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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 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: 34 (+1)

14% more capital invested

Capital invested by funds: $1.25B → $1.42B (+$178M)

14% more funds holding

Funds holding: 203231 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
FCA
201
FinTrust Capital Advisors
South Carolina
$45.3K -$16.2K -356 -27%
PS
202
Principal Securities
Iowa
$44.1K +$13K +285 +43%
APC
203
Aspire Private Capital
North Carolina
$43.4K -$91 -2 -0.2%
Fidelity Investments
204
Fidelity Investments
Massachusetts
$43.2K +$42.3K +927 +46,350%
AF
205
Advisornet Financial
Minnesota
$38.6K -$8.52K -187 -18%
RFG
206
REAP Financial Group
Texas
$33K -$8.02K -176 -20%
VWM
207
Venturi Wealth Management
Texas
$32K -$91 -2 -0.3%
AssetMark Inc
208
AssetMark Inc
California
$28.9K +$28.4K +622 New
NRC
209
New Republic Capital
North Carolina
$27.1K +$319 +7 +1%
WSFS
210
Wilmington Savings Fund Society
Delaware
$26.2K +$25.7K +564 New
GJWM
211
Gilliland Jeter Wealth Management
Arkansas
$25.2K -$1.19K -26 -5%
GJIA
212
Glass Jacobson Investment Advisors
Maryland
$24.9K +$274 +6 +1%
CPG
213
Cornerstone Planning Group
New Jersey
$24K -$5.01K -110 -17%
CIA
214
Cape Investment Advisory
Georgia
$21.9K -$547 -12 -2%
PFM
215
Phillips Financial Management
Indiana
$20.9K -$94.1K -2,065 -82%
CA
216
Continuum Advisory
Idaho
$20.7K +$2.28K +50 +12%
CA
217
CoreCap Advisors
Michigan
$20.7K +$3.74K +82 +23%
BCMLT
218
Beacon Capital Management LLC (Tennessee)
Tennessee
$18.7K +$18.3K +402 New
GWSG
219
GPS Wealth Strategies Group
Colorado
$13.9K
AWM
220
Avior Wealth Management
Nebraska
$12.6K -$11.2K -246 -47%
RCM
221
Raleigh Capital Management
North Carolina
$11.6K -$775 -17 -6%
PPC
222
Park Place Capital
Alabama
$11.3K -$28.2K -618 -72%
BSB
223
Bangor Savings Bank
Maine
$9.8K +$9.62K +211 New
KA
224
Kozak & Associates
Colorado
$8.88K +$8.8K +193 New
EWA
225
EverSource Wealth Advisors
Alabama
$8.22K -$91 -2 -1%

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.