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iShares Investment Grade Systematic Bond ETF

42 hedge funds and large institutions have $188M invested in iShares Investment Grade Systematic Bond ETF in 2023 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 19 increasing their positions, 14 reducing their positions, and 6 closing their positions.

Holders
42
Holders Change
Holders Change %
0%
% of All Funds
0.67%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
6
Increased
19
Reduced
14
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
CWM
26
Comprehensive Wealth Management
Washington
$599K 14,115 +5,670 +67%
CAM
27
CPA Asset Management
Florida
$574K 13,533 +13,533 New
National Bank of Canada
28
National Bank of Canada
Quebec, Canada
$417K 9,943 +523 +6%
KWA
29
KCS Wealth Advisory
California
$356K 8,389 -1,590 -16%
EB
30
Eastern Bank
Massachusetts
$320K 7,534
DWP
31
Destiny Wealth Partners
Florida
$285K 6,716
Thrivent Financial for Lutherans
32
Thrivent Financial for Lutherans
Minnesota
$259K 6,101 -214 -3%
1IA
33
1620 Investment Advisors
Massachusetts
$251K 5,924 +1,183 +25%
PFM
34
Phillips Financial Management
Indiana
$131K 3,080
Morgan Stanley
35
Morgan Stanley
New York
$50.9K 1,199 +49 +4%
SS
36
Sunbelt Securities
Texas
$45.7K 1,079 +1 +0.1%
NS
37
NBC Securities
Alabama
$40K 959 +959 New
UBS Group
38
UBS Group
Switzerland
$21K 494 -5,729 -92%
GA
39
GoalVest Advisory
New York
$20.5K 484 +156 +48%
CAL
40
Capital Analysts LLC
Pennsylvania
$8K 200 -54,398 -100%
Royal Bank of Canada
41
Royal Bank of Canada
Ontario, Canada
$5K 124 +124 New
CIAS
42
Capital Investment Advisory Services
North Carolina
$4.9K 115 +115 New
Wells Fargo
43
Wells Fargo
California
-91,320 Closed
Envestnet Asset Management
44
Envestnet Asset Management
Illinois
-90,284 Closed
Stifel Financial
45
Stifel Financial
Missouri
-48,834 Closed
LTI
46
Laffer Tengler Investments
Tennessee
-29,996 Closed
CFGS
47
Concourse Financial Group Securities
Alabama
-25,335 Closed
Mercer Global Advisors
48
Mercer Global Advisors
Colorado
-11,696 Closed