We are live on ! Find out more
IGEB icon

iShares Investment Grade Systematic Bond ETF
IGEB

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 36 funds opening new positions, 126 increasing their positions, 63 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

414% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 7

100% more repeat investments, than reductions

Existing positions increased: 126 | Existing positions reduced: 63

33% more funds holding in top 10

Funds holding in top 10: 3 → 4 (+1)

14% more capital invested

Capital invested by funds: $1.25B → $1.42B (+$178M)

14% more funds holding

Funds holding: 203 → 231 (+28)

3.89% less ownership

Funds ownership: 96.64% → 92.75% (-3.9%)

Holders
231
Holders Change
+28
Holders Change %
+13.79%
% of All Funds
3.32%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
36
Increased
126
Reduced
63
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PA
Parallel Advisors
California
+$20.3M
2
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
+$11.4M
3
AWM
Ameliora Wealth Management
Switzerland
+$9.31M
4
IWM
IHT Wealth Management
Illinois
+$9M
5
Morgan Stanley
Morgan Stanley
New York
+$7.13M

Top Sellers

1
OIA
OneDigital Investment Advisors
Kansas
-$19.6M
2
BlackRock
BlackRock
New York
-$15.2M
3
UCFA
United Capital Financial Advisors
Texas
-$3.49M
4
JP Morgan Chase
JP Morgan Chase
New York
-$3.09M
5
PAG
Private Advisor Group
New Jersey
-$1.93M
Name Holding Trade Value Shares
Change 		Change in
Stake
FFS
76
Founders Financial Securities
Maryland
$1.73M +$402K +8,815 +31%
PFG
77
PAX Financial Group
Texas
$1.71M +$40.5K +888 +2%
PWM
78
Perigon Wealth Management
California
$1.67M +$234K +5,139 +17%
BMM
79
Buffington Mohr McNeal
Idaho
$1.59M -$421K -9,227 -21%
BTI
80
Blue Trust Inc
Georgia
$1.59M +$1.64M +35,916 New
DWM
81
Dynasty Wealth Management
Florida
$1.58M +$1.11M +24,282 +66%
HFA
82
High Falls Advisors
New York
$1.57M +$43.5K +954 +3%
IWA
83
Icon Wealth Advisors
Texas
$1.54M -$11.1K -243 -0.7%
GRP
84
Global Retirement Partners
California
$1.51M +$131K +2,866 +10%
LWM
85
Liberty Wealth Management
California
$1.46M -$313K -6,875 -18%
Commonwealth Equity Services
86
Commonwealth Equity Services
Massachusetts
$1.45M -$1.92M -42,059 -57%
NL
87
NWAM LLC
Washington
$1.43M +$1.41M +30,833 New
CFGS
88
Concourse Financial Group Securities
Alabama
$1.43M +$68.2K +1,497 +5%
TWP
89
Triad Wealth Partners
Kansas
$1.42M +$1.39M +30,562 New
AWM
90
AE Wealth Management
Kansas
$1.39M -$20.4K -448 -1%
SXL
91
Summit X LLC
Missouri
$1.38M -$7.07K -155 -0.5%
PCA
92
Prosperity Capital Advisors
Ohio
$1.35M +$318K +6,985 +32%
WIA
93
World Investment Advisors
California
$1.31M +$1,000K +21,933 +351%
TVM
94
True Vision MN
Minnesota
$1.3M +$35K +768 +3%
SFS
95
Security Financial Services
Indiana
$1.3M +$37.4K +820 +3%
FFA
96
Farther Finance Advisors
California
$1.29M +$172K +3,768 +16%
SWM
97
SigFig Wealth Management
California
$1.26M +$73.1K +1,603 +6%
CF
98
Convergence Financial
Missouri
$1.25M +$147K +3,223 +14%
BHWM
99
Bay Harbor Wealth Management
Maryland
$1.24M +$15K +329 +1%
SA
100
Scarborough Advisors
Maryland
$1.19M +$255K +5,600 +28%
2 3
4
5 6

IGEB Hedge Fund Activity: Q3 2024 in Review

231 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares Investment Grade Systematic Bond ETF (IGEB) for Q3 2024, worth a combined $1.42B — up 14% from $1.25B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new IGEB positions and 7 closed out — a net gain of 29 holders — while 126 added to existing stakes and 63 trimmed.

The largest buyer was Parallel Advisors, opening a new position worth an estimated $20.3M. The largest seller was OneDigital Investment Advisors, cutting an estimated $19.6M.

  • 231 institutional investors held iShares Investment Grade Systematic Bond ETF (IGEB) as of Q3 2024, up from 203 in Q2 2024.
  • Funds reported $1.42B of iShares Investment Grade Systematic Bond ETF stock for Q3 2024, up 14% quarter-over-quarter.
  • 36 funds opened new iShares Investment Grade Systematic Bond ETF positions in Q3 2024 and 7 closed out, a net change of +29 holders.
  • The largest iShares Investment Grade Systematic Bond ETF buyer in Q3 2024 was Parallel Advisors, an estimated $20.3M added.
  • The largest iShares Investment Grade Systematic Bond ETF seller in Q3 2024 was OneDigital Investment Advisors, an estimated $19.6M sold.

Based on aggregated 13F filings for Q3 2024.