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iShares Investment Grade Systematic Bond ETF

25 hedge funds and large institutions have $131M invested in iShares Investment Grade Systematic Bond ETF in 2022 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 7 increasing their positions, 10 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

4.3% more ownership

Funds ownership: 81.44%85.74% (+4.3%)

3% less capital invested

Capital invested by funds: $135M → $131M (-$4.01M)

4% less funds holding

Funds holding: 2625 (-1)

20% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 5

30% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 10

Holders
25
Holders Change
-1
Holders Change %
-3.85%
% of All Funds
0.39%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
4
Increased
7
Reduced
10
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Citadel Advisors
26
Citadel Advisors
Florida
-$406K -7,702 Closed
UBS Group
27
UBS Group
Switzerland
-$70K -1,338 Closed
Wells Fargo
28
Wells Fargo
California
-$11K -209 Closed
CWP
29
Concord Wealth Partners
Virginia
-$5K -96 Closed
Fidelity Investments
30
Fidelity Investments
Massachusetts
-$2.7K -54 -98%

IGEB Hedge Fund Activity: Q1 2022 in Review

25 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares Investment Grade Systematic Bond ETF (IGEB) for Q1 2022, worth a combined $131M — down 3% from $135M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of IGEB and 4 opened new positions — a net loss of 1 holder — while 10 trimmed existing stakes and 7 added.

The largest buyer was Jane Street, adding an estimated $3.61M. The largest seller was BlackRock, exiting entirely with an estimated $2.91M sold.

  • 25 institutional investors held iShares Investment Grade Systematic Bond ETF (IGEB) as of Q1 2022, down from 26 in Q4 2021.
  • Funds reported $131M of iShares Investment Grade Systematic Bond ETF stock for Q1 2022, down 3% quarter-over-quarter.
  • 4 funds opened new iShares Investment Grade Systematic Bond ETF positions in Q1 2022 and 5 closed out, a net change of -1 holder.
  • The largest iShares Investment Grade Systematic Bond ETF buyer in Q1 2022 was Jane Street, an estimated $3.61M added.
  • The largest iShares Investment Grade Systematic Bond ETF seller in Q1 2022 was BlackRock, an estimated $2.91M sold.

Based on aggregated 13F filings for Q1 2022.