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iShares Investment Grade Systematic Bond ETF
IGEB

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.

New
Increased
Maintained
Reduced
Closed

1,025% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 4

100% more funds holding in top 10

Funds holding in top 10: 2 → 4 (+2)

99% more capital invested

Capital invested by funds: $188M → $374M (+$186M)

95% more funds holding

Funds holding: 42 → 82 (+40)

15.53% more ownership

Funds ownership: 76.35% → 91.88% (+16%)

11% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 18

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
Envestnet Asset Management
Illinois
+$47.1M
2
LPL Financial
LPL Financial
California
+$22.3M
3
MML Investors Services
MML Investors Services
Massachusetts
+$14.3M
4
Bank of America
Bank of America
North Carolina
+$13.5M
5
OIA
OneDigital Investment Advisors
Kansas
+$13.4M

Top Sellers

1
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$9.12M
2
AF
Advisornet Financial
Minnesota
-$8.18M
3
Jane Street
Jane Street
New York
-$4.53M
4
HWAM
Hennion & Walsh Asset Management
New Jersey
-$3.43M
5
Citadel Advisors
Citadel Advisors
Florida
-$1.29M
Name Holding Trade Value Shares
Change 		Change in
Stake
Osaic Holdings
26
Osaic Holdings
Arizona
$1.94M -$539K -12,530 -23%
Bank of New York Mellon
27
Bank of New York Mellon
New York
$1.85M +$1.76M +40,823 New
ASN
28
Advisory Services Network
Georgia
$1.76M +$1.67M +38,860 New
BMM
29
Buffington Mohr McNeal
Idaho
$1.7M +$220K +5,125 +16%
DL
30
DOHJ LLC
Washington
$1.51M +$1.44M +33,376 New
AWM
31
Altus Wealth Management
Kentucky
$1.49M +$30.8K +716 +2%
OMC
32
Old Mission Capital
Illinois
$1.25M -$114K -2,641 -9%
Jane Street
33
Jane Street
New York
$1.23M -$4.53M -105,320 -79%
BlackRock
34
BlackRock
New York
$1.16M -$355K -8,256 -24%
PAS
35
Park Avenue Securities
New York
$1.09M +$1.03M +24,012 New
CAM
36
CPA Asset Management
Florida
$1.06M +$424K +9,859 +73%
AG
37
Ascent Group
Virginia
$996K +$961K +22,343 New
NL
38
NWAM LLC
Washington
$908K +$143K +3,317 +20%
CAN
39
Cetera Advisor Networks
California
$879K +$836K +19,423 New
WMA
40
Wealth Management Associates
New Jersey
$875K -$34.9K -812 -4%
PCIA
41
Prime Capital Investment Advisors
Kansas
$825K +$785K +18,244 New
LSA
42
Lion Street Advisors
Texas
$793K +$3.87K +90 +0.5%
NA
43
NewEdge Advisors
Louisiana
$752K -$2.84K -66 -0.4%
Janney Montgomery Scott
44
Janney Montgomery Scott
Pennsylvania
$747K +$710K +16,509 New
CA
45
Cetera Advisors
Colorado
$737K +$701K +16,291 New
Prudential Financial
46
Prudential Financial
New Jersey
$637K +$606K +14,076 New
AWM
47
Apollon Wealth Management
South Carolina
$585K +$556K +12,926 New
GWM
48
Geneos Wealth Management
Colorado
$572K +$544K +12,641 New
CWM
49
Comprehensive Wealth Management
Washington
$514K -$118K -2,744 -19%
Royal Bank of Canada
50
Royal Bank of Canada
Ontario, Canada
$507K +$477K +11,084 +8,939%
1
2
3 4

IGEB Hedge Fund Activity: Q4 2023 in Review

82 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in iShares Investment Grade Systematic Bond ETF (IGEB) for Q4 2023, worth a combined $374M — up 99% from $188M a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new IGEB positions and 4 closed out — a net gain of 41 holders — while 16 added to existing stakes and 18 trimmed.

The largest buyer was Envestnet Asset Management, opening a new position worth an estimated $47.1M. The largest seller was Carson Wealth (CWM LLC), cutting an estimated $9.12M.

  • 82 institutional investors held iShares Investment Grade Systematic Bond ETF (IGEB) as of Q4 2023, up from 42 in Q3 2023.
  • Funds reported $374M of iShares Investment Grade Systematic Bond ETF stock for Q4 2023, up 99% quarter-over-quarter.
  • 45 funds opened new iShares Investment Grade Systematic Bond ETF positions in Q4 2023 and 4 closed out, a net change of +41 holders.
  • The largest iShares Investment Grade Systematic Bond ETF buyer in Q4 2023 was Envestnet Asset Management, an estimated $47.1M added.
  • The largest iShares Investment Grade Systematic Bond ETF seller in Q4 2023 was Carson Wealth (CWM LLC), an estimated $9.12M sold.

Based on aggregated 13F filings for Q4 2023.