iShares Investment Grade Systematic Bond ETF
IGEB
203 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 113 funds opening new positions, 74 increasing their positions, 11 reducing their positions, and 9 closing their positions.
1,156% more first-time investments, than exits
New positions opened: 113 | Existing positions closed: 9
573% more repeat investments, than reductions
Existing positions increased: 74 | Existing positions reduced: 11
151% more capital invested
Capital invested by funds: $496M → $1.25B (+$751M)
101% more funds holding
Funds holding: 101 → 203 (+102)
13.46% more ownership
Funds ownership: 83.18% → 96.64% (+13%)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$234M |
| 2 |
BlackRock
New York
|
+$61.6M |
| 3 |
LPL Financial
San Diego,
California
|
+$61.4M |
| 4 |
Envestnet Portfolio Solutions
Chicago,
Illinois
|
+$33.7M |
| 5 |
JP Morgan Chase
New York
|
+$31.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MSWM
McGlone Suttner Wealth Management
Appleton,
Wisconsin
|
-$3.6M |
| 2 |
RA
RFG Advisory
Birmingham,
Alabama
|
-$1.95M |
| 3 |
Jane Street
New York
|
-$1.38M |
| 4 |
NL
NWAM LLC
Mercer Island,
Washington
|
-$989K |
| 5 |
CWM
Comprehensive Wealth Management
Lynnwood,
Washington
|
-$676K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
OWA
201
Opal Wealth Advisors
Jericho,
New York
| $4.79K | +$4.77K | +108 | New |
|
|
SS
202
Sunbelt Securities
Houston,
Texas
| $2.56K | +$44 | +1 | +2% |
|
203
Jones Financial Companies
Des Peres,
Missouri
| $621 | +$618 | +14 | New |
|
204
Fidelity Investments
Boston,
Massachusetts
| $89 | -$2.78K | -63 | -97% |
|
|
205
Jane Street
New York
| – | -$1.38M | -30,874 | Closed |
|
|
NL
206
NWAM LLC
Mercer Island,
Washington
| – | -$989K | -22,399 | Closed |
|
|
CWM
207
Comprehensive Wealth Management
Lynnwood,
Washington
| – | -$676K | -15,073 | Closed |
|
|
SAM
208
Synergy Asset Management
Vancouver,
Washington
| – | -$399K | -8,906 | Closed |
|
209
Citadel Advisors
Miami,
Florida
| – | -$210K | -4,693 | Closed |
|
|
IGWM
210
ICA Group Wealth Management
Denver,
Colorado
| – | -$57.7K | -1,286 | Closed |
|
|
CSB
211
City State Bank
Norwalk,
Iowa
| – | -$7K | -161 | Closed |
|
|
GA
212
GoalVest Advisory
New York
| – | -$7K | -156 | Closed |
|
|
ETS
213
ESL Trust Services
Rochester,
New York
| – | -$3K | -67 | Closed |
|
IGEB Hedge Fund Activity: Q2 2024 in Review
203 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares Investment Grade Systematic Bond ETF (IGEB) for Q2 2024, worth a combined $1.25B — up 151% from $496M a quarter earlier.
Buyers outnumbered sellers: 113 funds opened new IGEB positions and 9 closed out — a net gain of 104 holders — while 74 added to existing stakes and 11 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $234M. The largest seller was McGlone Suttner Wealth Management, cutting an estimated $3.6M.
- 203 institutional investors held iShares Investment Grade Systematic Bond ETF (IGEB) as of Q2 2024, up from 101 in Q1 2024.
- Funds reported $1.25B of iShares Investment Grade Systematic Bond ETF stock for Q2 2024, up 151% quarter-over-quarter.
- 113 funds opened new iShares Investment Grade Systematic Bond ETF positions in Q2 2024 and 9 closed out, a net change of +104 holders.
- The largest iShares Investment Grade Systematic Bond ETF buyer in Q2 2024 was Envestnet Asset Management, an estimated $234M added.
- The largest iShares Investment Grade Systematic Bond ETF seller in Q2 2024 was McGlone Suttner Wealth Management, an estimated $3.6M sold.
Based on aggregated 13F filings for Q2 2024.