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iShares Investment Grade Systematic Bond ETF
IGEB

Overview Fund Activity

204 hedge funds and large institutions have $1.25B invested in iShares Investment Grade Systematic Bond ETF in 2024 Q2 according to their latest regulatory filings, with 114 funds opening new positions, 74 increasing their positions, 11 reducing their positions, and 9 closing their positions.

Holders
204
Holders Change
+103
Holders Change %
+101.98%
% of All Funds
2.97%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
114
Increased
74
Reduced
11
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$288M
2
BlackRock
2
BlackRock
New York
$63M
3
LPL Financial
3
LPL Financial
California
$94.5M
4
Envestnet Portfolio Solutions
4
Envestnet Portfolio Solutions
Illinois
$36M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$32.9M

Top Sellers

1
MSWM
1
McGlone Suttner Wealth Management
Wisconsin
$6.06M
2
RA
2
RFG Advisory
Alabama
$791K
3
Jane Street
3
Jane Street
New York
$0
4
NL
4
NWAM LLC
Washington
$0
5
CWM
5
Comprehensive Wealth Management
Washington
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Betterment LLC
26
Betterment LLC
New York
$12.3M +$3.16M +71,236 +35%
Stifel Financial
27
Stifel Financial
Missouri
$9.66M +$4.6M +103,716 +91%
DC
28
Dorval Corp
Minnesota
$9.53M +$510K +11,512 +6%
NA
29
NewEdge Advisors
Louisiana
$7.52M +$6.86M +154,652 +1,038%
MSWM
30
McGlone Suttner Wealth Management
Wisconsin
$6.06M -$3.69M -81,527 -38%
FIA
31
Foundations Investment Advisors
Arizona
$5.16M +$5.16M +116,286 New
GWM
32
Geneos Wealth Management
Colorado
$5.1M -$26.6K -599 -0.5%
VFPI
33
Vantage Financial Partners (Illinois)
Illinois
$4.96M +$4.96M +111,753 New
SL
34
Systelligence LLC
Minnesota
$4.15M +$61.4K +1,385 +2%
KFS
35
Kelly Financial Services
Massachusetts
$3.89M +$3.89M +87,695 New
US Bancorp
36
US Bancorp
Minnesota
$3.7M +$3.7M +83,347 New
Truist Financial
37
Truist Financial
North Carolina
$3.55M +$3.55M +79,934 New
SW
38
SteelPeak Wealth
California
$3.34M +$3.34M +75,313 New
Commonwealth Equity Services
39
Commonwealth Equity Services
Massachusetts
$3.25M +$1.24M +27,867 +61%
AWS
40
Atria Wealth Solutions
New York
$3.23M +$3.23M +72,752 New
Osaic Holdings
41
Osaic Holdings
Arizona
$3.21M +$1.24M +27,994 +63%
AIA
42
Alera Investment Advisors
Illinois
$3.13M +$3.13M +70,543 New
CAM
43
CPA Asset Management
Florida
$2.68M +$1.29M +29,019 +92%
AI
44
Atria Investments
North Carolina
$2.65M +$1.25M +28,276 +90%
Prudential Financial
45
Prudential Financial
New Jersey
$2.63M +$1.98M +44,650 +306%
TVAMP
46
Tennessee Valley Asset Management Partners
Tennessee
$2.55M +$119K +2,691 +5%
CW
47
CreativeOne Wealth
Kansas
$2.38M +$2.38M +53,671 New
TWM
48
TSA Wealth Management
Texas
$2.31M +$2.31M +52,059 New
SVWG
49
Shared Vision Wealth Group
United States
$2.19M +$1.96M +44,114 +836%
ASN
50
Advisory Services Network
Georgia
$2.16M +$227K +5,114 +12%
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