iShares Investment Grade Systematic Bond ETF
IGEB
32 hedge funds and large institutions have $152M invested in iShares Investment Grade Systematic Bond ETF in 2022 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 11 increasing their positions, 8 reducing their positions, and 4 closing their positions.
200% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 4
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
38% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 8
28% more funds holding
Funds holding: 25 → 32 (+7)
22% more capital invested
Capital invested by funds: $125M → $152M (+$27M)
13.3% less ownership
Funds ownership: 93.97% → 80.67% (-13%)
Top Buyers
Top Sellers
| 1 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
-$5.73M |
| 2 |
Jane Street
New York
|
-$1.32M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$1.3M |
| 4 |
PK
Pflug Koory
Omaha,
Nebraska
|
-$379K |
| 5 |
BlackRock
New York
|
-$281K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CCA
26
Clearwater Capital Advisors
Hoffman Estates,
Illinois
| $209K | +$207K | +4,821 | New |
|
|
PFM
27
Phillips Financial Management
Fort Wayne,
Indiana
| $133K | +$19.3K | +450 | +17% |
|
28
Osaic Holdings
Scottsdale,
Arizona
| $116K | +$11K | +257 | +11% |
|
29
UBS Group
Zurich,
Switzerland
| $39.6K | +$39.3K | +914 | New |
|
30
Morgan Stanley
New York
| $14.1K | +$13.9K | +323 | +16,150% |
|
|
BAM
31
Belpointe Asset Management
Reno,
Nevada
| $2.56K | +$2.54K | +59 | New |
|
|
ASN
32
Advisory Services Network
Atlanta,
Georgia
| $1.82K | +$1.8K | +42 | New |
|
|
33
Jane Street
New York
| – | -$1.32M | -31,173 | Closed |
|
|
PK
34
Pflug Koory
Omaha,
Nebraska
| – | -$379K | -8,951 | Closed |
|
|
DAS
35
Dynamic Advisor Solutions
Phoenix,
Arizona
| – | -$221K | -5,214 | Closed |
|
|
WIM
36
Warwick Investment Management
Bryan,
Texas
| – | -$213K | -5,031 | Closed |
|
IGEB Hedge Fund Activity: Q4 2022 in Review
32 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in iShares Investment Grade Systematic Bond ETF (IGEB) for Q4 2022, worth a combined $152M — up 22% from $125M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new IGEB positions and 4 closed out — a net gain of 8 holders — while 11 added to existing stakes and 8 trimmed.
The largest buyer was Paragon Wealth Strategies, opening a new position worth an estimated $21.6M. The largest seller was Carson Wealth (CWM LLC), cutting an estimated $5.73M.
- 32 institutional investors held iShares Investment Grade Systematic Bond ETF (IGEB) as of Q4 2022, up from 25 in Q3 2022.
- Funds reported $152M of iShares Investment Grade Systematic Bond ETF stock for Q4 2022, up 22% quarter-over-quarter.
- 12 funds opened new iShares Investment Grade Systematic Bond ETF positions in Q4 2022 and 4 closed out, a net change of +8 holders.
- The largest iShares Investment Grade Systematic Bond ETF buyer in Q4 2022 was Paragon Wealth Strategies, an estimated $21.6M added.
- The largest iShares Investment Grade Systematic Bond ETF seller in Q4 2022 was Carson Wealth (CWM LLC), an estimated $5.73M sold.
Based on aggregated 13F filings for Q4 2022.