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iShares Investment Grade Systematic Bond ETF
IGEB

173 hedge funds and large institutions have $842M invested in iShares Investment Grade Systematic Bond ETF in 2024 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 53 increasing their positions, 78 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

10.59% less ownership

Funds ownership: 92.75% → 82.16% (-11%)

25% less funds holding

Funds holding: 231 → 173 (-58)

32% less repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 78

41% less capital invested

Capital invested by funds: $1.42B → $842M (-$583M)

62% less first-time investments, than exits

New positions opened: 32 | Existing positions closed: 85

Holders
173
Holders Change
-58
Holders Change %
-25.11%
% of All Funds
2.28%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
32
Increased
53
Reduced
78
Closed
85
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
+$27.2M
2
SIM
Stratos Investment Management
Ohio
+$11.2M
3
ETC
Exchange Traded Concepts
Oklahoma
+$9.74M
4
HWAM
Hennion & Walsh Asset Management
New Jersey
+$6.89M
5
TWC
TD Waterhouse Canada
Ontario, Canada
+$4.97M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$232M
2
BlackRock
BlackRock
New York
-$41.1M
3
LPL Financial
LPL Financial
California
-$40.1M
4
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
-$34.7M
5
JP Morgan Chase
JP Morgan Chase
New York
-$26.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
AF
151
Advisornet Financial
Minnesota
$24.5K -$12.5K -277 -33%
FA
152
Fedenia Advisers
Wisconsin
$22K +$22.4K +496 New
CA
153
Continuum Advisory
Idaho
$20.5K – – –
PFM
154
Phillips Financial Management
Indiana
$20K – – –
GRP
155
Global Retirement Partners
California
$18K -$1.45M -32,164 -99%
FWM
156
FLP Wealth Management
Arkansas
$14.9K +$15.1K +335 New
RCM
157
Raleigh Capital Management
North Carolina
$13.5K +$2.49K +55 +22%
GWSG
158
GPS Wealth Strategies Group
Colorado
$13.3K – – –
AWM
159
Avior Wealth Management
Nebraska
$12.1K – – –
BCMLT
160
Beacon Capital Management LLC (Tennessee)
Tennessee
$10.9K -$7.1K -157 -39%
BSB
161
Bangor Savings Bank
Maine
$9.36K – – –
ACA
162
Aptus Capital Advisors
Alabama
$8.34K +$8.5K +188 New
GWANC
163
Guardian Wealth Advisors (North Carolina)
North Carolina
$8.34K +$8.5K +188 New
CIA
164
Cape Investment Advisory
Georgia
$7.63K -$13.5K -299 -63%
TFGT
165
TS Financial Group (TSFG)
Illinois
$6K -$220K -4,862 -97%
CIAS
166
Capital Investment Advisory Services
North Carolina
$5.48K +$90 +2 +2%
SS
167
Sunbelt Securities
Texas
$2.64K +$45 +1 +2%
WP
168
WealthShield Partners
North Carolina
$2.62K -$941K -20,816 -100%
OC
169
Oarsman Capital
Wisconsin
$2.26K – – –
Fidelity Investments
170
Fidelity Investments
Massachusetts
$1.69K -$40.3K -891 -96%
CPG
171
Cornerstone Planning Group
New Jersey
$128 -$23.8K -527 -99%
SAM
172
Synergy Asset Management
Washington
$47 +$45 +1 New
GM
173
GeoWealth Management
Illinois
$40 -$52.2K -1,155 -100%
FIA
174
Foundations Investment Advisors
Arizona
– -$5.81M -125,085 Closed
CW
175
CreativeOne Wealth
Kansas
– -$5.78M -124,328 Closed
5 6
7
8 9

IGEB Hedge Fund Activity: Q4 2024 in Review

173 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares Investment Grade Systematic Bond ETF (IGEB) for Q4 2024, worth a combined $842M — down 41% from $1.42B a quarter earlier.

Sellers outnumbered buyers: 85 funds closed out of IGEB and 32 opened new positions — a net loss of 53 holders — while 78 trimmed existing stakes and 53 added.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $27.2M. The largest seller was Envestnet Asset Management, cutting an estimated $232M.

  • 173 institutional investors held iShares Investment Grade Systematic Bond ETF (IGEB) as of Q4 2024, down from 231 in Q3 2024.
  • Funds reported $842M of iShares Investment Grade Systematic Bond ETF stock for Q4 2024, down 41% quarter-over-quarter.
  • 32 funds opened new iShares Investment Grade Systematic Bond ETF positions in Q4 2024 and 85 closed out, a net change of -53 holders.
  • The largest iShares Investment Grade Systematic Bond ETF buyer in Q4 2024 was Citadel Advisors, an estimated $27.2M added.
  • The largest iShares Investment Grade Systematic Bond ETF seller in Q4 2024 was Envestnet Asset Management, an estimated $232M sold.

Based on aggregated 13F filings for Q4 2024.