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iShares Investment Grade Systematic Bond ETF
IGEB

Overview Fund Activity

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 84 closing their positions.

Holders
173
Holders Change
-58
Holders Change %
-25.11%
% of All Funds
2.3%
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
84
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$26.7M
2
BWP
2
BlueStem Wealth Partners
Minnesota
$13.2M
3
SIM
3
Stratos Investment Management
Ohio
$37.1M
4
ETC
4
Exchange Traded Concepts
Oklahoma
$9.55M
5
Raymond James Financial
5
Raymond James Financial
Florida
$8.74M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$66.7M
2
BlackRock
2
BlackRock
New York
$7.91M
3
LPL Financial
3
LPL Financial
California
$58.5M
4
Envestnet Portfolio Solutions
4
Envestnet Portfolio Solutions
Illinois
$2.52M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$4.13M
Name Market Value Shares Shares
Change 		Shares
Change %
AF
151
Advisornet Financial
Minnesota
$24.5K 553 -277 -33%
FA
152
Fedenia Advisers
Wisconsin
$22K 496 +496 New
CA
153
Continuum Advisory
Idaho
$20.5K 462 – –
PFM
154
Phillips Financial Management
Indiana
$20K 450 – –
GRP
155
Global Retirement Partners
California
$18K 406 -32,164 -99%
FWM
156
FLP Wealth Management
Arkansas
$14.9K 335 +335 New
RCM
157
Raleigh Capital Management
North Carolina
$13.5K 304 +55 +22%
GWSG
158
GPS Wealth Strategies Group
Colorado
$13.3K 300 – –
AWM
159
Avior Wealth Management
Nebraska
$12.1K 272 – –
BCMLT
160
Beacon Capital Management LLC (Tennessee)
Tennessee
$10.9K 245 -157 -39%
BSB
161
Bangor Savings Bank
Maine
$9.36K 211 – –
ACA
162
Aptus Capital Advisors
Alabama
$8.34K 188 +188 New
GWANC
163
Guardian Wealth Advisors (North Carolina)
North Carolina
$8.34K 188 +188 New
CIA
164
Cape Investment Advisory
Georgia
$7.63K 172 -299 -63%
TFGT
165
TS Financial Group (TSFG)
Illinois
$6K 136 -4,862 -97%
CIAS
166
Capital Investment Advisory Services
North Carolina
$5.48K 123 +2 +2%
SS
167
Sunbelt Securities
Texas
$2.64K 59 +1 +2%
WP
168
WealthShield Partners
North Carolina
$2.62K 59 -20,816 -100%
OC
169
Oarsman Capital
Wisconsin
$2.26K 51 – –
Fidelity Investments
170
Fidelity Investments
Massachusetts
$1.69K 38 -891 -96%
CPG
171
Cornerstone Planning Group
New Jersey
$128 3 -527 -99%
SAM
172
Synergy Asset Management
Washington
$47 1 +1 New
GM
173
GeoWealth Management
Illinois
$40 1 -1,155 -100%
FIA
174
Foundations Investment Advisors
Arizona
– – -125,085 Closed
CW
175
CreativeOne Wealth
Kansas
– – -124,328 Closed
5 6
7
8 9