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iShares Investment Grade Systematic Bond ETF
IGEB

Overview Fund Activity

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.

Holders
101
Holders Change
+19
Holders Change %
+23.17%
% of All Funds
1.46%
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
1
State of New Jersey Common Pension Fund D
New Jersey
$24.7M
2
Janney Montgomery Scott
2
Janney Montgomery Scott
Pennsylvania
$17.7M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$14.3M
4
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$12.8M
5
SIM
5
Stratos Investment Management
Ohio
$12.1M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$868K
2
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$44.4M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$0
4
OMC
4
Old Mission Capital
Illinois
$0
5
UCFA
5
United Capital Financial Advisors
Texas
$11.5M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of New York Mellon
26
Bank of New York Mellon
New York
$4.03M 89,958 +49,135 +120%
RA
27
RFG Advisory
Alabama
$2.78M 61,964 +4,405 +8%
TVAMP
28
Tennessee Valley Asset Management Partners
Tennessee
$2.46M 54,897 +54,897 New
CAN
29
Cetera Advisor Networks
California
$2.19M 48,769 +29,346 +151%
Envestnet Portfolio Solutions
30
Envestnet Portfolio Solutions
Illinois
$2.14M 47,807 -532 -1%
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$2.03M 45,359 +223 +0.5%
Osaic Holdings
32
Osaic Holdings
Arizona
$1.99M 44,457 +1,609 +4%
ASN
33
Advisory Services Network
Georgia
$1.95M 43,493 +4,633 +12%
BMM
34
Buffington Mohr McNeal
Idaho
$1.88M 42,020 +4,420 +12%
HI
35
Harbour Investments
Wisconsin
$1.88M 41,867 +41,867 New
PCIA
36
Prime Capital Investment Advisors
Kansas
$1.81M 40,401 +22,157 +121%
SPC
37
Sigma Planning Corp
Michigan
$1.66M 37,084 +27,400 +283%
CA
38
Cetera Advisors
Colorado
$1.55M 34,476 +18,185 +112%
DL
39
DOHJ LLC
Washington
$1.54M 34,376 +1,000 +3%
JPMorgan Chase & Co
40
JPMorgan Chase & Co
New York
$1.52M 33,895 +25,204 +290%
PAS
41
Park Avenue Securities
New York
$1.46M 32,452 +8,440 +35%
AWM
42
Altus Wealth Management
Kentucky
$1.44M 32,191 -773 -2%
CAM
43
CPA Asset Management
Florida
$1.41M 31,490 +8,098 +35%
AI
44
Atria Investments
North Carolina
$1.41M 31,364 +31,364 New
Jane Street
45
Jane Street
New York
$1.38M 30,874 +3,658 +13%
Morgan Stanley
46
Morgan Stanley
New York
$1.36M 30,264 +29,090 +2,478%
SL
47
SWMG LLC
Texas
$1.27M 28,214 +28,214 New
BlackRock
48
BlackRock
New York
$1.09M 24,193 -1,343 -5%
AG
49
Ascent Group
Virginia
$1.03M 22,999 +656 +3%
NL
50
NWAM LLC
Washington
$989K 22,399 +2,338 +12%
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