iShares Investment Grade Systematic Bond ETF
IGEB
12 hedge funds and large institutions have $111M invested in iShares Investment Grade Systematic Bond ETF in 2019 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 2 increasing their positions, 3 reducing their positions, and 0 closing their positions.
100% more funds holding
Funds holding: 6 → 12 (+6)
43% more capital invested
Capital invested by funds: $78M → $111M (+$33.2M)
5.81% less ownership
Funds ownership: 109.7% → 103.89% (-5.8%)
33% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$36.4M |
| 2 |
Jane Street
New York
|
+$1.86M |
| 3 |
SXL
Summit X LLC
Chesterfield,
Missouri
|
+$522K |
| 4 |
PK
Pflug Koory
Omaha,
Nebraska
|
+$433K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$124K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$17.7M |
| 2 |
RCG
Ruggie Capital Group
Tavares,
Florida
|
-$813K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$31.6K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $96M | +$36.4M | +752,985 | +74% |
|
|
2
BlackRock
New York
| $11.3M | -$17.7M | -365,554 | -62% |
|
|
3
Jane Street
New York
| $1.91M | +$1.86M | +38,512 | New |
|
|
SXL
4
Summit X LLC
Chesterfield,
Missouri
| $532K | +$522K | +10,783 | New |
|
|
5
Bank of America
Charlotte,
North Carolina
| $527K | +$124K | +2,563 | +32% |
|
|
PK
6
Pflug Koory
Omaha,
Nebraska
| $444K | +$433K | +8,951 | New |
|
|
RCG
7
Ruggie Capital Group
Tavares,
Florida
| $403K | -$813K | -16,799 | -67% |
|
|
LTFS
8
Ladenburg Thalmann Financial Services
Miami,
Florida
| $40K | +$38.9K | +804 | New |
|
|
WCG
9
Weaver Consulting Group
Huntington Beach,
California
| $26K | +$24.9K | +514 | New |
|
|
CFN
10
Cordasco Financial Network
Naples,
Florida
| $10K | – | – | – |
|
11
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| $8K | +$7.35K | +152 | New |
|
|
12
UBS Group
Zurich,
Switzerland
| $1K | -$31.6K | -653 | -97% |
|
IGEB Hedge Fund Activity: Q1 2019 in Review
12 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in iShares Investment Grade Systematic Bond ETF (IGEB) for Q1 2019, worth a combined $111M — up 43% from $78M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new IGEB positions and 0 closed out — a net gain of 6 holders — while 2 added to existing stakes and 3 trimmed.
The largest buyer was Carson Wealth (CWM LLC), adding an estimated $36.4M. The largest seller was BlackRock, cutting an estimated $17.7M.
- 12 institutional investors held iShares Investment Grade Systematic Bond ETF (IGEB) as of Q1 2019, up from 6 in Q4 2018.
- Funds reported $111M of iShares Investment Grade Systematic Bond ETF stock for Q1 2019, up 43% quarter-over-quarter.
- 6 funds opened new iShares Investment Grade Systematic Bond ETF positions in Q1 2019 and 0 closed out, a net change of +6 holders.
- The largest iShares Investment Grade Systematic Bond ETF buyer in Q1 2019 was Carson Wealth (CWM LLC), an estimated $36.4M added.
- The largest iShares Investment Grade Systematic Bond ETF seller in Q1 2019 was BlackRock, an estimated $17.7M sold.
Based on aggregated 13F filings for Q1 2019.