IGEB icon

iShares Investment Grade Systematic Bond ETF
IGEB

Overview Fund Activity

82 hedge funds and large institutions have $374M invested in iShares Investment Grade Systematic Bond ETF in 2023 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 16 increasing their positions, 18 reducing their positions, and 4 closing their positions.

Holders
82
Holders Change
+40
Holders Change %
+95.24%
% of All Funds
1.2%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
45
Increased
16
Reduced
18
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$49.6M
2
LPL Financial
2
LPL Financial
California
$25.4M
3
MML Investors Services
3
MML Investors Services
Massachusetts
$15M
4
Bank of America
4
Bank of America
North Carolina
$18.4M
5
OIA
5
OneDigital Investment Advisors
Kansas
$14.1M

Top Sellers

1
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$49.1M
2
AF
2
Advisornet Financial
Minnesota
$9.46K
3
Jane Street
3
Jane Street
New York
$1.23M
4
HWAM
4
Hennion & Walsh Asset Management
New Jersey
$32.4M
5
Citadel Advisors
5
Citadel Advisors
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Osaic Holdings
26
Osaic Holdings
Arizona
$1.94M 42,848 -12,530 -23%
Bank of New York Mellon
27
Bank of New York Mellon
New York
$1.85M 40,823 +40,823 New
ASN
28
Advisory Services Network
Georgia
$1.76M 38,860 +38,860 New
BMM
29
Buffington Mohr McNeal
Idaho
$1.7M 37,600 +5,125 +16%
DL
30
DOHJ LLC
Washington
$1.51M 33,376 +33,376 New
AWM
31
Altus Wealth Management
Kentucky
$1.49M 32,964 +716 +2%
OMC
32
Old Mission Capital
Illinois
$1.25M 27,648 -2,641 -9%
Jane Street
33
Jane Street
New York
$1.23M 27,216 -105,320 -79%
BlackRock
34
BlackRock
New York
$1.16M 25,536 -8,256 -24%
PAS
35
Park Avenue Securities
New York
$1.09M 24,012 +24,012 New
CAM
36
CPA Asset Management
Florida
$1.06M 23,392 +9,859 +73%
AG
37
Ascent Group
Virginia
$996K 22,343 +22,343 New
NL
38
NWAM LLC
Washington
$908K 20,061 +3,317 +20%
CAN
39
Cetera Advisor Networks
California
$879K 19,423 +19,423 New
WMA
40
Wealth Management Associates
New Jersey
$875K 19,345 -812 -4%
PCIA
41
Prime Capital Investment Advisors
Kansas
$825K 18,244 +18,244 New
LSA
42
Lion Street Advisors
Texas
$793K 17,521 +90 +0.5%
NA
43
NewEdge Advisors
Louisiana
$752K 16,627 -66 -0.4%
Janney Montgomery Scott
44
Janney Montgomery Scott
Pennsylvania
$747K 16,509 +16,509 New
CA
45
Cetera Advisors
Colorado
$737K 16,291 +16,291 New
Prudential Financial
46
Prudential Financial
New Jersey
$637K 14,076 +14,076 New
AWM
47
Apollon Wealth Management
South Carolina
$585K 12,926 +12,926 New
GWM
48
Geneos Wealth Management
Colorado
$572K 12,641 +12,641 New
CWM
49
Comprehensive Wealth Management
Washington
$514K 11,371 -2,744 -19%
Royal Bank of Canada
50
Royal Bank of Canada
Ontario, Canada
$507K 11,208 +11,084 +8,939%
1
2
3 4