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iShares Investment Grade Systematic Bond ETF
IGEB

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.

New
Increased
Maintained
Reduced
Closed

342% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 12

286% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 7

33% more capital invested

Capital invested by funds: $374M → $496M (+$122M)

23% more funds holding

Funds holding: 82 → 101 (+19)

8.7% less ownership

Funds ownership: 91.88% → 83.18% (-8.7%)

25% less funds holding in top 10

Funds holding in top 10: 4 → 3 (-1)

Holders
101
Holders Change
+19
Holders Change %
+23.17%
% of All Funds
1.45%
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
State of New Jersey Common Pension Fund D
New Jersey
+$24.6M
2
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$16.9M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$13.7M
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$12.8M
5
SIM
Stratos Investment Management
Ohio
+$12.1M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$4.35M
2
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$4.24M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$2.91M
4
OMC
Old Mission Capital
Illinois
-$1.25M
5
UCFA
United Capital Financial Advisors
Texas
-$538K
Name Holding Trade Value Shares
Change 		Change in
Stake
WMA
51
Wealth Management Associates
New Jersey
$892K +$34.4K +770 +4%
Goldman Sachs
52
Goldman Sachs
New York
$868K -$4.35M -97,396 -83%
FFS
53
Founders Financial Securities
Maryland
$804K +$342K +7,639 +74%
LSA
54
Lion Street Advisors
Texas
$793K – – –
CWM
55
Comprehensive Wealth Management
Washington
$676K +$166K +3,702 +33%
NA
56
NewEdge Advisors
Louisiana
$668K -$77.5K -1,733 -10%
Prudential Financial
57
Prudential Financial
New Jersey
$655K +$24.1K +538 +4%
AWM
58
Apollon Wealth Management
South Carolina
$569K -$10.5K -234 -2%
NFG
59
Nations Financial Group
Iowa
$526K +$274K +6,126 +109%
National Bank of Canada
60
National Bank of Canada
Quebec, Canada
$476K +$39K +873 +9%
1IA
61
1620 Investment Advisors
Massachusetts
$460K +$57.3K +1,281 +14%
VPP
62
Vertex Planning Partners
Illinois
$403K +$402K +8,996 New
SAM
63
Synergy Asset Management
Washington
$399K +$398K +8,906 New
KAS
64
Kestra Advisory Services
Texas
$389K +$162K +3,625 +72%
CWP
65
Cyndeo Wealth Partners
Florida
$321K +$321K +7,168 New
RJA
66
Raymond James & Associates
Florida
$289K +$288K +6,443 New
CJ
67
Caitlin John
Michigan
$287K +$286K +6,404 New
FL
68
FreeGulliver LLC
Louisiana
$284K +$284K +6,342 New
DWP
69
Destiny Wealth Partners
Florida
$284K – – –
AWM
70
Axxcess Wealth Management
California
$279K +$278K +6,213 New
KDA
71
Kraft Davis & Associates
Missouri
$244K +$4.65K +104 +2%
SVWG
72
Shared Vision Wealth Group
United States
$237K +$236K +5,274 New
Citadel Advisors
73
Citadel Advisors
Florida
$210K +$210K +4,693 New
Comerica Bank
74
Comerica Bank
Texas
$197K – – –
SWC
75
Spectrum Wealth Counsel
Indiana
$186K +$186K +4,154 New
1 2
3
4 5

IGEB Hedge Fund Activity: Q1 2024 in Review

101 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in iShares Investment Grade Systematic Bond ETF (IGEB) for Q1 2024, worth a combined $496M — up 33% from $374M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new IGEB positions and 7 closed out — a net gain of 20 holders — while 53 added to existing stakes and 12 trimmed.

The largest buyer was State of New Jersey Common Pension Fund D, opening a new position worth an estimated $24.6M. The largest seller was Goldman Sachs, cutting an estimated $4.35M.

  • 101 institutional investors held iShares Investment Grade Systematic Bond ETF (IGEB) as of Q1 2024, up from 82 in Q4 2023.
  • Funds reported $496M of iShares Investment Grade Systematic Bond ETF stock for Q1 2024, up 33% quarter-over-quarter.
  • 27 funds opened new iShares Investment Grade Systematic Bond ETF positions in Q1 2024 and 7 closed out, a net change of +20 holders.
  • The largest iShares Investment Grade Systematic Bond ETF buyer in Q1 2024 was State of New Jersey Common Pension Fund D, an estimated $24.6M added.
  • The largest iShares Investment Grade Systematic Bond ETF seller in Q1 2024 was Goldman Sachs, an estimated $4.35M sold.

Based on aggregated 13F filings for Q1 2024.