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.
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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PA
Parallel Advisors
San Francisco,
California
|
+$20.3M |
| 2 |
State of New Jersey Common Pension Fund D
Trenton,
New Jersey
|
+$11.4M |
| 3 |
AWM
Ameliora Wealth Management
Zurich,
Switzerland
|
+$9.31M |
| 4 |
IWM
IHT Wealth Management
Chicago,
Illinois
|
+$9M |
| 5 |
Morgan Stanley
New York
|
+$7.13M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OIA
OneDigital Investment Advisors
Overland Park,
Kansas
|
-$19.6M |
| 2 |
BlackRock
New York
|
-$15.2M |
| 3 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
-$3.49M |
| 4 |
JP Morgan Chase
New York
|
-$3.09M |
| 5 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$1.93M |
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.