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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
SW
101
Simplicity Wealth
New Jersey
$1.18M -$68.3K -1,498 -6%
BCM
102
Brookstone Capital Management
Illinois
$1.17M +$119K +2,612 +12%
TPA
103
Trivium Point Advisory
Connecticut
$1.14M +$956K +20,980 +461%
SL
104
SWMG LLC
Texas
$1.11M +$60.8K +1,334 +6%
I
105
INVST
Indiana
$1.1M -$270K -5,930 -20%
Susquehanna International Group
106
Susquehanna International Group
Pennsylvania
$1.09M +$1.07M +23,482 New
MPW
107
MA Private Wealth
California
$1.06M +$3.78K +83 +0.4%
Mariner
108
Mariner
Kansas
$1.02M +$344K +7,557 +52%
BCI
109
Brinker Capital Investments
Pennsylvania
$1.02M -$179K -3,923 -15%
OPS
110
Orion Portfolio Solutions
Nebraska
$1.02M -$179K -3,923 -15%
KAS
111
Kestra Advisory Services
Texas
$1.02M -$79.1K -1,735 -7%
EH
112
Equitable Holdings
New York
$1.02M +$36.9K +810 +4%
WP
113
WealthShield Partners
North Carolina
$970K -$8.25K -181 -0.9%
WMA
114
Wealth Management Associates
New Jersey
$959K +$24.2K +530 +3%
CWP
115
Cyndeo Wealth Partners
Florida
$951K +$131K +2,883 +16%
RA
116
RFG Advisory
Alabama
$896K +$66.2K +1,453 +8%
USCWA
117
U.S. Capital Wealth Advisors
Texas
$886K +$46.3K +1,016 +6%
SWC
118
Spectrum Wealth Counsel
Indiana
$859K +$84.5K +1,854 +11%
DA
119
Detalus Advisors
Missouri
$807K +$266K +5,843 +51%
HighTower Advisors
120
HighTower Advisors
Illinois
$785K +$191K +4,194 +33%
TWCA
121
Two West Capital Advisors
Kansas
$756K +$81.1K +1,779 +12%
SHIM
122
Stone House Investment Management
Pennsylvania
$755K +$69.6K +1,526 +10%
SWP
123
ShoreHaven Wealth Partners
New Jersey
$754K +$9.25K +203 +1%
LSA
124
Lion Street Advisors
Texas
$749K +$1.64K +36 +0.2%
JC
125
JB Capital
Connecticut
$746K -$30.5K -669 -4%
3 4
5
6 7

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.