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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
MIS
126
Morningstar Investment Services
Illinois
$740K +$84.1K +1,846 +13%
AWM
127
Apollon Wealth Management
South Carolina
$735K -$49.5K -1,087 -6%
PAMG
128
Patton Albertson Miller Group
Tennessee
$709K +$695K +15,254 New
CWM
129
Centurion Wealth Management
Virginia
$705K +$692K +15,182 New
SCA
130
Snowden Capital Advisors
New York
$701K +$67.2K +1,474 +11%
CAM
131
Cobblestone Asset Management
Virginia
$685K -$593 -13 -0.1%
BWM
132
BCGM Wealth Management
Indiana
$672K +$410 +9 +0.1%
BBA
133
Braun-Bostich & Associates
Pennsylvania
$646K +$61.2K +1,343 +11%
RIA
134
Regal Investment Advisors
Michigan
$640K +$124K +2,727 +25%
IA
135
IFP Advisors
Florida
$606K +$111K +2,442 +23%
FHA
136
First Horizon Advisors
Tennessee
$593K +$210K +4,612 +57%
IAN
137
Integrated Advisors Network
Texas
$586K +$575K +12,605 New
1IA
138
1620 Investment Advisors
Massachusetts
$569K +$30.6K +672 +6%
National Bank of Canada
139
National Bank of Canada
Quebec, Canada
$555K +$32.2K +707 +6%
KFSC
140
Keystone Financial Services (Colorado)
Colorado
$551K -$15.7K -345 -3%
WWA
141
WCG Wealth Advisors
Nevada
$551K -$6.02K -132 -1%
MWM
142
Mosley Wealth Management
California
$544K +$8.48K +186 +2%
AWM
143
Alterna Wealth Management
Texas
$528K +$84.1K +1,846 +19%
CWS
144
Cypress Wealth Services
California
$526K +$6.97K +153 +1%
SWP
145
Stratos Wealth Partners
Ohio
$495K +$486K +10,651 New
SWA
146
Stratos Wealth Advisors
Ohio
$493K +$30.8K +675 +7%
AWM
147
Axxcess Wealth Management
California
$485K +$109K +2,393 +30%
NFG
148
Nations Financial Group
Iowa
$480K -$49.1K -1,078 -9%
OAP
149
One Advisory Partners
Kansas
$468K +$1.69K +37 +0.4%
BRWA
150
B. Riley Wealth Advisors
Florida
$465K -$96.5K -2,118 -17%
4 5
6
7 8

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.