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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 %
SL
101
Sentinus LLC
Illinois
$461K 10,396 -121,052 -92%
AWM
102
Axxcess Wealth Management
California
$451K 10,164 -274 -3%
HGWM
103
Horst & Graben Wealth Management
Oregon
$450K 10,140 -33,282 -77%
Rockefeller Capital Management
104
Rockefeller Capital Management
New York
$448K 10,107 +10,107 New
VPP
105
Vertex Planning Partners
Illinois
$447K 10,082 +504 +5%
KFSC
106
Keystone Financial Services (Colorado)
Colorado
$431K 9,724 -2,143 -18%
ACP
107
Argyle Capital Partners
California
$410K 9,233 +9,233 New
AL
108
ADE LLC
Maryland
$381K 8,581 +2,733 +47%
SCA
109
Snowden Capital Advisors
New York
$375K 8,449 -6,627 -44%
SW
110
SteelPeak Wealth
California
$374K 8,430 -75,429 -90%
Mariner
111
Mariner
Kansas
$351K 7,913 -14,074 -64%
IAG
112
Investment Advisory Group
Massachusetts
$339K 7,644 +2,912 +62%
Goldman Sachs
113
Goldman Sachs
New York
$336K 7,574 -1,694 -18%
PIA
114
Pinion Investment Advisors
Kansas
$289K 6,524 +6,524 New
NEPWA
115
New England Private Wealth Advisors
Massachusetts
$289K 6,512 +6,512 New
CJ
116
Caitlin John
Michigan
$279K 6,299 – –
TWM
117
TSA Wealth Management
Texas
$276K 6,222 -50,572 -89%
LIM
118
Leavell Investment Management
Alabama
$274K 6,175 -3,500 -36%
KDA
119
Kraft Davis & Associates
Missouri
$267K 6,021 +80 +1%
AWA
120
Arkadios Wealth Advisors
Georgia
$266K 5,992 -1,568 -21%
FHA
121
First Horizon Advisors
Tennessee
$262K 5,916 -6,838 -54%
SWC
122
Spectrum Wealth Counsel
Indiana
$256K 5,771 -12,719 -69%
CAM
123
Concorde Asset Management
Michigan
$251K 5,660 -277 -5%
SOAMC
124
Spirit of America Management Corp
New York
$247K 5,563 -408 -7%
CIAS
125
CFS Investment Advisory Services
New Jersey
$243K 5,478 -42,661 -89%
3 4
5
6 7