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iShares Investment Grade Systematic Bond ETF
IGEB

Overview Fund Activity

204 hedge funds and large institutions have $1.25B invested in iShares Investment Grade Systematic Bond ETF in 2024 Q2 according to their latest regulatory filings, with 114 funds opening new positions, 74 increasing their positions, 11 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
204
Holders Change
+103
Holders Change %
+101.98%
% of All Funds
2.97%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
114
Increased
74
Reduced
11
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$288M
2
BlackRock
2
BlackRock
New York
$63M
3
LPL Financial
3
LPL Financial
California
$94.5M
4
Envestnet Portfolio Solutions
4
Envestnet Portfolio Solutions
Illinois
$36M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$32.9M

Top Sellers

1
MSWM
1
McGlone Suttner Wealth Management
Wisconsin
$6.06M
2
RA
2
RFG Advisory
Alabama
$791K
3
Jane Street
3
Jane Street
New York
$0
4
NL
4
NWAM LLC
Washington
$0
5
CWM
5
Comprehensive Wealth Management
Washington
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
GRP
76
Global Retirement Partners
California
$1.32M +$1.31M +29,599 +28,190%
I
77
INVST
Indiana
$1.3M +$1.3M +29,589 New
CFGS
78
Concourse Financial Group Securities
Alabama
$1.3M +$1.28M +28,831 +7,032%
FFS
79
Founders Financial Securities
Maryland
$1.26M +$462K +10,421 +58%
TVM
80
True Vision MN
Minnesota
$1.21M +$1.21M +27,266 New
SFS
81
Security Financial Services
Indiana
$1.2M +$1.2M +27,064 New
SW
82
Simplicity Wealth
New Jersey
$1.19M +$1.19M +26,830 New
BHWM
83
Bay Harbor Wealth Management
Maryland
$1.17M +$1.17M +26,446 New
OPS
84
Orion Portfolio Solutions
Nebraska
$1.15M +$1.15M +25,896 New
BCI
85
Brinker Capital Investments
Pennsylvania
$1.15M +$1.15M +25,896 New
SWM
86
SigFig Wealth Management
California
$1.13M +$1.13M +25,492 New
BCG
87
Breakwater Capital Group
New Jersey
$1.12M +$1.12M +25,334 New
FFA
88
Farther Finance Advisors
California
$1.06M +$985K +22,389 +1,341%
CF
89
Convergence Financial
Missouri
$1.05M +$1.05M +23,748 New
KAS
90
Kestra Advisory Services
Texas
$1.05M +$663K +14,940 +172%
SL
91
SWMG LLC
Texas
$1.04M -$216K -4,862 -17%
RJA
92
Raymond James & Associates
Florida
$1.04M +$750K +16,897 +262%
BCM
93
Brookstone Capital Management
Illinois
$1.02M +$1.02M +22,601 New
MPW
94
MA Private Wealth
California
$1.01M +$1.01M +22,820 New
Thrivent Financial for Lutherans
95
Thrivent Financial for Lutherans
Minnesota
$985K +$985K +22,203 New
PCA
96
Prosperity Capital Advisors
Ohio
$975K +$975K +21,975 New
WP
97
WealthShield Partners
North Carolina
$934K +$934K +21,056 New
EH
98
Equitable Holdings
New York
$933K +$933K +21,037 New
WMA
99
Wealth Management Associates
New Jersey
$892K – – –
SA
100
Scarborough Advisors
Maryland
$889K +$889K +20,032 New
2 3
4
5 6