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iShares Investment Grade Systematic Bond ETF
IGEB

203 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 113 funds opening new positions, 74 increasing their positions, 11 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,156% more first-time investments, than exits

New positions opened: 113 | Existing positions closed: 9

573% more repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 11

151% more capital invested

Capital invested by funds: $496M → $1.25B (+$751M)

101% more funds holding

Funds holding: 101 → 203 (+102)

13.46% more ownership

Funds ownership: 83.18% → 96.64% (+13%)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

Holders
203
Holders Change
+102
Holders Change %
+100.99%
% of All Funds
2.93%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
113
Increased
74
Reduced
11
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$234M
2
BlackRock
BlackRock
New York
+$61.6M
3
LPL Financial
LPL Financial
California
+$61.4M
4
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
+$33.7M
5
JP Morgan Chase
JP Morgan Chase
New York
+$31.3M

Top Sellers

Rank Fund Capital Flow
1
MSWM
McGlone Suttner Wealth Management
Wisconsin
-$3.6M
2
RA
RFG Advisory
Alabama
-$1.95M
3
Jane Street
Jane Street
New York
-$1.38M
4
NL
NWAM LLC
Washington
-$989K
5
CWM
Comprehensive Wealth Management
Washington
-$676K
Name Holding Trade Value Shares
Change 		Change in
Stake
DL
51
DOHJ LLC
Washington
$2.15M +$619K +14,031 +41%
RJFSA
52
Raymond James Financial Services Advisors
Florida
$2.01M +$2M +45,302 New
CIAS
53
CFS Investment Advisory Services
New Jersey
$1.98M +$1.97M +44,639 New
BMM
54
Buffington Mohr McNeal
Idaho
$1.93M +$65.9K +1,494 +4%
OP
55
ORG Partners
Indiana
$1.92M +$1.93M +43,732 New
HI
56
Harbour Investments
Wisconsin
$1.92M +$61K +1,381 +3%
AG
57
Ascent Group
Virginia
$1.83M +$806K +18,263 +79%
SHJ
58
Sharkey, Howes & Javer
Colorado
$1.78M +$1.77M +40,188 New
TF
59
Trek Financial
Arizona
$1.77M +$1.76M +39,840 New
PCIA
60
Prime Capital Investment Advisors
Kansas
$1.76M -$30.1K -681 -2%
FL
61
FreeGulliver LLC
Louisiana
$1.75M +$1.46M +33,162 +523%
T
62
Tidemark
California
$1.72M +$1.71M +38,677 New
SPC
63
Sigma Planning Corp
Michigan
$1.68M +$30.8K +697 +2%
DWM
64
Dynasty Wealth Management
Florida
$1.63M +$1.62M +36,776 New
HGWM
65
Horst & Graben Wealth Management
Oregon
$1.61M +$1.6M +36,203 New
PFG
66
PAX Financial Group
Texas
$1.59M +$1.58M +35,831 New
IWA
67
Icon Wealth Advisors
Texas
$1.51M +$1.33M +30,052 +890%
AAS
68
Avantax Advisory Services
Texas
$1.47M +$1.46M +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 +$18.2K +412 +1%
SXL
71
Summit X LLC
Missouri
$1.39M +$1.38M +31,345 New
SPIA
72
Steward Partners Investment Advisory
New York
$1.37M +$1.22M +27,658 +888%
PWM
73
Perigon Wealth Management
California
$1.36M +$1.36M +30,755 New
AWM
74
AE Wealth Management
Kansas
$1.35M +$1.34M +30,353 New
LWM
75
Liberty Wealth Management
California
$1.32M +$1.69M +38,251 New
1 2
3
4 5

IGEB Hedge Fund Activity: Q2 2024 in Review

203 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares Investment Grade Systematic Bond ETF (IGEB) for Q2 2024, worth a combined $1.25B — up 151% from $496M a quarter earlier.

Buyers outnumbered sellers: 113 funds opened new IGEB positions and 9 closed out — a net gain of 104 holders — while 74 added to existing stakes and 11 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $234M. The largest seller was McGlone Suttner Wealth Management, cutting an estimated $3.6M.

  • 203 institutional investors held iShares Investment Grade Systematic Bond ETF (IGEB) as of Q2 2024, up from 101 in Q1 2024.
  • Funds reported $1.25B of iShares Investment Grade Systematic Bond ETF stock for Q2 2024, up 151% quarter-over-quarter.
  • 113 funds opened new iShares Investment Grade Systematic Bond ETF positions in Q2 2024 and 9 closed out, a net change of +104 holders.
  • The largest iShares Investment Grade Systematic Bond ETF buyer in Q2 2024 was Envestnet Asset Management, an estimated $234M added.
  • The largest iShares Investment Grade Systematic Bond ETF seller in Q2 2024 was McGlone Suttner Wealth Management, an estimated $3.6M sold.

Based on aggregated 13F filings for Q2 2024.