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iShares Investment Grade Systematic Bond ETF
IGEB

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 85 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

10.59% less ownership

Funds ownership: 92.75% → 82.16% (-11%)

25% less funds holding

Funds holding: 231 → 173 (-58)

32% less repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 78

41% less capital invested

Capital invested by funds: $1.42B → $842M (-$583M)

62% less first-time investments, than exits

New positions opened: 32 | Existing positions closed: 85

Holders
173
Holders Change
-58
Holders Change %
-25.11%
% of All Funds
2.28%
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
85
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
+$27.2M
2
SIM
Stratos Investment Management
Ohio
+$11.2M
3
ETC
Exchange Traded Concepts
Oklahoma
+$9.74M
4
HWAM
Hennion & Walsh Asset Management
New Jersey
+$6.89M
5
TWC
TD Waterhouse Canada
Ontario, Canada
+$4.97M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$232M
2
BlackRock
BlackRock
New York
-$41.1M
3
LPL Financial
LPL Financial
California
-$40.1M
4
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
-$34.7M
5
JP Morgan Chase
JP Morgan Chase
New York
-$26.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
I
201
INVST
Indiana
– -$1.1M -23,659 Closed
BCI
202
Brinker Capital Investments
Pennsylvania
– -$1.02M -21,973 Closed
OPS
203
Orion Portfolio Solutions
Nebraska
– -$1.02M -21,973 Closed
EH
204
Equitable Holdings
New York
– -$1.02M -21,847 Closed
USCWA
205
U.S. Capital Wealth Advisors
Texas
– -$886K -19,075 Closed
DA
206
Detalus Advisors
Missouri
– -$807K -17,376 Closed
HighTower Advisors
207
HighTower Advisors
Illinois
– -$785K -16,919 Closed
SHIM
208
Stone House Investment Management
Pennsylvania
– -$755K -16,243 Closed
SWP
209
ShoreHaven Wealth Partners
New Jersey
– -$754K -16,225 Closed
JC
210
JB Capital
Connecticut
– -$746K -16,058 Closed
MIS
211
Morningstar Investment Services
Illinois
– -$740K -15,896 Closed
CWM
212
Centurion Wealth Management
Virginia
– -$705K -15,182 Closed
CAM
213
Cobblestone Asset Management
Virginia
– -$685K -14,748 Closed
BWM
214
BCGM Wealth Management
Indiana
– -$672K -14,468 Closed
BBA
215
Braun-Bostich & Associates
Pennsylvania
– -$646K -13,902 Closed
RIA
216
Regal Investment Advisors
Michigan
– -$640K -13,768 Closed
MWM
217
Mosley Wealth Management
California
– -$544K -11,978 Closed
AWM
218
Alterna Wealth Management
Texas
– -$528K -11,369 Closed
CWS
219
Cypress Wealth Services
California
– -$526K -11,325 Closed
SWP
220
Stratos Wealth Partners
Ohio
– -$495K -10,651 Closed
SWA
221
Stratos Wealth Advisors
Ohio
– -$493K -10,618 Closed
OAP
222
One Advisory Partners
Kansas
– -$468K -10,076 Closed
BRWA
223
B. Riley Wealth Advisors
Florida
– -$465K -10,030 Closed
Baird Financial Group
224
Baird Financial Group
Wisconsin
– -$451K -9,703 Closed
QPWM
225
Quadrant Private Wealth Management
Pennsylvania
– -$423K -9,103 Closed
7 8
9
10 11

IGEB Hedge Fund Activity: Q4 2024 in Review

173 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares Investment Grade Systematic Bond ETF (IGEB) for Q4 2024, worth a combined $842M — down 41% from $1.42B a quarter earlier.

Sellers outnumbered buyers: 85 funds closed out of IGEB and 32 opened new positions — a net loss of 53 holders — while 78 trimmed existing stakes and 53 added.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $27.2M. The largest seller was Envestnet Asset Management, cutting an estimated $232M.

  • 173 institutional investors held iShares Investment Grade Systematic Bond ETF (IGEB) as of Q4 2024, down from 231 in Q3 2024.
  • Funds reported $842M of iShares Investment Grade Systematic Bond ETF stock for Q4 2024, down 41% quarter-over-quarter.
  • 32 funds opened new iShares Investment Grade Systematic Bond ETF positions in Q4 2024 and 85 closed out, a net change of -53 holders.
  • The largest iShares Investment Grade Systematic Bond ETF buyer in Q4 2024 was Citadel Advisors, an estimated $27.2M added.
  • The largest iShares Investment Grade Systematic Bond ETF seller in Q4 2024 was Envestnet Asset Management, an estimated $232M sold.

Based on aggregated 13F filings for Q4 2024.