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iShares Investment Grade Systematic Bond ETF
IGEB

Overview Fund Activity

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
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

1
WFPG
Waller Financial Planning Group
Ohio
+$20.1M
2
Jane Street
Jane Street
New York
+$6.28M
3
Ameriprise
Ameriprise
Minnesota
+$4.75M
4
Wells Fargo
Wells Fargo
California
+$4.27M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$3.97M

Top Sellers

1
BlackRock
BlackRock
New York
-$1.45M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$926K
3
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$729K
4
MCC
Money Concepts Capital
Florida
-$450K
5
KWA
KCS Wealth Advisory
California
-$439K
Name Holding Trade Value Shares
Change 		Shares
Change %
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$614K +$614K +13,731 New
NL
27
NWAM LLC
Washington
$577K +$150K +3,353 +35%
BMM
28
Buffington Mohr McNeal
Idaho
$551K +$551K +12,330 New
Thrivent Financial for Lutherans
29
Thrivent Financial for Lutherans
Minnesota
$503K +$112K +2,513 +28%
KWA
30
KCS Wealth Advisory
California
$449K -$439K -9,827 -49%
LPL Financial
31
LPL Financial
California
$412K +$412K +9,215 New
National Bank of Canada
32
National Bank of Canada
Quebec, Canada
$357K +$94.9K +2,422 +36%
Citadel Advisors
33
Citadel Advisors
Florida
$354K +$6.71K +150 +2%
DWP
34
Destiny Wealth Partners
Florida
$300K +$74.4K +1,664 +33%
RJFSA
35
Raymond James Financial Services Advisors
Florida
$294K – – –
EB
36
Eastern Bank
Massachusetts
$285K +$285K +6,384 New
JWCA
37
J.W. Cole Advisors
Florida
$236K +$236K +5,269 New
WIM
38
Warwick Investment Management
Texas
$215K +$215K +4,815 New
PFM
39
Phillips Financial Management
Indiana
$138K – – –
ASN
40
Advisory Services Network
Georgia
$90.7K +$88.8K +1,987 +4,731%
SS
41
Sunbelt Securities
Texas
$47.8K +$47.8K +1,077 New
AAS
42
Ameritas Advisory Services
Nebraska
$6.22K +$6.22K +139 New
UBS Group
43
UBS Group
Switzerland
$5.37K -$35.5K -794 -87%
BAM
44
Belpointe Asset Management
Nevada
$2.64K – – –
Morgan Stanley
45
Morgan Stanley
New York
$89 -$14.4K -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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