SYSB Institutional Ownership
iShares Systematic Bond ETF
1W: -1.2%
1M: -3.2%
3M: -5.1%
YTD: -5.8%
1Y: -5.7%
3Y: +14.3%
5Y: -0.2%
$83.88
-0.25 (-0.30%)
Weekly Expected Move ±0.7%
$83
$83
$84
$84
$85
Overview
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Holdings
Changes
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Analysis
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Institutional Ownership — SYSB
298
Institutional Holders
+35 vs prior quarter
0.0%
Ownership
+0.00pp
1B
Total Invested
50
New Positions
176
Increased
62
Reduced
13
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (309 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | ENVESTNET ASSET MANAGEMENT INC | 2,731,676 | $229M | +147,292 | +5.7% | 3Q | SEC ↗ |
| 2 | LPL Financial LLC | 1,288,561 | $108M | +253,994 | +24.6% | 34Q | SEC ↗ |
| 3 | BlackRock, Inc. | 1,002,879 | $84M | +449,371 | +81.2% | 8Q | SEC ↗ |
| 4 | JPMORGAN CHASE & CO | 697,192 | $58M | +67,332 | +10.7% | 3Q | SEC ↗ |
| 5 | BANK OF AMERICA CORP /DE | 495,339 | $42M | +33,336 | +7.2% | 15Q | SEC ↗ |
| 6 | AMERIPRISE FINANCIAL INC | 435,882 | $37M | +204,544 | +88.4% | 16Q | SEC ↗ |
| 7 | MORGAN STANLEY | 344,129 | $29M | +50,865 | +17.3% | 4Q | SEC ↗ |
| 8 | Cetera Investment Advisers | 332,677 | $28M | +36,035 | +12.1% | 5Q | SEC ↗ |
| 9 | Janney Montgomery Scott LLC | 292,193 | $25M | +15,790 | +5.7% | 3Q | SEC ↗ |
| 10 | Envestnet Portfolio Solutions, Inc. | 253,060 | $21M | +14,864 | +6.2% | 3Q | SEC ↗ |
| 11 | CWM, LLC | 206,740 | $17M | +35,900 | +21.0% | 18Q | SEC ↗ |
| 12 | Bank of New York Mellon Corp | 204,948 | $17M | +24,674 | +13.7% | 3Q | SEC ↗ |
| 13 | MML INVESTORS SERVICES, LLC | 200,631 | $17M | +52,818 | +35.7% | 3Q | SEC ↗ |
| 14 | MCMORGAN & CO LLC | 187,772 | $16M | +43,476 | +30.1% | 2Q | SEC ↗ |
| 15 | OneDigital Investment Advisors LLC | 180,060 | $15M | +17,597 | +10.8% | 3Q | SEC ↗ |
| 16 | ROYAL BANK OF CANADA | 156,198 | $13M | +15,229 | +10.8% | 3Q | SEC ↗ |
| 17 | PARK AVENUE SECURITIES LLC | 141,070 | $12M | +8,092 | +6.1% | 3Q | SEC ↗ |
| 18 | RAYMOND JAMES FINANCIAL INC | 135,511 | $11M | -59,889 | -30.6% | 3Q | SEC ↗ |
| 19 | NewEdge Advisors, LLC | 131,823 | $11M | +18,026 | +15.8% | 3Q | SEC ↗ |
| 20 | Alpine Bank Wealth Management | 126,530 | $11M | -847,870 | -87.0% | 2Q | SEC ↗ |
| 21 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 114,036 | $10M | +2,182 | +2.0% | 3Q | SEC ↗ |
| 22 | Arax Advisory Partners | 101,509 | $9M | +45,662 | +81.8% | 3Q | SEC ↗ |
| 23 | Merit Financial Group, LLC | 101,310 | $8M | +21,646 | +27.2% | 3Q | SEC ↗ |
