We are live on ! Find out more
IGEB icon

iShares Investment Grade Systematic Bond ETF

23 hedge funds and large institutions have $120M invested in iShares Investment Grade Systematic Bond ETF in 2022 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 7 increasing their positions, 11 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.41% less ownership

Funds ownership: 85.74%85.33% (-0.41%)

8% less funds holding

Funds holding: 2523 (-2)

8% less capital invested

Capital invested by funds: $131M → $120M (-$11M)

33% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 6

36% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 11

Holders
23
Holders Change
-2
Holders Change %
-8%
% of All Funds
0.39%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
4
Increased
7
Reduced
11
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MCC
26
Money Concepts Capital
Florida
-$516K -10,625 Closed
WWP
27
WR Wealth Planners
Missouri
-$73.1K -1,506 Closed
SC
28
Siena Capital
Ohio
-$16K -333 Closed
SL
29
Savior LLC
Massachusetts
-$7K -142 Closed

IGEB Hedge Fund Activity: Q2 2022 in Review

23 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in iShares Investment Grade Systematic Bond ETF (IGEB) for Q2 2022, worth a combined $120M — down 8.4% from $131M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of IGEB and 4 opened new positions — a net loss of 2 holders — while 11 trimmed existing stakes and 7 added.

The largest buyer was Private Advisor Group, opening a new position worth an estimated $6.08M. The largest seller was Carson Wealth (CWM LLC), cutting an estimated $5.6M.

  • 23 institutional investors held iShares Investment Grade Systematic Bond ETF (IGEB) as of Q2 2022, down from 25 in Q1 2022.
  • Funds reported $120M of iShares Investment Grade Systematic Bond ETF stock for Q2 2022, down 8.4% quarter-over-quarter.
  • 4 funds opened new iShares Investment Grade Systematic Bond ETF positions in Q2 2022 and 6 closed out, a net change of -2 holders.
  • The largest iShares Investment Grade Systematic Bond ETF buyer in Q2 2022 was Private Advisor Group, an estimated $6.08M added.
  • The largest iShares Investment Grade Systematic Bond ETF seller in Q2 2022 was Carson Wealth (CWM LLC), an estimated $5.6M sold.

Based on aggregated 13F filings for Q2 2022.