Wealth Advisors, LLC 0.07% Add +27.8% 3,419 $303K
Parkway Wealth Management Group, LLC 0.03% Add +5.1% 3,385 $300K
FLP Wealth Management, LLC 0.53% Add +19.2% 3,367 $299K
Clear Creek Financial Management, LLC 0.02% Add +3.1% 3,275 $291K
First Heartland Consultants, Inc. 0.02% Add +3.9% 3,258 $289K
Snowden Capital Advisors LLC 0.01% New 3,204 $284K
Signal Advisors Wealth, LLC 0.01% Add +9.0% 3,172 $281K
Barnes Wealth Management Group, Inc 0.13% Add +2.3% 3,151 $280K
Gateway Wealth Partners, LLC 0.02% Reduce -47.2% 3,141 $279K
Wetzel Investment Advisors, Inc. 0.10% New 3,131 $278K
Balefire, LLC 0.05% New 3,115 $276K
Autumn Glory Partners, LLC 0.08% New 3,088 $274K
Quadcap Wealth Management, LLC 0.03% No change 2,996 $266K
Arkadios Wealth Advisors 0.00% Add +12.3% 2,994 $266K
Hoxton Planning & Management, LLC 0.07% Reduce -25.0% 2,991 $265K
Creative Financial Designs Inc. 0.01% Add +19.6% 2,932 $260K
VestGen Advisors, LLC 0.01% New 2,907 $258K
Maripau Wealth Management LLC 0.09% Add +5.6% 2,893 $257K
Advisory Services Network, LLC 0.00% Add +12.6% 2,839 $252K
Magnolia Private Wealth, LLC 0.14% New 2,817 $250K
Apeiron RIA LLC 0.06% Reduce -77.7% 2,810 $249K
EP Wealth Advisors, LLC 0.00% Add +5.0% 2,809 $249K
GeoWealth Management, LLC 0.01% Add +240.5% 2,755 $244K
Centurion Wealth Management LLC 0.06% Reduce -19.6% 2,709 $240K
Tempus Wealth Planning, LLC 0.05% New 2,694 $239K
Davis Wealth Advisors, LLC 0.18% New 2,693 $239K
JFS Wealth Advisors, LLC 0.01% Add +13.6% 2,650 $235K
Redwood Investment Management, LLC 0.02% Add +15.4% 2,652 $235K
Kestra Private Wealth Services, LLC 0.00% New 2,593 $230K
Ade, LLC 0.09% New 2,517 $223K
Centaurus Financial, Inc. 0.01% Add +113.0% 2,505 $222K
Ewa, LLC 0.04% New 2,446 $217K
Able Wealth Management LLC 0.05% New 2,433 $216K
EFG International AG 0.00% Add +21.4% 2,419 $215K
Two West Capital Advisors LLC 0.11% New 2,440 $214K
Fifth Third Bancorp 0.00% Add +7.6% 2,400 $213K
Saxony Capital Management, LLC 0.09% New 2,306 $205K
BCU Wealth Advisors, LLC 0.07% New 2,283 $203K
MKT Advisors LLC 0.06% New 2,292 $202K
Cape Investment Advisory, Inc. 0.05% New 2,149 $191K
Transamerica Financial Advisors, LLC 0.02% Add +77.9% 2,085 $185K
Private Trust Co. NA 0.01% Add +4.9% 1,726 $153K
Northwestern Mutual Wealth Management Co. 0.00% Add +6.1% 1,701 $151K
Continuum Advisory, LLC 0.01% New 1,364 $121K
Retirement Wealth Solutions LLC 0.06% Add +42.7% 1,169 $104K
Founders Financial Alliance, LLC 0.01% New 1,055 $94K
Synergy Investment Management, LLC 0.02% Reduce -90.7% 925 $82K
Tsfg, LLC 0.01% Reduce -19.3% 916 $81K
CoreCap Advisors, LLC 0.00% Add +11.7% 812 $72K
Smartleaf Asset Management LLC 0.00% No change 782 $70K
Imprint Wealth LLC 0.28% Add +2.7% 770 $68K
International Assets Investment Management, LLC 0.00% Reduce -0.5% 759 $67K
Vision Retirement, LLC 0.02% Reduce -0.4% 738 $65K
LGT Financial Advisors LLC 0.34% Add +0.1% 730 $65K
Kingdom Financial Group LLC. 0.02% Add +0.7% 707 $63K
Spire Wealth Management 0.00% Add +0.4% 682 $61K
Raleigh Capital Management Inc. 0.02% Add +16.4% 538 $48K
Mather Group, Llc. 0.00% Reduce -40.9% 498 $44K
Key Capital Management, INC 0.02% Add +327.2% 487 $43K
US Bancorp \de 0.00% Add +49.5% 480 $43K
Parallel Advisors, LLC 0.00% New 472 $42K
Rockefeller Capital Management L.P. 0.00% Add +1217.9% 369 $33K
FMR LLC 0.00% Reduce -7.4% 350 $31K
Lloyd Advisory Services, LLC. 0.01% Reduce -50.7% 346 $31K
Capital Advisor Network LLC 0.03% Add +4.7% 313 $28K
Pinnacle Bancorp, Inc. 0.01% New 271 $24K
LifeSteps Financial, Inc. 0.01% New 268 $24K
Strategic Wealth Partners, Ltd. 0.00% No change 244 $22K
Signature Equity Partners, LLC 0.01% Add +169.4% 229 $20K
EverSource Wealth Advisors, LLC 0.00% Add +76.7% 205 $18K
CX Institutional 0.00% New 199 $18K
Wells Fargo & Company 0.00% Reduce -28.0% 188 $17K
Lanark Financial, Inc. 0.00% Add +70.4% 184 $16K
Fiduciary Financial Advisors 0.00% New 163 $14K
IMA Advisory Services, Inc. 0.00% New 122 $11K
Park Place Capital Corp 0.00% No change 101 $9K
Quest 10 Wealth Builders, Inc. 0.01% Add +2.2% 93 $8K
Islay Capital Management, LLC 0.00% New 85 $8K
Fourth Dimension Wealth, LLC 0.00% New 48 $4K
Advocate Investing Services LLC 0.00% Add +20.5% 47 $4K
Clearstead Advisors, LLC 0.00% New 35 $3K
NBT Bank, N.A. 0.00% No change 32 $3K
Aptus Capital Advisors, LLC 0.00% No change 32 $3K
Valley National Advisers Inc. 0.00% No change 23 $2K
Gilpin Wealth Management, LLC 0.00% Add +70.0% 17 $2K
Silver Grove Financial Group, Inc. 0.00% New 17 $2K
Compass Financial Management LLC 0.00% — 12 $1K
Keating Financial Advisory Services, Inc. 0.00% No change 7 $621
Rossby Financial, LCC 0.00% No change 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.