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iShares Investment Grade Systematic Bond ETF

173 hedge funds and large institutions have $842M invested in iShares Investment Grade Systematic Bond ETF in 2024 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 53 increasing their positions, 78 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

10.59% less ownership

Funds ownership: 92.75%82.16% (-11%)

25% less funds holding

Funds holding: 231173 (-58)

32% less repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 78

41% less capital invested

Capital invested by funds: $1.42B → $842M (-$583M)

62% less first-time investments, than exits

New positions opened: 32 | Existing positions closed: 85

Holders
173
Holders Change
-58
Holders Change %
-25.11%
% of All Funds
2.28%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
32
Increased
53
Reduced
78
Closed
85
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DAS
226
Diversify Advisory Services
Utah
-$387K -8,529 Closed
BAM
227
BOS Asset Management
Illinois
-$373K -8,036 Closed
PFA
228
Pettinga Financial Advisors
Indiana
-$368K -7,927 Closed
IWC
229
Integrated Wealth Concepts
Massachusetts
-$344K -7,393 Closed
MYIA
230
Mount Yale Investment Advisors
Colorado
-$337K -7,253 Closed
AWMS
231
Advocacy Wealth Management Services
Georgia
-$290K -6,248 Closed
Northwestern Mutual Wealth Management
232
Northwestern Mutual Wealth Management
Wisconsin
-$285K -6,140 Closed
FHC
233
First Heartland Consultants
Missouri
-$285K -6,139 Closed
CAG
234
Csenge Advisory Group
Florida
-$272K -5,942 Closed
ATS
235
Ashton Thomas Securities
New York
-$274K -5,886 Closed
SAW
236
Signal Advisors Wealth
Michigan
-$257K -5,536 Closed
WA
237
Wealth Alliance
New York
-$254K -5,457 Closed
CCM
238
Coldstream Capital Management
Washington
-$249K -5,355 Closed
AWA
239
Arete Wealth Advisors
Illinois
-$247K -5,318 Closed
BWA
240
BCU Wealth Advisors
Illinois
-$241K -5,182 Closed
BFG
241
Buttonwood Financial Group
Missouri
-$226K -4,860 Closed
HPM
242
Hoxton Planning & Management
West Virginia
-$224K -4,830 Closed
TPWA
243
TRUE Private Wealth Advisors
Oregon
-$217K -4,671 Closed
P
244
&Partners
Tennessee
-$208K -4,484 Closed
VCP
245
Verus Capital Partners
Arizona
-$207K -4,454 Closed
KWM
246
Keebeck Wealth Management
Illinois
-$207K -4,446 Closed
SWM
247
Spire Wealth Management
Virginia
-$84.1K -1,810 Closed
OLVIG
248
Oliver Lagore Vanvalin Investment Group
Michigan
-$62.3K -1,340 Closed
APC
249
Aspire Private Capital
North Carolina
-$43.4K -935 Closed
VWM
250
Venturi Wealth Management
Texas
-$32K -690 Closed

IGEB Hedge Fund Activity: Q4 2024 in Review

173 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares Investment Grade Systematic Bond ETF (IGEB) for Q4 2024, worth a combined $842M — down 41% from $1.42B a quarter earlier.

Sellers outnumbered buyers: 85 funds closed out of IGEB and 32 opened new positions — a net loss of 53 holders — while 78 trimmed existing stakes and 53 added.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $27.2M. The largest seller was Envestnet Asset Management, cutting an estimated $232M.

  • 173 institutional investors held iShares Investment Grade Systematic Bond ETF (IGEB) as of Q4 2024, down from 231 in Q3 2024.
  • Funds reported $842M of iShares Investment Grade Systematic Bond ETF stock for Q4 2024, down 41% quarter-over-quarter.
  • 32 funds opened new iShares Investment Grade Systematic Bond ETF positions in Q4 2024 and 85 closed out, a net change of -53 holders.
  • The largest iShares Investment Grade Systematic Bond ETF buyer in Q4 2024 was Citadel Advisors, an estimated $27.2M added.
  • The largest iShares Investment Grade Systematic Bond ETF seller in Q4 2024 was Envestnet Asset Management, an estimated $232M sold.

Based on aggregated 13F filings for Q4 2024.