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iShares Investment Grade Systematic Bond ETF

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
Name Market Value Shares Shares
Change
Shares
Change %
FCA
201
FinTrust Capital Advisors
South Carolina
$45.3K 974 -356 -27%
PS
202
Principal Securities
Iowa
$44.1K 949 +285 +43%
APC
203
Aspire Private Capital
North Carolina
$43.4K 935 -2 -0.2%
Fidelity Investments
204
Fidelity Investments
Massachusetts
$43.2K 929 +927 +46,350%
AF
205
Advisornet Financial
Minnesota
$38.6K 830 -187 -18%
RFG
206
REAP Financial Group
Texas
$33K 710 -176 -20%
VWM
207
Venturi Wealth Management
Texas
$32K 690 -2 -0.3%
AssetMark Inc
208
AssetMark Inc
California
$28.9K 622 +622 New
NRC
209
New Republic Capital
North Carolina
$27.1K 583 +7 +1%
WSFS
210
Wilmington Savings Fund Society
Delaware
$26.2K 564 +564 New
GJWM
211
Gilliland Jeter Wealth Management
Arkansas
$25.2K 543 -26 -5%
GJIA
212
Glass Jacobson Investment Advisors
Maryland
$24.9K 536 +6 +1%
CPG
213
Cornerstone Planning Group
New Jersey
$24K 530 -110 -17%
CIA
214
Cape Investment Advisory
Georgia
$21.9K 471 -12 -2%
PFM
215
Phillips Financial Management
Indiana
$20.9K 450 -2,065 -82%
CA
216
Continuum Advisory
Idaho
$20.7K 462 +50 +12%
CA
217
CoreCap Advisors
Michigan
$20.7K 445 +82 +23%
BCMLT
218
Beacon Capital Management LLC (Tennessee)
Tennessee
$18.7K 402 +402 New
GWSG
219
GPS Wealth Strategies Group
Colorado
$13.9K 300
AWM
220
Avior Wealth Management
Nebraska
$12.6K 272 -246 -47%
RCM
221
Raleigh Capital Management
North Carolina
$11.6K 249 -17 -6%
PPC
222
Park Place Capital
Alabama
$11.3K 243 -618 -72%
BSB
223
Bangor Savings Bank
Maine
$9.81K 211 +211 New
KA
224
Kozak & Associates
Colorado
$8.88K 193 +193 New
EWA
225
EverSource Wealth Advisors
Alabama
$8.23K 177 -2 -1%