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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
FA
151
Fermata Advisors
California
$452K +$191K +4,200 +76%
Baird Financial Group
152
Baird Financial Group
Wisconsin
$451K +$11.6K +254 +3%
CAL
153
Capital Analysts LLC
Pennsylvania
$450K +$198K +4,344 +81%
LIM
154
Leavell Investment Management
Alabama
$450K +$441K +9,675 New
VPP
155
Vertex Planning Partners
Illinois
$445K +$25K +548 +6%
Goldman Sachs
156
Goldman Sachs
New York
$431K -$211K -4,624 -33%
QPWM
157
Quadrant Private Wealth Management
Pennsylvania
$423K +$91.8K +2,014 +28%
Comerica Bank
158
Comerica Bank
Texas
$391K -$19.1K -418 -5%
DAS
159
Diversify Advisory Services
Utah
$387K -$228K -4,997 -37%
BAM
160
BOS Asset Management
Illinois
$373K +$110K +2,416 +43%
PFA
161
Pettinga Financial Advisors
Indiana
$368K +$53.6K +1,176 +17%
CWM
162
Certus Wealth Management
California
$367K +$360K +7,892 New
AWA
163
Arkadios Wealth Advisors
Georgia
$351K -$7.93K -174 -2%
IWC
164
Integrated Wealth Concepts
Massachusetts
$344K +$7.38K +162 +2%
MYIA
165
Mount Yale Investment Advisors
Colorado
$337K -$9.89K -217 -3%
PGFC
166
Peapack-Gladstone Financial Corp
New Jersey
$316K +$59.3K +1,300 +24%
AWMS
167
Advocacy Wealth Management Services
Georgia
$290K +$285K +6,248 New
Northwestern Mutual Wealth Management
168
Northwestern Mutual Wealth Management
Wisconsin
$285K +$280K +6,140 New
FHC
169
First Heartland Consultants
Missouri
$285K +$280K +6,139 New
CJ
170
Caitlin John
Michigan
$282K -$4.79K -105 -2%
SOAMC
171
Spirit of America Management Corp
New York
$277K -$21.2K -466 -7%
CAM
172
Concorde Asset Management
Michigan
$276K +$271K +5,937 New
ATS
173
Ashton Thomas Securities
New York
$274K -$137 -3 -0.1%
AL
174
ADE LLC
Maryland
$272K +$267K +5,848 New
CAG
175
Csenge Advisory Group
Florida
$272K +$43.6K +956 +19%
5 6
7
8 9

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.