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iShares Investment Grade Systematic Bond ETF
IGEB

Overview Fund Activity

204 hedge funds and large institutions have $1.25B invested in iShares Investment Grade Systematic Bond ETF in 2024 Q2 according to their latest regulatory filings, with 114 funds opening new positions, 74 increasing their positions, 11 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
204
Holders Change
+103
Holders Change %
+101.98%
% of All Funds
2.97%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
114
Increased
74
Reduced
11
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$288M
2
BlackRock
2
BlackRock
New York
$63M
3
LPL Financial
3
LPL Financial
California
$94.5M
4
Envestnet Portfolio Solutions
4
Envestnet Portfolio Solutions
Illinois
$36M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$32.9M

Top Sellers

1
MSWM
1
McGlone Suttner Wealth Management
Wisconsin
$6.06M
2
RA
2
RFG Advisory
Alabama
$791K
3
Jane Street
3
Jane Street
New York
$0
4
NL
4
NWAM LLC
Washington
$0
5
CWM
5
Comprehensive Wealth Management
Washington
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SWM
176
Spire Wealth Management
Virginia
$84.1K +$84.1K +1,896 New
IAIM
177
International Assets Investment Management
Florida
$83.5K +$83.5K +1,882 New
OLVIG
178
Oliver Lagore Vanvalin Investment Group
Michigan
$59.8K +$59.8K +1,349 New
FCA
179
FinTrust Capital Advisors
South Carolina
$59K +$59K +1,330 New
AF
180
Advisornet Financial
Minnesota
$45.1K +$35.8K +808 +387%
APC
181
Aspire Private Capital
North Carolina
$41.6K +$41.6K +937 New
RFG
182
REAP Financial Group
Texas
$39.3K – – –
PPC
183
Park Place Capital
Alabama
$38.2K +$38.2K +861 New
VWM
184
Venturi Wealth Management
Texas
$30.7K +$30.7K +692 New
PS
185
Principal Securities
Iowa
$29.5K +$24.4K +551 +488%
CPG
186
Cornerstone Planning Group
New Jersey
$29.1K +$29.1K +640 New
UBS Group
187
UBS Group
Switzerland
$26.6K +$26.6K +600 New
NRC
188
New Republic Capital
North Carolina
$25.6K +$25.6K +576 New
GJWM
189
Gilliland Jeter Wealth Management
Arkansas
$25.2K +$25.2K +569 New
GJIA
190
Glass Jacobson Investment Advisors
Maryland
$23.5K +$310 +7 +1%
AWM
191
Avior Wealth Management
Nebraska
$23K – – –
CIA
192
Cape Investment Advisory
Georgia
$21.4K +$21.4K +483 New
CA
193
Continuum Advisory
Idaho
$18.3K +$3.06K +69 +20%
CA
194
CoreCap Advisors
Michigan
$16.1K +$4.13K +93 +34%
GWSG
195
GPS Wealth Strategies Group
Colorado
$13.3K – – –
Wells Fargo
196
Wells Fargo
California
$12.6K +$12.6K +284 New
RCM
197
Raleigh Capital Management
North Carolina
$11.8K +$11.8K +266 New
ATPW
198
Ashton Thomas Private Wealth
Arizona
$10.2K +$10.2K +230 New
EWA
199
EverSource Wealth Advisors
Alabama
$8.1K +$8.1K +179 New
HNB
200
Huntington National Bank
Ohio
$7.63K -$7.71K – –
5 6 7
8
9