| 24 | Ameritas Advisory Services, LLC | 95,076 | $8M | +86,132 | +963.0% | 2Q | SEC ↗ |
| 25 | MILESTONE ASSET MANAGEMENT, LLC NEW | 93,640 | $8M | — | +0.0% | 1Q | SEC ↗ |
| 26 | Foundations Investment Advisors, LLC | 92,438 | $8M | +7,575 | +8.9% | 3Q | SEC ↗ |
| 27 | Geneos Wealth Management Inc. | 83,514 | $7M | -1,081 | -1.3% | 2Q | SEC ↗ |
| 28 | Ascent Group, LLC | 74,419 | $6M | +1,625 | +2.2% | 3Q | SEC ↗ |
| 29 | STIFEL FINANCIAL CORP | 72,598 | $6M | +7,196 | +11.0% | 3Q | SEC ↗ |
| 30 | Kelly Financial Services LLC | 67,728 | $6M | +6,209 | +10.1% | 3Q | SEC ↗ |
| 31 | CITADEL ADVISORS LLC | 64,115 | $5M | +48,233 | +303.7% | 2Q | SEC ↗ |
| 32 | Thrivent Financial for Lutherans | 62,462 | $5M | +7,440 | +13.5% | 3Q | SEC ↗ |
| 33 | TRUIST FINANCIAL CORP | 62,447 | $5M | +2,896 | +4.9% | 3Q | SEC ↗ |
| 34 | Sanctuary Advisors, LLC | 59,658 | $5M | +9,145 | +18.1% | 3Q | SEC ↗ |
| 35 | Cambridge Investment Research Advisors | 57,801 | $5M | +2,442 | +4.4% | 3Q | SEC ↗ |
| 36 | Tidemark, LLC | 57,672 | $5M | +43,281 | +300.8% | 2Q | SEC ↗ |
| 37 | Triad Wealth Partners, LLC | 56,670 | $5M | +4,190 | +8.0% | 3Q | SEC ↗ |
| 38 | SteelPeak Wealth, LLC | 56,584 | $5M | -201 | -0.4% | 3Q | SEC ↗ |
| 39 | Dynasty Wealth Management, LLC | 52,745 | $4M | +5,663 | +12.0% | 2Q | SEC ↗ |
| 40 | CreativeOne Wealth, LLC | 52,097 | $4M | +2,888 | +5.9% | 3Q | SEC ↗ |
| 41 | COMMONWEALTH EQUITY SERVICES, LLC | 50,167 | $4M | +35,694 | +246.6% | 6Q | SEC ↗ |
| 42 | Vestmark Advisory Solutions, Inc. | 47,994 | $4M | -5,772 | -10.7% | 2Q | SEC ↗ |
| 43 | Integrated Wealth Concepts LLC | 43,993 | $4M | +5,808 | +15.2% | 3Q | SEC ↗ |
| 44 | Traveka Wealth, LLC | 43,141 | $4M | +7,046 | +19.5% | 2Q | SEC ↗ |
| 45 | NorthRock Partners, LLC | 42,377 | $4M | -452 | -1.1% | 3Q | SEC ↗ |
| 46 | AXXCESS WEALTH MANAGEMENT, LLC NEW | 41,400 | $3M | — | +0.0% | 1Q | SEC ↗ |
| 47 | OSAIC HOLDINGS, INC. | 39,019 | $3M | +14,076 | +56.4% | 26Q | SEC ↗ |
| 48 | Capital Analysts, LLC | 38,689 | $3M | +11,783 | +43.8% | 3Q | SEC ↗ |
| 49 | FFG RETIREMENT ADVISORS LLC | 37,704 | $3M | +1,703 | +4.7% | 2Q | SEC ↗ |
| 50 | C2P Capital Advisory Group, LLC d.b.a. | 36,397 | $3M | +2,506 | +7.4% | 3Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| MILESTONE ASSET MANAGEMENT, LLC | 93,640 | $8M |
| AXXCESS WEALTH MANAGEMENT, LLC | 41,400 | $3M |
| Vise Technologies, Inc. | 35,575 | $3M |
| Global Retirement Partners, LLC | 27,946 | $2M |
| FINANCIAL LIFE ADVISORS | 16,482 | $1M |
| Cardinal Strategic Wealth Guidance | 13,922 | $1M |
| Redhawk Wealth Advisors, Inc. | 12,230 | $1M |
| Plancorp, LLC | 11,471 | $962K |
| Fermata Advisors, LLC | 11,337 | $951K |
