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iShares Investment Grade Systematic Bond ETF
IGEB

Overview Fund Activity

204 hedge funds and large institutions have $1.25B invested in iShares Investment Grade Systematic Bond ETF in 2024 Q2 according to their latest regulatory filings, with 114 funds opening new positions, 74 increasing their positions, 11 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
204
Holders Change
+103
Holders Change %
+101.98%
% of All Funds
2.97%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
114
Increased
74
Reduced
11
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$288M
2
BlackRock
2
BlackRock
New York
$63M
3
LPL Financial
3
LPL Financial
California
$94.5M
4
Envestnet Portfolio Solutions
4
Envestnet Portfolio Solutions
Illinois
$36M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$32.9M

Top Sellers

1
MSWM
1
McGlone Suttner Wealth Management
Wisconsin
$6.06M
2
RA
2
RFG Advisory
Alabama
$791K
3
Jane Street
3
Jane Street
New York
$0
4
NL
4
NWAM LLC
Washington
$0
5
CWM
5
Comprehensive Wealth Management
Washington
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
DL
51
DOHJ LLC
Washington
$2.15M +$622K +14,031 +41%
RJFSA
52
Raymond James Financial Services Advisors
Florida
$2.01M +$2.01M +45,302 New
CIAS
53
CFS Investment Advisory Services
New Jersey
$1.98M +$1.98M +44,639 New
BMM
54
Buffington Mohr McNeal
Idaho
$1.93M +$66.3K +1,494 +4%
OP
55
ORG Partners
Indiana
$1.92M +$1.92M +43,732 New
HI
56
Harbour Investments
Wisconsin
$1.92M +$61.3K +1,381 +3%
AG
57
Ascent Group
Virginia
$1.83M +$810K +18,263 +79%
SHJ
58
Sharkey, Howes & Javer
Colorado
$1.78M +$1.78M +40,188 New
TF
59
Trek Financial
Arizona
$1.77M +$1.77M +39,840 New
PCIA
60
Prime Capital Investment Advisors
Kansas
$1.76M -$30.2K -681 -2%
FL
61
FreeGulliver LLC
Louisiana
$1.75M +$1.47M +33,162 +523%
T
62
Tidemark
California
$1.72M +$1.72M +38,677 New
SPC
63
Sigma Planning Corp
Michigan
$1.68M +$30.9K +697 +2%
DWM
64
Dynasty Wealth Management
Florida
$1.63M +$1.63M +36,776 New
HGWM
65
Horst & Graben Wealth Management
Oregon
$1.61M +$1.61M +36,203 New
PFG
66
PAX Financial Group
Texas
$1.59M +$1.59M +35,831 New
IWA
67
Icon Wealth Advisors
Texas
$1.51M +$1.36M +30,052 +890%
AAS
68
Avantax Advisory Services
Texas
$1.47M +$1.47M +33,049 New
HFA
69
High Falls Advisors
New York
$1.45M +$1.45M +32,761 New
AWM
70
Altus Wealth Management
Kentucky
$1.45M +$18.3K +412 +1%
SXL
71
Summit X LLC
Missouri
$1.39M +$1.39M +31,345 New
SPIA
72
Steward Partners Investment Advisory
New York
$1.37M +$1.23M +27,658 +888%
PWM
73
Perigon Wealth Management
California
$1.36M +$1.36M +30,755 New
AWM
74
AE Wealth Management
Kansas
$1.35M +$1.35M +30,353 New
LWM
75
Liberty Wealth Management
California
$1.32M +$1.32M +38,251 New
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