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iShares Investment Grade Systematic Bond ETF
IGEB

Overview Fund Activity

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 35 funds opening new positions, 127 increasing their positions, 63 reducing their positions, and 7 closing their positions.

Holders
231
Holders Change
+27
Holders Change %
+13.24%
% of All Funds
3.34%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
35
Increased
127
Reduced
63
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PA
1
Parallel Advisors
California
$20.7M
2
State of New Jersey Common Pension Fund D
2
State of New Jersey Common Pension Fund D
New Jersey
$66.1M
3
SL
3
Sentinus LLC
Illinois
$12.6M
4
AWM
4
Ameliora Wealth Management
Switzerland
$23.1M
5
IWM
5
IHT Wealth Management
Illinois
$28M

Top Sellers

1
OIA
1
OneDigital Investment Advisors
Kansas
$20.6M
2
BlackRock
2
BlackRock
New York
$50.5M
3
UCFA
3
United Capital Financial Advisors
Texas
$21.7M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$31.4M
5
PAG
5
Private Advisor Group
New Jersey
$12.1M
Name Market Value Shares Shares
Change 		Shares
Change %
PAS
26
Park Avenue Securities
New York
$15.7M 338,607 -12,628 -4%
Mercer Global Advisors
27
Mercer Global Advisors
Colorado
$15.2M 327,622 +30,006 +10%
SL
28
Sentinus LLC
Illinois
$12.6M 131,448 +120,954 +1,153%
PAG
29
Private Advisor Group
New Jersey
$12.1M 260,849 -42,301 -14%
Stifel Financial
30
Stifel Financial
Missouri
$11M 235,643 +17,970 +8%
NA
31
NewEdge Advisors
Louisiana
$9.52M 204,783 +35,237 +21%
DC
32
Dorval Corp
Minnesota
$8.67M 189,303 -25,869 -12%
MSWM
33
McGlone Suttner Wealth Management
Wisconsin
$8.38M 180,389 +46,435 +35%
Osaic Holdings
34
Osaic Holdings
Arizona
$7.72M 166,049 +93,598 +129%
FIA
35
Foundations Investment Advisors
Arizona
$5.81M 125,085 +8,799 +8%
CW
36
CreativeOne Wealth
Kansas
$5.78M 124,328 +70,657 +132%
GWM
37
Geneos Wealth Management
Colorado
$5.39M 115,881 +1,024 +0.9%
Truist Financial
38
Truist Financial
North Carolina
$4.24M 91,280 +11,346 +14%
RJFSA
39
Raymond James Financial Services Advisors
Florida
$4.17M 89,636 +44,334 +98%
KFS
40
Kelly Financial Services
Massachusetts
$4.02M 86,510 -1,185 -1%
SL
41
Systelligence LLC
Minnesota
$3.99M 85,872 -7,702 -8%
US Bancorp
42
US Bancorp
Minnesota
$3.9M 83,887 +540 +0.6%
SW
43
SteelPeak Wealth
California
$3.9M 83,859 +8,546 +11%
AWS
44
Atria Wealth Solutions
New York
$3.44M 74,126 +1,374 +2%
CAM
45
CPA Asset Management
Florida
$3.35M 72,090 +11,581 +19%
AIA
46
Alera Investment Advisors
Illinois
$3.31M 71,251 +708 +1%
FAM
47
Forte Asset Management
New York
$3.22M 69,295 +69,295 New
AI
48
Atria Investments
North Carolina
$2.94M 63,217 +3,577 +6%
TVAMP
49
Tennessee Valley Asset Management Partners
Tennessee
$2.81M 60,455 +2,867 +5%
Prudential Financial
50
Prudential Financial
New Jersey
$2.68M 57,608 -1,656 -3%
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