iShares Investment Grade Systematic Bond ETF
IGEB
4 hedge funds and large institutions have $61.3M invested in iShares Investment Grade Systematic Bond ETF in 2018 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 0 increasing their positions, 1 reducing their positions, and 2 closing their positions.
85% more capital invested
Capital invested by funds: $33.2M → $61.3M (+$28.1M)
50% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 2
33% more funds holding
Funds holding: 3 → 4 (+1)
7.46% more ownership
Funds ownership: 98.92% → 106.38% (+7.5%)
100% less repeat investments, than reductions
Existing positions increased: 0 | Existing positions reduced: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$33.9M |
| 2 |
RCG
Ruggie Capital Group
Tavares,
Florida
|
+$51.4K |
| 3 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$23.9K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$2.56M |
| 2 |
BlackRock
New York
|
-$1.95M |
| 3 |
VF
Virtu Financial
New York
|
-$1.3M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $33.8M | +$33.9M | +703,627 | New |
|
|
2
BlackRock
New York
| $27.4M | -$1.95M | -40,570 | -7% |
|
|
RCG
3
Ruggie Capital Group
Tavares,
Florida
| $51K | +$51.4K | +1,068 | New |
|
|
LTFS
4
Ladenburg Thalmann Financial Services
Miami,
Florida
| $24K | +$23.9K | +497 | New |
|
|
5
Jane Street
New York
| – | -$2.56M | -53,415 | Closed |
|
|
VF
6
Virtu Financial
New York
| – | -$1.3M | -27,100 | Closed |
|
IGEB Hedge Fund Activity: Q3 2018 in Review
4 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in iShares Investment Grade Systematic Bond ETF (IGEB) for Q3 2018, worth a combined $61.3M — up 85% from $33.2M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new IGEB positions and 2 closed out — a net gain of 1 holder — while 0 added to existing stakes and 1 trimmed.
The largest buyer was Carson Wealth (CWM LLC), opening a new position worth an estimated $33.9M. The largest seller was Jane Street, exiting entirely with an estimated $2.56M sold.
- 4 institutional investors held iShares Investment Grade Systematic Bond ETF (IGEB) as of Q3 2018, up from 3 in Q2 2018.
- Funds reported $61.3M of iShares Investment Grade Systematic Bond ETF stock for Q3 2018, up 85% quarter-over-quarter.
- 3 funds opened new iShares Investment Grade Systematic Bond ETF positions in Q3 2018 and 2 closed out, a net change of +1 holder.
- The largest iShares Investment Grade Systematic Bond ETF buyer in Q3 2018 was Carson Wealth (CWM LLC), an estimated $33.9M added.
- The largest iShares Investment Grade Systematic Bond ETF seller in Q3 2018 was Jane Street, an estimated $2.56M sold.
Based on aggregated 13F filings for Q3 2018.