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iShares Investment Grade Systematic Bond ETF
IGEB

Overview Fund Activity

173 hedge funds and large institutions have $842M invested in iShares Investment Grade Systematic Bond ETF in 2024 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 53 increasing their positions, 78 reducing their positions, and 84 closing their positions.

Holders
173
Holders Change
-58
Holders Change %
-25.11%
% of All Funds
2.3%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
32
Increased
53
Reduced
78
Closed
84
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$26.7M
2
BWP
2
BlueStem Wealth Partners
Minnesota
$13.2M
3
SIM
3
Stratos Investment Management
Ohio
$37.1M
4
ETC
4
Exchange Traded Concepts
Oklahoma
$9.55M
5
Raymond James Financial
5
Raymond James Financial
Florida
$8.74M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$66.7M
2
BlackRock
2
BlackRock
New York
$7.91M
3
LPL Financial
3
LPL Financial
California
$58.5M
4
Envestnet Portfolio Solutions
4
Envestnet Portfolio Solutions
Illinois
$2.52M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$4.13M
Name Market Value Shares Shares
Change 		Shares
Change %
WMA
76
Wealth Management Associates
New Jersey
$998K 22,505 +1,860 +9%
FAM
77
Forte Asset Management
New York
$993K 22,385 -46,910 -68%
MPW
78
MA Private Wealth
California
$967K 21,802 -1,101 -5%
AWM
79
Apollon Wealth Management
South Carolina
$882K 19,876 +4,059 +26%
Cerity Partners
80
Cerity Partners
New York
$876K 19,740 +19,740 New
WIA
81
World Investment Advisors
California
$846K 19,069 -9,115 -32%
SWP
82
Sagespring Wealth Partners
Tennessee
$817K 18,425 +18,425 New
Jane Street
83
Jane Street
New York
$791K 17,822 +17,822 New
FA
84
Fermata Advisors
California
$764K 17,223 +7,504 +77%
CF
85
Collier Financial
Colorado
$756K 17,042 +17,042 New
NFG
86
Nations Financial Group
Iowa
$726K 16,376 +6,041 +58%
SA
87
Sovran Advisors
California
$726K 16,581 +16,581 New
TWCA
88
Two West Capital Advisors
Kansas
$720K 16,231 -27 -0.2%
CAG
89
Centerpoint Advisory Group
Kansas
$711K 16,036 +16,036 New
LSA
90
Lion Street Advisors
Texas
$693K 15,622 -506 -3%
MFG
91
Merit Financial Group
Georgia
$638K 14,373 +9,174 +176%
National Bank of Canada
92
National Bank of Canada
Quebec, Canada
$618K 13,926 +1,986 +17%
1IA
93
1620 Investment Advisors
Massachusetts
$610K 13,743 +1,498 +12%
KAS
94
Kestra Advisory Services
Texas
$590K 13,310 -8,571 -39%
RA
95
RFG Advisory
Alabama
$564K 12,711 -6,579 -34%
WWA
96
WCG Wealth Advisors
Nevada
$539K 12,154 +289 +2%
IAN
97
Integrated Advisors Network
Texas
$537K 12,105 -500 -4%
EGA
98
Eagle Global Advisors
Texas
$528K 11,900 +6,700 +129%
CWP
99
Cyndeo Wealth Partners
Florida
$509K 11,469 -8,995 -44%
Susquehanna International Group
100
Susquehanna International Group
Pennsylvania
$496K 11,175 -12,307 -52%
2 3
4
5 6