iShares Investment Grade Systematic Bond ETF
IGEB
82 hedge funds and large institutions have $374M invested in iShares Investment Grade Systematic Bond ETF in 2023 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 16 increasing their positions, 18 reducing their positions, and 4 closing their positions.
1,025% more first-time investments, than exits
New positions opened: 45 | Existing positions closed: 4
100% more funds holding in top 10
Funds holding in top 10: 2 → 4 (+2)
99% more capital invested
Capital invested by funds: $188M → $374M (+$186M)
95% more funds holding
Funds holding: 42 → 82 (+40)
15.53% more ownership
Funds ownership: 76.35% → 91.88% (+16%)
11% less repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 18
Top Buyers
Top Sellers
| 1 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
-$9.12M |
| 2 |
AF
Advisornet Financial
Minnetonka,
Minnesota
|
-$8.18M |
| 3 |
Jane Street
New York
|
-$4.53M |
| 4 |
HWAM
Hennion & Walsh Asset Management
Parsippany,
New Jersey
|
-$3.43M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$1.29M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CAL
76
Capital Analysts LLC
Fort Washington,
Pennsylvania
| $9K | – | – | – |
|
|
HNB
77
Huntington National Bank
Columbus,
Ohio
| $7.78K | – | – | – |
|
|
PS
78
Principal Securities
Des Moines,
Iowa
| $7.24K | +$6.88K | +160 | New |
|
|
GA
79
GoalVest Advisory
New York
| $7.06K | -$14.1K | -328 | -68% |
|
|
NS
80
NBC Securities
Birmingham,
Alabama
| $6K | -$35.4K | -824 | -86% |
|
|
CIAS
81
Capital Investment Advisory Services
Raleigh,
North Carolina
| $5.31K | +$86 | +2 | +2% |
|
82
Fidelity Investments
Boston,
Massachusetts
| $2.85K | +$2.71K | +63 | New |
|
|
SS
83
Sunbelt Securities
Houston,
Texas
| $2.56K | -$44K | -1,023 | -95% |
|
|
84
Citadel Advisors
Miami,
Florida
| – | -$1.29M | -30,303 | Closed |
|
|
AWM
85
AE Wealth Management
Topeka,
Kansas
| – | -$776K | -18,299 | Closed |
|
|
EB
86
Eastern Bank
Boston,
Massachusetts
| – | -$320K | -7,534 | Closed |
|
87
UBS Group
Zurich,
Switzerland
| – | -$21K | -494 | Closed |
|
IGEB Hedge Fund Activity: Q4 2023 in Review
82 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in iShares Investment Grade Systematic Bond ETF (IGEB) for Q4 2023, worth a combined $374M — up 99% from $188M a quarter earlier.
Buyers outnumbered sellers: 45 funds opened new IGEB positions and 4 closed out — a net gain of 41 holders — while 16 added to existing stakes and 18 trimmed.
The largest buyer was Envestnet Asset Management, opening a new position worth an estimated $47.1M. The largest seller was Carson Wealth (CWM LLC), cutting an estimated $9.12M.
- 82 institutional investors held iShares Investment Grade Systematic Bond ETF (IGEB) as of Q4 2023, up from 42 in Q3 2023.
- Funds reported $374M of iShares Investment Grade Systematic Bond ETF stock for Q4 2023, up 99% quarter-over-quarter.
- 45 funds opened new iShares Investment Grade Systematic Bond ETF positions in Q4 2023 and 4 closed out, a net change of +41 holders.
- The largest iShares Investment Grade Systematic Bond ETF buyer in Q4 2023 was Envestnet Asset Management, an estimated $47.1M added.
- The largest iShares Investment Grade Systematic Bond ETF seller in Q4 2023 was Carson Wealth (CWM LLC), an estimated $9.12M sold.
Based on aggregated 13F filings for Q4 2023.