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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.

New
Increased
Maintained
Reduced
Closed
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 %
NFG
126
Nations Financial Group
Iowa
$506K -$13.7K -308 -3%
National Bank of Canada
127
National Bank of Canada
Quebec, Canada
$498K +$18.1K +407 +4%
CWS
128
Cypress Wealth Services
California
$496K +$496K +11,172 New
RIA
129
Regal Investment Advisors
Michigan
$490K +$490K +11,041 New
IA
130
IFP Advisors
Florida
$470K +$462K +10,419 +5,632%
SL
131
Sentinus LLC
Illinois
$466K +$466K +10,494 New
OAP
132
One Advisory Partners
Kansas
$445K +$445K +10,039 New
SWA
133
Stratos Wealth Advisors
Ohio
$441K +$441K +9,943 New
AWM
134
Alterna Wealth Management
Texas
$422K +$422K +9,523 New
Baird Financial Group
135
Baird Financial Group
Wisconsin
$419K +$419K +9,449 New
VPP
136
Vertex Planning Partners
Illinois
$401K +$1.51K +34 +0.4%
Comerica Bank
137
Comerica Bank
Texas
$391K +$197K +4,441 +101%
FHA
138
First Horizon Advisors
Tennessee
$361K +$337K +7,596 +1,391%
AWM
139
Axxcess Wealth Management
California
$357K +$81.3K +1,832 +29%
AWA
140
Arkadios Wealth Advisors
Georgia
$343K +$343K +7,734 New
MYIA
141
Mount Yale Investment Advisors
Colorado
$331K +$331K +7,470 New
IWC
142
Integrated Wealth Concepts
Massachusetts
$321K +$321K +7,231 New
QPWM
143
Quadrant Private Wealth Management
Pennsylvania
$314K +$314K +7,089 New
AWA
144
Arete Wealth Advisors
Illinois
$300K +$300K +6,756 New
PFA
145
Pettinga Financial Advisors
Indiana
$299K +$299K +6,751 New
SOAMC
146
Spirit of America Management Corp
New York
$286K +$286K +6,437 New
CJ
147
Caitlin John
Michigan
$284K – – –
WIA
148
World Investment Advisors
California
$277K +$277K +6,251 New
ATS
149
Ashton Thomas Securities
New York
$263K +$263K +5,889 New
KDA
150
Kraft Davis & Associates
Missouri
$262K +$13.3K +297 +5%
4 5
6
7 8