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iShares Investment Grade Systematic Bond ETF
IGEB

101 hedge funds and large institutions have $496M invested in iShares Investment Grade Systematic Bond ETF in 2024 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 53 increasing their positions, 12 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

342% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 12

286% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 7

33% more capital invested

Capital invested by funds: $374M → $496M (+$122M)

23% more funds holding

Funds holding: 82 → 101 (+19)

8.7% less ownership

Funds ownership: 91.88% → 83.18% (-8.7%)

25% less funds holding in top 10

Funds holding in top 10: 4 → 3 (-1)

Holders
101
Holders Change
+19
Holders Change %
+23.17%
% of All Funds
1.45%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
27
Increased
53
Reduced
12
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
+$24.6M
2
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$16.9M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$13.7M
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$12.8M
5
SIM
Stratos Investment Management
Ohio
+$12.1M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$4.35M
2
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$4.24M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$2.91M
4
OMC
Old Mission Capital
Illinois
-$1.25M
5
UCFA
United Capital Financial Advisors
Texas
-$538K
Name Holding Trade Value Shares
Change 		Change in
Stake
IWA
76
Icon Wealth Advisors
Texas
$151K +$151K +3,377 New
SPIA
77
Steward Partners Investment Advisory
New York
$140K +$139K +3,115 New
PFM
78
Phillips Financial Management
Indiana
$138K – – –
PNC Financial Services Group
79
PNC Financial Services Group
Pennsylvania
$84K -$27.4K -613 -25%
FFA
80
Farther Finance Advisors
California
$74K +$19.8K +443 +36%
IGWM
81
ICA Group Wealth Management
Colorado
$57.7K +$3.04K +68 +6%
RFG
82
REAP Financial Group
Texas
$39.7K +$39.6K +886 New
FHA
83
First Horizon Advisors
Tennessee
$24.5K +$492 +11 +2%
GJIA
84
Glass Jacobson Investment Advisors
Maryland
$23.5K +$179 +4 +0.8%
AWM
85
Avior Wealth Management
Nebraska
$23.2K +$23.2K +518 New
CFGS
86
Concourse Financial Group Securities
Alabama
$18.4K – – –
CA
87
Continuum Advisory
Idaho
$15.1K +$15.3K +343 New
GWSG
88
GPS Wealth Strategies Group
Colorado
$13.5K – – –
CA
89
CoreCap Advisors
Michigan
$12.1K +$12.1K +270 New
AF
90
Advisornet Financial
Minnesota
$9.37K – – –
CAL
91
Capital Analysts LLC
Pennsylvania
$9K – – –
IA
92
IFP Advisors
Florida
$8.3K +$8.27K +185 New
PTC
93
Private Trust Company
Ohio
$8.3K +$8.27K +185 New
HNB
94
Huntington National Bank
Ohio
$7.71K – – –
CSB
95
City State Bank
Iowa
$7K +$7.2K +161 New
GA
96
GoalVest Advisory
New York
$7K – – –
CIAS
97
Capital Investment Advisory Services
North Carolina
$5.31K +$45 +1 +0.9%
PS
98
Principal Securities
Iowa
$5.07K -$2.1K -47 -29%
GRP
99
Global Retirement Partners
California
$4.71K -$8.45K -189 -64%
ETS
100
ESL Trust Services
New York
$3K +$3K +67 New
1 2 3
4
5

IGEB Hedge Fund Activity: Q1 2024 in Review

101 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in iShares Investment Grade Systematic Bond ETF (IGEB) for Q1 2024, worth a combined $496M — up 33% from $374M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new IGEB positions and 7 closed out — a net gain of 20 holders — while 53 added to existing stakes and 12 trimmed.

The largest buyer was State of New Jersey Common Pension Fund D, opening a new position worth an estimated $24.6M. The largest seller was Goldman Sachs, cutting an estimated $4.35M.

  • 101 institutional investors held iShares Investment Grade Systematic Bond ETF (IGEB) as of Q1 2024, up from 82 in Q4 2023.
  • Funds reported $496M of iShares Investment Grade Systematic Bond ETF stock for Q1 2024, up 33% quarter-over-quarter.
  • 27 funds opened new iShares Investment Grade Systematic Bond ETF positions in Q1 2024 and 7 closed out, a net change of +20 holders.
  • The largest iShares Investment Grade Systematic Bond ETF buyer in Q1 2024 was State of New Jersey Common Pension Fund D, an estimated $24.6M added.
  • The largest iShares Investment Grade Systematic Bond ETF seller in Q1 2024 was Goldman Sachs, an estimated $4.35M sold.

Based on aggregated 13F filings for Q1 2024.