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iShares Investment Grade Systematic Bond ETF
IGEB

Overview Fund Activity

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 35 funds opening new positions, 127 increasing their positions, 63 reducing their positions, and 7 closing their positions.

Holders
231
Holders Change
+27
Holders Change %
+13.24%
% of All Funds
3.34%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
35
Increased
127
Reduced
63
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PA
1
Parallel Advisors
California
$20.7M
2
State of New Jersey Common Pension Fund D
2
State of New Jersey Common Pension Fund D
New Jersey
$66.1M
3
SL
3
Sentinus LLC
Illinois
$12.6M
4
AWM
4
Ameliora Wealth Management
Switzerland
$23.1M
5
IWM
5
IHT Wealth Management
Illinois
$28M

Top Sellers

1
OIA
1
OneDigital Investment Advisors
Kansas
$20.6M
2
BlackRock
2
BlackRock
New York
$50.5M
3
UCFA
3
United Capital Financial Advisors
Texas
$21.7M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$31.4M
5
PAG
5
Private Advisor Group
New Jersey
$12.1M
Name Market Value Shares Shares
Change 		Shares
Change %
TWM
51
TSA Wealth Management
Texas
$2.64M 56,794 +4,735 +9%
SVWG
52
Shared Vision Wealth Group
United States
$2.62M 56,426 +7,038 +14%
HI
53
Harbour Investments
Wisconsin
$2.52M 54,250 +11,002 +25%
SPIA
54
Steward Partners Investment Advisory
New York
$2.49M 53,667 +22,894 +74%
RJA
55
Raymond James & Associates
Florida
$2.49M 53,648 +30,308 +130%
DL
56
DOHJ LLC
Washington
$2.47M 53,258 +4,851 +10%
AWM
57
Accel Wealth Management
Iowa
$2.3M 49,537 +49,537 New
CIAS
58
CFS Investment Advisory Services
New Jersey
$2.24M 48,139 +3,500 +8%
Thrivent Financial for Lutherans
59
Thrivent Financial for Lutherans
Minnesota
$2.2M 47,300 +25,097 +113%
SHJ
60
Sharkey, Howes & Javer
Colorado
$2.2M 47,242 +7,054 +18%
UBS Group
61
UBS Group
Switzerland
$2.19M 47,169 +46,569 +7,762%
ASN
62
Advisory Services Network
Georgia
$2.16M 48,607 – –
AG
63
Ascent Group
Virginia
$2.16M 46,397 +5,135 +12%
FL
64
FreeGulliver LLC
Louisiana
$2.12M 45,551 +6,047 +15%
OP
65
ORG Partners
Indiana
$2.03M 43,744 +12 +0%
HGWM
66
Horst & Graben Wealth Management
Oregon
$2.02M 43,422 +7,219 +20%
BCG
67
Breakwater Capital Group
New Jersey
$2M 42,992 +17,658 +70%
T
68
Tidemark
California
$1.89M 40,572 +1,895 +5%
BBWP
69
Beacon Bridge Wealth Partners
Pennsylvania
$1.87M 40,199 +40,199 New
PCIA
70
Prime Capital Investment Advisors
Kansas
$1.85M 39,798 +78 +0.2%
SPC
71
Sigma Planning Corp
Michigan
$1.83M 39,470 +1,689 +4%
AWM
72
Altus Wealth Management
Kentucky
$1.83M 39,412 +6,809 +21%
TF
73
Trek Financial
Arizona
$1.82M 39,219 -621 -2%
AAS
74
Avantax Advisory Services
Texas
$1.8M 38,654 +5,605 +17%
HC
75
Hoese & Co
Minnesota
$1.77M 38,125 +38,125 New
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