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iShares Investment Grade Systematic Bond ETF
IGEB

203 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 113 funds opening new positions, 74 increasing their positions, 11 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,156% more first-time investments, than exits

New positions opened: 113 | Existing positions closed: 9

573% more repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 11

151% more capital invested

Capital invested by funds: $496M → $1.25B (+$751M)

101% more funds holding

Funds holding: 101 → 203 (+102)

13.46% more ownership

Funds ownership: 83.18% → 96.64% (+13%)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

Holders
203
Holders Change
+102
Holders Change %
+100.99%
% of All Funds
2.93%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
113
Increased
74
Reduced
11
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$234M
2
BlackRock
BlackRock
New York
+$61.6M
3
LPL Financial
LPL Financial
California
+$61.4M
4
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
+$33.7M
5
JP Morgan Chase
JP Morgan Chase
New York
+$31.3M

Top Sellers

Rank Fund Capital Flow
1
MSWM
McGlone Suttner Wealth Management
Wisconsin
-$3.6M
2
RA
RFG Advisory
Alabama
-$1.95M
3
Jane Street
Jane Street
New York
-$1.38M
4
NL
NWAM LLC
Washington
-$989K
5
CWM
Comprehensive Wealth Management
Washington
-$676K
Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
151
Maripau Wealth Management
Indiana
$255K +$253K +5,742 New
BAM
152
BOS Asset Management
Illinois
$249K +$248K +5,620 New
WA
153
Wealth Alliance
New York
$248K +$247K +5,596 New
FA
154
Fermata Advisors
California
$245K +$244K +5,519 New
PGFC
155
Peapack-Gladstone Financial Corp
New Jersey
$244K +$243K +5,500 New
CAL
156
Capital Analysts LLC
Pennsylvania
$237K +$227K +5,137 +2,569%
BWA
157
BCU Wealth Advisors
Illinois
$231K +$230K +5,211 New
EGA
158
Eagle Global Advisors
Texas
$231K +$230K +5,200 New
DWP
159
Destiny Wealth Partners
Florida
$229K -$51.7K -1,172 -19%
EWM
160
Executive Wealth Management
Michigan
$227K +$226K +5,119 New
CCM
161
Coldstream Capital Management
Washington
$227K +$226K +5,112 New
CAG
162
Csenge Advisory Group
Florida
$221K +$220K +4,986 New
BFG
163
Buttonwood Financial Group
Missouri
$221K +$222K +5,020 New
HPM
164
Hoxton Planning & Management
West Virginia
$215K +$214K +4,846 New
TPWA
165
TRUE Private Wealth Advisors
Oregon
$209K +$208K +4,708 New
IA
166
IFG Advisory
Georgia
$204K +$202K +4,587 New
TPA
167
Trivium Point Advisory
Connecticut
$202K +$201K +4,554 New
TCPW
168
Twin City Private Wealth
North Carolina
$183K +$182K +4,122 New
TFGT
169
TS Financial Group (TSFG)
Illinois
$174K +$173K +3,918 New
WFA
170
Wells Financial Advisors
Massachusetts
$161K +$160K +3,628 New
Mercer Global Advisors
171
Mercer Global Advisors
Colorado
$153K +$529K +11,976 +4%
PNC Financial Services Group
172
PNC Financial Services Group
Pennsylvania
$135K +$52K +1,179 +63%
PFM
173
Phillips Financial Management
Indiana
$112K -$24.9K -565 -18%
PTC
174
Private Trust Company
Ohio
$93K +$84.3K +1,911 +1,033%
SWM
175
Spire Wealth Management
Virginia
$84.1K +$83.7K +1,896 New
5 6
7
8 9

IGEB Hedge Fund Activity: Q2 2024 in Review

203 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares Investment Grade Systematic Bond ETF (IGEB) for Q2 2024, worth a combined $1.25B — up 151% from $496M a quarter earlier.

Buyers outnumbered sellers: 113 funds opened new IGEB positions and 9 closed out — a net gain of 104 holders — while 74 added to existing stakes and 11 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $234M. The largest seller was McGlone Suttner Wealth Management, cutting an estimated $3.6M.

  • 203 institutional investors held iShares Investment Grade Systematic Bond ETF (IGEB) as of Q2 2024, up from 101 in Q1 2024.
  • Funds reported $1.25B of iShares Investment Grade Systematic Bond ETF stock for Q2 2024, up 151% quarter-over-quarter.
  • 113 funds opened new iShares Investment Grade Systematic Bond ETF positions in Q2 2024 and 9 closed out, a net change of +104 holders.
  • The largest iShares Investment Grade Systematic Bond ETF buyer in Q2 2024 was Envestnet Asset Management, an estimated $234M added.
  • The largest iShares Investment Grade Systematic Bond ETF seller in Q2 2024 was McGlone Suttner Wealth Management, an estimated $3.6M sold.

Based on aggregated 13F filings for Q2 2024.