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iShares Investment Grade Systematic Bond ETF

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 85 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

10.59% less ownership

Funds ownership: 92.75%82.16% (-11%)

25% less funds holding

Funds holding: 231173 (-58)

32% less repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 78

41% less capital invested

Capital invested by funds: $1.42B → $842M (-$583M)

62% less first-time investments, than exits

New positions opened: 32 | Existing positions closed: 85

Holders
173
Holders Change
-58
Holders Change %
-25.11%
% of All Funds
2.28%
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
85
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SL
101
Sentinus LLC
Illinois
$461K -$5.47M -121,052 -92%
AWM
102
Axxcess Wealth Management
California
$451K -$12.4K -274 -3%
HGWM
103
Horst & Graben Wealth Management
Oregon
$450K -$1.51M -33,282 -77%
Rockefeller Capital Management
104
Rockefeller Capital Management
New York
$448K +$457K +10,107 New
VPP
105
Vertex Planning Partners
Illinois
$447K +$22.8K +504 +5%
KFSC
106
Keystone Financial Services (Colorado)
Colorado
$431K -$96.9K -2,143 -18%
ACP
107
Argyle Capital Partners
California
$410K +$418K +9,233 New
AL
108
ADE LLC
Maryland
$381K +$124K +2,733 +47%
SCA
109
Snowden Capital Advisors
New York
$375K -$300K -6,627 -44%
SW
110
SteelPeak Wealth
California
$374K -$3.41M -75,429 -90%
Mariner
111
Mariner
Kansas
$351K -$636K -14,074 -64%
IAG
112
Investment Advisory Group
Massachusetts
$339K +$132K +2,912 +62%
Goldman Sachs
113
Goldman Sachs
New York
$336K -$76.6K -1,694 -18%
PIA
114
Pinion Investment Advisors
Kansas
$289K +$295K +6,524 New
NEPWA
115
New England Private Wealth Advisors
Massachusetts
$289K +$294K +6,512 New
CJ
116
Caitlin John
Michigan
$279K
TWM
117
TSA Wealth Management
Texas
$276K -$2.29M -50,572 -89%
LIM
118
Leavell Investment Management
Alabama
$274K -$158K -3,500 -36%
KDA
119
Kraft Davis & Associates
Missouri
$267K +$3.62K +80 +1%
AWA
120
Arkadios Wealth Advisors
Georgia
$266K -$70.9K -1,568 -21%
FHA
121
First Horizon Advisors
Tennessee
$262K -$309K -6,838 -54%
SWC
122
Spectrum Wealth Counsel
Indiana
$256K -$575K -12,719 -69%
CAM
123
Concorde Asset Management
Michigan
$251K -$12.5K -277 -5%
SOAMC
124
Spirit of America Management Corp
New York
$247K -$18.4K -408 -7%
CIAS
125
CFS Investment Advisory Services
New Jersey
$243K -$1.93M -42,661 -89%

IGEB Hedge Fund Activity: Q4 2024 in Review

173 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares Investment Grade Systematic Bond ETF (IGEB) for Q4 2024, worth a combined $842M — down 41% from $1.42B a quarter earlier.

Sellers outnumbered buyers: 85 funds closed out of IGEB and 32 opened new positions — a net loss of 53 holders — while 78 trimmed existing stakes and 53 added.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $27.2M. The largest seller was Envestnet Asset Management, cutting an estimated $232M.

  • 173 institutional investors held iShares Investment Grade Systematic Bond ETF (IGEB) as of Q4 2024, down from 231 in Q3 2024.
  • Funds reported $842M of iShares Investment Grade Systematic Bond ETF stock for Q4 2024, down 41% quarter-over-quarter.
  • 32 funds opened new iShares Investment Grade Systematic Bond ETF positions in Q4 2024 and 85 closed out, a net change of -53 holders.
  • The largest iShares Investment Grade Systematic Bond ETF buyer in Q4 2024 was Citadel Advisors, an estimated $27.2M added.
  • The largest iShares Investment Grade Systematic Bond ETF seller in Q4 2024 was Envestnet Asset Management, an estimated $232M sold.

Based on aggregated 13F filings for Q4 2024.