We are live on ! Find out more
IGEB icon

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.

New
Increased
Maintained
Reduced
Closed

36% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 14

0% more funds holding

Funds holding: 4242 (0)

0% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 6

5.08% less ownership

Funds ownership: 81.43%76.35% (-5.1%)

9% less capital invested

Capital invested by funds: $207M → $188M (-$19.3M)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

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 Holding Trade Value Shares
Change
Change in
Stake
CWM
26
Comprehensive Wealth Management
Washington
$599K +$246K +5,670 +67%
CAM
27
CPA Asset Management
Florida
$574K +$588K +13,533 New
National Bank of Canada
28
National Bank of Canada
Quebec, Canada
$417K +$22.7K +523 +6%
KWA
29
KCS Wealth Advisory
California
$356K -$69K -1,590 -16%
EB
30
Eastern Bank
Massachusetts
$320K
DWP
31
Destiny Wealth Partners
Florida
$285K
Thrivent Financial for Lutherans
32
Thrivent Financial for Lutherans
Minnesota
$259K -$9.29K -214 -3%
1IA
33
1620 Investment Advisors
Massachusetts
$251K +$51.4K +1,183 +25%
PFM
34
Phillips Financial Management
Indiana
$131K
Morgan Stanley
35
Morgan Stanley
New York
$50.9K +$2.13K +49 +4%
SS
36
Sunbelt Securities
Texas
$45.7K +$43 +1 +0.1%
NS
37
NBC Securities
Alabama
$40K +$41.6K +959 New
UBS Group
38
UBS Group
Switzerland
$21K -$249K -5,729 -92%
GA
39
GoalVest Advisory
New York
$20.5K +$6.78K +156 +48%
CAL
40
Capital Analysts LLC
Pennsylvania
$8K -$2.36M -54,398 -100%
Royal Bank of Canada
41
Royal Bank of Canada
Ontario, Canada
$5K +$5.38K +124 New
CIAS
42
Capital Investment Advisory Services
North Carolina
$4.9K +$4.99K +115 New
Wells Fargo
43
Wells Fargo
California
-$4.04M -91,320 Closed
Envestnet Asset Management
44
Envestnet Asset Management
Illinois
-$3.99M -90,284 Closed
Stifel Financial
45
Stifel Financial
Missouri
-$2.16M -48,834 Closed
LTI
46
Laffer Tengler Investments
Tennessee
-$1.33M -29,996 Closed
CFGS
47
Concourse Financial Group Securities
Alabama
-$1.1M -25,335 Closed
Mercer Global Advisors
48
Mercer Global Advisors
Colorado
-$517K -11,696 Closed

IGEB Hedge Fund Activity: Q3 2023 in Review

42 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in iShares Investment Grade Systematic Bond ETF (IGEB) for Q3 2023, worth a combined $188M — down 9.3% from $207M a quarter earlier.

Fund positioning in IGEB was balanced in Q3 2023: 6 funds opened new positions, 6 closed out, 19 added to existing stakes and 14 trimmed.

The largest buyer was Jane Street, adding an estimated $3.79M. The largest seller was Carson Wealth (CWM LLC), cutting an estimated $4.55M.

  • 42 institutional investors held iShares Investment Grade Systematic Bond ETF (IGEB) as of Q3 2023, unchanged from Q2 2023.
  • Funds reported $188M of iShares Investment Grade Systematic Bond ETF stock for Q3 2023, down 9.3% quarter-over-quarter.
  • 6 funds opened new iShares Investment Grade Systematic Bond ETF positions in Q3 2023 and 6 closed out, a net change of 0 holders.
  • The largest iShares Investment Grade Systematic Bond ETF buyer in Q3 2023 was Jane Street, an estimated $3.79M added.
  • The largest iShares Investment Grade Systematic Bond ETF seller in Q3 2023 was Carson Wealth (CWM LLC), an estimated $4.55M sold.

Based on aggregated 13F filings for Q3 2023.