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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
KDA
176
Kraft Davis & Associates
Missouri
$268K +$5.2K +114 +2%
SAW
177
Signal Advisors Wealth
Michigan
$257K +$252K +5,536 New
WA
178
Wealth Alliance
New York
$254K -$6.34K -139 -2%
CCM
179
Coldstream Capital Management
Washington
$249K +$11.1K +243 +5%
AWA
180
Arete Wealth Advisors
Illinois
$247K -$65.6K -1,438 -21%
EGA
181
Eagle Global Advisors
Texas
$242K – – –
MFG
182
Merit Financial Group
Georgia
$242K +$237K +5,199 New
BWA
183
BCU Wealth Advisors
Illinois
$241K -$1.32K -29 -0.6%
DWP
184
Destiny Wealth Partners
Florida
$240K – – –
EWM
185
Executive Wealth Management
Michigan
$238K – – –
TFGT
186
TS Financial Group (TSFG)
Illinois
$232K +$49.2K +1,080 +28%
BFG
187
Buttonwood Financial Group
Missouri
$226K -$7.29K -160 -3%
HPM
188
Hoxton Planning & Management
West Virginia
$224K -$729 -16 -0.3%
IAG
189
Investment Advisory Group
Massachusetts
$220K +$216K +4,732 New
TPWA
190
TRUE Private Wealth Advisors
Oregon
$217K -$1.69K -37 -0.8%
P
191
&Partners
Tennessee
$208K +$204K +4,484 New
VCP
192
Verus Capital Partners
Arizona
$207K +$203K +4,454 New
KWM
193
Keebeck Wealth Management
Illinois
$207K +$203K +4,446 New
TCPW
194
Twin City Private Wealth
North Carolina
$199K +$7.38K +162 +4%
PTC
195
Private Trust Company
Ohio
$189K +$90.3K +1,980 +94%
PNC Financial Services Group
196
PNC Financial Services Group
Pennsylvania
$141K -$456 -10 -0.3%
SWM
197
Spire Wealth Management
Virginia
$84.1K -$3.92K -86 -5%
WWP
198
WR Wealth Planners
Missouri
$70.2K +$68.9K +1,511 New
OLVIG
199
Oliver Lagore Vanvalin Investment Group
Michigan
$62.3K -$410 -9 -0.7%
GM
200
GeoWealth Management
Illinois
$53.7K +$52.7K +1,156 New
6 7
8
9 10

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.