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iShares Investment Grade Systematic Bond ETF
IGEB

Overview Fund Activity

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 35 funds opening new positions, 127 increasing their positions, 63 reducing their positions, and 7 closing their positions.

Holders
231
Holders Change
+27
Holders Change %
+13.24%
% of All Funds
3.34%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
35
Increased
127
Reduced
63
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PA
1
Parallel Advisors
California
$20.7M
2
State of New Jersey Common Pension Fund D
2
State of New Jersey Common Pension Fund D
New Jersey
$66.1M
3
SL
3
Sentinus LLC
Illinois
$12.6M
4
AWM
4
Ameliora Wealth Management
Switzerland
$23.1M
5
IWM
5
IHT Wealth Management
Illinois
$28M

Top Sellers

1
OIA
1
OneDigital Investment Advisors
Kansas
$20.6M
2
BlackRock
2
BlackRock
New York
$50.5M
3
UCFA
3
United Capital Financial Advisors
Texas
$21.7M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$31.4M
5
PAG
5
Private Advisor Group
New Jersey
$12.1M
Name Market Value Shares Shares
Change 		Shares
Change %
CAG
176
Csenge Advisory Group
Florida
$272K 5,942 +956 +19%
KDA
177
Kraft Davis & Associates
Missouri
$268K 5,941 +114 +2%
SAW
178
Signal Advisors Wealth
Michigan
$257K 5,536 +5,536 New
WA
179
Wealth Alliance
New York
$254K 5,457 -139 -2%
CCM
180
Coldstream Capital Management
Washington
$249K 5,355 +243 +5%
AWA
181
Arete Wealth Advisors
Illinois
$247K 5,318 -1,438 -21%
EGA
182
Eagle Global Advisors
Texas
$242K 5,200 – –
MFG
183
Merit Financial Group
Georgia
$242K 5,199 +5,199 New
BWA
184
BCU Wealth Advisors
Illinois
$241K 5,182 -29 -0.6%
DWP
185
Destiny Wealth Partners
Florida
$240K 5,155 – –
EWM
186
Executive Wealth Management
Michigan
$238K 5,119 – –
TFGT
187
TS Financial Group (TSFG)
Illinois
$232K 4,998 +1,080 +28%
BFG
188
Buttonwood Financial Group
Missouri
$226K 4,860 -160 -3%
HPM
189
Hoxton Planning & Management
West Virginia
$224K 4,830 -16 -0.3%
IAG
190
Investment Advisory Group
Massachusetts
$220K 4,732 +4,732 New
TPWA
191
TRUE Private Wealth Advisors
Oregon
$217K 4,671 -37 -0.8%
P
192
&Partners
Tennessee
$208K 4,484 +4,484 New
KWM
193
Keebeck Wealth Management
Illinois
$207K 4,446 +4,446 New
TCPW
194
Twin City Private Wealth
North Carolina
$199K 4,284 +162 +4%
PTC
195
Private Trust Company
Ohio
$189K 4,076 +1,980 +94%
PNC Financial Services Group
196
PNC Financial Services Group
Pennsylvania
$141K 3,043 -10 -0.3%
SWM
197
Spire Wealth Management
Virginia
$84.1K 1,810 -86 -5%
WWP
198
WR Wealth Planners
Missouri
$70.2K 1,511 +1,511 New
OLVIG
199
Oliver Lagore Vanvalin Investment Group
Michigan
$62.3K 1,340 -9 -0.7%
GM
200
GeoWealth Management
Illinois
$53.7K 1,156 +1,156 New
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8
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