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iShares Investment Grade Systematic Bond ETF
IGEB

Overview Fund Activity

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.

Holders
101
Holders Change
+19
Holders Change %
+23.17%
% of All Funds
1.46%
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
1
State of New Jersey Common Pension Fund D
New Jersey
$24.7M
2
Janney Montgomery Scott
2
Janney Montgomery Scott
Pennsylvania
$17.7M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$14.3M
4
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$12.8M
5
SIM
5
Stratos Investment Management
Ohio
$12.1M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$868K
2
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$44.4M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$0
4
OMC
4
Old Mission Capital
Illinois
$0
5
UCFA
5
United Capital Financial Advisors
Texas
$11.5M
Name Market Value Shares Shares
Change 		Shares
Change %
IWA
76
Icon Wealth Advisors
Texas
$151K 3,377 +3,377 New
SPIA
77
Steward Partners Investment Advisory
New York
$140K 3,115 +3,115 New
PFM
78
Phillips Financial Management
Indiana
$138K 3,080 – –
PNC Financial Services Group
79
PNC Financial Services Group
Pennsylvania
$84K 1,874 -613 -25%
FFA
80
Farther Finance Advisors
California
$74K 1,669 +443 +36%
IGWM
81
ICA Group Wealth Management
Colorado
$57.7K 1,286 +68 +6%
RFG
82
REAP Financial Group
Texas
$39.7K 886 +886 New
FHA
83
First Horizon Advisors
Tennessee
$24.5K 546 +11 +2%
GJIA
84
Glass Jacobson Investment Advisors
Maryland
$23.5K 523 +4 +0.8%
AWM
85
Avior Wealth Management
Nebraska
$23.2K 518 +518 New
CFGS
86
Concourse Financial Group Securities
Alabama
$18.4K 410 – –
CA
87
Continuum Advisory
Idaho
$15.1K 343 +343 New
GWSG
88
GPS Wealth Strategies Group
Colorado
$13.5K 300 – –
CA
89
CoreCap Advisors
Michigan
$12.1K 270 +270 New
AF
90
Advisornet Financial
Minnesota
$9.37K 209 – –
CAL
91
Capital Analysts LLC
Pennsylvania
$9K 200 – –
PTC
92
Private Trust Company
Ohio
$8.3K 185 +185 New
IA
93
IFP Advisors
Florida
$8.3K 185 +185 New
HNB
94
Huntington National Bank
Ohio
– – – –
CSB
95
City State Bank
Iowa
$7K 161 +161 New
GA
96
GoalVest Advisory
New York
$7K 156 – –
CIAS
97
Capital Investment Advisory Services
North Carolina
$5.31K 118 +1 +0.9%
PS
98
Principal Securities
Iowa
$5.07K 113 -47 -29%
GRP
99
Global Retirement Partners
California
$4.71K 105 -189 -64%
ETS
100
ESL Trust Services
New York
$3.01K 67 +67 New
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4
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