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iShares Investment Grade Systematic Bond ETF
IGEB

173 hedge funds and large institutions have $842M invested in iShares Investment Grade Systematic Bond ETF in 2024 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 53 increasing their positions, 78 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

10.59% less ownership

Funds ownership: 92.75% → 82.16% (-11%)

25% less funds holding

Funds holding: 231 → 173 (-58)

32% less repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 78

41% less capital invested

Capital invested by funds: $1.42B → $842M (-$583M)

62% less first-time investments, than exits

New positions opened: 32 | Existing positions closed: 85

Holders
173
Holders Change
-58
Holders Change %
-25.11%
% of All Funds
2.28%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
32
Increased
53
Reduced
78
Closed
85
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
+$27.2M
2
SIM
Stratos Investment Management
Ohio
+$11.2M
3
ETC
Exchange Traded Concepts
Oklahoma
+$9.74M
4
HWAM
Hennion & Walsh Asset Management
New Jersey
+$6.89M
5
TWC
TD Waterhouse Canada
Ontario, Canada
+$4.97M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$232M
2
BlackRock
BlackRock
New York
-$41.1M
3
LPL Financial
LPL Financial
California
-$40.1M
4
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
-$34.7M
5
JP Morgan Chase
JP Morgan Chase
New York
-$26.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
DC
26
Dorval Corp
Minnesota
$8.87M +$479K +10,582 +6%
Raymond James Financial
27
Raymond James Financial
Florida
$8.74M +$8.91M +197,000 New
BlackRock
28
BlackRock
New York
$7.91M -$41.1M -907,938 -84%
GWM
29
Geneos Wealth Management
Colorado
$7.23M +$2.13M +47,138 +41%
Cetera Investment Advisers
30
Cetera Investment Advisers
Illinois
$7.1M -$18.4M -407,030 -72%
Bank of New York Mellon
31
Bank of New York Mellon
New York
$5.29M -$10.1M -223,319 -65%
Stifel Financial
32
Stifel Financial
Missouri
$5.12M -$5.44M -120,247 -51%
CAM
33
CPA Asset Management
Florida
$5.01M +$1.85M +40,867 +57%
TWC
34
TD Waterhouse Canada
Ontario, Canada
$4.88M +$4.97M +109,984 New
IWM
35
IHT Wealth Management
Illinois
$4.81M -$22.3M -493,111 -82%
JP Morgan Chase
36
JP Morgan Chase
New York
$4.13M -$26.3M -581,719 -86%
SL
37
Systelligence LLC
Minnesota
$4.03M +$223K +4,931 +6%
UBS Group
38
UBS Group
Switzerland
$4M +$1.94M +42,979 +91%
HI
39
Harbour Investments
Wisconsin
$3.51M +$1.12M +24,800 +46%
Osaic Holdings
40
Osaic Holdings
Arizona
$3.43M -$4.02M -88,795 -53%
DL
41
DOHJ LLC
Washington
$2.98M +$631K +13,956 +26%
PAS
42
Park Avenue Securities
New York
$2.66M -$12.6M -278,568 -82%
TVAMP
43
Tennessee Valley Asset Management Partners
Tennessee
$2.65M -$32.3K -715 -1%
LCM
44
Lunt Capital Management
Utah
$2.56M +$2.61M +57,668 New
BCG
45
Breakwater Capital Group
New Jersey
$2.53M +$635K +14,035 +33%
Envestnet Portfolio Solutions
46
Envestnet Portfolio Solutions
Illinois
$2.52M -$34.7M -766,704 -93%
HC
47
Hoese & Co
Minnesota
$2.41M +$730K +16,150 +42%
AWM
48
Accel Wealth Management
Iowa
$2.37M +$175K +3,869 +8%
FL
49
FreeGulliver LLC
Louisiana
$2.27M +$250K +5,535 +12%
T
50
Tidemark
California
$2.03M +$234K +5,165 +13%
1
2
3 4 5

IGEB Hedge Fund Activity: Q4 2024 in Review

173 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares Investment Grade Systematic Bond ETF (IGEB) for Q4 2024, worth a combined $842M — down 41% from $1.42B a quarter earlier.

Sellers outnumbered buyers: 85 funds closed out of IGEB and 32 opened new positions — a net loss of 53 holders — while 78 trimmed existing stakes and 53 added.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $27.2M. The largest seller was Envestnet Asset Management, cutting an estimated $232M.

  • 173 institutional investors held iShares Investment Grade Systematic Bond ETF (IGEB) as of Q4 2024, down from 231 in Q3 2024.
  • Funds reported $842M of iShares Investment Grade Systematic Bond ETF stock for Q4 2024, down 41% quarter-over-quarter.
  • 32 funds opened new iShares Investment Grade Systematic Bond ETF positions in Q4 2024 and 85 closed out, a net change of -53 holders.
  • The largest iShares Investment Grade Systematic Bond ETF buyer in Q4 2024 was Citadel Advisors, an estimated $27.2M added.
  • The largest iShares Investment Grade Systematic Bond ETF seller in Q4 2024 was Envestnet Asset Management, an estimated $232M sold.

Based on aggregated 13F filings for Q4 2024.