iShares Investment Grade Systematic Bond ETF
IGEB
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.
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
10.59% less ownership
Funds ownership: 92.75% → 82.16% (-11%)
25% less funds holding
Funds holding: 231 → 173 (-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
Top Buyers
Top Sellers
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$232M |
| 2 |
BlackRock
New York
|
-$41.1M |
| 3 |
LPL Financial
San Diego,
California
|
-$40.1M |
| 4 |
Envestnet Portfolio Solutions
Chicago,
Illinois
|
-$34.7M |
| 5 |
JP Morgan Chase
New York
|
-$26.3M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
251
AssetMark Inc
Concord,
California
| – | -$28.9K | -622 | Closed |
|
|
NRC
252
New Republic Capital
Charlotte,
North Carolina
| – | -$27.1K | -583 | Closed |
|
|
GJWM
253
Gilliland Jeter Wealth Management
Little Rock,
Arkansas
| – | -$25.2K | -543 | Closed |
|
|
CA
254
CoreCap Advisors
Southfield,
Michigan
| – | -$20.7K | -445 | Closed |
|
|
PPC
255
Park Place Capital
Homewood,
Alabama
| – | -$11.3K | -243 | Closed |
|
|
KA
256
Kozak & Associates
Highlands Ranch,
Colorado
| – | -$8.88K | -193 | Closed |
|
|
EWA
257
EverSource Wealth Advisors
Birmingham,
Alabama
| – | -$8.22K | -177 | Closed |
|
|
DWM
258
Darwin Wealth Management
Tampa,
Florida
| – | -$3.11K | -67 | 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.