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iShares Investment Grade Systematic Bond ETF
IGEB

Overview Fund Activity

101 hedge funds and large institutions have $496M invested in iShares Investment Grade Systematic Bond ETF in 2024 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 53 increasing their positions, 12 reducing their positions, and 7 closing their positions.

Holders
101
Holders Change
+19
Holders Change %
+23.17%
% of All Funds
1.46%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
27
Increased
53
Reduced
12
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
State of New Jersey Common Pension Fund D
1
State of New Jersey Common Pension Fund D
New Jersey
$24.7M
2
Janney Montgomery Scott
2
Janney Montgomery Scott
Pennsylvania
$17.7M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$14.3M
4
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$12.8M
5
SIM
5
Stratos Investment Management
Ohio
$12.1M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$868K
2
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$44.4M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$0
4
OMC
4
Old Mission Capital
Illinois
$0
5
UCFA
5
United Capital Financial Advisors
Texas
$11.5M
Name Market Value Shares Shares
Change 		Shares
Change %
WMA
51
Wealth Management Associates
New Jersey
$892K 20,115 +770 +4%
Goldman Sachs
52
Goldman Sachs
New York
$868K 19,350 -97,396 -83%
FFS
53
Founders Financial Securities
Maryland
$804K 17,924 +7,639 +74%
LSA
54
Lion Street Advisors
Texas
$793K 17,521 – –
CWM
55
Comprehensive Wealth Management
Washington
$676K 15,073 +3,702 +33%
NA
56
NewEdge Advisors
Louisiana
$668K 14,894 -1,733 -10%
Prudential Financial
57
Prudential Financial
New Jersey
$655K 14,614 +538 +4%
AWM
58
Apollon Wealth Management
South Carolina
$569K 12,692 -234 -2%
NFG
59
Nations Financial Group
Iowa
$526K 11,721 +6,126 +109%
National Bank of Canada
60
National Bank of Canada
Quebec, Canada
$476K 10,826 +873 +9%
1IA
61
1620 Investment Advisors
Massachusetts
$460K 10,247 +1,281 +14%
VPP
62
Vertex Planning Partners
Illinois
$403K 8,996 +8,996 New
SAM
63
Synergy Asset Management
Washington
$399K 8,906 +8,906 New
KAS
64
Kestra Advisory Services
Texas
$389K 8,676 +3,625 +72%
CWP
65
Cyndeo Wealth Partners
Florida
$321K 7,168 +7,168 New
RJA
66
Raymond James & Associates
Florida
$289K 6,443 +6,443 New
CJ
67
Caitlin John
Michigan
$287K 6,404 +6,404 New
FL
68
FreeGulliver LLC
Louisiana
$284K 6,342 +6,342 New
DWP
69
Destiny Wealth Partners
Florida
$284K 6,327 – –
AWM
70
Axxcess Wealth Management
California
$279K 6,213 +6,213 New
KDA
71
Kraft Davis & Associates
Missouri
$244K 5,530 +104 +2%
SVWG
72
Shared Vision Wealth Group
United States
$237K 5,274 +5,274 New
Citadel Advisors
73
Citadel Advisors
Florida
$210K 4,693 +4,693 New
Comerica Bank
74
Comerica Bank
Texas
$197K 4,384 – –
SWC
75
Spectrum Wealth Counsel
Indiana
$186K 4,154 +4,154 New
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3
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