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iShares Investment Grade Systematic Bond ETF
IGEB

101 hedge funds and large institutions have $496M invested in iShares Investment Grade Systematic Bond ETF in 2024 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 53 increasing their positions, 12 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

342% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 12

286% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 7

33% more capital invested

Capital invested by funds: $374M → $496M (+$122M)

23% more funds holding

Funds holding: 82 → 101 (+19)

8.7% less ownership

Funds ownership: 91.88% → 83.18% (-8.7%)

25% less funds holding in top 10

Funds holding in top 10: 4 → 3 (-1)

Holders
101
Holders Change
+19
Holders Change %
+23.17%
% of All Funds
1.45%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
27
Increased
53
Reduced
12
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
+$24.6M
2
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$16.9M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$13.7M
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$12.8M
5
SIM
Stratos Investment Management
Ohio
+$12.1M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$4.35M
2
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$4.24M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$2.91M
4
OMC
Old Mission Capital
Illinois
-$1.25M
5
UCFA
United Capital Financial Advisors
Texas
-$538K
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of New York Mellon
26
Bank of New York Mellon
New York
$4.03M +$2.2M +49,135 +120%
RA
27
RFG Advisory
Alabama
$2.78M +$197K +4,405 +8%
TVAMP
28
Tennessee Valley Asset Management Partners
Tennessee
$2.46M +$2.45M +54,897 New
CAN
29
Cetera Advisor Networks
California
$2.19M +$1.31M +29,346 +151%
Envestnet Portfolio Solutions
30
Envestnet Portfolio Solutions
Illinois
$2.14M -$23.8K -532 -1%
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$2.03M +$9.97K +223 +0.5%
Osaic Holdings
32
Osaic Holdings
Arizona
$1.99M +$71.9K +1,609 +4%
ASN
33
Advisory Services Network
Georgia
$1.95M +$207K +4,633 +12%
BMM
34
Buffington Mohr McNeal
Idaho
$1.88M +$198K +4,420 +12%
HI
35
Harbour Investments
Wisconsin
$1.88M +$1.87M +41,867 New
PCIA
36
Prime Capital Investment Advisors
Kansas
$1.81M +$991K +22,157 +121%
SPC
37
Sigma Planning Corp
Michigan
$1.66M +$1.23M +27,400 +283%
CA
38
Cetera Advisors
Colorado
$1.55M +$813K +18,185 +112%
DL
39
DOHJ LLC
Washington
$1.54M +$44.7K +1,000 +3%
JP Morgan Chase
40
JP Morgan Chase
New York
$1.52M +$1.13M +25,204 +290%
PAS
41
Park Avenue Securities
New York
$1.46M +$377K +8,440 +35%
AWM
42
Altus Wealth Management
Kentucky
$1.44M -$34.6K -773 -2%
CAM
43
CPA Asset Management
Florida
$1.41M +$362K +8,098 +35%
AI
44
Atria Investments
North Carolina
$1.41M +$1.4M +31,364 New
Jane Street
45
Jane Street
New York
$1.38M +$164K +3,658 +13%
Morgan Stanley
46
Morgan Stanley
New York
$1.36M +$1.3M +29,090 +2,478%
SL
47
SWMG LLC
Texas
$1.27M +$1.26M +28,214 New
BlackRock
48
BlackRock
New York
$1.09M -$60K -1,343 -5%
AG
49
Ascent Group
Virginia
$1.03M +$29.3K +656 +3%
NL
50
NWAM LLC
Washington
$989K +$105K +2,338 +12%
1
2
3 4 5

IGEB Hedge Fund Activity: Q1 2024 in Review

101 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in iShares Investment Grade Systematic Bond ETF (IGEB) for Q1 2024, worth a combined $496M — up 33% from $374M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new IGEB positions and 7 closed out — a net gain of 20 holders — while 53 added to existing stakes and 12 trimmed.

The largest buyer was State of New Jersey Common Pension Fund D, opening a new position worth an estimated $24.6M. The largest seller was Goldman Sachs, cutting an estimated $4.35M.

  • 101 institutional investors held iShares Investment Grade Systematic Bond ETF (IGEB) as of Q1 2024, up from 82 in Q4 2023.
  • Funds reported $496M of iShares Investment Grade Systematic Bond ETF stock for Q1 2024, up 33% quarter-over-quarter.
  • 27 funds opened new iShares Investment Grade Systematic Bond ETF positions in Q1 2024 and 7 closed out, a net change of +20 holders.
  • The largest iShares Investment Grade Systematic Bond ETF buyer in Q1 2024 was State of New Jersey Common Pension Fund D, an estimated $24.6M added.
  • The largest iShares Investment Grade Systematic Bond ETF seller in Q1 2024 was Goldman Sachs, an estimated $4.35M sold.

Based on aggregated 13F filings for Q1 2024.