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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 %
Truist Financial
176
Truist Financial
North Carolina
– – -91,280 Closed
KFS
177
Kelly Financial Services
Massachusetts
– – -86,510 Closed
US Bancorp
178
US Bancorp
Minnesota
– – -83,887 Closed
AWS
179
Atria Wealth Solutions
New York
– – -74,126 Closed
Prudential Financial
180
Prudential Financial
New Jersey
– – -57,608 Closed
Thrivent Financial for Lutherans
181
Thrivent Financial for Lutherans
Minnesota
– – -47,300 Closed
SHJ
182
Sharkey, Howes & Javer
Colorado
– – -47,242 Closed
BBWP
183
Beacon Bridge Wealth Partners
Pennsylvania
– – -40,199 Closed
TF
184
Trek Financial
Arizona
– – -39,219 Closed
PFG
185
PAX Financial Group
Texas
– – -36,719 Closed
BTI
186
Blue Trust Inc
Georgia
– – -35,916 Closed
PWM
187
Perigon Wealth Management
California
– – -35,894 Closed
HFA
188
High Falls Advisors
New York
– – -33,715 Closed
LWM
189
Liberty Wealth Management
California
– – -31,376 Closed
SXL
190
Summit X LLC
Missouri
– – -31,190 Closed
NL
191
NWAM LLC
Washington
– – -30,833 Closed
TWP
192
Triad Wealth Partners
Kansas
– – -30,562 Closed
PCA
193
Prosperity Capital Advisors
Ohio
– – -28,960 Closed
TVM
194
True Vision MN
Minnesota
– – -28,034 Closed
SFS
195
Security Financial Services
Indiana
– – -27,884 Closed
SWM
196
SigFig Wealth Management
California
– – -27,095 Closed
BHWM
197
Bay Harbor Wealth Management
Maryland
– – -26,775 Closed
SA
198
Scarborough Advisors
Maryland
– – -25,632 Closed
SW
199
Simplicity Wealth
New Jersey
– – -25,332 Closed
BCM
200
Brookstone Capital Management
Illinois
– – -25,213 Closed
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