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iShares Investment Grade Systematic Bond ETF
IGEB

231 hedge funds and large institutions have $1.42B invested in iShares Investment Grade Systematic Bond ETF in 2024 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 126 increasing their positions, 63 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

414% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 7

100% more repeat investments, than reductions

Existing positions increased: 126 | Existing positions reduced: 63

33% more funds holding in top 10

Funds holding in top 10: 3 → 4 (+1)

14% more capital invested

Capital invested by funds: $1.25B → $1.42B (+$178M)

14% more funds holding

Funds holding: 203 → 231 (+28)

3.89% less ownership

Funds ownership: 96.64% → 92.75% (-3.9%)

Holders
231
Holders Change
+28
Holders Change %
+13.79%
% of All Funds
3.32%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
36
Increased
126
Reduced
63
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PA
Parallel Advisors
California
+$20.3M
2
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
+$11.4M
3
AWM
Ameliora Wealth Management
Switzerland
+$9.31M
4
IWM
IHT Wealth Management
Illinois
+$9M
5
Morgan Stanley
Morgan Stanley
New York
+$7.13M

Top Sellers

1
OIA
OneDigital Investment Advisors
Kansas
-$19.6M
2
BlackRock
BlackRock
New York
-$15.2M
3
UCFA
United Capital Financial Advisors
Texas
-$3.49M
4
JP Morgan Chase
JP Morgan Chase
New York
-$3.09M
5
PAG
Private Advisor Group
New Jersey
-$1.93M
Name Holding Trade Value Shares
Change 		Change in
Stake
TWM
51
TSA Wealth Management
Texas
$2.64M +$216K +4,735 +9%
SVWG
52
Shared Vision Wealth Group
United States
$2.62M +$321K +7,038 +14%
HI
53
Harbour Investments
Wisconsin
$2.52M +$502K +11,002 +25%
SPIA
54
Steward Partners Investment Advisory
New York
$2.49M +$1.04M +22,894 +74%
RJA
55
Raymond James & Associates
Florida
$2.49M +$1.38M +30,308 +130%
DL
56
DOHJ LLC
Washington
$2.47M +$221K +4,851 +10%
AWM
57
Accel Wealth Management
Iowa
$2.3M +$2.26M +49,537 New
CIAS
58
CFS Investment Advisory Services
New Jersey
$2.24M +$160K +3,500 +8%
Thrivent Financial for Lutherans
59
Thrivent Financial for Lutherans
Minnesota
$2.2M +$1.14M +25,097 +113%
SHJ
60
Sharkey, Howes & Javer
Colorado
$2.2M +$322K +7,054 +18%
UBS Group
61
UBS Group
Switzerland
$2.19M +$2.12M +46,569 +7,762%
ASN
62
Advisory Services Network
Georgia
$2.16M – – –
AG
63
Ascent Group
Virginia
$2.16M +$234K +5,135 +12%
FL
64
FreeGulliver LLC
Louisiana
$2.12M +$276K +6,047 +15%
OP
65
ORG Partners
Indiana
$2.03M +$547 +12 +0%
HGWM
66
Horst & Graben Wealth Management
Oregon
$2.02M +$329K +7,219 +20%
BCG
67
Breakwater Capital Group
New Jersey
$2M +$805K +17,658 +70%
T
68
Tidemark
California
$1.89M +$86.4K +1,895 +5%
BBWP
69
Beacon Bridge Wealth Partners
Pennsylvania
$1.87M +$1.83M +40,199 New
PCIA
70
Prime Capital Investment Advisors
Kansas
$1.85M +$3.56K +78 +0.2%
SPC
71
Sigma Planning Corp
Michigan
$1.83M +$77K +1,689 +4%
AWM
72
Altus Wealth Management
Kentucky
$1.83M +$310K +6,809 +21%
TF
73
Trek Financial
Arizona
$1.82M -$28.3K -621 -2%
AAS
74
Avantax Advisory Services
Texas
$1.8M +$256K +5,605 +17%
HC
75
Hoese & Co
Minnesota
$1.77M +$1.74M +38,125 New
1 2
3
4 5

IGEB Hedge Fund Activity: Q3 2024 in Review

231 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares Investment Grade Systematic Bond ETF (IGEB) for Q3 2024, worth a combined $1.42B — up 14% from $1.25B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new IGEB positions and 7 closed out — a net gain of 29 holders — while 126 added to existing stakes and 63 trimmed.

The largest buyer was Parallel Advisors, opening a new position worth an estimated $20.3M. The largest seller was OneDigital Investment Advisors, cutting an estimated $19.6M.

  • 231 institutional investors held iShares Investment Grade Systematic Bond ETF (IGEB) as of Q3 2024, up from 203 in Q2 2024.
  • Funds reported $1.42B of iShares Investment Grade Systematic Bond ETF stock for Q3 2024, up 14% quarter-over-quarter.
  • 36 funds opened new iShares Investment Grade Systematic Bond ETF positions in Q3 2024 and 7 closed out, a net change of +29 holders.
  • The largest iShares Investment Grade Systematic Bond ETF buyer in Q3 2024 was Parallel Advisors, an estimated $20.3M added.
  • The largest iShares Investment Grade Systematic Bond ETF seller in Q3 2024 was OneDigital Investment Advisors, an estimated $19.6M sold.

Based on aggregated 13F filings for Q3 2024.