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iShares Investment Grade Systematic Bond ETF
IGEB

231 hedge funds and large institutions have $1.42B invested in iShares Investment Grade Systematic Bond ETF in 2024 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 126 increasing their positions, 63 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

414% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 7

100% more repeat investments, than reductions

Existing positions increased: 126 | Existing positions reduced: 63

33% more funds holding in top 10

Funds holding in top 10: 3 → 4 (+1)

14% more capital invested

Capital invested by funds: $1.25B → $1.42B (+$178M)

14% more funds holding

Funds holding: 203 → 231 (+28)

3.89% less ownership

Funds ownership: 96.64% → 92.75% (-3.9%)

Holders
231
Holders Change
+28
Holders Change %
+13.79%
% of All Funds
3.32%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
36
Increased
126
Reduced
63
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PA
Parallel Advisors
California
+$20.3M
2
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
+$11.4M
3
AWM
Ameliora Wealth Management
Switzerland
+$9.31M
4
IWM
IHT Wealth Management
Illinois
+$9M
5
Morgan Stanley
Morgan Stanley
New York
+$7.13M

Top Sellers

1
OIA
OneDigital Investment Advisors
Kansas
-$19.6M
2
BlackRock
BlackRock
New York
-$15.2M
3
UCFA
United Capital Financial Advisors
Texas
-$3.49M
4
JP Morgan Chase
JP Morgan Chase
New York
-$3.09M
5
PAG
Private Advisor Group
New Jersey
-$1.93M
Name Holding Trade Value Shares
Change 		Change in
Stake
PAS
26
Park Avenue Securities
New York
$15.7M -$576K -12,628 -4%
Mercer Global Advisors
27
Mercer Global Advisors
Colorado
$15.2M +$1.37M +30,006 +10%
SL
28
Sentinus LLC
Illinois
$12.6M +$5.51M +120,954 +1,153%
PAG
29
Private Advisor Group
New Jersey
$12.1M -$1.93M -42,301 -14%
Stifel Financial
30
Stifel Financial
Missouri
$11M +$819K +17,970 +8%
NA
31
NewEdge Advisors
Louisiana
$9.52M +$1.61M +35,237 +21%
DC
32
Dorval Corp
Minnesota
$8.67M -$1.18M -25,869 -12%
MSWM
33
McGlone Suttner Wealth Management
Wisconsin
$8.38M +$2.12M +46,435 +35%
Osaic Holdings
34
Osaic Holdings
Arizona
$7.72M +$4.27M +93,598 +129%
FIA
35
Foundations Investment Advisors
Arizona
$5.81M +$401K +8,799 +8%
CW
36
CreativeOne Wealth
Kansas
$5.78M +$3.22M +70,657 +132%
GWM
37
Geneos Wealth Management
Colorado
$5.39M +$46.7K +1,024 +0.9%
Truist Financial
38
Truist Financial
North Carolina
$4.24M +$517K +11,346 +14%
RJFSA
39
Raymond James Financial Services Advisors
Florida
$4.17M +$2.02M +44,334 +98%
KFS
40
Kelly Financial Services
Massachusetts
$4.02M -$54K -1,185 -1%
SL
41
Systelligence LLC
Minnesota
$3.99M -$351K -7,702 -8%
US Bancorp
42
US Bancorp
Minnesota
$3.9M +$24.6K +540 +0.6%
SW
43
SteelPeak Wealth
California
$3.9M +$390K +8,546 +11%
AWS
44
Atria Wealth Solutions
New York
$3.44M +$62.6K +1,374 +2%
CAM
45
CPA Asset Management
Florida
$3.35M +$528K +11,581 +19%
AIA
46
Alera Investment Advisors
Illinois
$3.31M +$32.3K +708 +1%
FAM
47
Forte Asset Management
New York
$3.22M +$3.16M +69,295 New
AI
48
Atria Investments
North Carolina
$2.94M +$163K +3,577 +6%
TVAMP
49
Tennessee Valley Asset Management Partners
Tennessee
$2.81M +$131K +2,867 +5%
Prudential Financial
50
Prudential Financial
New Jersey
$2.68M -$75.5K -1,656 -3%
1
2
3 4 5

IGEB Hedge Fund Activity: Q3 2024 in Review

231 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares Investment Grade Systematic Bond ETF (IGEB) for Q3 2024, worth a combined $1.42B — up 14% from $1.25B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new IGEB positions and 7 closed out — a net gain of 29 holders — while 126 added to existing stakes and 63 trimmed.

The largest buyer was Parallel Advisors, opening a new position worth an estimated $20.3M. The largest seller was OneDigital Investment Advisors, cutting an estimated $19.6M.

  • 231 institutional investors held iShares Investment Grade Systematic Bond ETF (IGEB) as of Q3 2024, up from 203 in Q2 2024.
  • Funds reported $1.42B of iShares Investment Grade Systematic Bond ETF stock for Q3 2024, up 14% quarter-over-quarter.
  • 36 funds opened new iShares Investment Grade Systematic Bond ETF positions in Q3 2024 and 7 closed out, a net change of +29 holders.
  • The largest iShares Investment Grade Systematic Bond ETF buyer in Q3 2024 was Parallel Advisors, an estimated $20.3M added.
  • The largest iShares Investment Grade Systematic Bond ETF seller in Q3 2024 was OneDigital Investment Advisors, an estimated $19.6M sold.

Based on aggregated 13F filings for Q3 2024.