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iShares Investment Grade Systematic Bond ETF
IGEB

45 hedge funds and large institutions have $209M invested in iShares Investment Grade Systematic Bond ETF in 2023 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 16 increasing their positions, 10 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

433% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 3

60% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 10

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

41% more funds holding

Funds holding: 32 → 45 (+13)

37% more capital invested

Capital invested by funds: $152M → $209M (+$56.8M)

5.11% more ownership

Funds ownership: 80.67% → 85.78% (+5.1%)

Holders
45
Holders Change
+13
Holders Change %
+40.63%
% of All Funds
0.72%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
16
Increased
16
Reduced
10
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
WFPG
Waller Financial Planning Group
Ohio
+$19.9M
2
Jane Street
Jane Street
New York
+$6.22M
3
Ameriprise
Ameriprise
Minnesota
+$4.71M
4
Wells Fargo
Wells Fargo
California
+$4.23M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$3.93M

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$1.44M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$926K
3
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$723K
4
MCC
Money Concepts Capital
Florida
-$450K
5
KWA
KCS Wealth Advisory
California
-$436K
Name Holding Trade Value Shares
Change 		Change in
Stake
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$614K +$609K +13,731 New
NL
27
NWAM LLC
Washington
$577K +$149K +3,353 +35%
BMM
28
Buffington Mohr McNeal
Idaho
$551K +$547K +12,330 New
Thrivent Financial for Lutherans
29
Thrivent Financial for Lutherans
Minnesota
$503K +$111K +2,513 +28%
KWA
30
KCS Wealth Advisory
California
$449K -$436K -9,827 -49%
LPL Financial
31
LPL Financial
California
$412K +$409K +9,215 New
National Bank of Canada
32
National Bank of Canada
Quebec, Canada
$357K +$107K +2,422 +36%
Citadel Advisors
33
Citadel Advisors
Florida
$354K +$6.65K +150 +2%
DWP
34
Destiny Wealth Partners
Florida
$300K +$73.8K +1,664 +33%
RJFSA
35
Raymond James Financial Services Advisors
Florida
$294K – – –
EB
36
Eastern Bank
Massachusetts
$285K +$283K +6,384 New
JWCA
37
J.W. Cole Advisors
Florida
$236K +$234K +5,269 New
WIM
38
Warwick Investment Management
Texas
$215K +$213K +4,815 New
PFM
39
Phillips Financial Management
Indiana
$138K – – –
ASN
40
Advisory Services Network
Georgia
$90.7K +$88.1K +1,987 +4,731%
SS
41
Sunbelt Securities
Texas
$47.8K +$47.7K +1,077 New
AAS
42
Ameritas Advisory Services
Nebraska
$6.21K +$6.16K +139 New
UBS Group
43
UBS Group
Switzerland
$5.37K -$35.2K -794 -87%
BAM
44
Belpointe Asset Management
Nevada
$2.64K – – –
Morgan Stanley
45
Morgan Stanley
New York
$89 -$14.3K -323 -99%
Susquehanna International Group
46
Susquehanna International Group
Pennsylvania
– -$926K -21,375 Closed
MCC
47
Money Concepts Capital
Florida
– -$450K -10,380 Closed
CCA
48
Clearwater Capital Advisors
Illinois
– -$209K -4,821 Closed
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IGEB Hedge Fund Activity: Q1 2023 in Review

45 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in iShares Investment Grade Systematic Bond ETF (IGEB) for Q1 2023, worth a combined $209M — up 37% from $152M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new IGEB positions and 3 closed out — a net gain of 13 holders — while 16 added to existing stakes and 10 trimmed.

The largest buyer was Waller Financial Planning Group, opening a new position worth an estimated $19.9M. The largest seller was BlackRock, cutting an estimated $1.44M.

  • 45 institutional investors held iShares Investment Grade Systematic Bond ETF (IGEB) as of Q1 2023, up from 32 in Q4 2022.
  • Funds reported $209M of iShares Investment Grade Systematic Bond ETF stock for Q1 2023, up 37% quarter-over-quarter.
  • 16 funds opened new iShares Investment Grade Systematic Bond ETF positions in Q1 2023 and 3 closed out, a net change of +13 holders.
  • The largest iShares Investment Grade Systematic Bond ETF buyer in Q1 2023 was Waller Financial Planning Group, an estimated $19.9M added.
  • The largest iShares Investment Grade Systematic Bond ETF seller in Q1 2023 was BlackRock, an estimated $1.44M sold.

Based on aggregated 13F filings for Q1 2023.