iShares Investment Grade Systematic Bond ETF
IGEB
6 hedge funds and large institutions have $78M invested in iShares Investment Grade Systematic Bond ETF in 2018 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 3 increasing their positions, 0 reducing their positions, and 1 closing their positions.
200% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 1
50% more funds holding
Funds holding: 4 → 6 (+2)
27% more capital invested
Capital invested by funds: $61.3M → $78M (+$16.7M)
3.32% more ownership
Funds ownership: 106.38% → 109.7% (+3.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$14.9M |
| 2 |
RCG
Ruggie Capital Group
Tavares,
Florida
|
+$1.13M |
| 3 |
BlackRock
New York
|
+$995K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$381K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$31.7K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
-$24K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $48.3M | +$14.9M | +315,652 | +45% |
|
|
2
BlackRock
New York
| $28.1M | +$995K | +21,070 | +4% |
|
|
RCG
3
Ruggie Capital Group
Tavares,
Florida
| $1.18M | +$1.13M | +23,841 | +2,232% |
|
|
4
Bank of America
Charlotte,
North Carolina
| $382K | +$381K | +8,058 | New |
|
|
5
UBS Group
Zurich,
Switzerland
| $32K | +$31.7K | +671 | New |
|
|
CFN
6
Cordasco Financial Network
Naples,
Florida
| $10K | +$9.78K | +207 | New |
|
|
LTFS
7
Ladenburg Thalmann Financial Services
Miami,
Florida
| – | -$24K | -497 | Closed |
|
IGEB Hedge Fund Activity: Q4 2018 in Review
6 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in iShares Investment Grade Systematic Bond ETF (IGEB) for Q4 2018, worth a combined $78M — up 27% from $61.3M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new IGEB positions and 1 closed out — a net gain of 2 holders — while 3 added to existing stakes and 0 trimmed.
The largest buyer was Carson Wealth (CWM LLC), adding an estimated $14.9M. The largest seller was Ladenburg Thalmann Financial Services, exiting entirely with an estimated $24K sold.
- 6 institutional investors held iShares Investment Grade Systematic Bond ETF (IGEB) as of Q4 2018, up from 4 in Q3 2018.
- Funds reported $78M of iShares Investment Grade Systematic Bond ETF stock for Q4 2018, up 27% quarter-over-quarter.
- 3 funds opened new iShares Investment Grade Systematic Bond ETF positions in Q4 2018 and 1 closed out, a net change of +2 holders.
- The largest iShares Investment Grade Systematic Bond ETF buyer in Q4 2018 was Carson Wealth (CWM LLC), an estimated $14.9M added.
- The largest iShares Investment Grade Systematic Bond ETF seller in Q4 2018 was Ladenburg Thalmann Financial Services, an estimated $24K sold.
Based on aggregated 13F filings for Q4 2018.