IGEB icon

iShares Investment Grade Systematic Bond ETF
IGEB

Overview Fund Activity

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 35 funds opening new positions, 127 increasing their positions, 63 reducing their positions, and 7 closing their positions.

Holders
231
Holders Change
+27
Holders Change %
+13.24%
% of All Funds
3.34%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
35
Increased
127
Reduced
63
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PA
1
Parallel Advisors
California
$20.7M
2
State of New Jersey Common Pension Fund D
2
State of New Jersey Common Pension Fund D
New Jersey
$66.1M
3
SL
3
Sentinus LLC
Illinois
$12.6M
4
AWM
4
Ameliora Wealth Management
Switzerland
$23.1M
5
IWM
5
IHT Wealth Management
Illinois
$28M

Top Sellers

1
OIA
1
OneDigital Investment Advisors
Kansas
$20.6M
2
BlackRock
2
BlackRock
New York
$50.5M
3
UCFA
3
United Capital Financial Advisors
Texas
$21.7M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$31.4M
5
PAG
5
Private Advisor Group
New Jersey
$12.1M
Name Market Value Shares Shares
Change 		Shares
Change %
FA
151
Fermata Advisors
California
$452K 9,719 +4,200 +76%
Baird Financial Group
152
Baird Financial Group
Wisconsin
$451K 9,703 +254 +3%
CAL
153
Capital Analysts LLC
Pennsylvania
$450K 9,681 +4,344 +81%
LIM
154
Leavell Investment Management
Alabama
$450K 9,675 +9,675 New
VPP
155
Vertex Planning Partners
Illinois
$445K 9,578 +548 +6%
Goldman Sachs
156
Goldman Sachs
New York
$431K 9,268 -4,624 -33%
QPWM
157
Quadrant Private Wealth Management
Pennsylvania
$423K 9,103 +2,014 +28%
Comerica Bank
158
Comerica Bank
Texas
$391K 8,407 -418 -5%
DAS
159
Diversify Advisory Services
Utah
$387K 8,529 -4,997 -37%
BAM
160
BOS Asset Management
Illinois
$373K 8,036 +2,416 +43%
PFA
161
Pettinga Financial Advisors
Indiana
$368K 7,927 +1,176 +17%
CWM
162
Certus Wealth Management
California
$367K 7,892 +7,892 New
AWA
163
Arkadios Wealth Advisors
Georgia
$351K 7,560 -174 -2%
VCP
164
Verus Capital Partners
Arizona
$349K 7,521 +1,707 +29%
IWC
165
Integrated Wealth Concepts
Massachusetts
$344K 7,393 +162 +2%
MYIA
166
Mount Yale Investment Advisors
Colorado
$337K 7,253 -217 -3%
PGFC
167
Peapack-Gladstone Financial Corp
New Jersey
$316K 6,800 +1,300 +24%
AWMS
168
Advocacy Wealth Management Services
Georgia
$290K 6,248 +6,248 New
Northwestern Mutual Wealth Management
169
Northwestern Mutual Wealth Management
Wisconsin
$285K 6,140 +6,140 New
FHC
170
First Heartland Consultants
Missouri
$285K 6,139 +6,139 New
CJ
171
Caitlin John
Michigan
$282K 6,299 -105 -2%
SOAMC
172
Spirit of America Management Corp
New York
$277K 5,971 -466 -7%
CAM
173
Concorde Asset Management
Michigan
$276K 5,937 +5,937 New
ATS
174
Ashton Thomas Securities
New York
$274K 5,886 -3 -0.1%
AL
175
ADE LLC
Maryland
$272K 5,848 +5,848 New
5 6
7
8 9