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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 %
VCP
151
Verus Capital Partners
Arizona
$258K +$258K +5,814 New
MWM
152
Maripau Wealth Management
Indiana
$255K +$255K +5,742 New
BAM
153
BOS Asset Management
Illinois
$249K +$249K +5,620 New
WA
154
Wealth Alliance
New York
$248K +$248K +5,596 New
FA
155
Fermata Advisors
California
$245K +$245K +5,519 New
PGFC
156
Peapack-Gladstone Financial Corp
New Jersey
$244K +$244K +5,500 New
CAL
157
Capital Analysts LLC
Pennsylvania
$237K +$228K +5,137 +2,569%
BWA
158
BCU Wealth Advisors
Illinois
$231K +$231K +5,211 New
EGA
159
Eagle Global Advisors
Texas
$231K +$231K +5,200 New
DWP
160
Destiny Wealth Partners
Florida
$229K -$52K -1,172 -19%
EWM
161
Executive Wealth Management
Michigan
$227K +$227K +5,119 New
CCM
162
Coldstream Capital Management
Washington
$227K +$227K +5,112 New
CAG
163
Csenge Advisory Group
Florida
$221K +$221K +4,986 New
BFG
164
Buttonwood Financial Group
Missouri
$221K +$221K +5,020 New
HPM
165
Hoxton Planning & Management
West Virginia
$215K +$215K +4,846 New
TPWA
166
TRUE Private Wealth Advisors
Oregon
$209K +$209K +4,708 New
IA
167
IFG Advisory
Georgia
$204K +$204K +4,587 New
TPA
168
Trivium Point Advisory
Connecticut
$202K +$202K +4,554 New
TCPW
169
Twin City Private Wealth
North Carolina
$183K +$183K +4,122 New
TFGT
170
TS Financial Group (TSFG)
Illinois
$174K +$174K +3,918 New
WFA
171
Wells Financial Advisors
Massachusetts
$161K +$161K +3,628 New
Mercer Global Advisors
172
Mercer Global Advisors
Colorado
$153K +$6.17K +11,976 +4%
PNC Financial Services Group
173
PNC Financial Services Group
Pennsylvania
$135K +$52.3K +1,179 +63%
PFM
174
Phillips Financial Management
Indiana
$112K -$25.1K -565 -18%
PTC
175
Private Trust Company
Ohio
$93K +$84.8K +1,911 +1,033%
5 6
7
8 9