| JANE STREET GROUP, LLC | 9,706 | $814K |
| Advus Financial Partners, LLC | 7,480 | $627K |
| MERCER GLOBAL ADVISORS INC /ADV | 6,851 | $575K |
| BOS Asset Management, LLC | 6,466 | $542K |
| Strategies Wealth Advisors, LLC | 5,676 | $476K |
| IFG Advisory, LLC | 5,336 | $448K |
| Van Hulzen Asset Management, LLC | 4,903 | $411K |
| Diversify Advisory Services, LLC | 4,606 | $386K |
| BAM Wealth Management, LLC | 3,589 | $301K |
| Affinity Capital Advisors, LLC | 3,448 | $289K |
| Snowden Capital Advisors LLC | 3,204 | $269K |
Sold Out (19)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| GOLDMAN SACHS GROUP INC | 109,528 | $9M |
| Ascentis Independent Advisors | 19,854 | $2M |
| Mariner, LLC | 14,454 | $1M |
| Stratos Wealth Partners, LTD. | 12,135 | $1M |
| HRT FINANCIAL LP | 4,066 | $341K |
| Concorde Asset Management, LLC | 3,692 | $310K |
| Arete Wealth Advisors, LLC | 3,451 | $289K |
| Avid Wealth Partners LLC | 2,912 | $244K |
| TRANSCEND CAPITAL ADVISORS, LLC | 2,298 | $193K |
| Fortis Capital Advisors, LLC | 2,281 | $191K |
| Belpointe Asset Management LLC | 2,281 | $191K |
| CENTRAL TRUST Co | 1,228 | $103K |
| Western Wealth Management, LLC | 651 | $55K |
| Merkkuri Wealth Advisors LLC | 379 | $32K |
| AdvisorNet Financial, Inc | 106 | $9K |
| SHP Wealth Management | 70 | $6K |
| Financial Freedom, LLC | 33 | $3K |
| UBS Group AG | 25 | $2K |
| Robinswood Financial LLC | 16 | $1K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| BlackRock, Inc. | +449,371 | +81.2% | 1,002,879 |
| LPL Financial LLC | +253,994 | +24.6% | 1,288,561 |
| AMERIPRISE FINANCIAL INC | +204,544 | +88.4% | 435,882 |
| ENVESTNET ASSET MANAGEMENT INC | +147,292 | +5.7% | 2,731,676 |
| Ameritas Advisory Services, LLC | +86,132 | +963.0% | 95,076 |
| JPMORGAN CHASE & CO | +67,332 | +10.7% | 697,192 |
| MML INVESTORS SERVICES, LLC | +52,818 | +35.7% | 200,631 |
| MORGAN STANLEY | +50,865 | +17.3% | 344,129 |
| CITADEL ADVISORS LLC | +48,233 | +303.7% | 64,115 |
| Arax Advisory Partners | +45,662 | +81.8% | 101,509 |
| MCMORGAN & CO LLC | +43,476 | +30.1% | 187,772 |
| Tidemark, LLC | +43,281 | +300.8% | 57,672 |
| Cetera Investment Advisers | +36,035 | +12.1% | 332,677 |
| CWM, LLC | +35,900 | +21.0% | 206,740 |
| COMMONWEALTH EQUITY SERVICES, LLC | +35,694 | +246.6% | 50,167 |
| BANK OF AMERICA CORP /DE | +33,336 | +7.2% | 495,339 |
| Bank of New York Mellon Corp | +24,674 | +13.7% | 204,948 |
| Merit Financial Group, LLC | +21,646 | +27.2% | 101,310 |
| NewEdge Advisors, LLC | +18,026 | +15.8% | 131,823 |
| OneDigital Investment Advisors LLC | +17,597 | +10.8% | 180,060 |