iShares Investment Grade Systematic Bond ETF
IGEB
25 hedge funds and large institutions have $125M invested in iShares Investment Grade Systematic Bond ETF in 2022 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 7 increasing their positions, 11 reducing their positions, and 4 closing their positions.
50% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 4
9% more funds holding
Funds holding: 23 → 25 (+2)
8.63% more ownership
Funds ownership: 85.33% → 93.97% (+8.6%)
4% more capital invested
Capital invested by funds: $120M → $125M (+$5.11M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
36% less repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 11
Top Buyers
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
RJA
26
Raymond James & Associates
St Petersburg,
Florida
| – | -$317K | -7,112 | Closed |
|
27
UBS Group
Zurich,
Switzerland
| – | -$44K | -994 | Closed |
|
28
Fidelity Investments
Boston,
Massachusetts
| – | -$29K | -657 | Closed |
|
29
Morgan Stanley
New York
| – | -$4.97K | -111 | -98% |
|
IGEB Hedge Fund Activity: Q3 2022 in Review
25 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in iShares Investment Grade Systematic Bond ETF (IGEB) for Q3 2022, worth a combined $125M — up 4.3% from $120M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new IGEB positions and 4 closed out — a net gain of 2 holders — while 7 added to existing stakes and 11 trimmed.
The largest buyer was Hennion & Walsh Asset Management, adding an estimated $16M. The largest seller was KCS Wealth Advisory, cutting an estimated $3.15M.
- 25 institutional investors held iShares Investment Grade Systematic Bond ETF (IGEB) as of Q3 2022, up from 23 in Q2 2022.
- Funds reported $125M of iShares Investment Grade Systematic Bond ETF stock for Q3 2022, up 4.3% quarter-over-quarter.
- 6 funds opened new iShares Investment Grade Systematic Bond ETF positions in Q3 2022 and 4 closed out, a net change of +2 holders.
- The largest iShares Investment Grade Systematic Bond ETF buyer in Q3 2022 was Hennion & Walsh Asset Management, an estimated $16M added.
- The largest iShares Investment Grade Systematic Bond ETF seller in Q3 2022 was KCS Wealth Advisory, an estimated $3.15M sold.
Based on aggregated 13F filings for Q3 2022.