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iShares Investment Grade Systematic Bond ETF
IGEB

82 hedge funds and large institutions have $374M invested in iShares Investment Grade Systematic Bond ETF in 2023 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 16 increasing their positions, 18 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,025% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 4

100% more funds holding in top 10

Funds holding in top 10: 2 → 4 (+2)

99% more capital invested

Capital invested by funds: $188M → $374M (+$186M)

95% more funds holding

Funds holding: 42 → 82 (+40)

15.53% more ownership

Funds ownership: 76.35% → 91.88% (+16%)

11% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 18

Holders
82
Holders Change
+40
Holders Change %
+95.24%
% of All Funds
1.2%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
45
Increased
16
Reduced
18
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$47.1M
2
LPL Financial
LPL Financial
California
+$22.3M
3
MML Investors Services
MML Investors Services
Massachusetts
+$14.3M
4
Bank of America
Bank of America
North Carolina
+$13.5M
5
OIA
OneDigital Investment Advisors
Kansas
+$13.4M

Top Sellers

1
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$9.12M
2
AF
Advisornet Financial
Minnesota
-$8.18M
3
Jane Street
Jane Street
New York
-$4.53M
4
HWAM
Hennion & Walsh Asset Management
New Jersey
-$3.43M
5
Citadel Advisors
Citadel Advisors
Florida
-$1.29M
Name Holding Trade Value Shares
Change 		Change in
Stake
FFS
51
Founders Financial Securities
Maryland
$465K +$442K +10,285 New
National Bank of Canada
52
National Bank of Canada
Quebec, Canada
$448K +$430 +10 +0.1%
SPC
53
Sigma Planning Corp
Michigan
$438K -$470K -10,927 -53%
1IA
54
1620 Investment Advisors
Massachusetts
$406K +$131K +3,042 +51%
JP Morgan Chase
55
JP Morgan Chase
New York
$393K +$374K +8,691 New
OP
56
ORG Partners
Indiana
$350K +$333K +7,733 New
DWP
57
Destiny Wealth Partners
Florida
$283K -$16.7K -389 -6%
Thrivent Financial for Lutherans
58
Thrivent Financial for Lutherans
Minnesota
$276K – – –
NFG
59
Nations Financial Group
Iowa
$253K +$241K +5,595 New
KDA
60
Kraft Davis & Associates
Missouri
$244K +$233K +5,426 New
KAS
61
Kestra Advisory Services
Texas
$229K +$217K +5,051 New
SW
62
SteelPeak Wealth
California
$203K +$193K +4,487 New
Comerica Bank
63
Comerica Bank
Texas
$198K +$189K +4,384 New
PFM
64
Phillips Financial Management
Indiana
$139K – – –
PNC Financial Services Group
65
PNC Financial Services Group
Pennsylvania
$113K +$107K +2,487 New
SC
66
SouthState Corp
Florida
$55.9K +$53.2K +1,236 New
FFA
67
Farther Finance Advisors
California
$55.5K +$52.7K +1,226 New
IGWM
68
ICA Group Wealth Management
Colorado
$55.1K +$52.4K +1,218 New
Morgan Stanley
69
Morgan Stanley
New York
$53.1K -$1.07K -25 -2%
FHA
70
First Horizon Advisors
Tennessee
$24.2K +$23K +535 New
GJIA
71
Glass Jacobson Investment Advisors
Maryland
$23.5K +$22.3K +519 New
CFGS
72
Concourse Financial Group Securities
Alabama
$18.6K +$17.6K +410 New
GWSG
73
GPS Wealth Strategies Group
Colorado
$13.6K +$12.9K +300 New
GRP
74
Global Retirement Partners
California
$13.2K +$12.6K +294 New
AF
75
Advisornet Financial
Minnesota
$9.46K -$8.18M -190,221 -100%
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IGEB Hedge Fund Activity: Q4 2023 in Review

82 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in iShares Investment Grade Systematic Bond ETF (IGEB) for Q4 2023, worth a combined $374M — up 99% from $188M a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new IGEB positions and 4 closed out — a net gain of 41 holders — while 16 added to existing stakes and 18 trimmed.

The largest buyer was Envestnet Asset Management, opening a new position worth an estimated $47.1M. The largest seller was Carson Wealth (CWM LLC), cutting an estimated $9.12M.

  • 82 institutional investors held iShares Investment Grade Systematic Bond ETF (IGEB) as of Q4 2023, up from 42 in Q3 2023.
  • Funds reported $374M of iShares Investment Grade Systematic Bond ETF stock for Q4 2023, up 99% quarter-over-quarter.
  • 45 funds opened new iShares Investment Grade Systematic Bond ETF positions in Q4 2023 and 4 closed out, a net change of +41 holders.
  • The largest iShares Investment Grade Systematic Bond ETF buyer in Q4 2023 was Envestnet Asset Management, an estimated $47.1M added.
  • The largest iShares Investment Grade Systematic Bond ETF seller in Q4 2023 was Carson Wealth (CWM LLC), an estimated $9.12M sold.

Based on aggregated 13F filings for Q4 2023.