IGEB icon

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.

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 %
USCWA
101
U.S. Capital Wealth Advisors
Texas
$801K +$801K +18,059 New
RA
102
RFG Advisory
Alabama
$791K -$1.96M -44,127 -71%
CWP
103
Cyndeo Wealth Partners
Florida
$780K +$462K +10,413 +145%
AWM
104
Apollon Wealth Management
South Carolina
$750K +$187K +4,212 +33%
JC
105
JB Capital
Connecticut
$742K +$742K +16,727 New
SWC
106
Spectrum Wealth Counsel
Indiana
$738K +$554K +12,482 +300%
LSA
107
Lion Street Advisors
Texas
$714K -$63.4K -1,429 -8%
SWP
108
ShoreHaven Wealth Partners
New Jersey
$711K +$711K +16,022 New
CAM
109
Cobblestone Asset Management
Virginia
$655K +$655K +14,761 New
SHIM
110
Stone House Investment Management
Pennsylvania
$653K +$653K +14,717 New
TWCA
111
Two West Capital Advisors
Kansas
$642K +$642K +14,479 New
BWM
112
BCGM Wealth Management
Indiana
$641K +$641K +14,459 New
Mariner
113
Mariner
Kansas
$640K +$640K +14,430 New
MIS
114
Morningstar Investment Services
Illinois
$626K +$626K +14,050 New
Goldman Sachs
115
Goldman Sachs
New York
$616K -$242K -5,458 -28%
DAS
116
Diversify Advisory Services
Utah
$603K +$603K +13,526 New
SCA
117
Snowden Capital Advisors
New York
$603K +$603K +13,602 New
HighTower Advisors
118
HighTower Advisors
Illinois
$564K +$564K +12,725 New
BBA
119
Braun-Bostich & Associates
Pennsylvania
$557K +$557K +12,559 New
KFSC
120
Keystone Financial Services (Colorado)
Colorado
$542K +$542K +12,212 New
BRWA
121
B. Riley Wealth Advisors
Florida
$539K +$539K +12,148 New
WWA
122
WCG Wealth Advisors
Nevada
$532K +$532K +11,997 New
MWM
123
Mosley Wealth Management
California
$523K +$523K +11,792 New
1IA
124
1620 Investment Advisors
Massachusetts
$513K +$58.8K +1,326 +13%
DA
125
Detalus Advisors
Missouri
$512K +$512K +11,533 New
3 4
5
6 7